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CW
Cedarwood Wealth Portfolio holdings
AUM
$132M
This Fund
S&P 500
This Quarter
Est. Return
+3.33%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$89.7M
AUM Growth
–
Cap. Flow
+$87.2M
Cap. Flow
% of AUM
97.11%
Top 10 Holdings %
Top 10 Hldgs %
54.4%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$13.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$8.55M |
| 3 |
Apple
AAPL
|
+$5.1M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.52M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.44M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.45% |
| 2 | Communication Services | 3.89% |
| 3 | Consumer Discretionary | 3.26% |
| 4 | Healthcare | 2.02% |
| 5 | Consumer Staples | 1.8% |
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Cedarwood Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Cedarwood Wealth, which disclosed 76 positions worth $89.7M. Its ten largest holdings account for 54% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 19,374 shares worth $13.5M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Communication Services and Consumer Discretionary.
- Cedarwood Wealth's largest Q4 2025 buy was iShares Core S&P 500 ETF: 19,374 shares worth $13.5M.
- Cedarwood Wealth's ten largest holdings make up 54% of its $89.7M portfolio in Q4 2025.
- Cedarwood Wealth disclosed 76 positions in Q4 2025, its first 13F filing on record.
Based on Cedarwood Wealth's 13F filing for Q4 2025, filed 6 Mar 2026.