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Disclosery

13F-HR filed by Cedarwood Wealth LLC

Cedarwood Wealth LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-03-06, with 76 holding rows worth $89,748,118.

Accession
0002114448-26-000001
Filer
CIK 2114448
Filed
2026-03-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 76 entries on the cover page, a total value of $89,748,118 stated on the cover page (in dollars after the unit check, H1), rows summing to $89,748,118 with VALUE read as dollars as filed, 13F file number 028-26749. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS19,374$13,482,103dollars as filed
INVESCO QQQ TR46090E103COM13,926$8,710,357dollars as filed
Apple Inc037833100COM19,007$4,854,485dollars as filed
SPY78462F103SHS6,693$4,636,589dollars as filed
Vanguard S&P 500 ETF922908363COM5,531$3,523,654dollars as filed
SCHD808524797COM119,868$3,497,738dollars as filed
NVIDIA Corp67066G104COM18,305$3,413,415dollars as filed
GOLDMAN SACHS ETF TR38149W622S&P 500 PREMIUM43,910$2,337,749dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF38,079$2,231,794dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF83,308$2,136,017dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS13,613$1,988,652dollars as filed
Microsoft Corp594918104COM4,226$1,987,566dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK4,005$1,886,881dollars as filed
Amazon.com, Inc023135106COM7,872$1,876,725dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,870$1,798,389dollars as filed
Intel Corp458140100COM35,424$1,505,174dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF4,398$1,404,368dollars as filed
GOLDMAN SACHS ETF TR38149W630NASDA 100 ETF24,227$1,294,947dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,782$1,260,556dollars as filed
iShares Core Dividend Growth ETF46434V621SHS16,717$1,196,421dollars as filed
META PLATFORMS INC CL A30303M102COM1,615$1,086,075dollars as filed
Broadcom Inc.11135F101COM3,086$1,002,649dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,981$894,106dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,547$849,599dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS8,822$827,983dollars as filed
Eli Lilly and Company532457108COM763$811,036dollars as filed
ISHARES TR464288257MSCI ACWI ETF5,358$780,817dollars as filed
Tesla Motors, Inc88160R101COM1,711$744,649dollars as filed
Berkshire Hathaway Inc084670702COM1,458$705,059dollars as filed
iShares Russell Midcap ETF464287499SHS5,707$573,325dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,531$554,575dollars as filed
Procter & Gamble Co742718109COM3,709$554,419dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS7,434$539,713dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF11,300$537,428dollars as filed
Vanguard Growth922908736COM1,070$521,090dollars as filed
JPMorgan Chase & Co46625H100COM1,702$512,286dollars as filed
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR46641Q191BETABUILDERS EUR6,679$511,344dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF9,992$504,996dollars as filed
ISHARES TR464288182MSCI AC ASIA ETF4,957$496,294dollars as filed
ISHARES TR46432F388MSCI USA VALUE3,051$441,700dollars as filed
AbbVie,Inc.00287Y109COM1,948$430,090dollars as filed
Walmart Inc.931142103COM3,559$418,637dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS4,482$418,463dollars as filed
VWO922042858SHS7,228$411,472dollars as filed
Vanguard FTSE Europe ETF922042874SHS4,650$406,887dollars as filed
VTI922908769COM1,175$401,915dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS6,540$391,434dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,501$379,193dollars as filed
Costco Wholesale Corporation22160K105COM374$365,380dollars as filed
Micron Technology,Inc.595112103COM918$357,282dollars as filed
IJH464287507COM5,040$350,812dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,280$348,912dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF6,757$342,788dollars as filed
Visa Inc92826C839COM1,033$339,193dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,220$333,585dollars as filed
Vanguard Value ETF922908744SHS1,678$332,699dollars as filed
Fidelity MSCI Energy Index ETF316092402SHS11,756$320,599dollars as filed
Home Depot, Inc437076102COM788$304,736dollars as filed
Netflix, Inc64110L106COM3,463$296,779dollars as filed
Johnson & Johnson478160104COM1,303$288,703dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK203$286,934dollars as filed
Merck & Co.,Inc.58933Y105COM2,644$284,006dollars as filed
Coca-Cola Company191216100COM3,789$274,907dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,675$268,757dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF2,225$267,289dollars as filed
IShares Bitcoin Trust Registered46438F101SHS5,164$256,393dollars as filed
Lam Research Corporation512807306COM1,143$254,674dollars as filed
Schwab Short Term US Treasury ETF808524862SHS10,442$254,576dollars as filed
EXXON MOBIL CORP30231G102COM1,864$251,381dollars as filed
SPDR SERIES TRUST78464A797ST STR SP BANK3,924$247,779dollars as filed
Union Pacific Corporation907818108COM1,071$247,274dollars as filed
Chevron Corporation166764100COM1,471$246,346dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW2,513$240,896dollars as filed
VGT92204A702SHS299$227,141dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,122$223,537dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS613$203,946dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002114448-26-000001this filing2026-03-06acceptance time not in the bulk data set