§ 13F · FUND PROFILE
Cedar Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295.3T (13F)Positions · 230Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 201K | $67.4T | 20.2% | ±0% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.45M | $39.6T | 11.9% | ±0% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 568K | $33.7T | 10.1% | +5% |
| 4 | IDHQ | INVESCO EXCH TRADED FD TR II | 820K | $28.8T | 8.6% | +1% |
| 5 | ESGV | VANGUARD WORLD FD | 202K | $24.5T | 7.3% | ±0% |
| 6 | SPGP | INVESCO EXCHANGE TRADED FD T | 127K | $14.5T | 4.3% | −7% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 302K | $12.0T | 3.6% | ±0% |
| 8 | PM | PHILIP MORRIS INTL INC | 70K | $11.2T | 3.4% | −6% |
| 9 | VOO | VANGUARD INDEX FDS | 15K | $9.3T | 2.8% | +13% |
| 10 | SPHQ | INVESCO EXCHANGE TRADED FD T | 97K | $7.3T | 2.2% | ±0% |
§ 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 $295258.5 trillion in assets. The fund runs a broad portfolio of 230 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed