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CIK: 0001665642
Total reported value
$389.0M
$389.0M
89 檔
49.4%
As reported in its official Q1 2026 Form 13F filing, Cedar Wealth Management, LLC's tracked investment portfolio stood at $389.0M with 89 total positions.
In Q1 2026, Cedar Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 113 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.77% | +0.32% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.84% | -1.13% | -0.51% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.24% | +0.02% | +2.54% | |
| 4 | IDHQ | Invesco S&p International De | ETF-Other | 8.46% | +0.87% | +0.19% | |
| 5 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 6.61% | +0.26% | -0.05% | |
| 6 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 3.85% | -0.68% | -3.32% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.60% | -1.07% | +3284.58% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.42% | +0.03% | — | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 3.37% | -0.41% | +0.10% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | +0.11% | +4.49% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.28% | +0.07% | +15.12% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.18% | +0.13% | +2.61% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.60% | -0.08% | — | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 1.57% | -0.22% | -3.70% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.20% | -0.63% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.03% | +6.38% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.15% | +22.88% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.13% | +9.20% | |
| 19 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.86% | -0.05% | +19.63% | |
| 20 | IDMO | Invesco S&p International De | ETF-Other | 0.78% | +0.41% | — | |
| 21 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.71% | -0.11% | — | |
| 22 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.70% | -0.08% | +26.40% | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.64% | -0.01% | — | |
| 24 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 0.59% | +0.12% | +30.81% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | — | +53.15% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.07% | +3.06% | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.44% | +0.01% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.05% | — | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.34% | -0.08% | — | |
| 30 | USB | US Bancorp | Stock-Financials | 0.34% | -0.01% | -21.02% | |
| 31 | WES | Western Midstream Partners L | Stock-Energy | 0.33% | +0.06% | — | |
| 32 | RIG | Transocean Ltd. | Stock-Energy | 0.33% | -0.08% | -9.55% | |
| 33 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.33% | -0.02% | — | |
| 34 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.31% | -0.01% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | — | +17923.33% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.27% | +0.02% | — | |
| 37 | NG | Novagold Resources Inc | Stock-Other | 0.26% | -0.10% | +0.60% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | -0.01% | — | |
| 39 | NEM | Newmont CORP | Stock-Materials | 0.25% | -0.17% | — | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.23% | +0.08% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.02% | -21.00% | |
| 42 | QDF | Flexshares Quality Dividend | ETF-Other | 0.23% | — | — | |
| 43 | QDEF | Flexshares Quality Dividend | ETF-Other | 0.22% | -0.01% | — | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.21% | +0.02% | +9.51% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.02% | — | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.19% | -0.02% | +140.94% | |
| 47 | RH | Rh | Stock-Consumer Disc | 0.19% | — | +88.65% | |
| 48 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.18% | -0.18% | EXIT | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | — | |
| 50 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.16% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.5% | +3284.58% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +1% | -0.51% | Trim |
| 3 | NFLX | Netflix Inc | +0.3% | +17923.33% | Add |
| 4 | IWV | Ishares Russell 3000 ETF | +0.2% | +15.12% | Add |
| 5 | ICLO | Invesco Aaa Clo F/r Note ETF | +0.1% | +26.40% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +53.15% | Add |
| 7 | MO | Altria Group Inc | +0.1% | -3.70% | Trim |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +140.94% | Add |
| 9 | RIG | Transocean Ltd. | +0.1% | -9.55% | Trim |
| 10 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +19.63% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +22.88% | Add |
| 12 | GARP | Ishares Msci USA Quality Gar | +0.1% | +30.81% | Add |
| 13 | RH | Rh | +0.1% | +88.65% | Add |
| 14 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 15 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 16 | NE | Noble Corporation plc | 0% | -15.00% | Trim |
| 17 | MPLX | Mplx LP | 0% | +59.90% | Add |
| 18 | STKL | Sunopta Inc | 0% | — | Unchanged |
| 19 | EWZ | Ishares Msci Brazil ETF | 0% | — | Unchanged |
| 20 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 21 | OXY | Occidental Petroleum CORP | 0% | — | Unchanged |
| 22 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 23 | NLY | Annaly Capital Management In | 0% | +48.15% | Add |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +35.20% | Add |
| 25 | WDS | Woodside Energy Group-adr | 0% | -23.51% | Trim |
| 26 | NEM | Newmont CORP | 0% | — | Unchanged |
| 27 | ALB | Albemarle CORP | 0% | — | Unchanged |
| 28 | PM | Philip Morris International | 0% | +0.10% | Add |
| 29 | EWJ | Ishares Msci Japan ETF | 0% | — | Unchanged |
| 30 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 31 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | — | +2.61% | Add |
| 33 | AAPL | Apple Inc | — | +9.20% | Add |
| 34 | EEM | Ishares Msci Emerging Market | — | — | Unchanged |
| 35 | EWA | Ishares Msci Australia ETF | — | — | Unchanged |
| 36 | HEFA | Isha Curr Hedged Msci Eafe | — | — | Unchanged |
| 37 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 38 | DVY | Ishares Select Dividend ETF | — | — | Unchanged |
| 39 | CFR | Cullen/frost Bankers Inc | — | — | Unchanged |
| 40 | EWC | Ishares Msci Canada ETF | — | — | Unchanged |
| 41 | GLD | Spdr Gold Shares | — | -3.17% | Trim |
| 42 | VAL | Valaris Limited | — | -50.19% | Trim |
| 43 | XT | Ishar Fture Exp Tech Etf-usd | — | — | Unchanged |
| 44 | CRON | Cronos Group Inc | — | — | Unchanged |
| 45 | MSOS | Advisorshares Pure US Cann | 0% | — | Unchanged |
| 46 | B | Barrick Mining CORP | 0% | — | Unchanged |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 48 | CVX | Chevron CORP | 0% | -32.43% | Trim |
| 49 | POET | Poet Technologies Inc | 0% | — | Unchanged |
| 50 | XLV | Ss Health Care Select Sector | 0% | — | 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 89 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SCHD, XLG) accounted for 49.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDMO
市值: $2.7M
Top Position Liquidated / Trimmed
EUDG
前期市值: $1.2M
During Q1 2026, Cedar Wealth Management, LLC's top holdings by market value included VTI (18.8%)、SCHD (12.8%)、XLG (9.2%). The largest single position, VTI, represented 18.8% of total portfolio value.
In Q1 2026, Cedar Wealth Management, LLC made 158 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 113 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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