Cedar Wealth Management, LLC
13F Reported Value
ⓘ$389.0M
Holdings
92
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cedar Wealth Management, LLC disclosed 92 positions worth $389.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 11 — including a new stake in $MRVL and a full exit from $FCX. The portfolio is most concentrated in Other (66.8% 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 — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$74.2M200,645 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$45.5M1,435,868 shINVESCO EXCH TRADED FD TR II - S&P INTL QULTY
—Quality
$36.3M830,442 sh- —
Quality
$36.0M588,062 sh VANGUARD WORLD FD - ESG US STK ETF
—Quality
$26.7M202,193 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$13.4M302,298 sh- —
Quality
$12.3M100,836 sh - 75.9
Quality
$11.5M63,646 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$10.9M15,891 shISHARES TR - 0-3 MTH TREASURY
—Quality
$9.8M97,632 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $74.2M | 200,645 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $45.5M | 1,435,868 |
| INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | — | $36.3M | 830,442 |
| Invesco Ltd.$IVZ | — | $36.0M | 588,062 |
| VANGUARD WORLD FD - ESG US STK ETF | — | $26.7M | 202,193 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $13.4M | 302,298 |
| Invesco Ltd.$IVZ | — | $12.3M | 100,836 |
 Philip Morris International Inc.$PM | 75.9 | $11.5M | 63,646 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.9M | 15,891 |
| ISHARES TR - 0-3 MTH TREASURY | — | $9.8M | 97,632 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cedar Wealth Management, LLC's 92 positions.
Showing top 10 of 92 holdings.
Sector Allocation
Other
$259.7M
Financials
$69.6M
Technology
$24.1M
Consumer Staples
$19.1M
Consumer Discretionary
$5.2M
Energy
$4.1M
Industrials
$2.1M
Healthcare
$2.0M
Full Holdings — Cedar Wealth Management, LLC (Q2 2026)
All 92 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 - TOTAL STK MKT | $74.2M | 19.1% | -0% | — |
| 2 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $45.5M | 11.7% | -0% | — |
| 3 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $36.3M | 9.3% | +1% | — |
| 4 | $IVZ | Invesco Ltd. | $36.0M | 9.3% | +1% | — |
| 5 | — | VANGUARD WORLD FD - ESG US STK ETF | $26.7M | 6.9% | -0% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $13.4M | 3.5% | +0% | — |
| 7 | $IVZ | Invesco Ltd. | $12.3M | 3.2% | -18% | — |
| 8 | $PM | Philip Morris International Inc. | $11.5M | 3.0% | -9% | 75.9 |
| 9 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.9M | 2.8% | +2% | — |
| 10 | — | ISHARES TR - 0-3 MTH TREASURY | $9.8M | 2.5% | -21% | — |
| 11 | — | ISHARES TR - RUSSELL 3000 ETF | $9.1M | 2.4% | +1% | — |
| 12 | $IVZ | Invesco Ltd. | $9.0M | 2.3% | +0% | — |
| 13 |  $GOOG | Alphabet Inc. | $6.0M | 1.5% | +5% | 78.2 |
