Cedarwood Wealth LLC

Q1 2026 13F-HR Holdings

Location
Highlands Ranch, CO
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$99,003
Net value change ($000)
+9,255 (10.3%)
New positions
5
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GPIX 2,385 102.0%
JPST 1,962 572.0%
GPIQ 1,875 144.8%
AAPL 549 11.3%
SCHD 454 13.0%
JEPI 419 18.8%
NVDA 399 11.7%
XLK 283 14.2%
FBTC 277 NEW
MA 221 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -281 -6.1%
VOO -274 -7.8%
IEMG -208 -38.5%
VUG -171 -32.8%
IWF -167 -8.9%
META -123 -11.3%
VTV -120 -36.0%
IVV -89 -0.7%
IEFA -68 -8.2%
LLY -64 -7.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type