RED CEDAR INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI · CIK 1734398 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$3.3bn
Staff18 · 13 in investment roles
Main clients (by assets)Mutual funds and ETFs 38%, Insurers 35%, Pension plans 10%
Private funds1 · $19.1m gross assets
Websiteredcedarim.com
Form ADV · 2026-05-19SEC adviser record

Legal entityRED CEDAR INVESTMENT MANAGEMENT, LLC (US)

Kindmutual funds
Others nearbyGrand Rapids, MI, Cincinnati, OH

As an employer

Offices in1 country
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Grand Rapids, MI (main office)United States	United States	about 8
Cincinnati, OHUnited States	United States	5

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value +9.5% vs Q1 2026

90positions

56.9%in top 10

4 new 21 added 13 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	507,403	$171.9m16.28%	16.28%	Reduced -9.6k	-9,613 -1.9%
2	ISHARES TR RUS 1000 ETF IWB	IWB	379,919	$155.6m14.73%	14.73%	Reduced -15.4k	-15,406 -3.9%
3	ISHARES TR CORE S&P MCP ETF IJH	IJH	807,545	$62.3m5.90%	5.90%	Reduced -4.4k	-4,430 -0.6%
4	ISHARES INC CORE MSCI EMKT IEMG	IEMG	575,932	$47.7m4.52%	4.52%	Added +3.0k	+3,045 0.5%
5	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	386,217	$36.0m3.41%	3.41%	Reduced -6.0k	-6,007 -1.5%
6	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,045,964	$29.0m2.74%	2.74%	Reduced -20.2k	-20,239 -1.9%
7	ISHARES TR MSCI EAFE ETF EFA	EFA	258,485	$26.9m2.54%	2.54%	Added +1.3k	+1,310 0.5%
8	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	206,297	$25.0m2.37%	2.37%	Reduced -23.6k	-23,645 -10.3%
9	ISHARES TR CORE US AGGBD ET AGG	AGG	247,675	$24.5m2.32%	2.32%	Reduced -119.5k	-119,456 -32.5%
10	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	721,787	$21.7m2.05%	2.05%	Reduced -50.1k	-50,134 -6.5%
11	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	656,462	$19.3m1.83%	1.83%	Unchanged
12	SPDR GOLD TR GOLD SHS GLD	GLD	45,508	$16.8m1.59%	1.59%	Added +9.1k	+9,059 24.9%
13	ISHARES TR LATN AMER 40 ETF ILF	ILF	474,510	$16.0m1.52%	1.52%	Unchanged
14	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	208,380	$15.7m1.49%	1.49%	Added +48.2k	+48,224 30.1%
15	SELECT SECTOR SPDR TR ENERGY XLE	XLE	289,711	$15.4m1.46%	1.46%	Reduced -36.0k	-35,992 -11.1%
16	ISHARES TR RUSSELL 2000 ETF IWM	IWM	48,738	$14.6m1.39%	1.39%	Added +116	+116 0.2%
17	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	189,927	$14.6m1.38%	1.38%	Added +91.3k	+91,253 92.5%
18	VANECK ETF TRUST OIL SERVICES ETF OIH	OIH	38,339	$14.3m1.35%	1.35%	Reduced -10.0k	-9,952 -20.6%
19	ISHARES SILVER TR ISHARES SLV	SLV	265,472	$14.2m1.34%	1.34%	Added +67.9k	+67,895 34.4%
20	CORNING INC COM GLW	GLW	54,677	$14.0m1.32%	1.32%	Reduced -33.6k	-33,642 -38.1%
