Cedar Wealth Management, LLC Top Holdings and 13F Report (2026)

About Cedar Wealth Management, LLC

Investment Activity

Cedar Wealth Management, LLC has $343.56 million in total holdings as of March 31, 2026.
Cedar Wealth Management, LLC owns shares of 89 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 7.11% of the portfolio was purchased this quarter.
About 3.34% of the portfolio was sold this quarter.
This quarter, Cedar Wealth Management, LLC has purchased 233 new stocks and bought additional shares in 23 stocks.
Cedar Wealth Management, LLC sold shares of 18 stocks and completely divested from 148 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $64,501,978
Schwab US Dividend Equity ETF: $44,110,498
Invesco S&P 500 Top 50 ETF: $31,750,524
Invesco S&P International Developed Quality ETF: $29,071,433
Vanguard ESG U.S. Stock ETF: $22,709,105

Largest New Holdings this Quarter

46138E222 - Invesco S&P International Developed Momentum ETF: $2,680,195 Holding
958669103 - Western Midstream Partners: $1,140,491 Holding
G96115103 - WHITEFIBER INC: $481,688 Holding
88636R743 - TIDAL TRUST II: $387,220 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 119,296 shares (about $12.01M)
Invesco S&P International Developed Momentum ETF: 48,873 shares (about $2.68M)
Western Midstream Partners: 27,702 shares (about $1.14M)
Netflix: 10,754 shares (about $1.03M)
iShares Russell 3000 ETF: 2,781 shares (about $1.03M)

