Cedar Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$343.6M
Q ending 2026-03-31
Prior quarter
$334.3M
Q ending 2025-12-31
Change
+2.8% QoQ · +22.2% YoY
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $64.5M | 201K |
| Schwab Strategic Tr | SCHD | Shares | $44.1M | 1.4M |
| Invesco Exchange Traded Fd T | XLG | Shares | $31.8M | 582K |
| Invesco Exch Traded Fd Tr Ii | IDHQ | Shares | $29.1M | 822K |
| Vanguard World Fd | ESGV | Shares | $22.7M | 202K |
| Invesco Exchange Traded Fd T | SPGP | Shares | $13.2M | 123K |
| Ishares Tr | SGOV | Shares | $12.4M | 123K |
| Dimensional Etf Trust | DFAC | Shares | $11.7M | 302K |
| Philip Morris Intl Inc | PM | Shares | $11.6M | 70K |
| Vanguard Index Fds | VOO | Shares | $9.3M | 16K |
| Ishares Tr | IWV | Shares | $7.8M | 21K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $7.5M | 100K |
| Vanguard Intl Equity Index F | VGK | Shares | $5.5M | 67K |
| Altria Group Inc | MO | Shares | $5.4M | 82K |
| Alphabet Inc | GOOGL | Shares | $4.6M | 16K |
| Amazon Com Inc | AMZN | Shares | $3.4M | 16K |
| Nvidia Corporation | NVDA | Shares | $3.0M | 17K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| Series Portfolios Tr | CLOZ | Shares | $3.0M | 116K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $2.7M | 49K |
| Mondelez Intl Inc | MDLZ | Shares | $2.4M | 42K |
| Invesco Actively Managed Exc | ICLO | Shares | $2.4M | 94K |
| Ishares Inc | EWJ | Shares | $2.2M | 26K |
| Ishares Tr | GARP | Shares | $2.0M | 32K |
| Meta Platforms Inc | META | Shares | $1.9M | 3K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Ishares Tr | OEF | Shares | $1.5M | 5K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Ishares Gold Tr | IAU | Shares | $1.2M | 13K |
| Us Bancorp | USB | Shares | $1.2M | 23K |
| Western Midstream Partners L | WES | Shares | $1.1M | 28K |
| Transocean Ltd | Shares | $1.1M | 172K | |
| Ishares Inc | EWC | Shares | $1.1M | 21K |
| Ishares Tr | HEFA | Shares | $1.1M | 25K |
| Netflix Inc. | NFLX | Shares | $1.0M | 11K |
| Ishares Tr | EEM | Shares | $930K | 16K |
| Novagold Resources Inc | NG | Shares | $903K | 101K |
| Invesco Exchange Traded Fd T | RSP | Shares | $890K | 5K |
| Newmont Corp | NEM | Shares | $843K | 8K |
| Asml Hldg Nv | Shares | $802K | 607 | |
| Ishares Tr | IWM | Shares | $793K | 3K |
| Flexshares Tr | QDF | Shares | $788K | 10K |
| Flexshares Tr | QDEF | Shares | $764K | 10K |
| Vanguard Scottsdale Fds | VONG | Shares | $734K | 7K |
| Vanguard Whitehall Fds | VYM | Shares | $711K | 5K |
| Ishares Tr | TLT | Shares | $667K | 8K |
| Rh | RH | Shares | $639K | 5K |
| Freeport Mcmoran Inc | FCX | Shares | $612K | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $581K | 1K |
| Ishares Inc | EWZ | Shares | $557K | 15K |
| Broadcom Inc | AVGO | Shares | $557K | 2K |
| Ford Mtr Co | F | Shares | $554K | 48K |
| Barrick Mng Corp | B | Shares | $540K | 13K |
| Ishares Inc | EWA | Shares | $529K | 19K |
| Whitefiber Inc | Shares | $482K | 40K | |
| Woodside Energy Group Ltd | WDS | Shares | $465K | 19K |
| Seadrill Ltd | Shares | $446K | 10K | |
| Eli Lilly & Co | LLY | Shares | $436K | 474 |
| Twilio Inc | TWLO | Shares | $410K | 3K |
| Poet Technologies Inc | POET | Shares | $395K | 67K |
| Select Sector Spdr Tr | XLV | Shares | $388K | 3K |
| Tidal Trust Ii | XMAG | Shares | $387K | 17K |
| Ishares Tr | IWF | Shares | $355K | 832 |
| Visa Inc | V | Shares | $347K | 1K |
| Noble Corp Plc | Shares | $335K | 7K | |
| Vanguard Scottsdale Fds | VGSH | Shares | $322K | 6K |
| Spdr Series Trust | SPYM | Shares | $314K | 4K |
| Albemarle Corp | ALB | Shares | $300K | 2K |
| Chevron Corporation | CVX | Shares | $294K | 1K |
| Spdr Gold Tr | GLD | Shares | $290K | 673 |
| Micron Technology Inc | MU | Shares | $289K | 855 |
| Ishares Tr | DVY | Shares | $279K | 2K |
| Ishares Tr | DGRO | Shares | $276K | 4K |
| Annaly Capital Management In | NLY | Shares | $260K | 12K |
| Mplx Lp | MPLX | Shares | $259K | 5K |
| Valaris Ltd | Shares | $259K | 3K | |
| Eldorado Gold Corp New | EGO | Shares | $257K | 8K |
| At&T Inc | T | Shares | $254K | 9K |
| Sunopta Inc | STKL | Shares | $250K | 39K |
| Occidental Pete Corp | OXY | Shares | $250K | 4K |
| Cullen Frost Bankers Inc | CFR | Shares | $247K | 2K |
| Sitime Corp | SITM | Shares | $237K | 686 |
| Ishares Tr | XT | Shares | $235K | 3K |
| Vanguard World Fd | VGT | Shares | $232K | 333 |
| Starbucks Corp | SBUX | Shares | $229K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $204K | 692 |
| Capri Holdings Limited | Shares | $196K | 11K | |
| Advisorshares Tr | MSOS | Shares | $122K | 34K |
| Cronos Group Inc | CRON | Shares | $95K | 38K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.