§ 13F · FUND PROFILE
Cedar Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $326M (13F)Positions · 244Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 201K | $65M | 18.8% | ±0% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.44M | $44M | 12.8% | −1% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 582K | $32M | 9.2% | +3% |
| 4 | IDHQ | INVESCO EXCH TRADED FD TR II | 822K | $29M | 8.5% | ±0% |
| 5 | ESGV | VANGUARD WORLD FD | 202K | $23M | 6.6% | ±0% |
| 6 | SPGP | INVESCO EXCHANGE TRADED FD T | 123K | $13M | 3.8% | −3% |
| 7 | SGOV | ISHARES TR | 123K | $12M | 3.6% | +3285% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 302K | $12M | 3.4% | ±0% |
| 9 | PM | PHILIP MORRIS INTL INC | 70K | $12M | 3.4% | ±0% |
| 10 | VOO | VANGUARD INDEX FDS | 16K | $9M | 2.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CEDAR SIGNAL
AC read
Cedar Wealth Management, LLC is a Other fund managing $326 million in assets. The fund runs a broad portfolio of 244 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed