Cedar Wealth Management, LLC
13F Reported Value
ⓘ$343.6M
Holdings
89
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Cedar Wealth Management, LLC disclosed 89 positions worth $343.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 127 — including a new stake in $WES and a full exit from $WT. The portfolio is most concentrated in Other (67.1% of disclosed assets). All figures are sourced directly from Cedar Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1665642.
AI Fund Analysis
Diversifying
$IVZ$IVZ
$AMZN
$AAPLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$64.5M201,060 shSCHWAB STRATEGIC TR
—Quality
$44.1M1,437,761 sh- —
Quality
$31.8M582,044 sh INVESCO EXCH TRADED FD TR II
—Quality
$29.1M821,923 shVANGUARD WORLD FD
—Quality
$22.7M202,272 sh- —
Quality
$13.2M122,786 sh ISHARES TR
—Quality
$12.4M122,928 shDIMENSIONAL ETF TRUST
—Quality
$11.7M302,298 sh- 80.5
Quality
$11.6M70,094 sh VANGUARD INDEX FDS
—Quality
$9.3M15,519 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $64.5M | 201,060 |
| SCHWAB STRATEGIC TR | — | $44.1M | 1,437,761 |
| Invesco Ltd.$IVZ | — | $31.8M | 582,044 |
| INVESCO EXCH TRADED FD TR II | — | $29.1M | 821,923 |
| VANGUARD WORLD FD | — | $22.7M | 202,272 |
| Invesco Ltd.$IVZ | — | $13.2M | 122,786 |
| ISHARES TR | — | $12.4M | 122,928 |
| DIMENSIONAL ETF TRUST | — | $11.7M | 302,298 |
 Philip Morris International Inc.$PM | 80.5 | $11.6M | 70,094 |
| VANGUARD INDEX FDS | — | $9.3M | 15,519 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cedar Wealth Management, LLC's 89 positions.
Showing top 10 of 89 holdings.
Sector Allocation
Other
$230.5M
Financials
$60.5M
Consumer Staples
$19.7M
Technology
$16.9M
Energy
$4.6M
Consumer Discretionary
$4.5M
Materials
$3.5M
Industrials
$1.4M
Full Holdings — Cedar Wealth Management, LLC (Q1 2026)
All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $64.5M | 18.8% | +0% | — |
| 2 | — | SCHWAB STRATEGIC TR | $44.1M | 12.8% | -1% | — |
| 3 | $IVZ | Invesco Ltd. | $31.8M | 9.2% | +3% | — |
| 4 | — | INVESCO EXCH TRADED FD TR II | $29.1M | 8.5% | +0% | — |
| 5 | — | VANGUARD WORLD FD | $22.7M | 6.6% | -0% | — |
| 6 | $IVZ | Invesco Ltd. | $13.2M | 3.9% | -3% | — |
| 7 | — | ISHARES TR | $12.4M | 3.6% | +3285% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $11.7M | 3.4% | +0% | — |
| 9 | $PM | Philip Morris International Inc. | $11.6M | 3.4% | +0% | 80.5 |
| 10 | — | VANGUARD INDEX FDS | $9.3M | 2.7% | +4% | — |
| 11 | — | ISHARES TR | $7.8M | 2.3% | +15% | — |
| 12 | $IVZ | Invesco Ltd. | $7.5M | 2.2% | +3% | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F | $5.5M | 1.6% | +0% | — |
