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 (249 days), 40 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.6% · 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

  • 464287200 · 11.3% · long · since 2025-12-31
  • QQQ · 9.3% · long · since 2025-12-31
  • AAPL · 4.7% · long · since 2025-12-31
  • 38149W622 · 4.6% · long · since 2025-12-31
  • 78462F103 · 3.8% · long · since 2025-12-31
  • 808524797 · 3.7% · long · since 2025-12-31
  • NVDA · 3.6% · long · since 2025-12-31
  • INTC · 3.5% · long · since 2025-12-31
  • 38149W630 · 3.1% · long · since 2025-12-31
  • 922908363 · 3.0% · long · since 2025-12-31
  • 81369Y803 · 2.6% · long · since 2025-12-31
  • 46641Q332 · 2.6% · long · since 2025-12-31

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