Institutional Manager · CIK 0001665642
Cedar Wealth Management, LLC
WALNUT CREEK, CA · File #028-17102
Latest AUM
$334.3M
Positions
233
Top-10 Concentration
78.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025233 pos · $334.3M
- 13F HOLDINGS REPORTQ/E Sep 2025244 pos · $326.3M
- 13F HOLDINGS REPORTQ/E Jun 2025230 pos · $295.3M
- 13F HOLDINGS REPORTQ/E Mar 2025195 pos · $281.1M
- 13F HOLDINGS REPORTQ/E Dec 2024193 pos · $276.6M
- 13F HOLDINGS REPORTQ/E Sep 2024265 pos · $322.2M
- 13F HOLDINGS REPORTQ/E Jun 2024303 pos · $308.0M
- 13F HOLDINGS REPORTQ/E Mar 2024345 pos · $304.0M
- 13F HOLDINGS REPORTQ/E Dec 2023292 pos · $252.9M
- 13F HOLDINGS REPORTQ/E Sep 2023299 pos · $258.7M
- 13F HOLDINGS REPORTQ/E Jun 2023301 pos · $244.3M
- 13F HOLDINGS REPORTQ/E Mar 2023301 pos · $202.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 201,060 | $67.4M | 21.21% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 1,445,198 | $39.6M | 12.47% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 567,653 | $33.7M | 10.59% |
| 4 | INVESCO EXCH TRADED FD TR II | IVZ | 820,382 | $28.8M | 9.07% |
| 5 | VANGUARD WORLD FD | 921910733 | 202,365 | $24.5M | 7.70% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 126,998 | $14.5M | 4.55% |
| 7 | DIMENSIONAL ETF TRUST | 25434V708 | 302,298 | $12.0M | 3.77% |
| 8 | PHILIP MORRIS INTL INC | 718172109 | 70,027 | $11.2M | 3.53% |
| 9 | VANGUARD INDEX FDS | 922908363 | 14,852 | $9.3M | 2.93% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 97,136 | $7.3M | 2.29% |
| 11 | ISHARES TR | 464287689 | 18,390 | $7.1M | 2.24% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042874 | 66,596 | $5.6M | 1.75% |
| 13 | ALPHABET INC | GOOG | 15,959 | $5.0M | 1.57% |
| 14 | ALTRIA GROUP INC | MO | 84,786 | $4.9M | 1.54% |
| 15 | AMAZON COM INC | AMZN | 15,418 | $3.6M | 1.12% |
| 16 | APPLE INC | AAPL | 10,857 | $3.0M | 0.93% |
| 17 | NVIDIA CORPORATION | NVDA | 14,172 | $2.6M | 0.83% |
| 18 | SERIES PORTFOLIOS TR | 81752T528 | 96,781 | $2.6M | 0.81% |
| 19 | MONDELEZ INTL INC | 609207105 | 42,218 | $2.3M | 0.72% |
| 20 | MICROSOFT CORP | MSFT | 4,540 | $2.2M | 0.69% |