Cedarwood Wealth LLC: 13F holdings
CIK 21144482026Q2
| Positions | 96 |
|---|
| Reported value | $132.3m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 96 (+15 vs prior quarter) |
|---|
| Reported value | $132.3m (+33.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 20,037 | $15.0m | 11.3% |
| QQQ INVESCO QQQ TR | 16,671 | $12.3m | 9.3% |
| AAPL APPLE INC | 21,327 | $6.2m | 4.7% |
| GPIX GOLDMAN SACHS ETF TR | 110,397 | $6.1m | 4.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,734 | $5.0m | 3.8% |
| SCHD SCHWAB STRATEGIC TR | 152,467 | $4.8m | 3.7% |
| NVDA NVIDIA CORPORATION | 23,500 | $4.7m | 3.6% |
| INTC INTEL CORP | 33,234 | $4.6m | 3.5% |
| GPIQ GOLDMAN SACHS ETF TR | 68,306 | $4.1m | 3.1% |
| VOO VANGUARD INDEX FDS | 5,749 | $3.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2114448")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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