Cedarwood Wealth

HIGHLANDS RANCH, COfiles as Cedarwood Wealth LLC

$132m in 96 US stocks at the end of 30 June 2026. The top 10 are 50.5% of the money. It changed about 11.5% of the portfolio this quarter.

Value

$132m

Stocks

Top 10 share

50.5%

Turnover

11.5%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRSGOV
1.9% of the fund
J P Morgan Exchange Traded FJPLD
1.7% of the fund
StrategyMSTR
0.8% of the fund
Advanced Micro DevicesAMD
0.3% of the fund
KLAKLAC
0.2% of the fund
CorningGLW
0.2% of the fund
Applied MaterialsAMAT
0.2% of the fund
J P Morgan Exchange Traded FJPIE
0.2% of the fund
Morgan StanleyMS
0.2% of the fund
Texas InstrumentsTXN
0.2% of the fund
CitigroupC
0.2% of the fund
General ElectricGE
0.2% of the fund
Analog DevicesADI
0.2% of the fund
Arista NetworksANET
0.2% of the fund
Seagate Technology HoldingsSTX
0.2% of the fund
Ishares TRIJR
0.2% of the fund
10x GenomicsTXG
0.2% of the fund
Valero EnergyVLO
0.2% of the fund
UnitedHealth GroupUNH
0.2% of the fund
Vanguard Scottsdale FDSVONG
0.2% of the fund

Added

Bought more of a stock they already held.

Invesco QQQ TRQQQ
9.3% of the fund
+10%
Goldman Sachs ETF TRGPIX
4.6% of the fund
+17%
Schwab Strategic TRSCHD
3.7% of the fund
+18%
NvidiaNVDA
3.6% of the fund
+8%
Goldman Sachs ETF TRGPIQ
3.1% of the fund
+7%
Vanguard Index FDSVOO
3.0% of the fund
+6%
Select Sector Spdr TRXLK
2.6% of the fund
+5%
J P Morgan Exchange Traded FJEPI
2.6% of the fund
+29%
J P Morgan Exchange Traded FJPST
2.4% of the fund
+38%
Tidal Trust IGRNY
2.4% of the fund
+15%
Amazon.comAMZN
1.7% of the fund
+8%
Ishares TRIWF
1.6% of the fund
+6%
Spdr Gold TRGLD
1.4% of the fund
+15%
AlphabetGOOGL
1.3% of the fund
+5%
Ishares TRDGRO
1.1% of the fund
+14%
BroadcomAVGO
1.1% of the fund
+6%
Micron TechnologyMU
1.0% of the fund
+6%
Vanguard Specialized FundsVIG
0.9% of the fund
+10%
AlphabetGOOG
0.8% of the fund
+9%
Eli LillyLLY
0.8% of the fund
+8%
Meta PlatformsMETA
0.7% of the fund
+2%
J P Morgan Exchange Traded FJCPB
0.6% of the fund
+23%
JPMorgan ChaseJPM
0.5% of the fund
+12%
Vanguard Index FDSVTI
0.5% of the fund
+50%
Ishares TRIWD
0.5% of the fund
+5%

Cut

Sold some of their stake.

Ishares TRIVV
11.3% of the fund
-2%
IntelINTC
3.5% of the fund
-3%
Ishares TRVLUE
0.4% of the fund
-3%
AbbVieABBV
0.4% of the fund
-3%
Vanguard MUN BD FDSVTEB
0.4% of the fund
-8%
Coca-ColaKO
0.2% of the fund
-18%
Costco WholesaleCOST
0.2% of the fund
-5%
NetflixNFLX
0.2% of the fund
-13%
ChevronCVX
0.2% of the fund
-10%
MastercardMA
0.2% of the fund
-7%

Sold out

Sold their entire stake.

