Red Cedar Investment Management
Red Cedar Investment Management reported 90 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VONE (16.3%), IWB (14.7%) and IJH (5.9%). Compared with Q1 2026, the fund opened new positions in COP, UNH and TXN, added to IEMG, EFA and GLD, trimmed VONE, IWB and IJH and sold out of META, MINT and IGSB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VONE Vanguard Scottsdale Fds | $172M | 16.3% | 507K | −9,613 (−2%) | 8 of 8 | |
| 2 |  IWB Ishares TR | $156M | 14.7% | 380K | −15K (−4%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $62.3M | 5.9% | 808K | −4,430 (−1%) | 5 of 8 | |
| 4 |  IEMG Ishares Inc | $47.7M | 4.5% | 576K | +3,045 (+1%) | 8 of 8 | |
| 5 |  EWJ Ishares Inc | $36M | 3.4% | 386K | −6,007 (−2%) | 8 of 8 | |
| 6 |  SCHF Schwab International | $29M | 2.7% | 1M | −20K (−2%) | 8 of 8 | |
| 7 |  EFA Ishares TR | $26.9M | 2.5% | 258K | +1,310 (+1%) | 6 of 8 | |
| 8 |  VTWO Vanguard Scottsdale Fds | $25M | 2.4% | 206K | −24K (−10%) | 8 of 8 | |
| 9 |  AGG Ishares TR | $24.5M | 2.3% | 248K | −119K (−33%) | 8 of 8 | |
| 10 |  SPSB State Street | $21.7M | 2.0% | 722K | −50K (−6%) | 8 of 8 |
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 8 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 | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Red Cedar Investment Management 13F FAQ
What does Red Cedar Investment Management own?
Red Cedar Investment Management reported 90 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VONE (16.3%), IWB (14.7%) and IJH (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Red Cedar Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 22 added to, 13 trimmed and 5 sold out. New positions include COP, UNH and TXN. It sold all of META, MINT and IGSB.
When will Red Cedar Investment Management 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 Red Cedar Investment Management's portfolio worth?
The Q2 2026 filing reports $1.1B 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.