Cedar Wealth Management
Latest statistics and disclosures from Cedar Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SCHD, XLG, IDHQ, ESGV, and represent 55.93% of Cedar Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$12M), IDMO, WES, NFLX, IWV, XLG, META, NVDA, ICLO, CLOZ.
- Started 4 new stock positions in WYFI, IDMO, XMAG, WES.
- Reduced shares in these 10 stocks: EUDG, HYGV, SITM, GLBE, SPGP, ONTO, USB, VAL, SDRL, .
- Sold out of its positions in AGNC, AMLP, ABT, ABBV, ADBE, AMD, BABA, GOOG, AEP, AIG.
- Cedar Wealth Management was a net buyer of stock by $13M.
- Cedar Wealth Management has $344M in assets under management (AUM), dropping by 2.76%.
- Central Index Key (CIK): 0001665642
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Portfolio Holdings for Cedar Wealth Management
Cedar Wealth Management holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 18.8 | $65M | 201k | 320.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 12.8 | $44M | 1.4M | 30.68 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 9.2 | $32M | +2% | 582k | 54.55 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 8.5 | $29M | 822k | 35.37 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 6.6 | $23M | 202k | 112.27 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 3.8 | $13M | -3% | 123k | 107.62 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.6 | $12M | +3284% | 123k | 100.66 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.4 | $12M | 302k | 38.86 |
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| Philip Morris International (PM) | 3.4 | $12M | 70k | 165.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $9.3M | +4% | 16k | 597.54 |
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| Ishares Tr Russell 3000 Etf (IWV) | 2.3 | $7.8M | +15% | 21k | 370.68 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 2.2 | $7.5M | +2% | 100k | 75.19 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.6 | $5.5M | 67k | 82.43 |
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| Altria (MO) | 1.6 | $5.4M | -3% | 82k | 65.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.6M | 16k | 287.56 |
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| Amazon (AMZN) | 1.0 | $3.4M | +6% | 16k | 208.27 |
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| NVIDIA Corporation (NVDA) | 0.9 | $3.0M | +22% | 17k | 174.40 |
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| Apple (AAPL) | 0.9 | $3.0M | +9% | 12k | 253.80 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.9 | $3.0M | +19% | 116k | 25.65 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.8 | $2.7M | NEW | 49k | 54.84 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $2.4M | 42k | 57.64 |
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| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.7 | $2.4M | +26% | 94k | 25.51 |
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| Ishares Msci Japan Etf (EWJ) | 0.6 | $2.2M | 26k | 84.44 |
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| Ishares Tr Msci Usa Quality (GARP) | 0.6 | $2.0M | +30% | 32k | 63.97 |
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| Meta Platforms Cl A (META) | 0.5 | $1.9M | +53% | 3.3k | 572.21 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.7M | +3% | 4.7k | 370.20 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $1.5M | 4.8k | 318.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.5M | 2.6k | 577.25 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.2M | 13k | 88.16 |
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| Us Bancorp Com New (USB) | 0.3 | $1.2M | -21% | 23k | 52.01 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.3 | $1.1M | NEW | 28k | 41.17 |
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| Transocean Registered Shs (RIG) | 0.3 | $1.1M | -9% | 172k | 6.63 |
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| Ishares Msci Cda Etf (EWC) | 0.3 | $1.1M | 21k | 54.79 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $1.1M | 25k | 42.49 |
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| Netflix (NFLX) | 0.3 | $1.0M | +17923% | 11k | 96.15 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $930k | 16k | 56.79 |
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| Novagold Resources Com New (NG) | 0.3 | $903k | 101k | 8.98 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $890k | 4.6k | 191.94 |
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| Newmont Mining Corporation (NEM) | 0.2 | $843k | 7.8k | 108.25 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $802k | 607.00 | 1320.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $793k | -21% | 3.2k | 248.00 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.2 | $788k | 10k | 79.09 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.2 | $764k | 9.6k | 79.82 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $734k | +9% | 6.7k | 109.69 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $711k | 4.8k | 148.10 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $667k | +140% | 7.7k | 86.69 |
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| Rh (RH) | 0.2 | $639k | +88% | 4.6k | 139.82 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $612k | 10k | 58.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $581k | 1.2k | 479.20 |
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| Ishares Msci Brazil Etf (EWZ) | 0.2 | $557k | 15k | 38.39 |
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| Broadcom (AVGO) | 0.2 | $557k | 1.8k | 309.51 |
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| Ford Motor Company (F) | 0.2 | $554k | 48k | 11.54 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $540k | 13k | 40.79 |
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| Ishares Msci Aust Etf (EWA) | 0.2 | $529k | 19k | 27.76 |
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| Whitefiber SHS (WYFI) | 0.1 | $482k | NEW | 40k | 11.91 |
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| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $465k | -23% | 20k | 23.88 |
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| Seadrill 2021 (SDRL) | 0.1 | $446k | -36% | 9.8k | 45.50 |
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| Eli Lilly & Co. (LLY) | 0.1 | $436k | 474.00 | 919.77 |
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| Twilio Cl A (TWLO) | 0.1 | $410k | 3.3k | 125.82 |
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| Poet Technologies Com New (POET) | 0.1 | $395k | 67k | 5.94 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $388k | 2.6k | 146.61 |
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| Tidal Trust Ii Defiance Large (XMAG) | 0.1 | $387k | NEW | 17k | 22.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $355k | 832.00 | 426.61 |
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| Visa Com Cl A (V) | 0.1 | $347k | 1.1k | 302.24 |
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| Noble Corp Ord Shs A (NE) | 0.1 | $335k | -14% | 6.8k | 49.07 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $323k | -28% | 5.5k | 58.54 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $314k | +35% | 4.1k | 76.54 |
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| Albemarle Corporation (ALB) | 0.1 | $300k | 1.7k | 179.53 |
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| Chevron Corporation (CVX) | 0.1 | $294k | -32% | 1.4k | 206.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $290k | -3% | 673.00 | 430.29 |
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| Micron Technology (MU) | 0.1 | $289k | 855.00 | 337.84 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $279k | 1.8k | 151.41 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $276k | 3.9k | 70.18 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $260k | +48% | 12k | 21.15 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $259k | +59% | 4.5k | 57.07 |
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| Valaris Cl A (VAL) | 0.1 | $259k | -50% | 2.6k | 98.04 |
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| Ego (EGO) | 0.1 | $258k | -7% | 7.5k | 34.33 |
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| At&t (T) | 0.1 | $254k | -25% | 8.8k | 28.99 |
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| Sunopta (STKL) | 0.1 | $250k | 39k | 6.48 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $250k | 3.8k | 65.00 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $247k | 1.8k | 137.08 |
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| Sitime Corp (SITM) | 0.1 | $237k | -75% | 686.00 | 345.35 |
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| Ishares Tr Future Exponenti (XT) | 0.1 | $235k | 3.4k | 68.15 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $232k | 333.00 | 697.72 |
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| Starbucks Corporation (SBUX) | 0.1 | $229k | 2.6k | 89.59 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $204k | 692.00 | 294.22 |
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| Capri Holdings SHS (CPRI) | 0.1 | $196k | 11k | 17.62 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $122k | 34k | 3.55 |
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| Cronos Group (CRON) | 0.0 | $95k | 38k | 2.51 |
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Past Filings by Cedar Wealth Management
SEC 13F filings are viewable for Cedar Wealth Management going back to 2015
- 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
- Cedar Wealth Management 2022 Q1 filed May 12, 2022