Cedarwood Wealth LLC
All 13F Filings
- Location
- Highlands Ranch, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 132,305
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 96 | 132,305 | 13F-HR | Cedarwood Wealth LLC |
| 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 | 41.97 K | 31.7% | 10.22 K | 0 | 10.22 K |
| ETFs | 90.34 K | 68.3% | 23.09 K | 0 | 23.09 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
132,305
Holdings
96
QoQ value change ($000)
33,302
(33.6%)
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.