Cedarwood Wealth LLC - Portfolio overview
Cedarwood Wealth LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-05-05.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 13.53%
- QQQ - INVESCO QQQ TR, 8.80%
- AAPL - APPLE INC, 5.46%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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