Cedarwood Wealth LLC
Net buyer this quarter
$132M
52
+$6.31M
31.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $12.3M | 9.28% | Not reported | +10.4% | Q4 2025 |
 AAPL | $6.17M | 4.66% | 0.00% | +0.2% | Q4 2025 |
 SPY | $5.03M | 3.80% | Not reported | +0.6% | Q4 2025 |
 NVDA | $4.7M | 3.55% | 0.00% | +7.5% | Q4 2025 |
 INTC | $4.64M | 3.51% | 0.00% | -3.3% | Q4 2025 |
 AMZN | $2.27M | 1.71% | 0.00% | +7.5% | Q4 2025 |
 MSFT | $2.02M | 1.52% | 0.00% | -0.5% | Q4 2025 |
| GLD | $1.79M | 1.35% | 0.00% | +15.1% | Q4 2025 |
 GOOGL | $1.76M | 1.33% | 0.00% | +5.3% | Q4 2025 |
 AVGO | $1.48M | 1.12% | 0.00% | +5.6% | Q4 2025 |
 MU | $1.29M | 0.97% | 0.00% | +6.3% | Q4 2025 |
| GOOG | $1.12M | 0.85% | Not reported | +8.9% | Q4 2025 |
 MSTR | $1.12M | 0.85% | Not reported | New | Q2 2026 |
 LLY | $1.05M | 0.79% | 0.00% | +7.6% | Q4 2025 |
 META | $969K | 0.73% | Not reported | +2.2% | Q4 2025 |
 BRK.B | $866K | 0.65% | Not reported | +1.9% | Q4 2025 |
 TSLA | $861K | 0.65% | 0.00% | -1.5% | Q4 2025 |
 JPM | $718K | 0.54% | 0.00% | +11.7% | Q4 2025 |
 VLUE | $591K | 0.45% | Not reported | -3.2% | Q4 2025 |
 WMT | $565K | 0.43% | 0.00% | +21.0% | Q4 2025 |
 LRCX | $557K | 0.42% | 0.00% | +8.3% | Q4 2025 |
 ABBV | $523K | 0.40% | 0.00% | -3.2% | Q4 2025 |
 PG | $505K | 0.38% | 0.00% | -0.6% | Q4 2025 |
 V | $473K | 0.36% | 0.00% | +16.4% | Q4 2025 |
 AMD | $458K | 0.35% | 0.00% | New | Q2 2026 |
 JNJ | $446K | 0.34% | 0.00% | +5.7% | Q4 2025 |
 ASML | $442K | 0.33% | 0.00% | Not reported | Q4 2025 |
 CAT | $379K | 0.29% | 0.00% | +15.2% | Q1 2026 |
 MRK | $371K | 0.28% | 0.00% | +3.0% | Q4 2025 |
 TSM | $362K | 0.27% | 0.00% | -0.1% | Q4 2025 |
 CSCO | $328K | 0.25% | 0.00% | +6.0% | Q1 2026 |
 KO | $312K | 0.24% | 0.00% | -17.5% | Q4 2025 |
 HD | $300K | 0.23% | 0.00% | +9.8% | Q4 2025 |
 UNP | $299K | 0.23% | 0.00% | +8.1% | Q4 2025 |
 COST | $291K | 0.22% | 0.00% | -5.5% | Q4 2025 |
 KLAC | $277K | 0.21% | 0.00% | New | Q2 2026 |
 NFLX | $275K | 0.21% | 0.00% | -13.0% | Q4 2025 |
 GLW | $272K | 0.21% | 0.00% | New | Q2 2026 |
 AMAT | $271K | 0.20% | 0.00% | New | Q2 2026 |
 MS | $267K | 0.20% | 0.00% | New | Q2 2026 |
 CVX | $240K | 0.18% | 0.00% | -10.3% | Q4 2025 |
 FBTC | $239K | 0.18% | 0.00% | Not reported | Q1 2026 |
 TXN | $237K | 0.18% | 0.00% | New | Q2 2026 |
 C | $229K | 0.17% | 0.00% | New | Q2 2026 |
 GE | $218K | 0.16% | 0.00% | New | Q2 2026 |
 ADI | $216K | 0.16% | 0.00% | New | Q2 2026 |
 MA | $211K | 0.16% | 0.00% | -7.0% | Q1 2026 |
 ANET | $211K | 0.16% | 0.00% | New | Q2 2026 |
 STX | $207K | 0.16% | 0.00% | New | Q2 2026 |
 TXG | $205K | 0.15% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| QQQ | $8.71M | 8.80% | Not reported | +8.4% | Q4 2025 |
| AAPL | $5.4M | 5.46% | 0.00% | +12.0% | Q4 2025 |
| SPY | $4.36M | 4.40% | Not reported | +0.1% | Q4 2025 |
| NVDA | $3.81M | 3.85% | 0.00% | +19.4% | Q4 2025 |
| MSFT | $2.01M | 2.03% | 0.00% | +28.6% | Q4 2025 |
| AMZN | $1.84M | 1.86% | 0.00% | +12.4% | Q4 2025 |
| GLD | $1.82M | 1.84% | 0.00% | +9.2% | Q4 2025 |
| INTC | $1.52M | 1.53% | 0.00% | -3.0% | Q4 2025 |
| GOOGL | $1.34M | 1.36% | 0.00% | +23.5% | Q4 2025 |
| AVGO | $1.15M | 1.16% | 0.00% | +20.2% | Q4 2025 |
| META | $963K | 0.97% | Not reported | +4.2% | Q4 2025 |