Vanguard Scottsdale FDSVGIT
-100%
ExxonMobil HoldingsXOM
-100%
Schwab Strategic TRSCHO
-100%
NextEra EnergyNEE
-100%
Ishares Bitcoin Trust ETFIBIT
-100%

Holdings

Ishares TRIVV
Share
11.3%
Value
$15m
Shares
20,037
-2%
Invesco QQQ TRQQQ
Share
9.3%
Value
$12m
Shares
16,671
+10%
AppleAAPL
Share
4.7%
Value
$6m
Shares
21,327
Held
Goldman Sachs ETF TRGPIX
Share
4.6%
Value
$6m
Shares
110,397
+17%
State STR Spdr S&P 500 ETF TSPY
Share
3.8%
Value
$5m
Shares
6,734
Held
Schwab Strategic TRSCHD
Share
3.7%
Value
$5m
Shares
152,467
+18%
NvidiaNVDA
Share
3.6%
Value
$5m
Shares
23,500
+8%
IntelINTC
Share
3.5%
Value
$5m
Shares
33,234
-3%
Goldman Sachs ETF TRGPIQ
Share
3.1%
Value
$4m
Shares
68,306
+7%
Vanguard Index FDSVOO
Share
3.0%
Value
$4m
Shares
5,749
+6%
Select Sector Spdr TRXLK
Share
2.6%
Value
$3m
Shares
17,985
+5%
J P Morgan Exchange Traded FJEPI
Share
2.6%
Value
$3m
Shares
60,455
+29%
J P Morgan Exchange Traded FJPST
Share
2.4%
Value
$3m
Shares
62,713
+38%
Tidal Trust IGRNY
Share
2.4%
Value
$3m
Shares
112,643
+15%
Ishares TRSGOV
Share
1.9%
Value
$2m
Shares
24,526
New
J P Morgan Exchange Traded FJPLD
Share
1.7%
Value
$2m
Shares
43,630
New
Amazon.comAMZN
Share
1.7%
Value
$2m
Shares
9,511
+8%
Ishares TRIWF
Share
1.6%
Value
$2m
Shares
17,030
+6%
MicrosoftMSFT
Share
1.5%
Value
$2m
Shares
5,407
Held
Spdr Gold TRGLD
Share
1.4%
Value
$2m
Shares
4,862
+15%
AlphabetGOOGL
Share
1.3%
Value
$2m
Shares
4,919
+5%
Vanguard Index FDSVV
Share
1.2%
Value
$2m
Shares
4,656
Held
Ishares TRDGRO
Share
1.1%
Value
$1m
Shares
19,624
+14%
BroadcomAVGO
Share
1.1%
Value
$1m
Shares
3,918
+6%
Micron TechnologyMU
Share
1.0%
Value
$1m
Shares
1,114
+6%
Vanguard Specialized FundsVIG
Share
0.9%
Value
$1m
Shares
4,984
+10%
AlphabetGOOG
Share
0.8%
Value
$1m
Shares
3,181
+9%
StrategyMSTR
Share
0.8%
Value
$1m
Shares
12,922
New
Eli LillyLLY
Share
0.8%
Value
$1m
Shares
874
+8%
Meta PlatformsMETA
Share
0.7%
Value
$968,613
Shares
1,720
+2%
Berkshire HathawayBRK-B
Share
0.7%
Value
$866,341
Shares
1,731
Held
TeslaTSLA
Share
0.7%
Value
$861,410
Shares
2,048
Held
Ishares TRACWI
Share
0.6%
Value
$841,546
Shares
5,361
Held
J P Morgan Exchange Traded FJCPB
Share
0.6%
Value
$832,351
Shares
17,732
+23%
Ishares TRIEFA
Share
0.6%
Value
$811,704
Shares
8,404
Held
JPMorgan ChaseJPM
Share
0.5%
Value
$717,740
Shares
2,193
+12%
Vanguard Index FDSVTI
Share
0.5%
Value
$652,915
Shares
1,764
+50%
Ishares TRIWD
Share
0.5%
Value
$646,433
Shares
2,666
+5%
Ishares TRIWR
Share
0.5%
Value
$629,596
Shares
5,707
Held
Vanguard Intl Equity Index FVGK
Share
0.5%
Value
$616,781
Shares
6,966
+13%
Ishares TRAAXJ
Share
0.4%
Value
$592,129
Shares
4,962
Held
