StockDriftsStockDriftsTop 50 Cedarwood Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.34% | 20.0K | $15.0M | -2.27%(-466) | $676.68(+14.88%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 9.28% | 16.7K | $12.3M | +10.42%(+1.57K) | $610.30(+18.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.66% | 21.3K | $6.2M | +0.17%(+36) | $263.21(+16.51%) | 2026-06-30 | |
| GPIX | GOLDMAN SACHS ETF TR | 4.64% | 110.4K | $6.1M | +16.97%(+16.02K) | $51.96(+8.54%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.8% | 6.7K | $5.0M | +0.55%(+37) | $674.13(+14.75%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.65% | 152.5K | $4.8M | +18.36%(+23.65K) | $27.79(+23.38%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.55% | 23.5K | $4.7M | +7.52%(+1.64K) | $185.35(+18.95%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.51% | 33.2K | $4.6M | -3.26%(-1.12K) | $35.23(+176.03%) | 2026-06-30 | |
| GPIQ | GOLDMAN SACHS ETF TR | 3.06% | 68.3K | $4.1M | +6.63%(+4.25K) | $51.86(+9.99%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.98% | 5.7K | $3.9M | +5.72%(+311) | $620.52(+14.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.88% |
Cedarwood Wealth LLC reports $132.31M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.3%), QQQ (9.3%) and AAPL (4.7%). The top 20 holdings account for 70.16% of reported assets. Its disclosed equity book has returned +13.97% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cedarwood Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2114448). View Cedarwood Wealth LLC’s 13F filings on SEC