| 14 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $5.9M | 1.5% | +0% | — |
| 15 |  $MO | ALTRIA GROUP, INC. | $5.3M | 1.4% | -10% | 67.4 |
| 16 | $IVZ | Invesco Ltd. | $4.6M | 1.2% | +57% | — |
| 17 |  $NVDA | NVIDIA CORP | $4.0M | 1.0% | +15% | 85.9 |
| 18 | $AMZN | AMAZON COM INC | $4.0M | 1.0% | +2% | 68.7 |
| 19 | $AAPL | Apple Inc. | $3.9M | 1.0% | +14% | 76.4 |
| 20 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | $3.1M | 0.8% | +3% | — |
| 21 | — | ISHARES TR - MSCI US GARP ETF | $2.8M | 0.7% | +5% | — |
| 22 | $IVZ | Invesco Ltd. | $2.6M | 0.7% | NEW | — |
| 23 | — | ISHARES INC - MSCI JAPAN ETF | $2.4M | 0.6% | +0% | — |
| 24 | — | INVESCO ACTIVELY MANAGED EXC - AAA CLO FLTNG RT | $2.4M | 0.6% | +0% | — |
| 25 |  $MDLZ | Mondelez International, Inc. | $2.3M | 0.6% | -5% | 56.4 |
| 26 |  $MSFT | MICROSOFT CORP | $2.2M | 0.6% | +26% | 79.8 |
| 27 |  $META | Meta Platforms, Inc. | $2.1M | 0.5% | +16% | 79.6 |
| 28 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.5% | -1% | — |
| 29 | — | ISHARES TR - S&P 100 ETF | $1.8M | 0.5% | +0% | — |
| 30 |  $WES | Western Midstream Partners, LP | $1.5M | 0.4% | +25% | 71 |
| 31 |  $USB | US BANCORP \DE\ | $1.3M | 0.3% | -6% | 65.3 |
| 32 |  $ASML | ASML HOLDING NV | $1.2M | 0.3% | +0% | — |
| 33 | — | ISHARES INC - MSCI CDA ETF | $1.2M | 0.3% | +0% | — |
| 34 |  $NFLX | NETFLIX INC | $1.2M | 0.3% | +52% | 78.8 |
| 35 |  $SITM | SITIME Corp | $1.2M | 0.3% | +128% | 66.1 |
| 36 | — | ISHARES TR - HDG MSCI EAFE | $1.2M | 0.3% | +0% | — |
| 37 | — | ISHARES TR - MSCI EMG MKT ETF | $1.1M | 0.3% | +0% | — |
| 38 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.3% | NEW | 76.5 |
| 39 |  $BRUN | Boost Run Inc. | $1.0M | 0.3% | NEW | — |
| 40 |  $IAU | ISHARES GOLD TRUST | $1.0M | 0.3% | +0% | — |
| 41 |  $NVO | NOVO NORDISK A S | $998,494 | 0.3% | NEW | — |
| 42 | $IVZ | Invesco Ltd. | $987,135 | 0.3% | +0% | — |
| 43 |  $RIG | Transocean Ltd. | $973,447 | 0.3% | +16% | — |
| 44 | — | ISHARES TR - RUSSELL 2000 ETF | $960,539 | 0.3% | +0% | — |
| 45 |  $FLEX | FLEX LTD. | $896,215 | 0.2% | +0% | — |
| 46 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $881,122 | 0.2% | +3% | — |
| 47 | — | FLEXSHARES TR - QLT DIV DEF IDX | $833,337 | 0.2% | +0% | — |
| 48 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $758,236 | 0.2% | +0% | — |
| 49 |  $RH | RH | $752,651 | 0.2% | +0% | 55.2 |
| 50 | — | GLASS HOUSE BRANDS INC - SUB REG LTD VTG | $730,743 | 0.2% | NEW | — |
| 51 |  $AVGO | Broadcom Inc. | $693,549 | 0.2% | +2% | 84.5 |
| 52 |  $F | FORD MOTOR CO | $666,894 | 0.2% | +0% | 54.9 |
| 53 | — | ISHARES TR - 20 YR TR BD ETF | $665,249 | 0.2% | +0% | — |
| 54 |  $NG | NOVAGOLD RESOURCES INC | $617,417 | 0.2% | +3% | — |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $606,473 | 0.2% | +0% | 73.8 |
| 56 |  $LLY | ELI LILLY & Co | $568,530 | 0.1% | +0% | 87.5 |
