Sponsored

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

Currently, Cedarwood Wealth LLC holds 96 types of securities in its portfolio with a total value $132.3M. In the most recent quarter, they have increased their positions in SGOV (+24.5K shares, valued at $2.5M), JPLD (+43.6K shares, valued at $2.3M), IWF (+13.0K shares, valued at $1.6M); decreased their positions in N/A (-466 shares, valued at $349.0K), INTC (-1.1K shares, valued at $156.4K), KO (-816 shares, valued at $66.3K); initiated new positions in SGOV (+24.5K shares, valued at $2.5M), JPLD (+43.6K shares, valued at $2.3M), N/A (+12.9K shares, valued at $1.1M).

1M P&L

+2.9M+2.88%

3M P&L

+4.9M+5.05%

HY P&L

+10.4M+11.36%

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/A69.4M

67.1%

2Semiconductors11.9M

11.5%

3Consumer Electronics6.2M

6.0%

Top Industries by Stock Count

1N/A45 stocks

57.7%

2Semiconductors7 stocks

9.0%

3Semiconductor Equipment & Materials3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR20.0K shares-2.27%2026-06-302026-07-23

QQQ INVESCO QQQ TR16.7K shares10.42%2026-06-302026-07-23

AAPL APPLE INC21.3K shares0.17%2026-06-302026-07-23

GPIX GOLDMAN SACHS ETF TR110.4K shares16.97%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.7K shares0.55%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR152.5K shares18.36%2026-06-302026-07-23

NVDA NVIDIA CORPORATION23.5K shares7.52%2026-06-302026-07-23

INTC INTEL CORP33.2K shares-3.26%2026-06-302026-07-23

Sponsored

GPIQ GOLDMAN SACHS ETF TR68.3K shares6.63%2026-06-302026-07-23

VOO VANGUARD INDEX FDS5.7K shares5.72%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR18.0K shares5.19%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F60.5K shares29.24%2026-06-302026-07-23

JPST J P MORGAN EXCHANGE TRADED F62.7K shares37.69%2026-06-302026-07-23

GRNY TIDAL TRUST I112.6K shares14.72%2026-06-302026-07-23

SGOV ISHARES TR24.5K sharesnew addition2026-06-302026-07-23

JPLD J P MORGAN EXCHANGE TRADED F43.6K sharesnew addition2026-06-302026-07-23

Sponsored

AMZN AMAZON COM INC9.5K shares7.53%2026-06-302026-07-23

IWF ISHARES TR17.0K shares322.27%2026-06-302026-07-23

MSFT MICROSOFT CORP5.4K shares-0.48%2026-06-302026-07-23

GLD SPDR GOLD TR4.9K shares15.05%2026-06-302026-07-23

GOOGL ALPHABET INC4.9K shares5.33%2026-06-302026-07-23

VV VANGUARD INDEX FDS4.7K shares0.30%2026-06-302026-07-23

DGRO ISHARES TR19.6K shares13.91%2026-06-302026-07-23

BROADCOM INC BROADCOM INC3.9K shares5.63%2026-06-302026-07-23

Sponsored

MU MICRON TECHNOLOGY INC1.1K shares6.30%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS5.0K shares10.31%2026-06-302026-07-23

GOOG ALPHABET INC3.2K shares8.86%2026-06-302026-07-23

STRATEGY INC STRATEGY INC12.9K sharesnew addition2026-06-302026-07-23

LLY ELI LILLY & CO874 shares7.64%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.7K shares2.20%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares1.94%2026-06-302026-07-23

TSLA TESLA INC2.0K shares-1.54%2026-06-302026-07-23

Sponsored

ACWI ISHARES TR5.4K shares0.09%2026-06-302026-07-23

JCPB J P MORGAN EXCHANGE TRADED F17.7K shares23.22%2026-06-302026-07-23

ISHARES TR ISHARES TR8.4K shares0.17%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.2K shares11.66%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares50.00%2026-06-302026-07-23

