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The Analysis of Cedarwood Wealth LLC's Holdings & P&L

Currently, Cedarwood Wealth LLC holds 81 types of securities in its portfolio with a total value $99.0M. In the most recent quarter, they have increased their positions in GPIX (+50.5K shares, valued at $2.5M), GPIQ (+39.8K shares, valued at $2.0M), JPST (+38.8K shares, valued at $2.0M); decreased their positions in IEMG (-2.7K shares, valued at $186.4K), VUG (-269 shares, valued at $117.6K), VTV (-594 shares, valued at $116.5K); initiated new positions in FBTC (+4.7K shares, valued at $276.6K), MA (+442 shares, valued at $220.6K), CAT (+309 shares, valued at $219.0K).

1M P&L

-1.2M-1.27%

3M P&L

+2.4M+2.72%

HY P&L

-2.3M-2.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A57.9M

70.7%

2Semiconductors5.9M

7.3%

3Consumer Electronics5.4M

6.6%

Top Industries by Stock Count

1N/A43 stocks

60.6%

2Semiconductors4 stocks

5.6%

3Drug Manufacturers - General3 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR20.5K shares5.83%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR15.1K shares8.42%2026-03-312026-05-05

AAPL APPLE INC21.3K shares12.02%2026-03-312026-05-05

GPIX GOLDMAN SACHS ETF TR94.4K shares114.94%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T6.7K shares0.06%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR128.8K shares7.47%2026-03-312026-05-05

NVDA NVIDIA CORPORATION21.9K shares19.40%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS5.4K shares-1.68%2026-03-312026-05-05

Sponsored

GPIQ GOLDMAN SACHS ETF TR64.1K shares164.40%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F46.8K shares22.84%2026-03-312026-05-05

GRNY TIDAL TRUST I98.2K shares17.86%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F45.5K shares574.06%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR17.1K shares25.60%2026-03-312026-05-05

MSFT MICROSOFT CORP5.4K shares28.56%2026-03-312026-05-05

AMZN AMAZON COM INC8.8K shares12.36%2026-03-312026-05-05

GLD SPDR GOLD TR4.2K shares9.20%2026-03-312026-05-05

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IWF ISHARES TR4.0K shares0.70%2026-03-312026-05-05

INTC INTEL CORP34.4K shares-3.02%2026-03-312026-05-05

VV VANGUARD INDEX FDS4.6K shares5.55%2026-03-312026-05-05

ALPHABET INC ALPHABET INC4.7K shares23.48%2026-03-312026-05-05

DGRO ISHARES TR17.2K shares3.05%2026-03-312026-05-05

BROADCOM INC BROADCOM INC3.7K shares20.19%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS4.5K shares13.49%2026-03-312026-05-05

META META PLATFORMS INC1.7K shares4.21%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC2.9K shares14.72%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares16.46%2026-03-312026-05-05

TSLA TESLA INC2.1K shares21.57%2026-03-312026-05-05

IEFA ISHARES TR8.4K shares-4.90%2026-03-312026-05-05

LLY ELI LILLY & CO812 shares6.42%2026-03-312026-05-05

ACWI ISHARES TR5.4K shares-0.04%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F14.4K shares27.35%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO2.0K shares15.39%2026-03-312026-05-05

Sponsored

IWR ISHARES TR5.7K shares0.00%2026-03-312026-05-05

IWD ISHARES TR2.5K shares0.28%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS10.8K shares7.91%2026-03-312026-05-05

WMT WALMART INC4.1K shares15.79%2026-03-312026-05-05

VGK VANGUARD INTL EQUITY INDEX F6.2K shares33.03%2026-03-312026-05-05

PG PROCTER & GAMBLE CO3.5K shares-6.58%2026-03-312026-05-05

BBEU J P MORGAN EXCHANGE TRADED F6.7K shares0.00%2026-03-312026-05-05

AAXJ ISHARES TR5.0K shares0.00%2026-03-312026-05-05

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ABBV ABBVIE INC2.1K shares10.16%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS7.3K shares11.64%2026-03-312026-05-05

