Cedarwood Wealth LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $213,419,865 | Individuals and high net worth (100%) |
| Aug 2025 to Mar 2026 | $135,473,480 | Individuals and high net worth (100%) |
| Apr 2025 to Jul 2025 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 64.8%; sector active share 55.8% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 68.7% | $90,928,679 |
| Technology | 19.1% | $25,255,703 |
| Communication Services | 3.1% | $4,125,664 |
| Consumer Cyclical | 2.6% | $3,428,369 |
| Healthcare | 2.1% | $2,793,191 |
| Financial Services | 2.1% | $2,763,585 |
| Consumer Defensive | 1.3% | $1,673,653 |
| Industrials | 0.7% | $895,814 |
| Energy | 0.3% | $441,103 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | +23,649 | 152,467 | $4,834,728 | |
| JPST | JPMorgan Ultra-Short Income ETF | +17,167 | 62,713 | $3,171,396 | |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | +16,019 | 110,397 | $6,134,761 | |
| — | +14,457 | 112,643 | $3,114,578 | ||
| JEPI | JPMorgan Equity Premium Income ETF | +13,678 | 60,455 | $3,414,498 | |
| IWF | iShares Russell 1000 Growth ETF | +12,997 | 17,030 | $2,114,615 | |
| GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETF | +4,249 | 68,306 | $4,051,228 | |
| VUG | VANGUARD GROWTH INDEX FUND | +4,012 | 4,813 | $414,591 | |
| JCPB | JPMorgan Core Plus Bond ETF | +3,341 | 17,732 | $832,340 | |
| DGRO | iShares Core Dividend Growth ETF | +2,397 | 19,624 | $1,487,302 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +2,155 | 2,454 | $293,302 | |
| NVDA | Nvidia Corp | +1,644 | 23,500 | $4,702,115 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,573 | 16,671 | $12,276,524 | |
| IEMG | iShares Trust | +1,150 | 5,911 | $489,667 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +887 | 17,985 | $3,426,502 | |
| WMT | Walmart Inc. | +864 | 4,985 | $564,601 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +780 | 6,966 | $616,769 | |
| AMZN | Amazon Com Inc | +666 | 9,511 | $2,266,851 | |
| GLD | Spdr Gold Trust | +636 | 4,862 | $1,791,063 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +588 | 1,764 | $652,750 | |
| VIG | Vanguard Specialized Funds | +466 | 4,984 | $1,179,314 | |
| VOO | VANGUARD 500 INDEX FUND | +311 | 5,749 | $3,948,470 | |
| GOOG | Alphabet Inc. | +259 | 3,181 | $1,123,942 | |
| GOOGL | Alphabet Inc. | +249 | 4,919 | $1,757,903 | |
| JPM | Jpmorgan Chase & Co | +229 | 2,193 | $717,834 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −1,120 | 33,234 | $4,640,463 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −877 | 9,905 | $500,994 | |
| KO | Coca Cola Co | −816 | 3,841 | $312,158 | |
| NFLX | Netflix Inc | −575 | 3,851 | $274,961 | |
| IVV | iShares Core S&P 500 ETF | −466 | 20,037 | $15,005,508 | |
| CVX | Chevron Corp | −165 | 1,445 | $239,523 | |
| VLUE | iShares MSCI USA Value Factor ETF | −96 | 2,956 | $590,638 | |
| ABBV | AbbVie Inc. | −68 | 2,078 | $522,907 | |
| TSLA | Tesla, Inc. | −32 | 2,048 | $861,388 | |
| MA | Mastercard Inc | −31 | 411 | $211,089 | |
| MSFT | Microsoft Corp | −26 | 5,407 | $2,016,919 | |
| PG | PROCTER & GAMBLE Co | −21 | 3,444 | $505,028 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | −19 | 2,452 | $402,790 | |
| COST | Costco Wholesale Corp | −18 | 312 | $291,866 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1 | 757 | $361,520 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | 24,526 | $2,469,032 | |
| JPLD | JPMorgan Limited Duration Bond ETF | 43,630 | $2,277,049 | |
| MSTR | Strategy Inc | 12,922 | $1,123,309 | |
| AMD | Advanced Micro Devices Inc | 789 | $458,337 | |
| KLAC | Kla Corp | 917 | $276,668 | |
| GLW | Corning Inc | 1,066 | $272,288 | |
| AMAT | Applied Materials Inc | 374 | $270,402 | |
| JPIE | JPMorgan Income ETF | 5,839 | $268,885 | |
| MS | Morgan Stanley | 1,276 | $266,735 | |
| TXN | Texas Instruments Inc | 794 | $236,667 | |
| C | Citigroup Inc | 1,636 | $228,974 | |
| GE | General Electric Co | 582 | $217,510 | |
| ADI | Analog Devices Inc | 545 | $216,457 | |
| ANET | Arista Networks, Inc. | 1,240 | $210,651 | |
| STX | Seagate Technology Holdings plc | 214 | $206,510 | |
| IJR | iShares Core S&P Small-Cap ETF | 1,391 | $206,299 | |
| TXG | 10x Genomics, Inc. | 5,339 | $204,697 | |
| VLO | Valero Energy Corp | 774 | $201,580 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 1,568 | $200,406 | |
