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Cedar Wealth Management, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$343.6M

Reporting period: 2026-03-31 · Number of holdings: 89

Cedar Wealth Management, LLC disclosed 89 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $343.6M and a quarterly turnover rate of 14.4%.

Personality snowflake

Concentration
32.05
Portfolio Stability
14.42
Momentum/Contrarian
100
Sector conviction
66.71
Diversification
100
Sizing Uniformity
75.1

Recent moves

  • Add SGOV

    +3284.6%　$12.0M

  • Trim VTI

    0.0%　-$2.9M

  • Add SCHD

    -0.5%　$4.5M

  • Trim XLG

    +2.5%　-$1.9M

  • Trim ESGV

    -0.0%　-$1.8M

  • Trim SPGP

    -3.3%　-$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other18.77%-1.39%—
2SCHDSchwab US Dvd Equity ETFETF-Other12.84%+0.98%-0.51%
3XLGInvesco S&p 500 Top 50 ETFETF-Large Cap & Growth9.24%-0.82%+2.54%
4IDHQInvesco S&p International DeETF-Other8.46%-0.17%+0.19%
5ESGVVanguard Esg US Stock ETFETF-Other6.61%-0.71%-0.05%
6SPGPInvesco S&p 500 Garp ETFETF-Large Cap & Growth3.85%-0.47%-3.32%
7SGOVIshares 0-3 Month Treasury BETF-Gov Bonds3.60%+3.49%+3284.58%
8DFACDimensional US Core Equity 2ETF-Other3.42%-0.16%—
9PMPhilip Morris InternationalStock-Consumer Staples3.37%+0.01%+0.10%
10VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.70%—+4.49%
11IWVIshares Russell 3000 ETFETF-Other2.28%+0.15%+15.12%
12SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth2.18%—+2.61%
13VGKVanguard Ftse Europe ETFETF-Other1.60%——
14MOAltria Group INCStock-Consumer Staples1.57%+0.11%-3.70%
15GOOGLAlphabet Inc-cl AStock-Comm Services1.33%-0.16%-0.63%
16AMZNAmazon.com INCStock-Consumer Disc0.99%-0.07%+6.38%
17NVDANvidia CORPStock-Tech0.88%+0.09%+22.88%
18AAPLApple INCStock-Tech0.88%—+9.20%
19CLOZEldridge Bbb-b Clo ETFETF-Other0.86%+0.09%+19.63%
20IDMOInvesco S&p International DeETF-Other0.78%+0.78%NEW
21MDLZMondelez International Inc-aStock-Consumer Staples0.71%+0.03%—
22ICLOInvesco Aaa Clo F/r Note ETFETF-Other0.70%+0.13%+26.40%
23EWJIshares Msci Japan ETFETF-Other0.64%——
24GARPIshares Msci USA Quality GarETF-Other0.59%+0.09%+30.81%
25METAMeta Platforms Inc-class AStock-Comm Services0.54%+0.12%+53.15%
26MSFTMicrosoft CORPStock-Tech0.50%-0.16%+3.06%
27OEFIshares S&p 100 ETFETF-Other0.44%——
28QQQInvesco Qqq Trust Series 1ETF-Tech0.43%——
29IAUIshares Gold TrustETF-Commodities0.34%——
30USBUS BancorpStock-Financials0.34%-0.12%-21.02%
31WESWestern Midstream Partners LStock-Energy0.33%+0.33%NEW
32RIGTransocean Ltd.Stock-Energy0.33%+0.10%-9.55%
33EWCIshares Msci Canada ETFETF-Other0.33%——
34HEFAIsha Curr Hedged Msci EafeETF-Other0.31%——
35NFLXNetflix INCStock-Comm Services0.30%+0.30%+17923.33%
36EEMIshares Msci Emerging MarketETF-Emerging Markets0.27%——
37NGNovagold Resources INCStock-Other0.26%—+0.60%
38RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.26%——
39NEMNewmont CORPStock-Materials0.25%——
40ASMLASML Holding N.V.Stock-Tech0.23%+0.04%—
41IWMIshares Russell 2000 ETFETF-Small Cap0.23%-0.07%-21.00%
42QDFFlexshares Quality DividendETF-Other0.23%——
43QDEFFlexshares Quality DividendETF-Other0.22%——
44VONGVanguard Russell 1000 GrowthETF-Other0.21%—+9.51%
45VYMVanguard High Dvd Yield ETFETF-Other0.21%——
46TLTIshares 20+ Year Treasury BdETF-Gov Bonds0.19%+0.11%+140.94%
47RHRhStock-Consumer Disc0.19%+0.06%+88.65%
48FCXFreeport-mcmoran INCStock-Materials0.18%——
49BRK-BBerkshire Hathaway Inc-cl BStock-Other0.17%——
50EWZIshares Msci Brazil ETFETF-Other0.16%——
1–50 of 89

Holding changes this quarter

Cedar Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Invesco S&p International De (IDMO); Sold out: Wisdomtree Europe Quality Di (EUDG); New buy: Western Midstream Partners L (WES); Sold out: Flexshares High Yield Value (HYGV); Sold out: Global-E Online Ltd. (GLBE).

