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Cedar Wealth Management

Latest statistics and disclosures from Cedar Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SCHD, IDHQ, XLG, ESGV, and represent 56.26% of Cedar Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPMO, IDMO, MRVL, Boost Run Cl A Ord, NVO, GLAS, SITM, AMD, NVDA, AAPL.
Started 14 new stock positions in NVO, IWY, GLAS, VIGI, LRCX, APP, AMD, SPMO, MRVL, UNH. GLBE, IYW, IGV, Boost Run Cl A Ord.
Reduced shares in these 10 stocks: SPGP, SGOV, PM, MO, , EWZ, WYFI, TWLO, NEM, POET.
Sold out of its positions in T, EGO, FCX, EWZ, MU, OXY, POET, STKL, TWLO, VAL. WYFI.
Cedar Wealth Management was a net buyer of stock by $4.7M.
Cedar Wealth Management has $389M in assets under management (AUM), dropping by 13.22%.
Central Index Key (CIK): 0001665642

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Portfolio Holdings for Cedar Wealth Management

Cedar Wealth Management holds 92 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.1	$74M		201k	370.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.7	$46M		1.4M	31.71	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	9.3	$36M		830k	43.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	9.3	$36M		588k	61.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	6.9	$27M		202k	132.24	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	3.4	$13M		302k	44.36	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	3.2	$12M	-17%	101k	122.29	View chart
Philip Morris International (PM)	3.0	$12M	-9%	64k	180.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$11M	+2%	16k	686.80	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.5	$9.8M	-20%	98k	100.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	2.3	$9.1M		21k	426.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.3	$9.0M		100k	90.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$6.0M	+5%	17k	357.37	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.5	$5.9M		67k	88.54	View chart
Altria (MO)	1.4	$5.3M	-10%	73k	71.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.2	$4.6M	+57%	77k	60.29	View chart
NVIDIA Corporation (NVDA)	1.0	$4.0M	+15%	20k	200.09	View chart
Amazon (AMZN)	1.0	$4.0M		17k	238.34	View chart
Apple (AAPL)	1.0	$3.9M	+14%	14k	289.37	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.8	$3.1M	+2%	119k	26.42	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.7	$2.8M	+5%	34k	82.55	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$2.6M	NEW	16k	161.54	View chart
Ishares Msci Japan Etf (EWJ)	0.6	$2.4M		26k	93.27	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.6	$2.4M		94k	25.58	View chart
Mondelez Intl Cl A (MDLZ)	0.6	$2.3M	-4%	40k	57.84	View chart
Microsoft Corporation (MSFT)	0.6	$2.2M	+26%	5.9k	373.05	View chart
Meta Platforms Cl A (META)	0.5	$2.1M	+15%	3.8k	563.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.9M		2.5k	736.50	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.8M		4.8k	365.84	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.4	$1.5M	+24%	35k	43.76	View chart
Us Bancorp Com New (USB)	0.3	$1.3M	-5%	21k	60.40	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$1.2M		607.00	1989.44	View chart
Ishares Msci Cda Etf (EWC)	0.3	$1.2M		21k	57.64	View chart
Netflix (NFLX)	0.3	$1.2M	+52%	17k	71.40	View chart
Sitime Corp (SITM)	0.3	$1.2M	+127%	1.6k	745.56	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$1.2M		25k	46.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$1.1M		16k	68.41	View chart
Marvell Technology (MRVL)	0.3	$1.1M	NEW	3.7k	297.89	View chart
Boost Run Ord Shs Cl A	0.3	$1.0M	NEW	27k	38.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.0M		13k	75.51	View chart
Novo-nordisk A S Adr (NVO)	0.3	$999k	NEW	21k	47.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$987k		4.6k	212.79	View chart
Transocean Registered Shs (RIG)	0.3	$973k	+15%	199k	4.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$961k		3.2k	300.45	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.2	$896k		10k	89.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$881k	+3%	6.9k	127.81	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.2	$833k		9.6k	87.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$758k		4.8k	158.03	View chart
Rh (RH)	0.2	$753k		4.6k	164.73	View chart
Glass House Brands Sub Reg Ltd Vtg (GLAS)	0.2	$731k	NEW	56k	13.00	View chart
Broadcom (AVGO)	0.2	$694k	+2%	1.8k	377.75	View chart
Ford Motor Company (F)	0.2	$667k		48k	13.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$665k		7.7k	86.42	View chart
Novagold Resources Com New (NG)	0.2	$617k	+2%	103k	5.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$607k		1.2k	500.39	View chart
Eli Lilly & Co. (LLY)	0.1	$569k		474.00	1199.43	View chart
Advanced Micro Devices (AMD)	0.1	$544k	NEW	936.00	580.91	View chart
Ishares Msci Aust Etf (EWA)	0.1	$537k		19k	28.16	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$531k	+47%	6.0k	87.88	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$504k	+20%	3.2k	158.66	View chart
Barrick Mng Corp Com Shs (B)	0.1	$486k		13k	36.73	View chart
Tidal Trust Ii Defiance Large (XMAG)	0.1	$455k		17k	26.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$413k	+300%	3.3k	124.19	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$396k	+54%	7.0k	56.33	View chart
Visa Com Cl A (V)	0.1	$394k		1.1k	343.09	View chart
Woodside Energy Group Sponsored Adr (WDS)	0.1	$376k		20k	19.32	View chart
Seadrill 2021 (SDRL)	0.1	$371k		9.8k	37.82	View chart
Cullen/Frost Bankers (CFR)	0.1	$348k	+25%	2.3k	154.52	View chart
Newmont Mining Corporation (NEM)	0.1	$326k	-55%	3.5k	93.40	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$323k		5.5k	58.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$318k	+700%	2.7k	119.52	View chart
UnitedHealth (UNH)	0.1	$307k	NEW	737.00	415.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$298k		3.9k	75.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$291k	NEW	1.2k	252.23	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$285k		3.4k	82.63	View chart
Annaly Capital Management In Com New (NLY)	0.1	$275k		12k	22.36	View chart
Starbucks Corporation (SBUX)	0.1	$261k		2.6k	102.19	View chart
Noble Corp Ord Shs A (NE)	0.1	$255k		6.8k	37.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$250k	-13%	1.6k	156.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$248k		673.00	368.38	View chart
Applovin Corp Com Cl A (APP)	0.1	$243k	NEW	472.00	515.23	View chart
JPMorgan Chase & Co. (JPM)	0.1	$227k		692.00	327.40	View chart
Albemarle Corporation (ALB)	0.1	$225k		1.7k	135.03	View chart
Global E Online SHS (GLBE)	0.1	$222k	NEW	6.4k	34.73	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$221k	NEW	2.4k	90.60	View chart
Chevron Corporation (CVX)	0.1	$218k	-7%	1.3k	165.76	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$210k	NEW	722.00	290.62	View chart
Capri Holdings SHS (CPRI)	0.1	$207k		11k	18.57	View chart
Lam Research Corp Com New (LRCX)	0.1	$204k	NEW	470.00	433.33	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$202k	NEW	2.2k	93.38	View chart
Advisorshares Tr Pure Us Cann Etf (MSOS)	0.0	$175k		34k	5.08	View chart
Cronos Group (CRON)	0.0	$106k		38k	2.78	View chart