Ishares TRVLUE
Share
0.4%
Value
$590,575
Shares
2,956
-3%
WalmartWMT
Share
0.4%
Value
$564,585
Shares
4,985
+21%
Lam ResearchLRCX
Share
0.4%
Value
$556,714
Shares
1,285
+8%
AbbVieABBV
Share
0.4%
Value
$522,843
Shares
2,078
-3%
J P Morgan Exchange Traded FBBEU
Share
0.4%
Value
$519,426
Shares
6,679
Held
Procter & GamblePG
Share
0.4%
Value
$505,009
Shares
3,444
Held
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$500,995
Shares
9,905
-8%
IsharesIEMG
Share
0.4%
Value
$489,681
Shares
5,911
+24%
VisaV
Share
0.4%
Value
$472,755
Shares
1,378
+16%
Advanced Micro DevicesAMD
Share
0.3%
Value
$458,373
Shares
789
New
Johnson & JohnsonJNJ
Share
0.3%
Value
$445,618
Shares
1,755
+6%
ASML Holding NVASML
Share
0.3%
Value
$441,705
Shares
222
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$422,270
Shares
7,074
Held
Vanguard Index FDSVUG
Share
0.3%
Value
$414,628
Shares
4,813
Held
Ishares TRITOT
Share
0.3%
Value
$402,853
Shares
2,452
Held
Ishares TRIJT
Share
0.3%
Value
$396,755
Shares
2,221
Held
CaterpillarCAT
Share
0.3%
Value
$379,285
Shares
356
+15%
Vanguard Whitehall FDSVIGI
Share
0.3%
Value
$377,764
Shares
4,045
Held
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$377,715
Shares
5,301
Held
MerckMRK
Share
0.3%
Value
$371,285
Shares
2,889
+3%
Ishares TRIJH
Share
0.3%
Value
$369,436
Shares
4,791
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$361,733
Shares
757
Held
Fidelity Covington TrustFENY
Share
0.3%
Value
$347,947
Shares
11,771
Held
Cisco SystemsCSCO
Share
0.2%
Value
$327,817
Shares
2,791
+6%
Coca-ColaKO
Share
0.2%
Value
$312,120
Shares
3,841
-18%
Home DepotHD
Share
0.2%
Value
$300,305
Shares
851
+10%
Union PacificUNP
Share
0.2%
Value
$299,211
Shares
1,100
+8%
Vanguard World FDVGT
Share
0.2%
Value
$293,327
Shares
2,454
+3%
Costco WholesaleCOST
Share
0.2%
Value
$291,419
Shares
312
-5%
Ishares TREFG
Share
0.2%
Value
$289,277
Shares
2,325
Held
Ishares TREFA
Share
0.2%
Value
$277,879
Shares
2,675
Held
KLAKLAC
Share
0.2%
Value
$276,668
Shares
917
New
NetflixNFLX
Share
0.2%
Value
$274,961
Shares
3,851
-13%
CorningGLW
Share
0.2%
Value
$272,250
Shares
1,066
New
Applied MaterialsAMAT
Share
0.2%
Value
$270,528
Shares
374
New
J P Morgan Exchange Traded FJPIE
Share
0.2%
Value
$268,899
Shares
5,839
New
Spdr Series TrustKBE
Share
0.2%
Value
$267,714
Shares
3,924
Held
Morgan StanleyMS
Share
0.2%
Value
$266,705
Shares
1,276
New
J P Morgan Exchange Traded FBBCA
Share
0.2%
Value
$249,792
Shares
2,513
Held
ChevronCVX
Share
0.2%
Value
$239,582
Shares
1,445
-10%
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$239,239
Shares
1,124
Held
Fidelity Wise Origin BitcoinFBTC
Share
0.2%
Value
