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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 %
97.11%
Top 10 Hldgs %
54.4%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.2M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$8.55M
3
AAPL icon
Apple
AAPL
+$5.1M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.52M
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
76
TSMC
TSM
$2.15T
$204K 0.23%
+613
New +$180K
1 2 3
4

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NC
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NDWM
New Dimensions Wealth Management Allen, Texas $132M AUM 18.4% 1-Year Est. Return
DFG
Dynamic Financial Group Cedar Falls, Iowa $132M AUM 11.02% 1-Year Est. Return
LGG
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VCM
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DG
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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.