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Portfolio (Quarterly) Guide ↗

Cedarwood Wealth LLC

· CIK 0002114448
13F Portfolio $132M AUM 96 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 96 New
Page 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAXJ ISHARES TR 4,962.0 $592K 0.45% NEW $119.33 -2.1%
42 VLUE ISHARES TR 2,956.0 $591K 0.45% NEW $199.79 +0.8%
43 WMT WALMART INC Consumer Defensive 4,985.0 $565K 0.43% NEW $113.26 -9.0%
44 LRCX LAM RESEARCH CORP Technology 1,285.0 $557K 0.42% NEW $433.24 -30.3%
45 ABBV ABBVIE INC Healthcare 2,078.0 $523K 0.40% NEW $251.61 +1.5%
46 BBEU J P MORGAN EXCHANGE TRADED F 6,679.0 $519K 0.39% NEW $77.77 +3.2%
47 PG PROCTER & GAMBLE CO Consumer Defensive 3,444.0 $505K 0.38% NEW $146.63 -2.0%
48 VTEB VANGUARD MUN BD FDS 9,905.0 $501K 0.38% NEW $50.58 -2.3%
49 IEMG ISHARES INC 5,911.0 $490K 0.37% NEW $82.84 -1.2%
50 V VISA INC Financial Services 1,378.0 $473K 0.36% NEW $343.07 +11.2%
51 AMD ADVANCED MICRO DEVICES INC Technology 789.0 $458K 0.35% NEW $580.95 -19.9%
52 JNJ JOHNSON & JOHNSON Healthcare 1,755.0 $446K 0.34% NEW $253.91 +5.6%
53 ASML ASML HLDG NV Technology 222.0 $442K 0.33% NEW $1989.66 -14.8%
54 VWO VANGUARD INTL EQUITY INDEX F 7,074.0 $422K 0.32% NEW $59.69 +1.8%
55 VUG VANGUARD INDEX FDS 4,813.0 $415K 0.31% NEW $86.15 +2.8%
56 ITOT ISHARES TR 2,452.0 $403K 0.30% NEW $164.30 +2.5%
57 IJT ISHARES TR 2,221.0 $397K 0.30% NEW $178.64 -4.2%
58 CAT CATERPILLAR INC Industrials 356.0 $379K 0.29% NEW $1065.41 -24.9%
59 VIGI VANGUARD WHITEHALL FDS 4,045.0 $378K 0.29% NEW $93.39 +5.5%
60 VEA VANGUARD TAX-MANAGED FDS 5,301.0 $378K 0.28% NEW $71.25 +2.5%
Page 3 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.0%
Financial Services 36.2%
Consumer Cyclical 5.8%
Communication Services 5.1%
Healthcare 4.8%
Consumer Defensive 2.8%
Industrials 1.5%
Energy 0.8%