IWD ISHARES TR2.7K shares5.04%2026-06-302026-07-23

IWR ISHARES TR5.7K shares0.00%2026-06-302026-07-23

VGK VANGUARD INTL EQUITY INDEX F7.0K shares12.61%2026-06-302026-07-23

Sponsored

AAXJ ISHARES TR5.0K shares0.10%2026-06-302026-07-23

VLUE ISHARES TR3.0K shares-3.15%2026-06-302026-07-23

WMT WALMART INC5.0K shares20.97%2026-06-302026-07-23

LRCX LAM RESEARCH CORP1.3K shares8.26%2026-06-302026-07-23

ABBVIE INC ABBVIE INC2.1K shares-3.17%2026-06-302026-07-23

BBEU J P MORGAN EXCHANGE TRADED F6.7K shares0.00%2026-06-302026-07-23

PG PROCTER & GAMBLE CO3.4K shares-0.61%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS9.9K shares-8.13%2026-06-302026-07-23

Sponsored

IEMG ISHARES INC5.9K shares24.15%2026-06-302026-07-23

VISA INC VISA INC1.4K shares16.39%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC789 sharesnew addition2026-06-302026-07-23

JNJ JOHNSON & JOHNSON1.8K shares5.72%2026-06-302026-07-23

ASML ASML HLDG NV222 shares0.00%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F7.1K shares0.08%2026-06-302026-07-23

VUG VANGUARD INDEX FDS4.8K shares500.87%2026-06-302026-07-23

ITOT ISHARES TR2.5K shares-0.77%2026-06-302026-07-23

Sponsored

IJT ISHARES TR2.2K shares0.00%2026-06-302026-07-23

CAT CATERPILLAR INC356 shares15.21%2026-06-302026-07-23

VIGI VANGUARD WHITEHALL FDS4.0K shares0.27%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS5.3K shares0.30%2026-06-302026-07-23

MRK MERCK & CO INC2.9K shares2.99%2026-06-302026-07-23

IJH ISHARES TR4.8K shares0.06%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC757 shares-0.13%2026-06-302026-07-23

FENY FIDELITY COVINGTON TRUST11.8K shares0.07%2026-06-302026-07-23

Sponsored

CISCO SYS INC CISCO SYS INC2.8K shares6.00%2026-06-302026-07-23

KO COCA COLA CO3.8K shares-17.52%2026-06-302026-07-23

HD HOME DEPOT INC851 shares9.81%2026-06-302026-07-23

UNP UNION PAC CORP1.1K shares8.06%2026-06-302026-07-23

VGT VANGUARD WORLD FD2.5K shares720.74%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION312 shares-5.45%2026-06-302026-07-23

EFG ISHARES TR2.3K shares0.00%2026-06-302026-07-23

EFA ISHARES TR2.7K shares0.00%2026-06-302026-07-23

Sponsored

KLAC KLA CORP917 sharesnew addition2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.3.9K shares-12.99%2026-06-302026-07-23

GLW CORNING INC1.1K sharesnew addition2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC374 sharesnew addition2026-06-302026-07-23

JPIE J P MORGAN EXCHANGE TRADED F5.8K sharesnew addition2026-06-302026-07-23

KBE SPDR SERIES TRUST3.9K shares0.00%2026-06-302026-07-23

MS MORGAN STANLEY1.3K sharesnew addition2026-06-302026-07-23

BBCA J P MORGAN EXCHANGE TRADED F2.5K shares0.00%2026-06-302026-07-23

Sponsored

CVX CHEVRON CORPORATION1.4K shares-10.25%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-06-302026-07-23

FBTC FIDELITY WISE ORIGIN BITCOIN4.7K shares0.00%2026-06-302026-07-23

VTV VANGUARD INDEX FDS1.1K shares0.46%2026-06-302026-07-23

TXN TEXAS INSTRS INC794 sharesnew addition2026-06-302026-07-23

C CITIGROUP INC1.6K sharesnew addition2026-06-302026-07-23

GE GE AEROSPACE582 sharesnew addition2026-06-302026-07-23

ADI ANALOG DEVICES INC545 sharesnew addition2026-06-302026-07-23

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED411 shares-7.01%2026-06-302026-07-23

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL214 sharesnew addition2026-06-302026-07-23

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-07-23

10X GENOMICS INC 10X GENOMICS INC5.3K sharesnew addition2026-06-302026-07-23

VLO VALERO ENERGY CORP774 sharesnew addition2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC482 sharesnew addition2026-06-302026-07-23

