Cedarwood Wealth LLC
Cedarwood Wealth LLC reported 96 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Cedarwood Wealth LLC reported 96 holdings worth US$132M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Intel Corporation. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 96
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,327 | US$6.17M | 4.7% |
| Nvidia Corporation | 23,500 | US$4.7M | 3.6% |
| Intel Corporation | 33,234 | US$4.64M | 3.5% |
| Alphabet Inc (google) Class C | 8,064 | US$2.88M | 2.2% |
| Amazon.com, Inc. | 9,511 | US$2.27M | 1.7% |
| Microsoft Corp. | 5,407 | US$2.02M | 1.5% |
| Broadcom Inc. | 3,918 | US$1.48M | 1.1% |
| Micron Technology, Inc. | 1,114 | US$1.29M | 0.97% |
| Strategy Inc | 12,922 | US$1.12M | 0.85% |
| Eli Lilly And Company | 874 | US$1.05M | 0.79% |
| Meta Platforms, Inc. | 1,720 | US$969K | 0.73% |
| Berkshire Hathaway Inc. | 1,731 | US$866K | 0.65% |
| Tesla, Inc. | 2,048 | US$861K | 0.65% |
| Jp Morgan Chase & Co. | 2,193 | US$718K | 0.54% |
| Walmart Inc. | 4,985 | US$565K | 0.43% |
| Lam Research Corporation | 1,285 | US$557K | 0.42% |
| Abbvie Inc. | 2,078 | US$523K | 0.40% |
| Procter & Gamble Company (the) | 3,444 | US$505K | 0.38% |
| Visa Inc. | 1,378 | US$473K | 0.36% |
| Advanced Micro Devices Inc | 789 | US$458K | 0.35% |
| Johnson & Johnson | 1,755 | US$446K | 0.34% |
| Asml Holding Nv | 222 | US$442K | 0.33% |
| Caterpillar, Inc. | 356 | US$379K | 0.29% |
| Merck & Company, Inc. | 2,889 | US$371K | 0.28% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 757 | US$362K | 0.27% |
| Cisco Systems, Inc. | 2,791 | US$328K | 0.25% |
| Coca-cola Company (the) | 3,841 | US$312K | 0.24% |
| Home Depot, Inc. (the) | 851 | US$300K | 0.23% |
| Union Pacific Corporation | 1,100 | US$299K | 0.23% |
| Costco Wholesale Corporation | 312 | US$291K | 0.22% |
| Kla Corporation | 917 | US$277K | 0.21% |
| Netflix, Inc. | 3,851 | US$275K | 0.21% |
| Corning Incorporated | 1,066 | US$272K | 0.21% |
| Applied Materials, Inc. | 374 | US$271K | 0.20% |
| Morgan Stanley | 1,276 | US$267K | 0.20% |
| Chevron Corporation | 1,445 | US$240K | 0.18% |
| Texas Instruments Incorporated | 794 | US$237K | 0.18% |
| Citigroup, Inc. | 1,636 | US$229K | 0.17% |
| Ge Aerospace | 582 | US$218K | 0.16% |
| Analog Devices, Inc. | 545 | US$216K | 0.16% |
| Mastercard Incorporated | 411 | US$211K | 0.16% |
| Arista Networks, Inc. | 1,240 | US$211K | 0.16% |
| 10x Genomics, Inc. | 5,339 | US$205K | 0.15% |
| Valero Energy Corporation | 774 | US$202K | 0.15% |
| Unitedhealth Group Incorporated | 482 | US$200K | 0.15% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
Source
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