§ 13F · FUND PROFILE
Cedar Wealth Management, LLC.
AUM · $389M (13F)Positions · 92Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 201K | $74M | 19.1% | ±0% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.44M | $46M | 11.7% | ±0% |
| 3 | IDHQ | INVESCO EXCH TRADED FD TR II | 830K | $36M | 9.3% | +1% |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | 588K | $36M | 9.3% | +1% |
| 5 | ESGV | VANGUARD WORLD FD | 202K | $27M | 6.9% | ±0% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 302K | $13M | 3.4% | ±0% |
| 7 | SPGP | INVESCO EXCHANGE TRADED FD T | 101K | $12M | 3.2% | −18% |
| 8 | PM | PHILIP MORRIS INTL INC | 64K | $12M | 3.0% | −9% |
| 9 | VOO | VANGUARD INDEX FDS | 16K | $11M | 2.8% | +2% |
| 10 | SGOV | ISHARES TR | 98K | $10M | 2.5% | −21% |
§ 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 $389 million in assets. The fund runs a portfolio of 92 positions.
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