| GOOG | $838K | 0.85% | Not reported | +14.7% | Q4 2025 |
| BRK.B | $814K | 0.82% | Not reported | +16.5% | Q4 2025 |
| TSLA | $773K | 0.78% | 0.00% | +21.6% | Q4 2025 |
| LLY | $747K | 0.75% | 0.00% | +6.4% | Q4 2025 |
| JPM | $578K | 0.58% | 0.00% | +15.4% | Q4 2025 |
| WMT | $512K | 0.52% | 0.00% | +15.8% | Q4 2025 |
| PG | $500K | 0.51% | 0.00% | -6.6% | Q4 2025 |
| ABBV | $467K | 0.47% | 0.00% | +10.2% | Q4 2025 |
| VLUE | $434K | 0.44% | Not reported | 0.0% | Q4 2025 |
| NFLX | $426K | 0.43% | 0.00% | +27.8% | Q4 2025 |
| JNJ | $406K | 0.41% | 0.00% | +27.4% | Q4 2025 |
 XOM | $403K | 0.41% | 0.00% | +27.5% | Q4 2025 |
| V | $358K | 0.36% | 0.00% | +14.6% | Q4 2025 |
| KO | $354K | 0.36% | 0.00% | +22.9% | Q4 2025 |
| MU | $354K | 0.36% | 0.00% | +14.2% | Q4 2025 |
| MRK | $337K | 0.34% | 0.00% | +6.1% | Q4 2025 |
| CVX | $333K | 0.34% | 0.00% | +9.5% | Q4 2025 |
| COST | $329K | 0.33% | 0.00% | -11.8% | Q4 2025 |
| ASML | $293K | 0.30% | 0.00% | +9.4% | Q4 2025 |
| FBTC | $277K | 0.28% | 0.00% | New | Q1 2026 |
| TSM | $256K | 0.26% | 0.00% | +23.7% | Q4 2025 |
| HD | $255K | 0.26% | 0.00% | -1.7% | Q4 2025 |
| LRCX | $254K | 0.26% | 0.00% | +3.9% | Q4 2025 |
| UNP | $247K | 0.25% | 0.00% | -5.0% | Q4 2025 |
| MA | $221K | 0.22% | 0.00% | New | Q1 2026 |
| CAT | $219K | 0.22% | 0.00% | New | Q1 2026 |
 NEE | $207K | 0.21% | 0.00% | New | Q1 2026 |
| CSCO | $204K | 0.21% | 0.00% | New | Q1 2026 |
| IBIT | $200K | 0.20% | 0.00% | +1.0% | Q4 2025 |
| Q4 2025 | |||||
| QQQ | $8.71M | 9.71% | Not reported | New | Q4 2025 |
| AAPL | $4.85M | 5.41% | 0.00% | New | Q4 2025 |
| SPY | $4.64M | 5.17% | Not reported | New | Q4 2025 |
| NVDA | $3.41M | 3.80% | 0.00% | New | Q4 2025 |
| MSFT | $1.99M | 2.21% | 0.00% | New | Q4 2025 |
| AMZN | $1.88M | 2.09% | 0.00% | New | Q4 2025 |
| GLD | $1.8M | 2.00% | 0.00% | New | Q4 2025 |
| INTC | $1.51M | 1.68% | 0.00% | New | Q4 2025 |
| GOOGL | $1.26M | 1.40% | 0.00% | New | Q4 2025 |
| META | $1.09M | 1.21% | Not reported | New | Q4 2025 |
| AVGO | $1M | 1.12% | 0.00% | New | Q4 2025 |
| GOOG | $850K | 0.95% | Not reported | New | Q4 2025 |
| LLY | $811K | 0.90% | 0.00% | New | Q4 2025 |
| TSLA | $745K | 0.83% | 0.00% | New | Q4 2025 |
| BRK.B | $705K | 0.79% | Not reported | New | Q4 2025 |
| PG | $554K | 0.62% | 0.00% | New | Q4 2025 |
| JPM | $512K | 0.57% | 0.00% | New | Q4 2025 |
| VLUE | $442K | 0.49% | Not reported | New | Q4 2025 |
| ABBV | $430K | 0.48% | 0.00% | New | Q4 2025 |
| WMT | $419K | 0.47% | 0.00% | New | Q4 2025 |
| COST | $365K | 0.41% | 0.00% | New | Q4 2025 |
| MU | $357K | 0.40% | 0.00% | New | Q4 2025 |
| V | $339K | 0.38% | 0.00% | New | Q4 2025 |
| HD | $305K | 0.34% | 0.00% | New | Q4 2025 |
| NFLX | $297K | 0.33% | 0.00% | New | Q4 2025 |
| JNJ | $289K | 0.32% | 0.00% | New | Q4 2025 |
| ASML | $287K | 0.32% | 0.00% | New | Q4 2025 |
| MRK | $284K | 0.32% | 0.00% | New | Q4 2025 |
| KO | $275K | 0.31% | 0.00% | New | Q4 2025 |
| IBIT | $256K | 0.29% | 0.00% | New | Q4 2025 |
| LRCX | $255K | 0.28% | 0.00% | New | Q4 2025 |
| XOM | $251K | 0.28% | 0.00% | New | Q4 2025 |
| UNP | $247K | 0.28% | 0.00% | New | Q4 2025 |
| CVX | $246K | 0.27% | 0.00% | New | Q4 2025 |
| TSM | $204K | 0.23% | 0.00% | New | Q4 2025 |