Cedarwood Wealth LLC
CIK 2114448 · Holdings on Jun 30, 2026 · First reported Jul 23, 2026
Top ten holdings
Q2 2026- IVV11.34%
- QQQ9.28%
- AAPL4.66%
- GPIX4.64%
- SPY3.80%
- SCHD3.65%
- NVDA3.55%
- INTC3.51%
- GPIQ3.06%
- VOO2.98%
Share classes counted separately50.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -2.19 pp13.53% → 11.34%Shares -466 (-2.27%)
- INTCWeight increased · +1.98 pp1.53% → 3.51%Shares -1.12K (-3.26%)
- AAPLWeight decreased · -0.80 pp5.46% → 4.66%Shares +36 (+0.17%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $15.01M | 11.34% | 20.04K shares | 13.53% → 11.34%-2.19 pp -466 (-2.27%) | Reduced | ▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $12.28M | 9.28% | 16.67K shares | 8.80% → 9.28%+0.48 pp +1.57K (+10.42%) | Added | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $6.17M | 4.66% | 21.33K shares | 5.46% → 4.66%-0.80 pp +36 (+0.17%) | Added | ▾ |
| 04 | GPIXGLDM SA S&P 500 PR IN ETF-USS&P 500 PREMIUM View history and evidence | $6.13M | 4.64% | 110.40K shares | 4.77% → 4.64%-0.13 pp +16.02K (+16.97%) | Added | ▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $5.03M | 3.80% | 6.73K shares | 4.40% → 3.80%-0.60 pp +37 (+0.55%) | Added | ▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $4.83M | 3.65% | 152.47K shares | 3.99% → 3.65%-0.34 pp +23.65K (+18.36%) | Added | ▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $4.70M | 3.55% | 23.50K shares | 3.85% → 3.55%-0.30 pp +1.64K (+7.52%) | Added | ▾ |
| 08 | INTCINTEL CORP View history and evidence | $4.64M | 3.51% | 33.23K shares | 1.53% → 3.51%+1.98 pp -1.12K (-3.26%) | Reduced | ▾ |
| 09 | GPIQGS NASDAQ-100 PR INC ETF-USDNASDA 100 ETF View history and evidence | $4.05M | 3.06% | 68.31K shares | 3.20% → 3.06%-0.14 pp +4.25K (+6.63%) | Added | ▾ |
| 10 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.95M | 2.98% | 5.75K shares | 3.28% → 2.98%-0.30 pp +311 (+5.72%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VGIT VANGUARD INTERMEDIATE-TERM T | Non-derivative | -7,301 | -$434.76K | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -2,377 | -$403.33K | SEC filing ↗ | SEC filing ↗ |
| SCHO SCHWAB SHORT-TERM US TREAS | Non-derivative | -10,442 | -$253.43K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2114448 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 132305368
}Research all 96 reported holdings.
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