VONG VANGUARD SCOTTSDALE FDS1.6K sharesnew addition2026-06-302026-07-23

Sponsored

ISHARES TR

-2.27%

Shares20.0K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

10.42%

Shares16.7K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

0.17%

Shares21.3K

Event2026-06-30

Filed2026-07-23

GPIX

GOLDMAN SACHS ETF TR

16.97%

Shares110.4K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.55%

Shares6.7K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

18.36%

Shares152.5K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

7.52%

Shares23.5K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

-3.26%

Shares33.2K

Event2026-06-30

Filed2026-07-23

GPIQ

GOLDMAN SACHS ETF TR

6.63%

Shares68.3K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

5.72%

Shares5.7K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

5.19%

Shares18.0K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

29.24%

Shares60.5K

Event2026-06-30

Filed2026-07-23

JPST

J P MORGAN EXCHANGE TRADED F

37.69%

Shares62.7K

Event2026-06-30

Filed2026-07-23

GRNY

TIDAL TRUST I

14.72%

Shares112.6K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

New

Shares24.5K

Event2026-06-30

Filed2026-07-23

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares43.6K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

7.53%

Shares9.5K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

322.27%

Shares17.0K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-0.48%

Shares5.4K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

15.05%

Shares4.9K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

5.33%

Shares4.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.30%

Shares4.7K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

13.91%

Shares19.6K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

5.63%

Shares3.9K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

6.30%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

10.31%

Shares5.0K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

8.86%

Shares3.2K

Event2026-06-30

Filed2026-07-23

STRATEGY INC

New

Shares12.9K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

7.64%

Shares874

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

2.20%

Shares1.7K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.94%

Shares1.7K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

-1.54%

Shares2.0K

Event2026-06-30

Filed2026-07-23

ACWI

ISHARES TR

0.09%

Shares5.4K

Event2026-06-30

Filed2026-07-23

JCPB

J P MORGAN EXCHANGE TRADED F

23.22%

Shares17.7K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.17%

Shares8.4K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

11.66%

Shares2.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

50.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

5.04%

Shares2.7K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-23

VGK

VANGUARD INTL EQUITY INDEX F

12.61%

Shares7.0K

Event2026-06-30

Filed2026-07-23

AAXJ

ISHARES TR

0.10%

Shares5.0K

Event2026-06-30

Filed2026-07-23

VLUE

ISHARES TR

-3.15%

Shares3.0K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

20.97%

Shares5.0K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

8.26%

Shares1.3K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-3.17%

Shares2.1K

Event2026-06-30

Filed2026-07-23

BBEU

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-0.61%

Shares3.4K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

-8.13%

Shares9.9K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

24.15%

Shares5.9K

Event2026-06-30

Filed2026-07-23

VISA INC

16.39%

Shares1.4K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares789

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

5.72%

Shares1.8K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

0.00%

Shares222

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

0.08%

Shares7.1K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

500.87%

Shares4.8K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

-0.77%

Shares2.5K

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

15.21%

Shares356

Event2026-06-30

Filed2026-07-23

VIGI

VANGUARD WHITEHALL FDS

0.27%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

0.30%

Shares5.3K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

2.99%

Shares2.9K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

0.06%

Shares4.8K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.13%

Shares757

Event2026-06-30

Filed2026-07-23

FENY

FIDELITY COVINGTON TRUST

0.07%

Shares11.8K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

6.00%

Shares2.8K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

-17.52%

Shares3.8K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

9.81%

Shares851

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

8.06%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

720.74%

Shares2.5K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-5.45%

Shares312

Event2026-06-30

Filed2026-07-23

EFG

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

New

Shares917

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

-12.99%

Shares3.9K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

New

Shares374

Event2026-06-30

Filed2026-07-23

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares5.8K

Event2026-06-30

Filed2026-07-23

KBE

SPDR SERIES TRUST

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

BBCA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

-10.25%

Shares1.4K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

0.46%

Shares1.1K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

New

Shares794

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

New

Shares582

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

New

Shares545

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-7.01%

Shares411

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares214

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

10X GENOMICS INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

New

Shares774

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

New

Shares482

Event2026-06-30

Filed2026-07-23

VONG

VANGUARD SCOTTSDALE FDS

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available