Cedarwood Wealth LLC
96 holdingsFiling period: 2026-06-30Current AUM: $126.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 20.0K | $15.0M | $14.8M | 11.67% | -466 | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 16.7K | $12.3M | $10.9M | 8.62% | +1.6K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 21.3K | $6.2M | $7.3M | 5.76% | +36 | 2026-06-30 |
| 4 | GPIX | Goldman Sachs ETF TR | 110.4K | $6.1M | $5.9M | 4.64% | +16.0K | 2026-06-30 |
| 5 | SPY | State Str Spdr S&P 500 ETF T | 6.7K | $5.0M | $5.0M | 3.90% | +37 | 2026-06-30 |
| 6 | SCHD | Schwab Strategic TR | 152.5K | $4.8M | $5.4M | 4.23% | +23.6K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 23.5K | $4.7M | $4.4M | 3.46% | +1.6K | 2026-06-30 |
| 8 | INTC | Intel Corp | 33.2K | $4.6M | $1.9M | 1.47% | -1,120 | 2026-06-30 |
| 9 | GPIQ | Goldman Sachs ETF TR | 68.3K | $4.1M | $3.5M | 2.76% | +4.2K | 2026-06-30 |
| 10 | VOO | Vanguard Index Fds | 5.7K | $3.9M | $3.9M | 3.06% | +311 | 2026-06-30 |
| 11 | XLK | Select Sector Spdr TR | 18.0K | $3.4M | $3.0M | 2.34% | +887 | 2026-06-30 |
| 12 | JEPI | J P Morgan Exchange Traded F | 60.5K | $3.4M | $3.4M | 2.69% | +13.7K | 2026-06-30 |
| 13 | JPST | J P Morgan Exchange Traded F | 62.7K | $3.2M | $3.2M | 2.49% | +17.2K | 2026-06-30 |
| 14 | GRNY | Tidal Trust I | 112.6K | $3.1M | $2.8M | 2.24% | +14.5K | 2026-06-30 |
| 15 | SGOV | iShares TR | 24.5K | $2.5M | $2.5M | 1.94% | -- | 2026-06-30 |
| 16 | JPLD | J P Morgan Exchange Traded F | 43.6K | $2.3M | $2.3M | 1.78% | -- | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 9.5K | $2.3M | $2.5M | 1.94% | +666 | 2026-06-30 |
| 18 | IWF | iShares TR | 17.0K | $2.1M | $1.9M | 1.50% | +13.0K | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 5.4K | $2.0M | $2.9M | 2.26% | -26 | 2026-06-30 |
| 20 | GLD | Spdr Gold TR | 4.9K | $1.8M | $1.8M | 1.43% | +636 | 2026-06-30 |
| 21 | GOOGL | Alphabet Inc | 4.9K | $1.8M | $1.4M | 1.10% | +249 | 2026-06-30 |
| 22 | VV | Vanguard Index Fds | 4.7K | $1.6M | $1.6M | 1.24% | +14 | 2026-06-30 |
| 23 | DGRO | iShares TR | 19.6K | $1.5M | $1.6M | 1.23% | +2.4K | 2026-06-30 |
| 24 | AVGO | Broadcom Inc | 3.9K | $1.5M | $1.1M | 0.91% | +209 | 2026-06-30 |
| 25 | MU | Micron Technology Inc | 1.1K | $1.3M | $769K | 0.61% | +66 | 2026-06-30 |
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