Cedar Wealth Management, LLC
CIK: 0001665642Latest portfolio: $334.3M · Q4 2025
Holdings
233
Total Value
$334.3M
New Positions
11
Closed Positions
22
Top Holdings
View All 233 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 201,060 | $67.4M | 20.16% | -11 | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,445,198 | $39.6M | 11.86% | -458 | |
| 3 | XLGINVESCO EXCHANGE TRADED FD T | 567,653 | $33.6M | 10.06% | +26K | |
| 4 | IDHQINVESCO EXCH TRADED FD TR II | 820,382 | $28.8M | 8.62% | +7K | |
| 5 | ESGVVANGUARD WORLD FD | 202,365 | $24.5M | 7.32% | -186 | |
| 6 | SPGPINVESCO EXCHANGE TRADED FD T | 126,998 | $14.5M | 4.33% | -9,680 | |
| 7 | DFACDIMENSIONAL ETF TRUST | 302,298 | $12.0M | 3.58% | — | |
| 8 | 4I1PHILIP MORRIS INTL INC | 70,027 | $11.2M | 3.36% | -4,824 | |
| 9 | VOOVANGUARD INDEX FDS | 14,852 | $9.3M | 2.79% | +2K | |
| 10 | SPHQINVESCO EXCHANGE TRADED FD T | 97,136 | $7.3M | 2.18% | -200 | |
| 11 | IWVISHARES TR | 18,390 | $7.1M | 2.13% | +665 | |
| 12 | VGKVANGUARD INTL EQUITY INDEX F | 66,596 | $5.6M | 1.67% | +1 | |
| 13 | GOOGLALPHABET INC | 15,959 | $5.0M | 1.49% | — | |
| 14 | MOALTRIA GROUP INC | 84,786 | $4.9M | 1.46% | -4,547 | |
| 15 | AMZNAMAZON COM INC | 15,418 | $3.6M | 1.06% | +44 | |
| 16 | AAPLAPPLE INC | 10,857 | $3.0M | 0.88% | +750 | |
| 17 | NVDANVIDIA CORPORATION | 14,172 | $2.6M | 0.79% | — | |
| 18 | CLOZSERIES PORTFOLIOS TR | 96,781 | $2.6M | 0.77% | -3,696 | |
| 19 | MDLZMONDELEZ INTL INC | 42,218 | $2.3M | 0.68% | -6,937 | |
| 20 | MSFTMICROSOFT CORP | 4,540 | $2.2M | 0.66% | +294 | |
| 21 | EWJISHARES INC | 26,231 | $2.1M | 0.63% | — | |
| 22 | ICLOINVESCO ACTIVELY MANAGED EXC | 74,214 | $1.9M | 0.57% | -2,500 | |
| 23 | GARPISHARES TR | 24,408 | $1.7M | 0.50% | +15K | |
| 24 | OEFISHARES TR | 4,784 | $1.6M | 0.49% | — | |
| 25 | NDQINVESCO QQQ TR | 2,565 | $1.6M | 0.47% | -11 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($6.740939641336503e+230T)
Technology0.0% ($2.9512643219597066e+59T)
Unknown0.0% ($1.1232157510846095e+34T)
Energy0.0% ($7.845323202672263e+21T)
Consumer Cyclical0.0% ($355862962943327168.0T)
Healthcare0.0% ($5091229998968121.0T)
Consumer Defensive0.0% ($488822721349156.6T)
Basic Materials0.0% ($93177757652.8T)
Industrials0.0% ($59584218168.8T)
Communication Services0.0% ($49951403463.3T)
Utilities0.0% ($765.5M)
Real Estate0.0% ($185.1M)
Filing History
Fund Information
Cedar Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $334.3M across 233 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 20.2% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 22 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.