Cedar Wealth Management

Cedar Wealth Management as of June 30, 2026

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