§ 13F · FUND PROFILE
Cedarwood Wealth LLC.
AUM · $132M (13F)Positions · 96Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20K | $15M | 11.3% | −2% |
| 2 | QQQ | INVESCO QQQ TR | 17K | $12M | 9.3% | +10% |
| 3 | AAPL | APPLE INC | 21K | $6M | 4.7% | ±0% |
| 4 | GPIX | GOLDMAN SACHS ETF TR | 110K | $6M | 4.6% | +17% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 3.8% | +1% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 152K | $5M | 3.7% | +18% |
| 7 | NVDA | NVIDIA CORPORATION | 24K | $5M | 3.6% | +8% |
| 8 | INTC | INTEL CORP | 33K | $5M | 3.5% | −3% |
| 9 | GPIQ | GOLDMAN SACHS ETF TR | 68K | $4M | 3.1% | +7% |
| 10 | VOO | VANGUARD INDEX FDS | 6K | $4M | 3.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CEDARWOOD SIGNAL
AC read
Cedarwood Wealth LLC is a institutional fund managing $132 million in assets. The fund runs a portfolio of 96 positions.
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