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CIK: 0001665642
Total reported value
$389.0M
$389.0M
233 檔
49.9%
According to the latest 13F quarterly dataset, Cedar Wealth Management, LLC managed an equity portfolio of $389.0M at the end of Q4 2025, spanning 233 distinct U.S. exchange-listed positions.
In Q4 2025, Cedar Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 22 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, XLG) accounted for 49.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
VONG
市值: $743.8K
Top Position Liquidated / Trimmed
PRGO
前期市值: $366.8K
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.16% | +0.32% | -0.01% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.86% | -1.13% | -0.03% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 10.06% | +0.02% | +4.79% | |
| 4 | IDHQ | Invesco S&p International De | ETF-Other | 8.63% | +0.87% | +0.83% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 7.32% | +0.26% | -0.09% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 4.33% | -0.68% | -7.08% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.58% | +0.03% | — | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 3.36% | -0.41% | -6.44% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.79% | +0.11% | +13.33% | |
| 10 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.18% | +0.13% | -0.21% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.13% | +0.07% | +3.75% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.67% | -0.08% | +0.00% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.20% | — | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 1.46% | -0.22% | -5.09% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.03% | +0.29% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.13% | +7.42% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.15% | — | |
| 18 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.77% | -0.05% | -3.68% | |
| 19 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.11% | -14.11% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | +0.07% | +6.92% | |
| 21 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.63% | -0.01% | — | |
| 22 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.57% | -0.08% | -3.26% | |
| 23 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 0.50% | +0.12% | +148.93% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.49% | +0.01% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.05% | -0.43% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.46% | -0.01% | -10.54% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | +27.84% | |
| 28 | EUDG | Wisdomtree Europe Quality Di | ETF-Other | 0.35% | — | — | |
| 29 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.33% | -0.02% | — | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.32% | -0.08% | — | |
| 31 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.32% | — | -2.17% | |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.31% | -0.01% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.02% | — | |
| 34 | SITM | Sitime CORP | Stock-Tech | 0.29% | +0.23% | +15.65% | |
| 35 | NG | Novagold Resources Inc | Stock-Other | 0.28% | -0.10% | -43.36% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.27% | +0.02% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | -0.01% | — | |
| 38 | QDF | Flexshares Quality Dividend | ETF-Other | 0.24% | — | — | |
| 39 | RIG | Transocean Ltd. | Stock-Energy | 0.23% | -0.08% | — | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.23% | -0.17% | +34.57% | |
| 41 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.23% | -0.01% | — | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.22% | +0.02% | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.02% | — | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.19% | +0.08% | -15.10% | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.19% | +0.01% | — | |
| 46 | GLBE | Global-E Online Ltd. | Stock-Other | 0.19% | +0.06% | NEW | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.02% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | — | |
| 49 | B | Barrick Mining CORP | Stock-Materials | 0.17% | -0.04% | — | |
| 50 | SDRL | Seadrill Limited | Stock-Other | 0.16% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +0.5% | +4.79% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +13.33% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 4 | GARP | Ishares Msci USA Quality Gar | +0.3% | +148.93% | Add |
| 5 | IDHQ | Invesco S&p International De | +0.2% | +0.83% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +7.42% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +80.23% | Add |
| 8 | NEM | Newmont CORP | +0.1% | +34.57% | Add |
| 9 | IWV | Ishares Russell 3000 ETF | +0.1% | +3.75% | Add |
| 10 | SITM | Sitime CORP | +0.1% | +15.65% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +1256.86% | Add |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +990.29% | Add |
| 13 | RIG | Transocean Ltd. | +0.1% | — | Unchanged |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +27.84% | Add |
| 15 | VGK | Vanguard Ftse Europe ETF | 0% | +0.00% | Add |
| 16 | ALB | Albemarle CORP | 0% | +48.49% | Add |
| 17 | B | Barrick Mining CORP | 0% | — | Unchanged |
| 18 | TWLO | Twilio Inc - A | 0% | -2.01% | Trim |
| 19 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | 0% | +0.29% | Add |
| 21 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 22 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 23 | SDRL | Seadrill Limited | 0% | — | Unchanged |
| 24 | EGO | Eldorado Gold CORP | 0% | — | Unchanged |
| 25 | AMD | Advanced Micro Devices | 0% | +3.77% | Add |
| 26 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 27 | EUDG | Wisdomtree Europe Quality Di | 0% | — | Unchanged |
| 28 | EWC | Ishares Msci Canada ETF | 0% | — | Unchanged |
| 29 | GLBE | Global-E Online Ltd. | 0% | — | Unchanged |
| 30 | F | Ford Motor Co | 0% | — | Unchanged |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | 0% | — | Unchanged |
| 32 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 33 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 34 | MPLX | Mplx LP | 0% | — | Unchanged |
| 35 | OEF | Ishares S&p 100 ETF | — | — | Unchanged |
| 36 | QQQ | Invesco Qqq Trust Series 1 | — | -0.43% | Trim |
| 37 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
| 38 | LRCX | Lam Research CORP | — | — | Unchanged |
| 39 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 40 | QDF | Flexshares Quality Dividend | — | — | Unchanged |
| 41 | CRM | Salesforce Inc | — | -37.43% | Trim |
| 42 | MSOS | Advisorshares Pure US Cann | — | -6.21% | Trim |
| 43 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 44 | TSM | Taiwan Semiconductor-sp Adr | — | +20.90% | Add |
| 45 | EWZ | Ishares Msci Brazil ETF | — | — | Unchanged |
| 46 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 47 | ETN | Eaton Corporation plc | — | — | Unchanged |
| 48 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 49 | VAL | Valaris Limited | — | +0.32% | Add |
| 50 | QDEF | Flexshares Quality Dividend | — | — | Unchanged |
According to official SEC Form 13F filings, Cedar Wealth Management, LLC reported a total U.S. public equity portfolio value of $389.0M across 233 disclosed positions in Q4 2025.
During Q4 2025, Cedar Wealth Management, LLC's top holdings by market value included VTI (20.2%)、SCHD (11.9%)、XLG (10.1%). The largest single position, VTI, represented 20.2% of total portfolio value.
In Q4 2025, Cedar Wealth Management, LLC made 100 total portfolio adjustments, initiating 10 new buys, adding to 26 positions, trimming 42 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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