# EDGAR Filing Document

**Accession Number:** 0002114448
**File Stem:** 0002114448-26-000001
**Filing Date:** 2026-3
**Character Count:** 12254
**Document Hash:** 8616fe9338e4675cb285b365b95ac16d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002114448-26-000001.hdr.sgml**: 20260306

**ACCESSION NUMBER**: 0002114448-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260306

**DATE AS OF CHANGE**: 20260305

**EFFECTIVENESS DATE**: 20260306

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cedarwood Wealth LLC
- **CENTRAL INDEX KEY:** 0002114448

**ORGANIZATION NAME:**
- **EIN:** 111111111
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26749
- **FILM NUMBER:** 26727650

**BUSINESS ADDRESS:**
- **STREET 1:** 1745 SHEA CENTER DRIVE
- **STREET 2:** #445
- **CITY:** HIGHLANDS RANCH
- **STATE:** CO
- **ZIP:** 80129
- **BUSINESS PHONE:** 303-495-9999

**MAIL ADDRESS:**
- **STREET 1:** 1745 SHEA CENTER DRIVE
- **STREET 2:** #445
- **CITY:** HIGHLANDS RANCH
- **STATE:** CO
- **ZIP:** 80129

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cedarwood Wealth LLC<br>**Address:** 1745 SHEA CENTER DRIVE

#445<br>HIGHLANDS RANCH, CO 80129

**Form 13F File Number:** 028-26749

**CRD Number (if applicable):** 000334756

**SEC File Number (if applicable):** 801-132112

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey Boyd Bullock<br>**Title:** Chief Compliance Officer<br>**Phone:** 303-495-9999

**Signature, Place, and Date of Signing:**

/s/Jeffrey Boyd Bullock  Highlands, CO  03-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $89748118

