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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 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 2,889.0 $371K 0.28% NEW $128.52 +15.4%
62 IJH ISHARES TR 4,791.0 $369K 0.28% NEW $77.11 -1.8%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 757.0 $362K 0.27% NEW $477.85 -12.6%
64 FENY FIDELITY COVINGTON TRUST 11,771.0 $348K 0.26% NEW $29.56 +17.5%
65 CSCO CISCO SYS INC Technology 2,791.0 $328K 0.25% NEW $117.45 -6.4%
66 KO COCA COLA CO Consumer Defensive 3,841.0 $312K 0.24% NEW $81.26 +10.3%
67 HD HOME DEPOT INC Consumer Cyclical 851.0 $300K 0.23% NEW $352.88 -6.4%
68 UNP UNION PAC CORP Industrials 1,100.0 $299K 0.23% NEW $272.01 +13.0%
69 VGT VANGUARD WORLD FD 2,454.0 $293K 0.22% NEW $119.53 +0.5%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 312.0 $291K 0.22% NEW $934.04 +1.2%
71 EFG ISHARES TR 2,325.0 $289K 0.22% NEW $124.42 +0.5%
72 EFA ISHARES TR 2,675.0 $278K 0.21% NEW $103.88 +3.7%
73 KLAC KLA CORP Technology 917.0 $277K 0.21% NEW $301.71 -41.8%
74 NFLX NETFLIX INC. Communication Services 3,851.0 $275K 0.21% NEW $71.40 +14.5%
75 GLW CORNING INC Technology 1,066.0 $272K 0.21% NEW $255.39 -41.7%
76 AMAT APPLIED MATLS INC Technology 374.0 $271K 0.20% NEW $723.34 -36.2%
77 JPIE J P MORGAN EXCHANGE TRADED F 5,839.0 $269K 0.20% NEW $46.05 -0.5%
78 KBE SPDR SERIES TRUST 3,924.0 $268K 0.20% NEW $68.22 +0.3%
79 MS MORGAN STANLEY Financial Services 1,276.0 $267K 0.20% NEW $209.02 +2.8%
80 BBCA J P MORGAN EXCHANGE TRADED F 2,513.0 $250K 0.19% NEW $99.40 +7.0%
Page 4 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%