SEC Form 13F

Cedarwood Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$132,305,368
Positions96

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$15,005,18720,037
INVESCO QQQ TRQQQUNIT SER 1$12,276,57016,671
APPLE INCAAPLCOM$6,171,12921,327
GOLDMAN SACHS ETF TRGPIXS&P 500 PREMIUM$6,134,749110,397
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$5,028,6336,734
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$4,834,731152,467
NVIDIA CORPORATIONNVDACOM$4,702,18923,500
INTEL CORPINTCCOM$4,640,46033,234
GOLDMAN SACHS ETF TRGPIQNASDA 100 ETF$4,051,22868,306
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$3,948,2845,749

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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