Titelia

Holdings of Cedarwood Wealth LLC

81 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54 % of the equity sleeve

Sector breakdown

  • Funds 18.5 %
  • Technology 15.4 %
  • Communication 3.6 %
  • Consumer discretionary 2.9 %
  • Financials 2.0 %
  • Health care 2.0 %
  • Consumer staples 1.7 %
  • Industrials 0.5 %
  • Energy 0.4 %
  • Utilities 0.2 %
  • Unattributed 52.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • NL 0.3 %
  • TW 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US7998.5M $99.45 %
2NL1293.3K $0.30 %
3TW1256.2K $0.26 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 20,50313.4M $
2Invesco QQQ Trust Series 1 15,0988.7M $
3Apple Inc 21,2915.4M $
4Goldman Sachs ETF Trust 94,3784.7M $
5State Street SPDR S&P 500 ETF Trust 6,6974.4M $
6Schwab US Dividend Equity ETF 128,8184M $
7NVIDIA Corp 21,8563.8M $
8Vanguard S&P 500 ETF 5,4383.2M $
9Goldman Sachs Nasdaq-100 Premium Income ETF 64,0573.2M $
10J P Morgan Exchange Traded Fund Trust 46,7772.7M $
11Tidal Trust I 98,1862.3M $
12JPMorgan Ultra-Short Income ETF 45,5462.3M $
13SELECT SECTOR SPDR TRUST (THE) 17,0982.3M $
14Microsoft Corp 5,4332M $
15Amazon.com Inc 8,8451.8M $
16SPDR Gold Shares 4,2261.8M $
17iShares Russell 1000 Growth ETF 4,0331.7M $
18Intel Corp 34,3541.5M $
19Vanguard Large-Cap ETF 4,6421.4M $
20Alphabet Inc 4,6701.3M $
21iShares Core Dividend Growth ETF 17,2271.2M $
22Broadcom Inc 3,7091.1M $
23VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,518971.7K $
24Meta Platforms Inc 1,683963.1K $
25Alphabet Inc 2,922838.2K $
26Berkshire Hathaway Inc 1,698813.8K $
27Tesla Inc 2,080773.3K $
28iShares Core MSCI EAFE ETF 8,390759.6K $
29Eli Lilly & Co 812747.3K $
30iShares Trust 5,356741.2K $
31Jpmorgan Core Plus Bond Etf 14,391677.5K $
32JPMorgan Chase & Co 1,964577.8K $
33iShares Trust 5,707554.9K $
34iShares Trust 2,538542.3K $
35Vanguard Tax-Exempt Bond Index ETF 10,782537.9K $
36Walmart Inc 4,121512.1K $
37Vanguard FTSE Europe ETF 6,186510K $
38Procter & Gamble Co/The 3,465500.4K $
39J.P. MORGAN EXCHANGE-TRADED FUND TRUST 6,679483.6K $
40iShares MSCI All Country Asia 4,957477.4K $
41AbbVie Inc 2,146466.7K $
42Vanguard Scottsdale Funds 7,301434.8K $
43iShares MSCI USA Value Factor ETF 3,052434K $
44Netflix Inc 4,426425.6K $
45Johnson & Johnson 1,660405.7K $
46Exxon Mobil Corp 2,377403.3K $
47FIDELITY COVINGTON TRUST 11,763400.2K $
48Vanguard International Equity Index Funds 7,068382K $
49Vanguard Total Stock Market ETF 1,176377.2K $
50Visa Inc 1,184357.8K $
51Vanguard International Dividend Appreciation ETF 4,034356.9K $
52Coca-Cola Co/The 4,657354.2K $
53Micron Technology Inc 1,048354.1K $
54iShares Core S&P Total U.S. Stock Market ETF 2,471352K $
55Vanguard Growth ETF 801350K $
56Vanguard FTSE Developed Markets ETF 5,285338.7K $
57Merck & Co Inc 2,805337.5K $
58Chevron Corp 1,610333.2K $
59iShares Core MSCI Emerging Markets ETF 4,761332.1K $
60Costco Wholesale Corp 330329.3K $
61iShares Core S&P Mid-Cap ETF 4,788323.3K $
62iShares S&P Small-Cap 600 Growth ETF 2,221321.4K $
63ASML Holding NV 222293.3K $
64Fidelity Wise Origin Bitcoin Fund 4,686276.6K $
65iShares MSCI EAFE ETF 2,675259.8K $
66iShares MSCI EAFE Growth ETF 2,325258.9K $
67Taiwan Semiconductor Manufacturing Co Ltd 758256.2K $
68Home Depot Inc/The 775254.9K $
69Lam Research Corp 1,187253.6K $
70Schwab Short-Term U.S. Treasury ETF 10,442253.4K $
71Union Pacific Corp 1,018247K $
72JPMorgan BetaBuilders Canada E 2,513236.4K $
73State Street SPDR S&P Bank ETF 3,924233.7K $
74Mastercard Inc 442220.6K $
75Caterpillar Inc 309219K $
76Invesco S&P 500 Equal Weight ETF 1,124215.7K $
77Vanguard Value ETF 1,084212.6K $
78Vanguard Information Technology ETF 299208.4K $
79NextEra Energy Inc 2,228207K $
80Cisco Systems, Inc. 2,633204.3K $
81iShares Bitcoin Trust ETF 5,214200.3K $