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 430090 | 1948 | SH |  | SOLE |  | 1948 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 1260556 | 3782 | SH |  | SOLE |  | 3782 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 849599 | 2547 | SH |  | SOLE |  | 2547 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1876725 | 7872 | SH |  | SOLE |  | 7872 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4854485 | 19007 | SH |  | SOLE |  | 19007 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG001SCG0R3 | 286934 | 203 | SH |  | SOLE |  | 203 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 705059 | 1458 | SH |  | SOLE |  | 1458 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 1002649 | 3086 | SH |  | SOLE |  | 3086 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 246346 | 1471 | SH |  | SOLE |  | 1471 | 0 | 0 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 274907 | 3789 | SH |  | SOLE |  | 3789 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 365380 | 374 | SH |  | SOLE |  | 374 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 811036 | 763 | SH |  | SOLE |  | 763 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 251381 | 1864 | SH |  | SOLE |  | 1864 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | 316092402 | BBG005FHW2X8 | 320599 | 11756 | SH |  | SOLE |  | 11756 | 0 | 0 |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | 38149W630 | BBG01JRTZQX2 | 1294947 | 24227 | SH |  | SOLE |  | 24227 | 0 | 0 |
| GOLDMAN SACHS ETF TR | S 500 PREMIUM | 38149W622 | BBG01JRK0C06 | 2337749 | 43910 | SH |  | SOLE |  | 43910 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 304736 | 788 | SH |  | SOLE |  | 788 | 0 | 0 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 1505174 | 35424 | SH |  | SOLE |  | 35424 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 223537 | 1122 | SH |  | SOLE |  | 1122 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 8710357 | 13926 | SH |  | SOLE |  | 13926 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | BBG01KYQ6QS5 | 256393 | 5164 | SH |  | SOLE |  | 5164 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 539713 | 7434 | SH |  | SOLE |  | 7434 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 1196421 | 16717 | SH |  | SOLE |  | 16717 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 827983 | 8822 | SH |  | SOLE |  | 8822 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 350812 | 5040 | SH |  | SOLE |  | 5040 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 379193 | 2501 | SH |  | SOLE |  | 2501 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 13482103 | 19374 | SH |  | SOLE |  | 19374 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | BBG001SP62C7 | 267289 | 2225 | SH |  | SOLE |  | 2225 | 0 | 0 |
| ISHARES TR | MSCI AC ASIA ETF | 464288182 | BBG001T2V2D8 | 496294 | 4957 | SH |  | SOLE |  | 4957 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | BBG001S56QV7 | 780817 | 5358 | SH |  | SOLE |  | 5358 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 268757 | 2675 | SH |  | SOLE |  | 2675 | 0 | 0 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | BBG004FPWGT7 | 441700 | 3051 | SH |  | SOLE |  | 3051 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 1886881 | 4005 | SH |  | SOLE |  | 4005 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 554575 | 2531 | SH |  | SOLE |  | 2531 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 573325 | 5707 | SH |  | SOLE |  | 5707 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 | BBG001SFQL44 | 333585 | 2220 | SH |  | SOLE |  | 2220 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 46641Q225 | BBG00LN4CWM1 | 240896 | 2513 | SH |  | SOLE |  | 2513 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 46641Q191 | BBG00L52KXM4 | 511344 | 6679 | SH |  | SOLE |  | 6679 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | BBG00N6W8XF5 | 537428 | 11300 | SH |  | SOLE |  | 11300 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 2231794 | 38079 | SH |  | SOLE |  | 38079 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 342788 | 6757 | SH |  | SOLE |  | 6757 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 288703 | 1303 | SH |  | SOLE |  | 1303 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 512286 | 1702 | SH |  | SOLE |  | 1702 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG001S5SW40 | 254674 | 1143 | SH |  | SOLE |  | 1143 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 284006 | 2644 | SH |  | SOLE |  | 2644 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1086075 | 1615 | SH |  | SOLE |  | 1615 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 357282 | 918 | SH |  | SOLE |  | 918 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1987566 | 4226 | SH |  | SOLE |  | 4226 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 296779 | 3463 | SH |  | SOLE |  | 3463 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 3413415 | 18305 | SH |  | SOLE |  | 18305 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 554419 | 3709 | SH |  | SOLE |  | 3709 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | BBG001T9F795 | 254576 | 10442 | SH |  | SOLE |  | 10442 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 3497738 | 119868 | SH |  | SOLE |  | 119868 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 1988652 | 13613 | SH |  | SOLE |  | 13613 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1798389 | 3870 | SH |  | SOLE |  | 3870 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 4636589 | 6693 | SH |  | SOLE |  | 6693 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A797 | BBG001SPTB32 | 247779 | 3924 | SH |  | SOLE |  | 3924 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 203946 | 613 | SH |  | SOLE |  | 613 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 744649 | 1711 | SH |  | SOLE |  | 1711 | 0 | 0 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | BBG01QNBFYF4 | 2136017 | 83308 | SH |  | SOLE |  | 83308 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 247274 | 1071 | SH |  | SOLE |  | 1071 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 521090 | 1070 | SH |  | SOLE |  | 1070 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | BBG001SHTTQ6 | 1404368 | 4398 | SH |  | SOLE |  | 4398 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 3523654 | 5531 | SH |  | SOLE |  | 5531 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 401915 | 1175 | SH |  | SOLE |  | 1175 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 332699 | 1678 | SH |  | SOLE |  | 1678 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 411472 | 7228 | SH |  | SOLE |  | 7228 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | BBG001SHTV18 | 406887 | 4650 | SH |  | SOLE |  | 4650 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 504996 | 9992 | SH |  | SOLE |  | 9992 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 391434 | 6540 | SH |  | SOLE |  | 6540 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 894106 | 3981 | SH |  | SOLE |  | 3981 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 348912 | 5280 | SH |  | SOLE |  | 5280 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | BBG00C863MQ1 | 418463 | 4482 | SH |  | SOLE |  | 4482 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 227141 | 299 | SH |  | SOLE |  | 299 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 339193 | 1033 | SH |  | SOLE |  | 1033 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 418637 | 3559 | SH |  | SOLE |  | 3559 | 0 | 0 |

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