13F-HR filed by Cedarwood Wealth LLC
Cedarwood Wealth LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-23, with 96 holding rows worth $132,305,368.
- Accession
- 0002114448-26-000003
- Filer
- CIK 2114448
- Filed
- 2026-07-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 96 entries on the cover page, a total value of $132,305,368 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,305,368 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 20,037 | $15,005,187 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 16,671 | $12,276,570 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,327 | $6,171,129 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 110,397 | $6,134,749 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,734 | $5,028,633 | dollars as filed | |
| SCHD | 808524797 | COM | 152,467 | $4,834,731 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 23,500 | $4,702,189 | dollars as filed | |
| Intel Corp | 458140100 | COM | 33,234 | $4,640,460 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W630 | NASDA 100 ETF | 68,306 | $4,051,228 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,749 | $3,948,284 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 17,985 | $3,426,585 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 60,455 | $3,414,518 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 62,713 | $3,171,374 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 112,643 | $3,114,592 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 24,526 | $2,469,051 | dollars as filed | |
| J P MORGAN ETF LTD DURATION BD | 46654Q773 | ETF | 43,630 | $2,277,053 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,511 | $2,266,735 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 17,030 | $2,114,626 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,407 | $2,016,824 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,862 | $1,791,186 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,919 | $1,757,726 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 4,656 | $1,601,284 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 19,624 | $1,487,312 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,918 | $1,479,893 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,114 | $1,286,238 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,984 | $1,179,373 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,181 | $1,123,978 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 12,922 | $1,123,309 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 874 | $1,047,919 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,720 | $968,613 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,731 | $866,341 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,048 | $861,410 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 5,361 | $841,546 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 17,732 | $832,351 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 8,404 | $811,704 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,193 | $717,740 | dollars as filed | |
| VTI | 922908769 | COM | 1,764 | $652,915 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,666 | $646,433 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 5,707 | $629,596 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 6,966 | $616,781 | dollars as filed | |
| ISHARES TR | 464288182 | MSCI AC ASIA ETF | 4,962 | $592,129 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 2,956 | $590,575 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,985 | $564,585 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,285 | $556,714 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,078 | $522,843 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 46641Q191 | BETABUILDERS EUR | 6,679 | $519,426 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,444 | $505,009 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 9,905 | $500,995 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,911 | $489,681 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,378 | $472,755 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 789 | $458,373 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,755 | $445,618 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 222 | $441,705 | dollars as filed | |
| VWO | 922042858 | SHS | 7,074 | $422,270 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,813 | $414,628 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,452 | $402,853 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 2,221 | $396,755 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 356 | $379,285 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 4,045 | $377,764 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,301 | $377,715 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,889 | $371,285 | dollars as filed | |
| IJH | 464287507 | COM | 4,791 | $369,436 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 757 | $361,733 | dollars as filed | |
| Fidelity MSCI Energy Index ETF | 316092402 | SHS | 11,771 | $347,947 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,791 | $327,817 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,841 | $312,120 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 851 | $300,305 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,100 | $299,211 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,454 | $293,327 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 312 | $291,419 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 2,325 | $289,277 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,675 | $277,879 | dollars as filed | |
| KLA CORP | 482480100 | COM | 917 | $276,668 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,851 | $274,961 | dollars as filed | |
| CORNING INC | 219350105 | COM | 1,066 | $272,250 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 374 | $270,528 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 5,839 | $268,899 | dollars as filed | |
| SPDR SERIES TRUST | 78464A797 | ST STR SP BANK | 3,924 | $267,714 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,276 | $266,705 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 2,513 | $249,792 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,445 | $239,582 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,124 | $239,239 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 4,686 | $239,220 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,089 | $237,266 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 794 | $236,612 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 1,636 | $228,975 | dollars as filed | |
| General Electric Company | 369604301 | COM | 582 | $217,525 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 545 | $216,478 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 411 | $210,860 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,240 | $210,702 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 214 | $206,520 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 1,391 | $206,231 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 5,339 | $204,697 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 774 | $201,589 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 482 | $200,396 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 1,568 | $200,359 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002114448-26-000003 | this filing | 2026-07-23 | acceptance time not in the bulk data set |