Past Filings by Cedar Wealth Management

SEC 13F filings are viewable for Cedar Wealth Management going back to 2015

Cedar Wealth Management 2026 Q2 filed Aug. 12, 2026
Cedar Wealth Management 2026 Q1 filed May 14, 2026
Cedar Wealth Management 2025 Q4 filed Feb. 6, 2026
Cedar Wealth Management 2025 Q3 filed Nov. 12, 2025
Cedar Wealth Management 2025 Q2 filed Aug. 8, 2025
Cedar Wealth Management 2025 Q1 filed May 9, 2025
Cedar Wealth Management 2024 Q4 filed Feb. 11, 2025
Cedar Wealth Management 2024 Q3 filed Nov. 8, 2024
Cedar Wealth Management 2024 Q2 filed Aug. 12, 2024
Cedar Wealth Management 2024 Q1 filed May 13, 2024
Cedar Wealth Management 2023 Q3 filed Oct. 30, 2023
Cedar Wealth Management 2023 Q2 filed Aug. 14, 2023
Cedar Wealth Management 2023 Q1 filed May 15, 2023
Cedar Wealth Management 2022 Q4 filed Feb. 14, 2023
Cedar Wealth Management 2022 Q3 filed Nov. 14, 2022
Cedar Wealth Management 2022 Q2 filed Aug. 11, 2022

View all past filings

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