| UNH | Unitedhealth Group Inc | 482 | $200,333 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 7,301 | $434,774 | |
| XOM | ExxonMobil Holdings Corp | 2,377 | $403,281 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | 10,442 | $253,427 | |
| NEE | Nextera Energy Inc | 2,228 | $206,936 | |
| IBIT | iShares Bitcoin Trust ETF | 5,214 | $200,321 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 20,037 | $15,005,508 | 11.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 16,671 | $12,276,524 | 9.28% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,327 | $6,171,180 | 4.66% | |
| GPIX |
Goldman Sachs S&P 500 Premium Income ETF
|
Added | 110,397 | $6,134,761 | 4.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,734 | $5,028,749 | 3.80% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 152,467 | $4,834,728 | 3.65% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 23,500 | $4,702,115 | 3.55% | |
| INTC |
Intel Corp
Technology
|
Reduced | 33,234 | $4,640,463 | 3.51% | |
| GPIQ |
Goldman Sachs Nasdaq-100 Premium Income ETF
|
Added | 68,306 | $4,051,228 | 3.06% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 5,749 | $3,948,470 | 2.98% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 17,985 | $3,426,502 | 2.59% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 60,455 | $3,414,498 | 2.58% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Added | 62,713 | $3,171,396 | 2.40% | |
|
|
Added | 112,643 | $3,114,578 | 2.35% | ||
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
NEW | 24,526 | $2,469,032 | 1.87% | |
| JPLD |
JPMorgan Limited Duration Bond ETF
|
NEW | 43,630 | $2,277,049 | 1.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,511 | $2,266,851 | 1.71% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 17,030 | $2,114,615 | 1.60% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,407 | $2,016,919 | 1.52% | |
| GLD |
Spdr Gold Trust
|
Added | 4,862 | $1,791,063 | 1.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,919 | $1,757,903 | 1.33% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Added | 4,656 | $1,601,244 | 1.21% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Added | 19,624 | $1,487,302 | 1.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,918 | $1,480,024 | 1.12% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,114 | $1,285,879 | 0.97% | |
| VIG |
Vanguard Specialized Funds
|
Added | 4,984 | $1,179,314 | 0.89% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 3,181 | $1,123,942 | 0.85% | |
| MSTR |
Strategy Inc
Technology
|
NEW | 12,922 | $1,123,309 | 0.85% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 874 | $1,048,301 | 0.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,720 | $968,858 | 0.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,731 | $866,175 | 0.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,048 | $861,388 | 0.65% | |
| ACWI |
iShares MSCI ACWI ETF
|
Added | 5,361 | $841,516 | 0.64% | |
| JCPB |
JPMorgan Core Plus Bond ETF
|
Added | 17,732 | $832,340 | 0.63% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 8,404 | $811,658 | 0.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,193 | $717,834 | 0.54% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 1,764 | $652,750 | 0.49% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 2,666 | $646,318 | 0.49% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Held | 5,707 | $629,596 | 0.48% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 6,966 | $616,769 | 0.47% | |
| AAXJ |
iShares Trust
|
Added | 4,962 | $592,115 | 0.45% | |
| VLUE |
iShares MSCI USA Value Factor ETF
|
Reduced | 2,956 | $590,638 | 0.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,985 | $564,601 | 0.43% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,285 | $556,829 | 0.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,078 | $522,907 | 0.40% | |
| BBEU |
JPMorgan BetaBuilders Europe ETF
|
Held | 6,679 | $519,425 | 0.39% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,444 | $505,028 | 0.38% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 9,905 | $500,994 | 0.38% | |
| IEMG |
iShares Trust
|
Added | 5,911 | $489,667 | 0.37% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,378 | $472,778 | 0.36% |
Showing the top 50 of 96 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.