$239,220
Shares
4,686
Held
Vanguard Index FDSVTV
Share
0.2%
Value
$237,266
Shares
1,089
Held
Texas InstrumentsTXN
Share
0.2%
Value
$236,612
Shares
794
New
CitigroupC
Share
0.2%
Value
$228,975
Shares
1,636
New
General ElectricGE
Share
0.2%
Value
$217,525
Shares
582
New
Analog DevicesADI
Share
0.2%
Value
$216,478
Shares
545
New
MastercardMA
Share
0.2%
Value
$210,860
Shares
411
-7%
Arista NetworksANET
Share
0.2%
Value
$210,702
Shares
1,240
New
Seagate Technology HoldingsSTX
Share
0.2%
Value
$206,520
Shares
214
New
Ishares TRIJR
Share
0.2%
Value
$206,231
Shares
1,391
New
10x GenomicsTXG
Share
0.2%
Value
$204,697
Shares
5,339
New
Valero EnergyVLO
Share
0.2%
Value
$201,589
Shares
774
New
UnitedHealth GroupUNH
Share
0.2%
Value
$200,396
Shares
482
New
Vanguard Scottsdale FDSVONG
Share
0.2%
Value
$200,359
Shares
1,568
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	11.3%	$15m	20,037	-2%
Invesco QQQ TRQQQ	9.3%	$12m	16,671	+10%
AppleAAPL	4.7%	$6m	21,327	Held
Goldman Sachs ETF TRGPIX	4.6%	$6m	110,397	+17%
State STR Spdr S&P 500 ETF TSPY	3.8%	$5m	6,734	Held
Schwab Strategic TRSCHD	3.7%	$5m	152,467	+18%
NvidiaNVDA	3.6%	$5m	23,500	+8%
IntelINTC	3.5%	$5m	33,234	-3%
Goldman Sachs ETF TRGPIQ	3.1%	$4m	68,306	+7%
Vanguard Index FDSVOO	3.0%	$4m	5,749	+6%
Select Sector Spdr TRXLK	2.6%	$3m	17,985	+5%
J P Morgan Exchange Traded FJEPI	2.6%	$3m	60,455	+29%
J P Morgan Exchange Traded FJPST	2.4%	$3m	62,713	+38%
Tidal Trust IGRNY	2.4%	$3m	112,643	+15%
Ishares TRSGOV	1.9%	$2m	24,526	New
J P Morgan Exchange Traded FJPLD	1.7%	$2m	43,630	New
Amazon.comAMZN	1.7%	$2m	9,511	+8%
Ishares TRIWF	1.6%	$2m	17,030	+6%
MicrosoftMSFT	1.5%	$2m	5,407	Held
Spdr Gold TRGLD	1.4%	$2m	4,862	+15%
AlphabetGOOGL	1.3%	$2m	4,919	+5%
Vanguard Index FDSVV	1.2%	$2m	4,656	Held
Ishares TRDGRO	1.1%	$1m	19,624	+14%
BroadcomAVGO	1.1%	$1m	3,918	+6%
Micron TechnologyMU	1.0%	$1m	1,114	+6%
Vanguard Specialized FundsVIG	0.9%	$1m	4,984	+10%
AlphabetGOOG	0.8%	$1m	3,181	+9%
StrategyMSTR	0.8%	$1m	12,922	New
Eli LillyLLY	0.8%	$1m	874	+8%
Meta PlatformsMETA	0.7%	$968,613	1,720	+2%
Berkshire HathawayBRK-B	0.7%	$866,341	1,731	Held
TeslaTSLA	0.7%	$861,410	2,048	Held
Ishares TRACWI	0.6%	$841,546	5,361	Held
J P Morgan Exchange Traded FJCPB	0.6%	$832,351	17,732	+23%
Ishares TRIEFA	0.6%	$811,704	8,404	Held
JPMorgan ChaseJPM	0.5%	$717,740	2,193	+12%
Vanguard Index FDSVTI	0.5%	$652,915	1,764	+50%
Ishares TRIWD	0.5%	$646,433	2,666	+5%
Ishares TRIWR	0.5%	$629,596	5,707	Held
Vanguard Intl Equity Index FVGK	0.5%	$616,781	6,966	+13%
Ishares TRAAXJ	0.4%	$592,129	4,962	Held
Ishares TRVLUE	0.4%	$590,575	2,956	-3%
WalmartWMT	0.4%	$564,585	4,985	+21%
