Cedarwood Wealth LLC holds a focused book of 96 reported positions worth $132.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +17% (+34.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Cedarwood Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.2 points over this window.
Growth of $10,000 cloning Cedarwood Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cedarwood Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $640.2M |
| Copos Capital B.V. | 21 / 80 | $728.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Granger Management LLC | 8 / 80 | $310.3M |
| Swiss Re Ltd | 35 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Cedarwood Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $15.0M | 20.0K | 11.3% | ▼−2.3% Reduced · −466 sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $12.3M | 16.7K | 9.3% | ▲+10% Added · +2K sh | |
| 3 | Apple Inc COM | $6.2M | 21.3K | 4.7% | ▲+0.2% Added · +36 sh | |
| 4 | Goldman Sachs ETF TR S&P 500 PREMIUM | $6.1M | 110.4K | 4.6% | ▲+17% Added · +16K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 6.7K | 3.8% | ▲+0.6% Added · +37 sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $4.8M | 152.5K | 3.7% | ▲+18% Added · +24K sh | |
| 7 | Nvidia Corporation COM | $4.7M | 23.5K | 3.6% | ▲+7.5% Added · +2K sh | |
| 8 | Intel Corp COM | $4.6M | 33.2K | 3.5% | ▼−3.3% Reduced · −1K sh | |
| 9 | Goldman Sachs ETF TR NASDA 100 ETF | $4.1M | 68.3K | 3.1% | ▲+6.6% Added · +4K sh | |
| 10 | Vanguard Index FDS S&P 500 ETF SHS | $3.9M | 5.7K | 3.0% | ▲+5.7% Added · +311 sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $3.4M | 18.0K | 2.6% | ▲+5.2% Added · +887 sh | |
| 12 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.4M | 60.5K | 2.6% | ▲+29% Added · +14K sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.2M | 62.7K | 2.4% | ▲+38% Added · +17K sh | |
| 14 | Tidal Trust I FUND GRAN US ETF | $3.1M | 112.6K | 2.4% | ▲+15% Added · +14K sh | |
| 15 | Ishares TR 0-3 MTH TREASURY | $2.5M | 24.5K | 1.9% | ▲New New position | |
| 16 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $2.3M | 43.6K | 1.7% | ▲New New position | |
| 17 | Amazon Com Inc COM | $2.3M | 9.5K | 1.7% | ▲+7.5% Added · +666 sh | |
| 18 | Ishares TR RUS 1000 GRW ETF | $2.1M | 17.0K | 1.6% | ▲+322% Added · +13K sh | |
| 19 | Microsoft Corp COM | $2.0M | 5.4K | 1.5% | ▼−0.5% Reduced · −26 sh | |
| 20 | SPDR Gold TR GOLD SHS | $1.8M | 4.9K | 1.4% | ▲+15% Added · +636 sh | |
| 21 | Alphabet Inc CAP STK CL A | $1.8M | 4.9K | 1.3% | ▲+5.3% Added · +249 sh | |
| 22 | Vanguard Index FDS LARGE CAP ETF | $1.6M | 4.7K | 1.2% | ▲+0.3% Added · +14 sh | |
| 23 | Ishares TR CORE DIV GRWTH | $1.5M | 19.6K | 1.1% | ▲+14% Added · +2K sh | |
| 24 | Broadcom Inc COM | $1.5M | 3.9K | 1.1% | ▲+5.6% Added · +209 sh | |
| 25 | Micron Technology Inc COM | $1.3M | 1.1K | 1.0% | ▲+6.3% Added · +66 sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $1.2M | 5.0K | 0.9% | ▲+10% Added · +466 sh | |
| 27 | Alphabet Inc CAP STK CL C | $1.1M | 3.2K | 0.8% | ▲+8.9% Added · +259 sh | |
| 28 | Strategy Inc CL A NEW | $1.1M | 12.9K | 0.8% | ▲New New position | |
| 29 | Eli Lilly & Co COM | $1.0M | 874 | 0.8% | ▲+7.6% Added · +62 sh | |
| 30 | Meta Platforms Inc CL A | $969K | 1.7K | 0.7% | ▲+2.2% Added · +37 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $866K | 1.7K | 0.7% | ▲+1.9% Added · +33 sh | |
| 32 | Tesla Inc COM | $861K | 2.0K | 0.7% | ▼−1.5% Reduced · −32 sh | |
| 33 | Ishares TR MSCI ACWI ETF | $842K | 5.4K | 0.6% | ▲+0.1% Added · +5 sh | |
| 34 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $832K | 17.7K | 0.6% | ▲+23% Added · +3K sh | |
| 35 | Ishares TR CORE MSCI EAFE | $812K | 8.4K | 0.6% | ▲+0.2% Added · +14 sh | |
| 36 | JPMorgan Chase & Co COM | $718K | 2.2K | 0.5% | ▲+12% Added · +229 sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $653K | 1.8K | 0.5% | ▲+50% Added · +588 sh | |
| 38 | Ishares TR RUS 1000 VAL ETF | $646K | 2.7K | 0.5% | ▲+5.0% Added · +128 sh | |
| 39 | Ishares TR RUS MID CAP ETF | $630K | 5.7K | 0.5% | —Held | |
| 40 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $617K | 7.0K | 0.5% | ▲+13% Added · +780 sh | |
| 41 | Ishares TR MSCI AC ASIA ETF | $592K | 5.0K | 0.4% | ▲+0.1% Added · +5 sh | |
| 42 | Ishares TR MSCI USA VALUE | $591K | 3.0K | 0.4% | ▼−3.1% Reduced · −96 sh | |
| 43 | Walmart Inc COM | $565K | 5.0K | 0.4% | ▲+21% Added · +864 sh | |
| 44 | Lam Research Corp COM NEW | $557K | 1.3K | 0.4% | ▲+8.3% Added · +98 sh | |
| 45 | Abbvie Inc COM | $523K | 2.1K | 0.4% | ▼−3.2% Reduced · −68 sh | |
| 46 | J P Morgan Exchange Traded F BETA EURO ET NE | $519K | 6.7K | 0.4% | —Held | |
| 47 | Procter & Gamble Co COM | $505K | 3.4K | 0.4% | ▼−0.6% Reduced · −21 sh | |
| 48 | Vanguard Mun BD FDS TAX EXEMPT BD | $501K | 9.9K | 0.4% | ▼−8.1% Reduced · −877 sh | |
| 49 | Ishares Inc CORE MSCI EMKT | $490K | 5.9K | 0.4% | ▲+24% Added · +1K sh | |
| 50 | Visa Inc COM CL A | $473K | 1.4K | 0.4% | ▲+16% Added · +194 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.