VLUE ISHARES TR3.1K shares0.03%2026-03-312026-05-05

NFLX NETFLIX INC.4.4K shares27.81%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON1.7K shares27.40%2026-03-312026-05-05

XOM EXXON MOBIL CORP2.4K shares27.52%2026-03-312026-05-05

FENY FIDELITY COVINGTON TRUST11.8K shares0.06%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F7.1K shares-2.21%2026-03-312026-05-05

Sponsored

VTI VANGUARD INDEX FDS1.2K shares0.09%2026-03-312026-05-05

V VISA INC1.2K shares14.62%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS4.0K shares-10.00%2026-03-312026-05-05

KO COCA COLA CO4.7K shares22.91%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC1.0K shares14.16%2026-03-312026-05-05

ITOT ISHARES TR2.5K shares-1.20%2026-03-312026-05-05

VUG VANGUARD INDEX FDS801 shares-25.14%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS5.3K shares0.09%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC2.8K shares6.09%2026-03-312026-05-05

CVX CHEVRON CORPORATION1.6K shares9.45%2026-03-312026-05-05

IEMG ISHARES INC4.8K shares-35.96%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION330 shares-11.76%2026-03-312026-05-05

IJH ISHARES TR4.8K shares-5.00%2026-03-312026-05-05

IJT ISHARES TR2.2K shares0.05%2026-03-312026-05-05

ASML ASML HLDG NV222 shares9.36%2026-03-312026-05-05

FBTC FIDELITY WISE ORIGIN BITCOIN4.7K sharesnew addition2026-03-312026-05-05

Sponsored

EFA ISHARES TR2.7K shares0.00%2026-03-312026-05-05

EFG ISHARES TR2.3K shares4.49%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC758 shares23.65%2026-03-312026-05-05

HD HOME DEPOT INC775 shares-1.65%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares3.85%2026-03-312026-05-05

SCHO SCHWAB STRATEGIC TR10.4K shares0.00%2026-03-312026-05-05

UNP UNION PAC CORP1.0K shares-4.95%2026-03-312026-05-05

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.5K shares0.00%2026-03-312026-05-05

Sponsored

KBE SPDR SERIES TRUST3.9K shares0.00%2026-03-312026-05-05

MA MASTERCARD INCORPORATED442 sharesnew addition2026-03-312026-05-05

CAT CATERPILLAR INC309 sharesnew addition2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.18%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.1K shares-35.40%2026-03-312026-05-05

VGT VANGUARD WORLD FD299 shares0.00%2026-03-312026-05-05

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-05-05

CSCO CISCO SYS INC2.6K sharesnew addition2026-03-312026-05-05

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.2K shares0.97%2026-03-312026-05-05

IVV

ISHARES TR

5.83%

Shares20.5K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

8.42%

Shares15.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

12.02%

Shares21.3K

Event2026-03-31

Filed2026-05-05

GPIX

GOLDMAN SACHS ETF TR

114.94%

Shares94.4K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.06%

Shares6.7K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

7.47%

Shares128.8K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

19.40%

Shares21.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-1.68%

Shares5.4K

Event2026-03-31

Filed2026-05-05

GPIQ

GOLDMAN SACHS ETF TR

164.40%

Shares64.1K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

22.84%

Shares46.8K

Event2026-03-31

Filed2026-05-05

GRNY

TIDAL TRUST I

17.86%

Shares98.2K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

574.06%

Shares45.5K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

25.60%

Shares17.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

28.56%

Shares5.4K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

12.36%

Shares8.8K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

9.20%

Shares4.2K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.70%

Shares4.0K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

-3.02%

Shares34.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

5.55%

Shares4.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

23.48%

Shares4.7K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

3.05%

Shares17.2K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

20.19%

Shares3.7K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

13.49%

Shares4.5K

Event2026-03-31

Filed2026-05-05