Lam ResearchLRCX	0.4%	$556,714	1,285	+8%
AbbVieABBV	0.4%	$522,843	2,078	-3%
J P Morgan Exchange Traded FBBEU	0.4%	$519,426	6,679	Held
Procter & GamblePG	0.4%	$505,009	3,444	Held
Vanguard MUN BD FDSVTEB	0.4%	$500,995	9,905	-8%
IsharesIEMG	0.4%	$489,681	5,911	+24%
VisaV	0.4%	$472,755	1,378	+16%
Advanced Micro DevicesAMD	0.3%	$458,373	789	New
Johnson & JohnsonJNJ	0.3%	$445,618	1,755	+6%
ASML Holding NVASML	0.3%	$441,705	222	Held
Vanguard Intl Equity Index FVWO	0.3%	$422,270	7,074	Held
Vanguard Index FDSVUG	0.3%	$414,628	4,813	Held
Ishares TRITOT	0.3%	$402,853	2,452	Held
Ishares TRIJT	0.3%	$396,755	2,221	Held
CaterpillarCAT	0.3%	$379,285	356	+15%
Vanguard Whitehall FDSVIGI	0.3%	$377,764	4,045	Held
Vanguard Tax-Managed FDSVEA	0.3%	$377,715	5,301	Held
MerckMRK	0.3%	$371,285	2,889	+3%
Ishares TRIJH	0.3%	$369,436	4,791	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$361,733	757	Held
Fidelity Covington TrustFENY	0.3%	$347,947	11,771	Held
Cisco SystemsCSCO	0.2%	$327,817	2,791	+6%
Coca-ColaKO	0.2%	$312,120	3,841	-18%
Home DepotHD	0.2%	$300,305	851	+10%
Union PacificUNP	0.2%	$299,211	1,100	+8%
Vanguard World FDVGT	0.2%	$293,327	2,454	+3%
Costco WholesaleCOST	0.2%	$291,419	312	-5%
Ishares TREFG	0.2%	$289,277	2,325	Held
Ishares TREFA	0.2%	$277,879	2,675	Held
KLAKLAC	0.2%	$276,668	917	New
NetflixNFLX	0.2%	$274,961	3,851	-13%
CorningGLW	0.2%	$272,250	1,066	New
Applied MaterialsAMAT	0.2%	$270,528	374	New
J P Morgan Exchange Traded FJPIE	0.2%	$268,899	5,839	New
Spdr Series TrustKBE	0.2%	$267,714	3,924	Held
Morgan StanleyMS	0.2%	$266,705	1,276	New
J P Morgan Exchange Traded FBBCA	0.2%	$249,792	2,513	Held
ChevronCVX	0.2%	$239,582	1,445	-10%
Invesco Exchange Traded FD TRSP	0.2%	$239,239	1,124	Held
Fidelity Wise Origin BitcoinFBTC	0.2%	$239,220	4,686	Held
Vanguard Index FDSVTV	0.2%	$237,266	1,089	Held
Texas InstrumentsTXN	0.2%	$236,612	794	New
CitigroupC	0.2%	$228,975	1,636	New
General ElectricGE	0.2%	$217,525	582	New
Analog DevicesADI	0.2%	$216,478	545	New
MastercardMA	0.2%	$210,860	411	-7%
Arista NetworksANET	0.2%	$210,702	1,240	New
Seagate Technology HoldingsSTX	0.2%	$206,520	214	New
Ishares TRIJR	0.2%	$206,231	1,391	New
10x GenomicsTXG	0.2%	$204,697	5,339	New
Valero EnergyVLO	0.2%	$201,589	774	New
UnitedHealth GroupUNH	0.2%	$200,396	482	New
Vanguard Scottsdale FDSVONG	0.2%	$200,359	1,568	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 47.4% since 31 December 2025.

Where the money is

Technology17.9%

Media & telecom3.1%

Financial services2.9%

Retail & consumer2.6%

Health care2.1%

Everyday goods1.3%

Industrials1.0%

Energy0.3%

Other68.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.