21	BROADCOM INC COM AVGO	AVGO	33,533	$12.7m1.20%	1.20%	Unchanged
22	EXCHANGE PLACE ADVISORS TRUS NORTH SQUARE RCI QTPI	QTPI	466,193	$11.9m1.13%	1.13%	Unchanged
23	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	16,900	$11.6m1.10%	1.10%	Unchanged
24	ELI LILLY & CO COM LLY	LLY	9,362	$11.2m1.06%	1.06%	Unchanged
25	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	429,718	$11.0m1.04%	1.04%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	27,711	$9.1m0.86%	0.86%	Unchanged
27	PARKER-HANNIFIN CORP COM PH	PH	9,181	$9.0m0.85%	0.85%	Unchanged
28	MICROSOFT CORP COM MSFT	MSFT	21,078	$7.9m0.74%	0.74%	Unchanged
29	CISCO SYS INC COM CSCO	CSCO	66,531	$7.8m0.74%	0.74%	Unchanged
30	RTX CORPORATION COM RTX	RTX	38,621	$7.3m0.69%	0.69%	Unchanged
31	CITIZENS FINL GROUP INC COM CFG	CFG	104,511	$7.3m0.69%	0.69%	Unchanged
32	CHEVRON CORP NEW COM CVX	CVX	42,723	$7.1m0.67%	0.67%	Added +19.3k	+19,282 82.3%
33	EATON CORP PLC SHS ETN	ETN	16,567	$7.1m0.67%	0.67%	Reduced -353	-353 -2.1%
34	VALERO ENERGY CORP COM VLO	VLO	27,052	$7.0m0.67%	0.67%	Added +21.4k	+21,388 377.6%
35	ABBVIE INC COM ABBV	ABBV	27,046	$6.8m0.64%	0.64%	Unchanged
36	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,025	$6.7m0.64%	0.64%	Unchanged
37	ANALOG DEVICES INC COM ADI	ADI	16,775	$6.7m0.63%	0.63%	Unchanged
38	JOHNSON & JOHNSON COM JNJ	JNJ	24,128	$6.1m0.58%	0.58%	Unchanged
39	WELLTOWER INC COM WELL	WELL	26,713	$6.1m0.57%	0.57%	Unchanged
40	EXXON MOBIL CORP COM XOM	XOM	42,610	$5.8m0.55%	0.55%	Added +6.1k	+6,101 16.7%
41	SCHLUMBERGER LTD COM STK SLB	SLB	115,191	$5.4m0.51%	0.51%	Added +10.5k	+10,491 10.0%
42	PHILLIPS 66 COM PSX	PSX	30,377	$5.1m0.49%	0.49%	Added +18.8k	+18,849 163.5%
43	GOLDMAN SACHS GROUP INC COM GS	GS	4,764	$4.8m0.46%	0.46%	Added +975	+975 25.7%
44	VANGUARD SCOTTSDALE FDS VNG RUS3000IDX VTHR	VTHR	14,276	$4.7m0.45%	0.45%	Unchanged
45	NEXTERA ENERGY INC COM NEE	NEE	52,692	$4.6m0.44%	0.44%	Unchanged
46	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	10,994	$4.6m0.43%	0.43%	Unchanged
47	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,014	$4.3m0.41%	0.41%	Added +4.0k	+3,956 49.1%
48	SOUTHERN CO COM SO	SO	44,607	$4.3m0.40%	0.40%	Unchanged
49	QUALCOMM INC COM QCOM	QCOM	22,962	$4.2m0.40%	0.40%	Unchanged
50	MARRIOTT INTL INC NEW CL A MAR	MAR	11,148	$4.1m0.39%	0.39%	Unchanged
51	COSTCO WHSL CORP NEW COM COST	COST	4,399	$4.1m0.39%	0.39%	Unchanged
52	FEDEX CORP COM FDX	FDX	13,052	$4.1m0.39%	0.39%	Added +6.3k	+6,265 92.3%
53	HOME DEPOT INC COM HD	HD	11,536	$4.1m0.39%	0.39%	Unchanged
54	MCDONALDS CORP COM MCD	MCD	14,120	$3.8m0.36%	0.36%	Unchanged
55	BHP GROUP LTD SPONSORED ADS BHP	BHP	42,648	$3.6m0.34%	0.34%	Added +5.6k	+5,570 15.0%
56	VANGUARD INDEX FDS MID CAP ETF VO	VO	43,800	$3.5m0.33%	0.33%	Unchanged
