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

About Cedar Wealth Management, LLC

Investment Activity

  • Cedar Wealth Management, LLC has $388.98 million in total holdings as of June 30, 2026.
  • Cedar Wealth Management, LLC owns shares of 92 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 4.27% of the portfolio was purchased this quarter.
  • About 3.07% of the portfolio was sold this quarter.
  • This quarter, Cedar Wealth Management, LLC has purchased 89 new stocks and bought additional shares in 28 stocks.
  • Cedar Wealth Management, LLC sold shares of 13 stocks and completely divested from 11 stocks this quarter.

Largest New Holdings this Quarter

46138E339 - Invesco S&P 500 Momentum ETF
$2,555,078 Holding
573874104 - Marvell Technology
$1,093,554 Holding
09940T100 - BOOST RUN INC
$1,043,135 Holding
670100205 - Novo Nordisk A/S
$998,494 Holding
377130406 - Glass House Brands
$730,743 Holding

Largest Purchases this Quarter

Invesco S&P 500 Momentum ETF
15,817 shares (about $2.56M)
Marvell Technology
3,671 shares (about $1.09M)
BOOST RUN INC
26,878 shares (about $1.04M)
Novo Nordisk A/S
20,828 shares (about $998.49K)

Largest Sales this Quarter

Invesco S&P 500 GARP ETF
21,950 shares (about $2.68M)
iShares 0-3 Month Treasury Bond ETF
25,296 shares (about $2.55M)
Philip Morris International
6,448 shares (about $1.17M)
Altria Group
8,548 shares (about $615.03K)
Newmont
4,301 shares (about $401.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$74,246,583$153,566 â–¼-0.2%200,64519.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$45,531,364$60,027 â–¼-0.1%1,435,86811.7%ETF
IDHQ
Invesco S&P International Developed Quality ETF
$36,298,639$372,366 â–²1.0%830,4429.3%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$36,007,063$368,482 â–²1.0%588,0629.3%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$26,738,034$10,447 â–¼0.0%202,1936.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$13,409,9390.0%302,2983.4%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$12,331,266$2,684,272 â–¼-17.9%100,8363.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$11,514,254$1,166,513 â–¼-9.2%63,6463.0%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,913,922$255,489 â–²2.4%15,8912.8%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$9,828,613$2,546,548 â–¼-20.6%97,6322.5%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$9,133,062$105,747 â–²1.2%21,4192.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$8,980,3680.0%99,6712.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,953,146$285,542 â–²5.0%16,6581.5%Communication Services
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$5,896,500$89 â–²0.0%66,5971.5%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$5,259,593$615,026 â–¼-10.5%73,1011.4%Consumer Staples
IDMO
Invesco S&P International Developed Momentum ETF
$4,628,222$1,681,669 â–²57.1%76,7661.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,020,208$535,641 â–²15.4%20,0921.0%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,975,035$65,782 â–²1.7%16,6781.0%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$3,921,538$490,771 â–²14.3%13,5521.0%Technology
CLOZ
Eldridge BBB-B CLO ETF
$3,136,952$78,018 â–²2.6%118,7340.8%ETF
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$2,776,404$140,665 â–²5.3%33,6330.7%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$2,555,078$2,555,078 â–²New Holding15,8170.7%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$2,446,5320.0%26,2310.6%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$2,399,6340.0%93,8090.6%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,331,820$110,070 â–¼-4.5%40,3150.6%Consumer Staples
Microsoft Corporation stock logo
MSFT
Microsoft
$2,202,837$457,354 â–²26.2%5,9050.6%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,119,505$285,567 â–²15.6%3,7630.5%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,863,333$25,777 â–¼-1.4%2,5300.5%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$1,750,1770.0%4,7840.4%ETF
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$1,511,558$299,318 â–²24.7%34,5420.4%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,283,711$78,522 â–¼-5.8%21,2530.3%Finance
ASML Holding N.V. stock logo
ASML
ASML
$1,207,5900.0%6070.3%Technology
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$1,191,2170.0%20,6660.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,177,315$405,195 â–²52.5%16,4890.3%Communication Services
SiTime Corporation stock logo
SITM
SiTime
$1,164,565$653,111 â–²127.7%1,5620.3%Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,164,3030.0%24,8120.3%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,120,4870.0%16,3790.3%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$1,093,554$1,093,554 â–²New Holding3,6710.3%Technology
BOOST RUN INC
$1,043,135$1,043,135 â–²New Holding26,8780.3%ORD SHS CL A
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,009,1910.0%13,3650.3%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$998,494$998,494 â–²New Holding20,8280.3%Healthcare