Position changes disclosed by Cedar Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SGOVIshares 0-3 Month Treasury B+3.5%+3284.58%Add
2SCHDSchwab US Dvd Equity ETF+1%-0.51%Trim
3NFLXNetflix INC+0.3%+17923.33%Add
4IWVIshares Russell 3000 ETF+0.2%+15.12%Add
5ICLOInvesco Aaa Clo F/r Note ETF+0.1%+26.40%Add
6METAMeta Platforms Inc-class A+0.1%+53.15%Add
7MOAltria Group INC+0.1%-3.70%Trim
8TLTIshares 20+ Year Treasury Bd+0.1%+140.94%Add
9RIGTransocean Ltd.+0.1%-9.55%Trim
10CLOZEldridge Bbb-b Clo ETF+0.1%+19.63%Add
11NVDANvidia CORP+0.1%+22.88%Add
12GARPIshares Msci USA Quality Gar+0.1%+30.81%Add
13RHRh+0.1%+88.65%Add
14ASMLASML Holding N.V.0%—Unchanged
15MDLZMondelez International Inc-a0%—Unchanged
16PMPhilip Morris International0%+0.10%Add
17SPHQInvesco S&p 500 Quality ETF—+2.61%Add
18VGSHVanguard Short-term Treasury-0.1%-28.65%Trim
19IWMIshares Russell 2000 ETF-0.1%-21.00%Trim
20AMZNAmazon.com INC-0.1%+6.38%Add
21USBUS Bancorp-0.1%-21.02%Trim
22MSFTMicrosoft CORP-0.2%+3.06%Add
23GOOGLAlphabet Inc-cl A-0.2%-0.63%Trim
24DFACDimensional US Core Equity 2-0.2%—Unchanged
25IDHQInvesco S&p International De-0.2%+0.19%Add
26SITMSitime CORP-0.2%-75.05%Trim
27SPGPInvesco S&p 500 Garp ETF-0.5%-3.32%Trim
28ESGVVanguard Esg US Stock ETF-0.7%-0.05%Trim
29XLGInvesco S&p 500 Top 50 ETF-0.8%+2.54%Add
30VTIVanguard Total Stock Mkt ETF-1.4%—Unchanged
31IDMOInvesco S&p International De—NEWNew buy
32EUDGWisdomtree Europe Quality Di—EXITSold out
33WESWestern Midstream Partners L—NEWNew buy
34HYGVFlexshares High Yield Value—EXITSold out
35GLBEGlobal-E Online Ltd.—EXITSold out
36✓ Whitefiber INC Shs—NEWNew buy
37XMAGDefiance Le Cap Ex-mag 7 ETF—NEWNew buy
38ONTOOnto Innovation INC—EXITSold out
39ADBEAdobe INC—EXITSold out
40AMDAdvanced Micro Devices—EXITSold out
41VIGIVanguard Int Div App Indx Fd—EXITSold out
42NOWServicenow INC—EXITSold out
43SPYSs Spdr S&p 500 ETF Trust-us—EXITSold out
44DFAXDimensional World Ex US Core—EXITSold out
45AMPLAmplitude Inc-class A—EXITSold out
46LDURPimco Enhanced Low Duration—EXITSold out
47ACWIIshares Msci Acwi ETF—EXITSold out
48COSTCostco Wholesale CORP—EXITSold out
49HTGCHercules Capital INC—EXITSold out
50PFEPfizer INC—EXITSold out

FAQ

What is Cedar Wealth Management, LLC and what type of investor is it?
Cedar Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $343.6M, spread across 89 disclosed positions.
What are Cedar Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Cedar Wealth Management, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $64.5M (18.8%) 2. Schwab US Dvd Equity ETF (SCHD) — $44.1M (12.8%) 3. Invesco S&p 500 Top 50 ETF (XLG) — $31.8M (9.2%) 4. Invesco S&p International De (IDHQ) — $29.1M (8.5%) 5. Vanguard Esg US Stock ETF (ESGV) — $22.7M (6.6%)
What changes did Cedar Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Cedar Wealth Management, LLC made 46 notable position adjustments: 4 new positions were initiated, 16 existing holdings were added to, 10 positions were partially reduced, and 16 were completely exited. The largest of these moves: New buy: Invesco S&p International De (IDMO); Sold out: Wisdomtree Europe Quality Di (EUDG); New buy: Western Midstream Partners L (WES); Sold out: Flexshares High Yield Value (HYGV); Sold out: Global-E Online Ltd. (GLBE)
What sectors does Cedar Wealth Management, LLC focus on?
Cedar Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Staples: 37.7% • Information Technology: 19.6% • Communication Services: 15.0% • Consumer Discretionary: 9.8% • Energy: 7.2% • Financials: 5.0%