Cedarwood Wealth
Cedarwood Wealth reported 96 stocks worth $132M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are IVV (11.3%), QQQ (9.3%) and AAPL (4.7%). Compared with Q1 2026, the fund opened new positions in SGOV, JPLD and MSTR, added to QQQ, AAPL and GPIX, trimmed IVV, INTC and MSFT and sold out of VGIT, XOM and SCHO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $15M | 11.3% | 20K | −466 (−2%) | 3 of 3 | |
| 2 |  QQQ Invesco Qqq TR | $12.3M | 9.3% | 17K | +1,573 (+10%) | 3 of 3 | |
| 3 |  AAPL Apple Inc | $6.2M | 4.7% | 21K | +36 (+0%) | 3 of 3 | |
| 4 |  GPIX Goldman Sachs S&P 500 Premium Income ETF | $6.1M | 4.6% | 110K | +16K (+17%) | 3 of 3 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $5M | 3.8% | 6,734 | +37 (+1%) | 3 of 3 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $4.8M | 3.6% | 152K | +24K (+18%) | 3 of 3 | |
| 7 |  NVDA Nvidia Corporation | $4.7M | 3.5% | 24K | +1,644 (+8%) | 3 of 3 | |
| 8 |  INTC Intel Corp | $4.6M | 3.5% | 33K | −1,120 (−3%) | 3 of 3 | |
| 9 |  GPIQ Goldman Sachs NASDAQ-100 Premium Income ETF | $4.1M | 3.1% | 68K | +4,249 (+7%) | 3 of 3 | |
| 10 |  VOO Vanguard S&P 500 ETF | $3.9M | 3.0% | 5,749 | +311 (+6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cedarwood Wealth 13F FAQ
What does Cedarwood Wealth own?
Cedarwood Wealth reported 96 stocks worth $132M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are IVV (11.3%), QQQ (9.3%) and AAPL (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Cedarwood Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 47 added to, 15 trimmed and 5 sold out. New positions include SGOV, JPLD and MSTR. It sold all of VGIT, XOM and SCHO.
When will Cedarwood Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cedarwood Wealth's portfolio worth?
The Q2 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.