Cedarwood Wealth LLC holds a focused book of 96 stocks worth $132.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2026 would be +12% (+34.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2114448/holdings"
Use Arkolith to show Cedarwood Wealth LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.7 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Cedarwood Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $671.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $594.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $207.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $183.7B |
| UBS Group AG | 80 / 80 | $183.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $120.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $112.7B |
| LPL Financial LLC | 80 / 80 | $106.4B |
Ranked by how many of Cedarwood Wealth LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.