| 14 |  $MO | ALTRIA GROUP, INC. | $5.4M | 1.6% | -4% | 72.1 |
| 15 |  $GOOG | Alphabet Inc. | $4.6M | 1.3% | -1% | 80.2 |
| 16 | $AMZN | AMAZON COM INC | $3.4M | 1.0% | +6% | 74.6 |
| 17 |  $NVDA | NVIDIA CORP | $3.0M | 0.9% | +23% | 90.2 |
| 18 | $AAPL | Apple Inc. | $3.0M | 0.9% | +9% | 76.1 |
| 19 | — | SERIES PORTFOLIOS TR | $3.0M | 0.9% | +20% | — |
| 20 | $IVZ | Invesco Ltd. | $2.7M | 0.8% | NEW | — |
| 21 |  $MDLZ | Mondelez International, Inc. | $2.4M | 0.7% | +0% | 53.9 |
| 22 | — | INVESCO ACTIVELY MANAGED EXC | $2.4M | 0.7% | +26% | — |
| 23 | — | ISHARES INC | $2.2M | 0.6% | +0% | — |
| 24 | — | ISHARES TR | $2.0M | 0.6% | +31% | — |
| 25 |  $META | Meta Platforms, Inc. | $1.9M | 0.5% | +53% | 80.9 |
| 26 |  $MSFT | MICROSOFT CORP | $1.7M | 0.5% | +3% | 83.7 |
| 27 | — | ISHARES TR | $1.5M | 0.4% | +0% | — |
| 28 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.4% | +0% | — |
| 29 |  $IAU | ISHARES GOLD TRUST | $1.2M | 0.3% | +0% | — |
| 30 |  $USB | US BANCORP DE | $1.2M | 0.3% | -21% | 71.4 |
| 31 |  $WES | Western Midstream Partners, LP | $1.1M | 0.3% | NEW | 78.1 |
| 32 |  $RIG | Transocean Ltd. | $1.1M | 0.3% | -10% | — |
| 33 | — | ISHARES INC | $1.1M | 0.3% | +0% | — |
| 34 | — | ISHARES TR | $1.1M | 0.3% | +0% | — |
| 35 |  $NFLX | NETFLIX INC | $1.0M | 0.3% | NEW | 86.7 |
| 36 | — | ISHARES TR | $930,163 | 0.3% | +0% | — |
| 37 |  $NG | NOVAGOLD RESOURCES INC | $903,119 | 0.3% | +1% | — |
| 38 | $IVZ | Invesco Ltd. | $890,403 | 0.3% | +0% | — |
| 39 |  $NEM | NEWMONT Corp /DE/ | $842,835 | 0.3% | +0% | 88.3 |
| 40 |  $ASML | ASML HOLDING NV | $801,744 | 0.2% | +0% | — |
| 41 | — | ISHARES TR | $792,856 | 0.2% | -21% | — |
| 42 |  $FLEX | FLEX LTD. | $788,275 | 0.2% | +0% | — |
| 43 | — | FLEXSHARES TR | $764,374 | 0.2% | +0% | — |
| 44 | — | VANGUARD SCOTTSDALE FDS | $733,826 | 0.2% | +10% | — |
| 45 | — | VANGUARD WHITEHALL FDS | $710,591 | 0.2% | +0% | — |
| 46 | — | ISHARES TR | $667,327 | 0.2% | +141% | — |
| 47 |  $RH | RH | $638,838 | 0.2% | +89% | 53.2 |
| 48 |  $FCX | FREEPORT-MCMORAN INC | $611,606 | 0.2% | +0% | 73.1 |
| 49 |  $BRK.B | BERKSHIRE HATHAWAY INC | $580,790 | 0.2% | +0% | 64.5 |
| 50 | — | ISHARES INC | $557,384 | 0.2% | +0% | — |
| 51 |  $AVGO | Broadcom Inc. | $557,118 | 0.2% | +0% | 86.4 |
| 52 |  $F | FORD MOTOR CO | $553,666 | 0.2% | +0% | 58.5 |
| 53 |  $B | BARRICK MINING CORP | $540,060 | 0.2% | +0% | — |
| 54 | — | ISHARES INC | $529,297 | 0.1% | +0% | — |
| 55 |  $WYFI | WhiteFiber, Inc. | $481,688 | 0.1% | NEW | 43.5 |