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$987,1350.0%4,6390.3%ETF
Transocean Ltd. stock logo
RIG
Transocean
$973,447$132,983 â–²15.8%199,0690.3%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$960,5390.0%3,1970.2%ETF
QDF
FlexShares Quality Dividend Index Fund
$896,2150.0%9,9670.2%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$881,122$26,073 â–²3.0%6,8940.2%ETF
QDEF
FlexShares Quality Dividend Defensive Index Fund
$833,3370.0%9,5760.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$758,2360.0%4,7980.2%ETF
RH stock logo
RH
RH
$752,6510.0%4,5690.2%Consumer Discretionary
Glass House Brands Inc. stock logo
GLASF
Glass House Brands
$730,743$730,743 â–²New Holding56,2110.2%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$693,549$13,599 â–²2.0%1,8360.2%Technology
Ford Motor Company stock logo
F
Ford Motor
$666,8940.0%47,9780.2%Consumer Discretionary
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$665,2490.0%7,6980.2%ETF
Novagold Resources Inc. stock logo
NG
Novagold Resources
$617,417$17,014 â–²2.8%103,4200.2%Materials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$606,4730.0%1,2120.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$568,5300.0%4740.1%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$543,732$543,732 â–²New Holding9360.1%Technology
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$536,9230.0%19,0670.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$530,795$170,663 â–²47.4%6,0400.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$504,221$84,248 â–²20.1%3,1780.1%ETF
BARRICK MNG CORP
$486,3050.0%13,2400.1%COM SHS
TIDAL TRUST II
$454,5480.0%17,4290.1%DEFIANCE LARGE
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$413,413$310,091 â–²300.1%3,3290.1%ETF
Mplx Lp stock logo
MPLX
Mplx
$395,662$139,586 â–²54.5%7,0240.1%Energy
Visa Inc. stock logo
V
Visa
$394,2100.0%1,1490.1%Finance
Woodside Energy Group Ltd stock logo
WDS
Woodside Energy Group
$376,3730.0%19,4810.1%Energy
Seadrill Limited stock logo
SDRL
Seadrill
$370,6360.0%9,8000.1%Energy
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
$347,670$69,534 â–²25.0%2,2500.1%Finance
Newmont Corporation stock logo
NEM
Newmont
$325,499$401,713 â–¼-55.2%3,4850.1%Materials
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$322,727$2,095 â–²0.7%5,5450.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$318,401$278,601 â–²700.0%2,6640.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$306,452$306,452 â–²New Holding7370.1%Healthcare
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$298,1520.0%3,9340.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$291,326$291,326 â–²New Holding1,1550.1%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$284,6620.0%3,4450.1%ETF
Annaly Capital Management Inc stock logo
NLY
Annaly Capital Management
$275,1850.0%12,3070.1%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$261,1980.0%2,5560.1%Consumer Discretionary
Noble Corporation PLC stock logo
NE
Noble
$254,7590.0%6,8300.1%Energy
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$250,080$37,512 â–¼-13.0%1,6000.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$247,9200.0%6730.1%ETF
APPLOVIN CORP
$243,189$243,189 â–²New Holding4720.1%COM CL A
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$226,5610.0%6920.1%Finance
Albemarle Corporation stock logo
ALB
Albemarle
$225,3650.0%1,6690.1%Industrials
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$222,307$222,307 â–²New Holding6,4010.1%Consumer Discretionary
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$221,336$221,336 â–²New Holding2,4430.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$217,643$17,902 â–¼-7.6%1,3130.1%Energy
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$209,828$209,828 â–²New Holding7220.1%ETF
Capri Holdings Limited stock logo
CPRI
Capri
$206,6660.0%11,1290.1%Consumer Discretionary
LAM RESEARCH CORP
$203,665$203,665 â–²New Holding4700.1%COM NEW
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$202,448$202,448 â–²New Holding2,1680.1%ETF
AdvisorShares Pure US Cannabis ETF stock logo
MSOS
AdvisorShares Pure US Cannabis ETF
$174,5440.0%34,3590.0%ETF
Cronos Group Inc. stock logo
CRON
Cronos Group
$105,4590.0%37,9350.0%Healthcare
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$0$611,606 â–¼-100.0%00.0%Materials
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$0$557,384 â–¼-100.0%00.0%ETF
WHITEFIBER INC
$0$481,688 â–¼-100.0%00.0%SHS
Twilio Inc. stock logo
TWLO
Twilio
$0$410,173 â–¼-100.0%00.0%Technology
POET Technologies Inc. stock logo
POET
POET Technologies
$0$395,337 â–¼-100.0%00.0%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$288,853 â–¼-100.0%00.0%Technology
Valaris Limited stock logo
VAL
Valaris
$0$259,218 â–¼-100.0%00.0%Energy
Eldorado Gold Corporation stock logo
EGO
Eldorado Gold
$0$257,475 â–¼-100.0%00.0%Materials

Showing largest 100 holdings. View all holdings.
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