Cedar Wealth Management, LLC
CIK 0001665642 · LA JOLLA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$389.0M
2026 Q2
Positions
92
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
19.1%
SCHD
SCHWAB STRATEGIC TR
11.7%
IDHQ
INVESCO EXCH TRADED FD TR II
9.3%
XLG
INVESCO EXCHANGE TRADED FD T
9.3%
ESGV
VANGUARD WORLD FD
6.9%
DFAC
DIMENSIONAL ETF TRUST
3.4%
SPGP
INVESCO EXCHANGE TRADED FD T
3.2%
PM
PHILIP MORRIS INTL INC
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.