Cedarwood Wealth LLC has filed its latest Form 13F-HR report with the SEC, disclosing ownership of 93 equity securities as of September 30, 2026. The filing lists the firm's Chief Compliance Officer, Jeffrey Boyd Bullock, as the authorized signatory.
The portfolio consists of a mix of individual common stocks and exchange-traded funds (ETFs). Among the notable individual stock holdings are Apple Inc., which is held in 21,515 shares, and Microsoft Corporation, held in 5,432 shares. Other significant positions include NVIDIA Corporation with 24,095 shares, Amazon.com Inc. with 9,528 shares, and Alphabet Inc. Class A shares with 5,155 shares.
The filing also reveals substantial exposure to the broader market through various ETFs. The top holdings by share count include the iShares Core S&P 500 ETF (21,515 shares), the Schwab Strategic Trust U.S. Dividend Equity ETF (163,430 shares), and the Vanguard Index Funds Morningstar Large Cap ETF (4,668 shares). Additionally, the portfolio includes positions in Bitcoin-related trusts, such as the Fidelity Wise Origin Bitcoin Shares (4,686 shares) and the iShares Bitcoin Trust ETF Shares (6,084 shares).
