account_balance
Investment manager · 13F filer · SEC CIK 2114448
Cedarwood Wealth LLC
Reported value$139Mas of Sep 30, 2026
Positions93 5 new, 8 sold out
Top 10 weight51.1%IVV alone is 12%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.8%Added +7%
QQQInvesco QQQ Tr
9.0%Added +2%
AAPLApple Inc.
5.1%
GPIXGoldman Sachs ETF Tr
4.5%
SPYSPDR S&P 500 ETF Trust
4.5%Added +21%
NVDANVIDIA Corp
3.9%Added +3%
SCHDSchwab Strategic Tr
3.8%Added +7%
VOOVanguard Index FDS
3.0%Added +2%
INTCIntel Corp
2.9%
SGOViShares Tr
2.6%Added +47%
XLKSelect Sector SPDR Tr
2.6%Added +2%
JEPIJ P Morgan Exchange Traded F
2.5%Added +3%
IVViShares Tr
11.8%Added +7%
QQQInvesco QQQ Tr
9.0%Added +2%
AAPLApple Inc.
5.1%
GPIXGoldman Sachs ETF Tr
4.5%
SPYSPDR S&P 500 ETF Trust
4.5%+21%
NVDANVIDIA Corp
3.9%
SCHDSchwab Strategic Tr
3.8%
VOOVanguard Index FDS
3.0%
INTCIntel Corp
2.9%
SGOV2.6%
XLK2.6%
JEPI2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.8% Added +7%
QQQ Invesco QQQ Tr 9.0% Added +2%
AAPL Apple Inc. 5.1% HeldGPIX Goldman Sachs ETF Tr 4.5% Held
SPY SPDR S&P 500 ETF Trust 4.5% Added +21%NVDA NVIDIA Corp 3.9% Added +3%SCHD Schwab Strategic Tr 3.8% Added +7%
VOO Vanguard Index FDS 3.0% Added +2%
INTC Intel Corp 2.9% HeldSGOV iShares Tr 2.6% Added +47%
XLK Select Sector SPDR Tr 2.6% Added +2%
JEPI J P Morgan Exchange Traded F 2.5% Added +3%
What changed
Biggest moves since Jun 30, 2026
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