Cedar Wealth Management, LLC

Est. AUM

$341.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$64.5M	201060	18.89%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$44.1M	1437761	12.92%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$31.8M	582044	9.30%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$29.1M	821923	8.51%	SOLE
5	VANGUARD WORLD FD	ESG US STK ETF	$22.7M	202272	6.65%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$13.2M	122786	3.87%	SOLE
7	ISHARES TR	0-3 MNTH TREASRY	$12.4M	122928	3.62%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$11.7M	302298	3.44%	SOLE
9	PHILIP MORRIS INTL INC	COM	$11.6M	70094	3.39%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.3M	15519	2.72%	SOLE
11	ISHARES TR	RUSSELL 3000 ETF	$7.8M	21171	2.30%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$7.5M	99671	2.19%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$5.5M	66596	1.61%	SOLE
14	ALTRIA GROUP INC	COM	$5.4M	81649	1.58%	SOLE
15	ALPHABET INC	CAP STK CL A	$4.6M	15859	1.34%	SOLE
16	AMAZON COM INC	COM	$3.4M	16402	1.00%	SOLE
17	NVIDIA CORPORATION	COM	$3.0M	17415	0.89%	SOLE
18	APPLE INC	COM	$3.0M	11856	0.88%	SOLE
19	SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$3.0M	115781	0.87%	SOLE
20	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$2.7M	48873	0.78%	SOLE
21	MONDELEZ INTL INC	CL A	$2.4M	42218	0.71%	SOLE
22	INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$2.4M	93809	0.70%	SOLE
23	ISHARES INC	MSCI JAPAN ETF	$2.2M	26231	0.65%	SOLE
24	META PLATFORMS INC	CL A	$1.9M	3256	0.55%	SOLE
25	MICROSOFT CORP	COM	$1.7M	4679	0.51%	SOLE
26	ISHARES TR	S&P 100 ETF	$1.5M	4784	0.45%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$1.5M	2565	0.43%	SOLE
28	ISHARES GOLD TR	ISHARES NEW	$1.2M	13365	0.34%	SOLE
29	US BANCORP	COM NEW	$1.2M	22553	0.34%	SOLE
30	TRANSOCEAN LTD	REGISTERED SHS	$1.1M	171874	0.33%	SOLE
31	WESTERN MIDSTREAM PARTNERS L	COM UNIT LP INT	$1.1M	27702	0.33%	SOLE
32	ISHARES INC	MSCI CDA ETF	$1.1M	20666	0.33%	SOLE
33	ISHARES TR	HDG MSCI EAFE	$1.1M	24812	0.31%	SOLE
34	NETFLIX INC.	COM	$1.0M	10814	0.30%	SOLE
35	ISHARES TR	MSCI EMG MKT ETF	$930K	16379	0.27%	SOLE
36	NOVAGOLD RESOURCES INC	COM NEW	$903K	100570	0.26%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$890K	4639	0.26%	SOLE
38	NEWMONT CORP	COM	$843K	7786	0.25%	SOLE
39	ASML HLDG NV	N Y REGISTRY SHS	$802K	607	0.23%	SOLE
40	ISHARES TR	RUSSELL 2000 ETF	$793K	3197	0.23%	SOLE
41	FLEXSHARES TR	QUALT DIVD IDX	$788K	9967	0.23%	SOLE
42	FLEXSHARES TR	QLT DIV DEF IDX	$764K	9576	0.22%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$734K	6690	0.21%	SOLE
44	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$711K	4798	0.21%	SOLE
45	ISHARES TR	20 YR TR BD ETF	$667K	7698	0.20%	SOLE
46	RH	COM	$639K	4569	0.19%	SOLE
47	FREEPORT MCMORAN INC	CL B	$612K	10405	0.18%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$581K	1212	0.17%	SOLE
49	ISHARES INC	MSCI BRAZIL ETF	$557K	14519	0.16%	SOLE
50	BROADCOM INC	COM	$557K	1800	0.16%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.