57	APPLE INC COM AAPL	AAPL	11,843	$3.4m0.32%	0.32%	Unchanged
58	AGNICO EAGLE MINES LTD COM AEM	AEM	20,997	$3.3m0.31%	0.31%	Added +8.7k	+8,726 71.1%
59	KINROSS GOLD CORP COM KGC	KGC	137,363	$3.2m0.31%	0.31%	Added +53.3k	+53,335 63.5%
60	ALAMOS GOLD INC NEW COM CL A AGI	AGI	106,498	$3.2m0.31%	0.31%	Added +53.8k	+53,774 102.0%
61	TJX COS INC NEW COM TJX	TJX	21,293	$3.2m0.31%	0.31%	Unchanged
62	CONOCOPHILLIPS COM COP	COP	30,928	$3.2m0.30%	0.30%	New
63	HALLIBURTON CO COM HAL	HAL	94,487	$3.2m0.30%	0.30%	Added +19.7k	+19,713 26.4%
64	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	653,933	$3.2m0.30%	0.30%	Added +242.5k	+242,494 58.9%
65	AMERIPRISE FINL INC COM AMP	AMP	6,866	$3.1m0.30%	0.30%	Unchanged
66	PNC FINL SVCS GROUP INC COM PNC	PNC	12,041	$3.0m0.28%	0.28%	Unchanged
67	PROCTER AND GAMBLE CO COM PG	PG	19,523	$2.9m0.27%	0.27%	Unchanged
68	SIMON PPTY GROUP INC NEW COM SPG	SPG	12,685	$2.8m0.27%	0.27%	Unchanged
69	MERCK & CO INC COM MRK	MRK	20,972	$2.7m0.26%	0.26%	Unchanged
70	GENERAL DYNAMICS CORP COM GD	GD	7,263	$2.6m0.24%	0.24%	Unchanged
71	WEC ENERGY GROUP INC COM WEC	WEC	19,946	$2.3m0.22%	0.22%	Unchanged
72	HERSHEY CO COM HSY	HSY	11,042	$1.9m0.18%	0.18%	Unchanged
73	MCKESSON CORP COM MCK	MCK	2,360	$1.8m0.17%	0.17%	Unchanged
74	AMERICAN EXPRESS CO COM AXP	AXP	5,108	$1.7m0.16%	0.16%	Unchanged
75	MONDELEZ INTL INC CL A MDLZ	MDLZ	28,170	$1.6m0.15%	0.15%	Unchanged
76	CME GROUP INC COM CME	CME	6,738	$1.5m0.14%	0.14%	Unchanged
77	UNITEDHEALTH GROUP INC COM UNH	UNH	3,494	$1.5m0.14%	0.14%	New
78	BLACKROCK INC COM BLK	BLK	1,407	$1.4m0.13%	0.13%	Unchanged
79	AIR PRODS & CHEMS INC COM APD	APD	4,400	$1.3m0.12%	0.12%	Unchanged
80	TEXAS INSTRS INC COM TXN	TXN	3,912	$1.2m0.11%	0.11%	New
81	STARBUCKS CORP COM SBUX	SBUX	11,157	$1.1m0.11%	0.11%	Unchanged
82	DIGITAL RLTY TR INC COM DLR	DLR	5,421	$973.5k0.09%	0.09%	Unchanged
83	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	10,560	$822.7k0.08%	0.08%	Unchanged
84	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	7,057	$557.7k0.05%	0.05%	Reduced -6.3k	-6,342 -47.3%
85	SOUTHERN CO UNIT 12/15/2028 SO 7.125 12.15.28 A	SO 7.125 12.15.28 A	10,837	$540.7k0.05%	0.05%	New
86	COCA COLA CO COM KO	KO	4,774	$388.0k0.04%	0.04%	Unchanged
87	PEPSICO INC COM PEP	PEP	2,813	$380.9k0.04%	0.04%	Unchanged
88	MARATHON PETE CORP COM MPC	MPC	1,440	$368.2k0.03%	0.03%	Unchanged
89	LOCKHEED MARTIN CORP COM LMT	LMT	626	$318.9k0.03%	0.03%	Unchanged
90	VICI PPTYS INC COM VICI	VICI	8,161	$216.7k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
META PLATFORMS INC META	META	2,536	$1.5m2.5k shares
PIMCO ETF TR MINT	MINT	10,843	$1.1m10.8k shares
ISHARES TR IGSB	IGSB	19,907	$1.0m19.9k shares
FIRST TR EXCH TRADED FD III FPE	FPE	48,657	$863.7k48.7k shares
STRYKER CORPORATION SYK	SYK	2,062	$677.6k2.1k shares