Long-term investor
Cedarwood Wealth LLC @cedarwoodwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002114448).
Record
- Tracked since 2025-12-31 (261 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 11.3% · long · since 2025-12-31
- 46090E103 · 9.3% · long · since 2025-12-31
- AAPL · 4.7% · long · since 2025-12-31
- GPIX · 4.6% · long · since 2025-12-31
- SPY · 3.8% · long · since 2025-12-31
- SCHD · 3.7% · long · since 2025-12-31
- NVDA · 3.6% · long · since 2025-12-31
- INTC · 3.5% · long · since 2025-12-31
- GPIQ · 3.1% · long · since 2025-12-31
- VOO · 3.0% · long · since 2025-12-31
- XLK · 2.6% · long · since 2025-12-31
- JEPI · 2.6% · long · since 2025-12-31