Cedarwood Wealth LLC
All 13F Filings
- Location
- Highlands Ranch, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 99,003
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 81 | 99,003 | 13F-HR | Cedarwood Wealth LLC |
| Q4 2025 | 3/5/2026 | 76 | 89,748 | 13F-HR | Cedarwood Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.74 K | 32.1% | 0 | 30.33 K | -30.33 K |
| ETFs | 67.26 K | 67.9% | 39.58 K | 0 | 39.58 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
99,003
Holdings
81
QoQ value change ($000)
9,255
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.