Cedar Wealth Management, LLC — Q4 2025 13F Holdings

Name: Cedar Wealth Management, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001665642

Total reported value

$343.6M

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 233 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	20.16%	-1.39%	-0.01%
2	SCHD	Schwab US Dvd Equity ETF	ETF-Other	11.86%	+0.98%	-0.03%
3	XLG	Invesco S&p 500 Top 50 ETF	ETF-Large Cap & Growth	10.06%	-0.82%	+4.79%
4	IDHQ	Invesco S&p International De	ETF-Other	8.63%	-0.17%	+0.83%
5	ESGV	Vanguard Esg US Stock ETF	ETF-Other	7.32%	-0.71%	-0.09%
6	SPGP	Invesco S&p 500 Garp ETF	ETF-Large Cap & Growth	4.33%	-0.47%	-7.08%
7	DFAC	Dimensional US Core Equity 2	ETF-Other	3.58%	-0.16%	—
8	PM	Philip Morris International	Stock-Consumer Staples	3.36%	+0.01%	-6.44%
9	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	2.79%	—	+13.33%
10	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	2.18%	—	-0.21%
11	IWV	Ishares Russell 3000 ETF	ETF-Other	2.13%	+0.15%	+3.75%
12	VGK	Vanguard Ftse Europe ETF	ETF-Other	1.67%	—	+0.00%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.49%	-0.16%	—
14	MO	Altria Group INC	Stock-Consumer Staples	1.46%	+0.11%	-5.09%
15	AMZN	Amazon.com INC	Stock-Consumer Disc	1.06%	-0.07%	+0.29%
16	AAPL	Apple INC	Stock-Tech	0.88%	—	+7.42%
17	NVDA	Nvidia CORP	Stock-Tech	0.79%	+0.09%	—
18	CLOZ	Eldridge Bbb-b Clo ETF	ETF-Other	0.77%	+0.09%	-3.68%
19	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.68%	+0.03%	-14.11%
20	MSFT	Microsoft CORP	Stock-Tech	0.66%	-0.16%	+6.92%
21	EWJ	Ishares Msci Japan ETF	ETF-Other	0.63%	—	—
22	ICLO	Invesco Aaa Clo F/r Note ETF	ETF-Other	0.57%	+0.13%	-3.26%
23	GARP	Ishares Msci USA Quality Gar	ETF-Other	0.50%	+0.09%	+148.93%
24	OEF	Ishares S&p 100 ETF	ETF-Other	0.49%	—	—
25	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.47%	—	-0.43%
26	USB	US Bancorp	Stock-Financials	0.46%	-0.12%	-10.54%
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.42%	+0.12%	+27.84%
28	EUDG	Wisdomtree Europe Quality Di	ETF-Other	0.35%	-0.35%	EXIT
29	EWC	Ishares Msci Canada ETF	ETF-Other	0.33%	—	—
30	IAU	Ishares Gold Trust	ETF-Commodities	0.32%	—	—
31	HYGV	Flexshares High Yield Value	ETF-High Yield	0.32%	-0.32%	EXIT
32	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.31%	—	—
33	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.30%	-0.07%	—
34	SITM	Sitime CORP	Stock-Tech	0.29%	-0.22%	+15.65%
35	NG	Novagold Resources INC	Stock-Other	0.28%	—	-43.36%
36	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.27%	—	—
37	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.27%	—	—
38	QDF	Flexshares Quality Dividend	ETF-Other	0.24%	—	—
39	RIG	Transocean Ltd.	Stock-Energy	0.23%	+0.10%	—
40	NEM	Newmont CORP	Stock-Materials	0.23%	—	+34.57%
41	QDEF	Flexshares Quality Dividend	ETF-Other	0.23%	—	—
42	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.22%	—	—
43	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.21%	—	—
44	ASML	ASML Holding N.V.	Stock-Tech	0.19%	+0.04%	-15.10%
45	F	Ford Motor Co	Stock-Consumer Disc	0.19%	—	—
46	GLBE	Global-E Online Ltd.	Stock-Other	0.19%	-0.19%	EXIT
47	AVGO	Broadcom INC	Stock-Tech	0.19%	—	—
48	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.18%	—	—
49	B	Barrick Mining CORP	Stock-Materials	0.17%	—	—
50	SDRL	Seadrill Limited	Stock-Other	0.16%	—	—

1–50 of 200

Holding changes this quarter

Position changes disclosed by Cedar Wealth Management, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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	DFAC	Dimensional US Core Equity 2	0%	—	Unchanged
24	SPHQ	Invesco S&p 500 Quality ETF	0%	-0.21%	Trim
25	ESGV	Vanguard Esg US Stock ETF	0%	-0.09%	Trim
26	NLY	Annaly Capital Management In	0%	-43.55%	Trim
27	BITO	Proshares Bitcoin Etf-usd	0%	-87.32%	Trim
28	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.01%	Trim
29	VRT	Vertiv Holdings Co-a	-0.1%	-80.07%	Trim
30	CLOZ	Eldridge Bbb-b Clo ETF	-0.1%	-3.68%	Trim
31	AMPL	Amplitude Inc-class A	-0.1%	-64.71%	Trim
32	ARDC	Ares Dynamic Credit All	-0.1%	-80.76%	Trim
33	BBBY	Bed Bath & Beyond INC	-0.1%	-84.85%	Trim
34	OXY	Occidental Petroleum CORP	-0.1%	-63.61%	Trim
35	HIMS	Hims & Hers Health INC	-0.1%	-59.95%	Trim
36	NG	Novagold Resources INC	-0.2%	-43.36%	Trim
37	SCHD	Schwab US Dvd Equity ETF	-0.2%	-0.03%	Trim
38	MDLZ	Mondelez International Inc-a	-0.3%	-14.11%	Trim
39	MO	Altria Group INC	-0.4%	-5.09%	Trim
40	PM	Philip Morris International	-0.4%	-6.44%	Trim
41	SPGP	Invesco S&p 500 Garp ETF	-0.4%	-7.08%	Trim
42	VONG	Vanguard Russell 1000 Growth	—	NEW	New buy
43	POET	Poet Technologies INC	—	NEW	New buy
44	PRGO	Perrigo Company plc	—	EXIT	Sold out
45	ONTO	Onto Innovation INC	—	NEW	New buy
46	GUNR	Flexshares Global Upstream N	—	EXIT	Sold out
47	CFR	Cullen/frost Bankers INC	—	NEW	New buy
48	SQQQ	ProShares UltraPro Short QQQ	—	EXIT	Sold out
49	MSTR	Strategy INC	—	EXIT	Sold out
50	XLK	Ss Technology Select Sector	—	NEW	New buy