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Manager record

Cedarwood Wealth LLC

Highlands Ranch, CO · CIK 2114448 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$132.31MReported 13F valueQ2 2026 · as filed
96Holdings listed
+33.6%vs prior quartervalue change includes market moves
3Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $89.7M$89.7MQ4 202576 holdingsQ1 2026: $99.0M$99.0MQ1 202681 holdingsQ2 2026: $132.3M$132.3MQ2 202696 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$132.31M · 96 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$99.00M · 81 holdings listed · View original SEC filing ↗
Mar 06 2026 13F-HR · period Q4 2025

$89.75M · 76 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology