Institutional Fund
Cedarwood Wealth LLC
Highlands Ranch, COCIK 21144482 filings on record
Portfolio Value
$99.00M
Q1 2026
Holdings
81
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+10.3%
from $89.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.5%
- Invesco Qqq Tr8.8%
- Apple Inc5.5%
- Goldman Sachs ETF Tr4.8%
- Spdr S&P 500 ETF Tr4.4%
- Schwab Strategic Tr4.0%
- Other59.1%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 20.5K | $13.39M | 13.5% | +1.1K | Added |
| 2 | Invesco Qqq Tr | 15.1K | $8.71M | 8.8% | +1.2K | Added |
| 3 | Apple Inc | 21.3K | $5.40M | 5.5% | +2.3K | Added |
| 4 | Goldman Sachs ETF Tr | 94.4K | $4.72M | 4.8% | +50.5K | Added |
| 5 | Spdr S&P 500 ETF Tr | 6.7K | $4.36M | 4.4% | +4 | Added |
| 6 | Schwab Strategic Tr | 128.8K | $3.95M | 4.0% | +8.9K | Added |
| 7 | Nvidia Corporation | 21.9K | $3.81M | 3.9% | +3.6K | Added |
| 8 | Vanguard Index Fds | 5.4K | $3.25M | 3.3% | −93 | Reduced |
| 9 | Goldman Sachs ETF Tr | 64.1K | $3.17M | 3.2% | +39.8K | Added |
| 10 | J P Morgan Exchange Traded F | 46.8K | $2.65M | 2.7% | +8.7K | Added |
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