Cedarwood Wealth LLC - Portfolio Stock Holdings
Cedarwood Wealth LLC disclosed 101 stock positions in a recent SEC 13F filing. $139,152,783 of stock holdings were filed, with the largest holdings including IVV, QQQ, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $213,419,865 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
101Est. Stock Holding Value:
$139,152,783Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cedarwood Wealth LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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