| 57 |  $AMD | ADVANCED MICRO DEVICES INC | $543,732 | 0.1% | NEW | 79.8 |
| 58 | — | ISHARES INC - MSCI AUST ETF | $536,923 | 0.1% | +0% | — |
| 59 | — | SPDR SERIES TRUST - ST STR P500ETF | $530,795 | 0.1% | +47% | — |
| 60 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $504,221 | 0.1% | +20% | — |
| 61 |  $B | BARRICK MINING CORP | $486,305 | 0.1% | +0% | 69.6 |
| 62 | — | TIDAL TRUST II - DEFIANCE LARGE | $454,548 | 0.1% | +0% | — |
| 63 | — | ISHARES TR - RUS 1000 GRW ETF | $413,413 | 0.1% | +300% | — |
| 64 |  $MPLX | MPLX LP | $395,662 | 0.1% | +55% | 70 |
| 65 |  $V | VISA INC. | $394,210 | 0.1% | +0% | 82.9 |
| 66 |  $WDS | WOODSIDE ENERGY GROUP LTD | $376,373 | 0.1% | +0% | — |
| 67 |  $SDRL | SEADRILL Ltd | $370,636 | 0.1% | +0% | — |
| 68 |  $CFR | CULLEN/FROST BANKERS, INC. | $347,670 | 0.1% | +25% | 63.4 |
| 69 |  $NEM | NEWMONT Corp /DE/ | $325,499 | 0.1% | -55% | 86.8 |
| 70 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $322,727 | 0.1% | +1% | — |
| 71 | — | VANGUARD WORLD FD - INF TECH ETF | $318,401 | 0.1% | +700% | — |
| 72 |  $UNH | UNITEDHEALTH GROUP INC | $306,452 | 0.1% | NEW | 62.7 |
| 73 | — | ISHARES TR - CORE DIV GRWTH | $298,152 | 0.1% | +0% | — |
| 74 | — | ISHARES TR - U.S. TECH ETF | $291,326 | 0.1% | NEW | — |
| 75 | — | ISHARES TR - FUTU EXPO TE ETF | $284,662 | 0.1% | +0% | — |
| 76 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $275,185 | 0.1% | +0% | — |
| 77 |  $SBUX | STARBUCKS CORP | $261,198 | 0.1% | +0% | 58.2 |
| 78 |  $NE | Noble Corp plc | $254,759 | 0.1% | +0% | — |
| 79 | — | ISHARES TR - SELECT DIVID ETF | $250,080 | 0.1% | -13% | — |
| 80 |  $GLD | SPDR GOLD TRUST | $247,920 | 0.1% | +0% | — |
| 81 |  $APP | AppLovin Corp | $243,189 | 0.1% | NEW | 84.4 |
| 82 |  $JPM | JPMORGAN CHASE & CO | $226,561 | 0.1% | +0% | 70.7 |
| 83 |  $ALB | ALBEMARLE CORP | $225,365 | 0.1% | +0% | 53.3 |
| 84 |  $GLBE | Global-E Online Ltd. | $222,307 | 0.1% | NEW | — |
| 85 | — | ISHARES TR - EXPANDED TECH | $221,336 | 0.1% | NEW | — |
| 86 |  $CVX | CHEVRON CORP | $217,643 | 0.1% | -8% | 62.8 |
| 87 | — | ISHARES TR - RUS TP200 GR ETF | $209,828 | 0.1% | NEW | — |
| 88 |  $CPRI | Capri Holdings Ltd | $206,666 | 0.1% | +0% | — |
| 89 |  $LRCX | LAM RESEARCH CORP | $203,665 | 0.1% | NEW | 79.4 |
| 90 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $202,448 | 0.1% | NEW | — |
| 91 | — | ADVISORSHARES TR - PURE US CANN ETF | $174,544 | 0.0% | +0% | — |
| 92 |  $CRON | Cronos Group Inc. | $105,459 | 0.0% | +0% | 67.8 |
New Positions (13)
$MRVL Marvell Technology, Inc.$1.1M$BRUN Boost Run Inc.$1.0M$NVO NOVO NORDISK A S$998,494$AMD ADVANCED MICRO DEVICES INC$543,732$UNH UNITEDHEALTH GROUP INC$306,452$APP AppLovin Corp$243,189$GLBE Global-E Online Ltd.$222,307$LRCX LAM RESEARCH CORP$203,665
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