Cedarwood Wealth LLC
CIK
2114448
Location
HIGHLANDS RANCH, CO
Portfolio Value
Micro
$1,695,626
Diversification
Diversified
Filing Date
Global Rank
#7,004
/ 8,578
▲ 220
Top Industry
Semiconductors
25.4%
3Y Alpha vs SPY
+22.7%
Period ended 3 months ago
Filed May 5, 2026 · 42d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.1%
SPY
+11.2%
Annualised alpha
+23.1%
Max drawdown
−9.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.1%
−1.3 pts
Top 5
56.2%
−3.4 pts
Top 10
73.9%
−3.0 pts
HHI
858
Diversified−94
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.5% | $15,364,929 |
| Technology | 35.3% | $15,251,629 |
| Consumer Cyclical | 6.6% | $2,870,277 |
| Communication Services | 6.3% | $2,731,358 |
| Financial Services | 4.6% | $1,970,112 |
| Healthcare | 4.5% | $1,956,769 |
| Consumer Defensive | 3.9% | $1,695,626 |
| Energy | 1.7% | $736,390 |
| Industrials | 1.1% | $465,901 |
| Utilities | 0.5% | $206,936 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +3,551 | 21,856 | $3,811,686 | |
| AAPL | Apple Inc. | +2,284 | 21,291 | $5,403,442 | |
| MSFT | Microsoft Corp | +1,207 | 5,433 | $2,011,133 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,172 | 15,098 | $8,714,263 | |
| AMZN | Amazon Com Inc | +973 | 8,845 | $1,842,148 | |
| NFLX | Netflix Inc | +963 | 4,426 | $425,559 | |
| GOOGL | Alphabet Inc. | +888 | 4,670 | $1,342,905 | |
| KO | Coca Cola Co | +868 | 4,657 | $354,164 | |
| AVGO | Broadcom Inc. | +623 | 3,709 | $1,147,972 | |
| WMT | Walmart Inc. | +562 | 4,121 | $512,157 | |
| XOM | Exxon Mobil Corp | +513 | 2,377 | $403,281 | |
| TSLA | Tesla, Inc. | +369 | 2,080 | $773,240 | |
| JNJ | Johnson & Johnson | +357 | 1,660 | $405,770 | |
| GLD | Spdr Gold Trust | +356 | 4,226 | $1,818,405 | |
| JPM | Jpmorgan Chase & Co | +262 | 1,964 | $577,730 | |
| BRK-B | Berkshire Hathaway Inc | +240 | 1,698 | $813,681 | |
| ABBV | AbbVie Inc. | +198 | 2,146 | $466,733 | |
| MRK | Merck & Co., Inc. | +161 | 2,805 | $337,413 | |
| V | Visa Inc. | +151 | 1,184 | $357,852 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +145 | 758 | $256,166 | |
| CVX | Chevron Corp | +139 | 1,610 | $333,109 | |
| MU | Micron Technology Inc | +130 | 1,048 | $354,056 | |
| META | Meta Platforms, Inc. | +68 | 1,683 | $962,894 | |
| IBIT | iShares Bitcoin Trust ETF | +50 | 5,214 | $200,321 | |
| LLY | ELI LILLY & Co | +49 | 812 | $746,853 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$1,695,626 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,121 | $512,157 | 30.20% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,465 | $500,484 | 29.52% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 4,657 | $354,164 | 20.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 330 | $328,821 | 19.39% |