Cedar Wealth Management, LLC
Cedar Wealth Management, LLC reported 92 positions worth $389.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VTI (19.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $74.2M | 19.09% | 200,645 | — | — | |
| ▸ 2 | SCHD | SH | $45.5M | 11.71% | 1,435,868 | — | — | |
| ▸ 3 | IDHQ | SH | $36.3M | 9.33% | 830,442 | — | — | |
| ▸ 4 | XLG | SH | $36.0M | 9.26% | 588,062 | — | — | |
| ▸ 5 | ESGV | SH | $26.7M | 6.87% | 202,193 | — | — | |
| ▸ 6 | DFAC | SH | $13.4M | 3.45% | 302,298 | — | — | |
| ▸ 7 | SPGP | SH | $12.3M | 3.17% | 100,836 | — | — | |
| ▸ 8 | PM | SH | $11.5M | 2.96% | 63,646 | — | — | |
| ▸ 9 | VOO | SH | $10.9M | 2.81% | 15,891 | — | — | |
| ▸ 10 | SGOV | SH | $9.8M | 2.53% | 97,632 | — | — |
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Frequently Asked Questions
What stocks does Cedar Wealth Management, LLC hold as of Q2 2026?
Cedar Wealth Management, LLC reported 92 positions worth $389.0M in its Q2 2026 13F filing. Largest positions: VTI (19.1%), SCHD (11.7%), IDHQ (9.3%), XLG (9.3%) and ESGV (6.9%).
What did Cedar Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cedar Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.