| 56 |  $WDS | WOODSIDE ENERGY GROUP LTD | $465,206 | 0.1% | -24% | — |
| 57 |  $SDRL | SEADRILL Ltd | $445,900 | 0.1% | -36% | — |
| 58 |  $LLY | ELI LILLY & Co | $435,971 | 0.1% | +0% | 89.3 |
| 59 |  $TWLO | TWILIO INC | $410,173 | 0.1% | +0% | 59.5 |
| 60 |  $POET | POET TECHNOLOGIES INC. | $395,337 | 0.1% | +0% | — |
| 61 | — | SELECT SECTOR SPDR TR | $388,077 | 0.1% | +0% | — |
| 62 | — | TIDAL TRUST II | $387,220 | 0.1% | NEW | — |
| 63 | — | ISHARES TR | $354,941 | 0.1% | +0% | — |
| 64 |  $V | VISA INC. | $347,274 | 0.1% | +0% | 83.5 |
| 65 |  $NE | Noble Corp plc | $335,148 | 0.1% | -15% | — |
| 66 | — | VANGUARD SCOTTSDALE FDS | $322,479 | 0.1% | -29% | — |
| 67 | — | SPDR SERIES TRUST | $313,661 | 0.1% | +35% | — |
| 68 |  $ALB | ALBEMARLE CORP | $299,636 | 0.1% | +0% | 50.2 |
| 69 |  $CVX | CHEVRON CORP | $294,005 | 0.1% | -32% | 54.7 |
| 70 |  $GLD | SPDR GOLD TRUST | $289,585 | 0.1% | -3% | — |
| 71 |  $MU | MICRON TECHNOLOGY INC | $288,853 | 0.1% | +0% | 88.4 |
| 72 | — | ISHARES TR | $278,594 | 0.1% | +0% | — |
| 73 | — | ISHARES TR | $276,083 | 0.1% | +0% | — |
| 74 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $260,293 | 0.1% | +48% | — |
| 75 |  $MPLX | MPLX LP | $259,440 | 0.1% | +60% | 76.5 |
| 76 |  $VAL | Valaris Ltd | $259,218 | 0.1% | -50% | — |
| 77 |  $EGO | ELDORADO GOLD CORP /FI | $257,475 | 0.1% | -7% | — |
| 78 |  $T | AT&T INC. | $254,445 | 0.1% | -25% | 71.9 |
| 79 |  $STKL | SunOpta Inc. | $250,154 | 0.1% | +0% | 53.6 |
| 80 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $250,120 | 0.1% | +0% | 66.3 |
| 81 |  $CFR | CULLEN/FROST BANKERS, INC. | $246,744 | 0.1% | +0% | 66.5 |
| 82 |  $SITM | SITIME Corp | $236,910 | 0.1% | -75% | 44.6 |
| 83 | — | ISHARES TR | $234,776 | 0.1% | +0% | — |
| 84 | — | VANGUARD WORLD FD | $232,341 | 0.1% | +0% | — |
| 85 |  $SBUX | STARBUCKS CORP | $228,992 | 0.1% | +0% | 54.6 |
| 86 |  $JPM | JPMORGAN CHASE & CO | $203,602 | 0.1% | +0% | 35.6 |
| 87 |  $CPRI | Capri Holdings Ltd | $196,093 | 0.1% | +0% | — |
| 88 | — | ADVISORSHARES TR | $121,974 | 0.0% | +0% | — |
| 89 |  $CRON | Cronos Group Inc. | $95,217 | 0.0% | +0% | 48.6 |
New Positions (3)
Exited Positions (127)
$WT WisdomTree, Inc.
$GLBE Global-E Online Ltd.
$ONTO ONTO INNOVATION INC.
$ADBE ADOBE INC.
$AMD ADVANCED MICRO DEVICES INC
$NOW ServiceNow, Inc.
$SPY SPDR S&P 500 ETF TRUST
$AMPL Amplitude, Inc.
$COST COSTCO WHOLESALE CORP /NEW
$HCXY Hercules Capital, Inc.
$PFE PFIZER INC
$MRK Merck & Co., Inc.
$HIMS Hims & Hers Health, Inc.
$WMT Walmart Inc.Browse Top Institutional Investors
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