Q2 2026 13F · SEC CIK 1665642

Cedar Wealth Management, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $389.0M
Reported positions: 92
Top holdings a year, 3 yrs: +17.6%
Assets under management: $417.2M

Cedar Wealth Management, LLC is a wealth manager that reported 92 positions worth $389.0M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VTI, 19.1%), Schwab Strategic Tr (SCHD, 11.7%), Invesco Exch Traded Fd Tr II (IDHQ, 9.3%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Cedar Wealth Management, LLC holdings largest 50 of 92 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cedar Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	19.1%	18.8%	200,645	-0.2%	$74.2M
SCHDSchwab Strategic Tr	11.7%	12.8%	1,435,868	-0.1%	$45.5M
IDHQInvesco Exch Traded Fd Tr II	9.3%	8.5%	830,442	+1.0%	$36.3M
XLGInvesco S&P 500 Top 50 ETF Total	9.3%	9.2%	588,062	+1.0%	$36.0M
ESGVVanguard World Fd	6.9%	6.6%	202,193	-0.0%	$26.7M
DFACDimensional U.s. Core Equity 2	3.4%	3.4%	302,298	+0.0%	$13.4M
SPGPInvesco Exchange Traded Fd T	3.2%	3.8%	100,836	-17.9%	$12.3M
PMPhilip Morris Intl Inc Com	3.0%	3.4%	63,646	-9.2%	$11.5M
VOOVanguard S&p 500 ETF	2.8%	2.7%	15,891	+2.4%	$10.9M
SGOViShares 0-3 Month Treasury Bon	2.5%	3.6%	97,632	-20.6%	$9.8M
IWVIshares Russell 3000 Index	2.3%	2.3%	21,419	+1.2%	$9.1M
SPHQInvesco Exchange Traded Fd T	2.3%	2.2%	99,671	+0.0%	$9.0M
GOOGLAlphabet Inc	1.5%	1.3%	16,658	+5.0%	$6.0M
VGKVanguard Intl Equity Index F	1.5%	1.6%	66,597	+0.0%	$5.9M
MOAltria Group Inc	1.4%	1.6%	73,101	-10.5%	$5.3M
IDMOInvesco Exch Traded Fd Tr II	1.2%	0.8%	76,766	+57.1%	$4.6M
NVDANvidia Corporation Com	1.0%	0.9%	20,092	+15.4%	$4.0M
AMZNAmazon Com Inc Com	1.0%	1.0%	16,678	+1.7%	$4.0M
AAPLApple Inc	1.0%	0.9%	13,552	+14.3%	$3.9M
CLOZEldridge Bbb-B Clo ETF	0.8%	0.9%	118,734	+2.6%	$3.1M
GARPIshares Tr	0.7%	0.6%	33,633	+5.3%	$2.8M
SPMOInvesco Exch Traded Fd Tr II	0.7%	—	15,817	—	$2.6M
EWJIshares Inc	0.6%	0.6%	26,231	+0.0%	$2.4M
ICLOInvesco Actively Managed Exc	0.6%	0.7%	93,809	+0.0%	$2.4M
MDLZMondelez International Inc.	0.6%	0.7%	40,315	-4.5%	$2.3M
MSFTMicrosoft Corp	0.6%	0.5%	5,905	+26.2%	$2.2M
METAMeta Platforms Inc Class A	0.5%	0.5%	3,763	+15.6%	$2.1M
QQQInvesco Qqq Tr	0.5%	0.4%	2,530	-1.4%	$1.9M
OEFIshares S&p 100 ETF	0.5%	0.4%	4,784	+0.0%	$1.8M
WESWestern Midstream Partners LP	0.4%	0.3%	34,542	+24.7%	$1.5M
USBUS Bancorp Del	0.3%	0.3%	21,253	-5.8%	$1.3M
ASMLAsml Hldg NV	0.3%	0.2%	607	+0.0%	$1.2M
EWCiShares MSCI Canada	0.3%	0.3%	20,666	+0.0%	$1.2M
NFLXNetflix Inc Total	0.3%	0.3%	16,489	+52.5%	$1.2M
SITMSitime Corp	0.3%	—	1,562	—	$1.2M
HEFAIShares Currency Hedged MSCI EAFE ETF	0.3%	0.3%	24,812	+0.0%	$1.2M
EEMIshares	0.3%	0.3%	16,379	+0.0%	$1.1M
MRVLMarvell Technology Inc	0.3%	—	3,671	—	$1.1M
BRUNBoost Run Inc.	0.3%	—	26,878	—	$1.0M
IAUIshares Gold Trust	0.3%	0.3%	13,365	+0.0%	$1.0M
NVONovo-Nordisk A S	0.3%	—	20,828	—	$998K
RSPInvesco S&p 500 Equal Weight ETF	0.3%	0.3%	4,639	+0.0%	$987K
RIGTransocean Ltd	0.3%	0.3%	199,069	+15.8%	$973K
IWMIshares	0.2%	0.2%	3,197	+0.0%	$961K
QDFFlexshares Tr	0.2%	0.2%	9,967	+0.0%	$896K
VONGVanguard Russell 1000 Growth ETF	0.2%	0.2%	6,894	+3.0%	$881K
QDEFFlexshares Tr	0.2%	0.2%	9,576	+0.0%	$833K
VYMVym	0.2%	0.2%	4,798	+0.0%	$758K
RHRh	0.2%	0.2%	4,569	+0.0%	$753K
GLASFGlass House Brands Inc	0.2%	—	56,211	—	$731K