Largest Sales this Quarter

SiTime: 2,063 shares (about $712.46K)
Invesco S&P 500 GARP ETF: 4,212 shares (about $453.30K)
U.S. Bancorp: 6,001 shares (about $312.12K)
Valaris: 2,664 shares (about $261.18K)
Seadrill: 5,580 shares (about $253.89K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$64,501,978		0.0%	201,060	18.8%	ETF
SCHD Schwab US Dividend Equity ETF	$44,110,498	$228,167 â–¼	-0.5%	1,437,761	12.8%	ETF
XLG Invesco S&P 500 Top 50 ETF	$31,750,524	$785,030 â–²	2.5%	582,044	9.2%	ETF
IDHQ Invesco S&P International Developed Quality ETF	$29,071,433	$54,505 â–²	0.2%	821,923	8.5%	ETF
ESGV Vanguard ESG U.S. Stock ETF	$22,709,105	$10,441 â–¼	0.0%	202,272	6.6%	ETF
SPGP Invesco S&P 500 GARP ETF	$13,214,250	$453,296 â–¼	-3.3%	122,786	3.8%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$12,373,932	$12,008,335 â–²	3,284.6%	122,928	3.6%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$11,747,300		0.0%	302,298	3.4%	ETF
PM Philip Morris International	$11,589,393	$11,078 â–²	0.1%	70,094	3.4%	Consumer Staples
VOO Vanguard S&P 500 ETF	$9,273,226	$398,559 â–²	4.5%	15,519	2.7%	ETF
IWV iShares Russell 3000 ETF	$7,847,666	$1,030,861 â–²	15.1%	21,171	2.3%	ETF
SPHQ Invesco S&P 500 Quality ETF	$7,494,272	$190,607 â–²	2.6%	99,671	2.2%	ETF
VGK Vanguard FTSE Europe ETF	$5,489,514		0.0%	66,596	1.6%	ETF
MO Altria Group	$5,387,996	$207,010 â–¼	-3.7%	81,649	1.6%	Consumer Staples
GOOGL Alphabet	$4,560,357	$28,756 â–¼	-0.6%	15,859	1.3%	Computer and Technology
AMZN Amazon.com	$3,416,045	$204,938 â–²	6.4%	16,402	1.0%	Retail/Wholesale
NVDA NVIDIA	$3,037,176	$565,579 â–²	22.9%	17,415	0.9%	Computer and Technology
AAPL Apple	$3,009,049	$253,546 â–²	9.2%	11,856	0.9%	Computer and Technology
CLOZ Eldridge BBB-B CLO ETF	$2,969,783	$487,350 â–²	19.6%	115,781	0.9%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$2,680,195	$2,680,195 â–²	New Holding	48,873	0.8%	ETF
MDLZ Mondelez International	$2,433,446		0.0%	42,218	0.7%	Consumer Staples
ICLO Invesco AAA CLO Floating Rate Note ETF	$2,393,068	$499,869 â–²	26.4%	93,809	0.7%	ETF
EWJ iShares MSCI Japan ETF	$2,214,915		0.0%	26,231	0.6%	ETF
STLG iShares Factors US Growth Style ETF	$2,042,498	$481,118 â–²	30.8%	31,929	0.6%	Manufacturing
META Meta Platforms	$1,863,110	$646,595 â–²	53.2%	3,256	0.5%	Computer and Technology
MSFT Microsoft	$1,732,178	$51,458 â–²	3.1%	4,679	0.5%	Computer and Technology
OEF iShares S&P 100 ETF	$1,521,521		0.0%	4,784	0.4%	ETF
QQQ Invesco QQQ	$1,480,656		0.0%	2,565	0.4%	Finance
IAU iShares Gold Trust	$1,178,258		0.0%	13,365	0.3%	Finance
USB U.S. Bancorp	$1,173,007	$312,119 â–¼	-21.0%	22,553	0.3%	Finance
WES Western Midstream Partners	$1,140,491	$1,140,491 â–²	New Holding	27,702	0.3%	Energy
RIG Transocean	$1,139,525	$120,361 â–¼	-9.6%	171,874	0.3%	Energy
EWC iShares MSCI Canada ETF	$1,132,317		0.0%	20,666	0.3%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$1,054,386		0.0%	24,812	0.3%	ETF
NFLX Netflix	$1,039,766	$1,033,997 â–²	17,923.3%	10,814	0.3%	Consumer Discretionary
EEM iShares MSCI Emerging Markets ETF	$930,163		0.0%	16,379	0.3%	Finance
NG Novagold Resources	$903,119	$5,424 â–²	0.6%	100,570	0.3%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$890,403		0.0%	4,639	0.3%	ETF
NEM Newmont	$842,835		0.0%	7,786	0.2%	Basic Materials
ASML ASML	$801,744		0.0%	607	0.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$792,856	$210,800 â–¼	-21.0%	3,197	0.2%	Finance
QDF FlexShares Quality Dividend Index Fund	$788,275		0.0%	9,967	0.2%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$764,374		0.0%	9,576	0.2%	ETF
VONG Vanguard Russell 1000 Growth ETF	$733,826	$63,730 â–²	9.5%	6,690	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$710,591		0.0%	4,798	0.2%	Financial Services
TLT iShares 20+ Year Treasury Bond ETF	$667,327	$390,358 â–²	140.9%	7,698	0.2%	ETF
RH RH	$638,838	$300,194 â–²	88.6%	4,569	0.2%	Consumer Staples
