Cedar Wealth Management
$389M 13F equity value
103 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cedar Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 200,645 | $74M | 19.1% |
| SCHD | SCHWAB STRATEGIC TR | 1,435,868 | $46M | 11.7% |
| IDHQ | INVESCO EXCH TRADED FD TR II | 830,442 | $36M | 9.3% |
| XLG | INVESCO EXCHANGE TRADED FD T | 588,062 | $36M | 9.3% |
| ESGV | VANGUARD WORLD FD | 202,193 | $27M | 6.9% |
| DFAC | DIMENSIONAL ETF TRUST | 302,298 | $13M | 3.4% |
| SPGP | INVESCO EXCHANGE TRADED FD T | 100,836 | $12M | 3.2% |
| PM | PHILIP MORRIS INTL INC | 63,646 | $12M | 3.0% |
| VOO | VANGUARD INDEX FDS | 15,891 | $11M | 2.8% |
| SGOV | ISHARES TR | 97,632 | $10M | 2.5% |
Track Cedar Wealth Management's 13F portfolio: $389M in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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