What Cedar Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +17.6% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$389.0M	92
Q1 2026	$343.6M	89
Q4 2025	$334.3M	233
Q3 2025	$326.3M	244
Q2 2025	$295.3M	230
Q1 2025	$281.1M	194
Q4 2024	$276.6M	192
Q3 2024	$322.2M	264
Q2 2024	$308.0M	302
Q1 2024	$304.0M	344
Q4 2023	$274.7M	281
Q3 2023	$252.9M	291

Questions about Cedar Wealth Management, LLC's portfolio

What stocks does Cedar Wealth Management, LLC own?

Cedar Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 92 positions worth $389.0M. The largest are Vanguard Index Fds (VTI) at 19.1%, Schwab Strategic Tr (SCHD) at 11.7%, Invesco Exch Traded Fd Tr II (IDHQ) at 9.3%, Invesco S&P 500 Top 50 ETF Total (XLG) at 9.3% and Vanguard World Fd (ESGV) at 6.9%.

What did Cedar Wealth Management, LLC buy last quarter?

In Q2 2026, Cedar Wealth Management, LLC added Invesco Exch Traded Fd Tr II (IDMO) (+57.1% shares), Netflix Inc Total (NFLX) (+52.5% shares) and Microsoft Corp (MSFT) (+26.2% shares), compared with its Q1 2026 filing.

What did Cedar Wealth Management, LLC sell last quarter?

In Q2 2026, Cedar Wealth Management, LLC cut from its top 50 Novagold Resources Inc (NG), cut from its top 50 Newmont Corp (NEM), cut from its top 50 Ishares 20 Year Treasury Bond ETF (TLT), cut from its top 50 Freeport Mcmoran Inc Cl B (FCX), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), iShares 0-3 Month Treasury Bon (SGOV) (-20.6% shares), Invesco Exchange Traded Fd T (SPGP) (-17.9% shares) and Altria Group Inc (MO) (-10.5% shares), compared with its Q1 2026 filing.

How has Cedar Wealth Management, LLC's portfolio performed?

A portfolio copying Cedar Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Cedar Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cedar Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cedar Wealth Management, LLC manage?

Cedar Wealth Management, LLC reported $417.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $389.0M.