Cedarwood Wealth LLC
Cedarwood Wealth LLC reported 96 positions worth $132.3M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $15.0M | 11.34% | 20,037 | — | — | |
| ▸ 2 | QQQ | SH | $12.3M | 9.28% | 16,671 | — | — | |
| ▸ 3 | AAPL | SH | $6.2M | 4.66% | 21,327 | — | — | |
| ▸ 4 | GPIX | SH | $6.1M | 4.64% | 110,397 | — | — | |
| ▸ 5 | SPY | SH | $5.0M | 3.80% | 6,734 | — | — | |
| ▸ 6 | SCHD | SH | $4.8M | 3.65% | 152,467 | — | — | |
| ▸ 7 | NVDA | SH | $4.7M | 3.55% | 23,500 | — | — | |
| ▸ 8 | INTC | SH | $4.6M | 3.51% | 33,234 | — | — | |
| ▸ 9 | GPIQ | SH | $4.1M | 3.06% | 68,306 | — | — | |
| ▸ 10 | VOO | SH | $3.9M | 2.98% | 5,749 | — | — |
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Frequently Asked Questions
What stocks does Cedarwood Wealth LLC hold as of Q2 2026?
Cedarwood Wealth LLC reported 96 positions worth $132.3M in its Q2 2026 13F filing. Largest positions: IVV (11.3%), QQQ (9.3%), AAPL (4.7%), GPIX (4.6%) and SPY (3.8%).
What did Cedarwood Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cedarwood Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.