FCX Freeport-McMoRan	$611,606		0.0%	10,405	0.2%	Basic Materials
BRK.B Berkshire Hathaway	$580,790		0.0%	1,212	0.2%	Finance
EWZ iShares MSCI Brazil ETF	$557,384		0.0%	14,519	0.2%	ETF
AVGO Broadcom	$557,118		0.0%	1,800	0.2%	Computer and Technology
F Ford Motor	$553,666		0.0%	47,978	0.2%	Auto/Tires/Trucks
BARRICK MNG CORP	$540,060		0.0%	13,240	0.2%	COM SHS
EWA iShares MSCI Australia ETF	$529,297		0.0%	19,067	0.2%	Finance
WHITEFIBER INC	$481,688	$481,688 â–²	New Holding	40,444	0.1%	SHS
WDS Woodside Energy Group	$465,206	$142,969 â–¼	-23.5%	19,481	0.1%	Energy
SDRL Seadrill	$445,900	$253,890 â–¼	-36.3%	9,800	0.1%	Energy
LLY Eli Lilly and Company	$435,971		0.0%	474	0.1%	Medical
TWLO Twilio	$410,173		0.0%	3,260	0.1%	Computer and Technology
POET POET Technologies	$395,337		0.0%	66,555	0.1%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$388,077		0.0%	2,647	0.1%	ETF
TIDAL TRUST II	$387,220	$387,220 â–²	New Holding	17,429	0.1%	DEFIANCE LARGE
IWF iShares Russell 1000 Growth ETF	$354,941		0.0%	832	0.1%	ETF
V Visa	$347,274		0.0%	1,149	0.1%	Business Services
NE Noble	$335,148	$59,129 â–¼	-15.0%	6,830	0.1%	Energy
VGSH Vanguard Short-Term Treasury ETF	$322,479	$129,483 â–¼	-28.6%	5,509	0.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$313,661	$81,668 â–²	35.2%	4,098	0.1%	ETF
ALB Albemarle	$299,636		0.0%	1,669	0.1%	Basic Materials
CVX Chevron	$294,005	$141,106 â–¼	-32.4%	1,421	0.1%	Energy
GLD SPDR Gold Shares	$289,585	$9,466 â–¼	-3.2%	673	0.1%	Finance
MU Micron Technology	$288,853		0.0%	855	0.1%	Computer and Technology
DVY iShares Select Dividend ETF	$278,594		0.0%	1,840	0.1%	ETF
DGRO iShares Core Dividend Growth ETF	$276,083		0.0%	3,934	0.1%	ETF
NLY Annaly Capital Management	$260,293	$84,600 â–²	48.2%	12,307	0.1%	Finance
MPLX Mplx	$259,440	$97,190 â–²	59.9%	4,546	0.1%	Energy
VAL Valaris	$259,218	$261,179 â–¼	-50.2%	2,644	0.1%	Energy
EGO Eldorado Gold	$257,475	$20,598 â–¼	-7.4%	7,500	0.1%	Basic Materials
T AT&T	$254,445	$84,970 â–¼	-25.0%	8,777	0.1%	Computer and Technology
STKL SunOpta	$250,154		0.0%	38,604	0.1%	Consumer Staples
OXY Occidental Petroleum	$250,120		0.0%	3,848	0.1%	Energy
CFR Cullen/Frost Bankers	$246,744		0.0%	1,800	0.1%	Finance
SITM SiTime	$236,910	$712,457 â–¼	-75.0%	686	0.1%	Computer and Technology
XT iShares Exponential Technologies ETF	$234,776		0.0%	3,445	0.1%	Manufacturing
VGT Vanguard Information Technology ETF	$232,341		0.0%	333	0.1%	ETF
SBUX Starbucks	$228,992		0.0%	2,556	0.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$203,602		0.0%	692	0.1%	Finance
CPRI Capri	$196,093		0.0%	11,129	0.1%	Retail/Wholesale
MSOS AdvisorShares Pure US Cannabis ETF	$121,974		0.0%	34,359	0.0%	ETF
CRON Cronos Group	$95,217		0.0%	37,935	0.0%	Medical
EUDG WisdomTree Europe Quality Dividend Growth Fund	$0	$1,168,352 â–¼	-100.0%	0	0.0%	Finance
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$0	$1,064,490 â–¼	-100.0%	0	0.0%	ETF
GLBE Global-e Online	$0	$629,196 â–¼	-100.0%	0	0.0%	Retail/Wholesale
ONTO Onto Innovation	$0	$359,447 â–¼	-100.0%	0	0.0%	Computer and Technology
ADBE Adobe	$0	$230,293 â–¼	-100.0%	0	0.0%	Computer and Technology
AMD Advanced Micro Devices	$0	$200,454 â–¼	-100.0%	0	0.0%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$0	$198,264 â–¼	-100.0%	0	0.0%	ETF
NOW ServiceNow	$0	$190,722 â–¼	-100.0%	0	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$0	$154,796 â–¼	-100.0%	0	0.0%	Finance
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$0	$154,132 â–¼	-100.0%	0	0.0%	ETF
AMPL Amplitude	$0	$152,902 â–¼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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Cedar Wealth Management, LLC Top Holdings and 13F Report (2026)

About Cedar Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cedar Wealth Management, LLC Top Holdings and 13F Report (2026)

About Cedar Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools