Institutions / Cedar Wealth Management, LLC
Cedar Wealth Management, LLC
CIK 1665642 · Institution · as of Dec 31, 2025
Portfolio value
$334.33M
Positions
233
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 233 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $67.41M | 20.2% |
| Schwab Strategic Tr | $39.64M | 11.9% |
| Invesco Exchange Traded Fd T | $33.65M | 10.1% |
| Invesco Exch Traded Fd Tr II | $28.84M | 8.6% |
| Vanguard World Fd | $24.48M | 7.3% |
| Invesco Exchange Traded Fd T | $14.46M | 4.3% |
| Dimensional ETF Trust | $11.97M | 3.6% |
| Philip Morris International Inc. | $11.23M | 3.4% |
| Vanguard Index Fds | $9.31M | 2.8% |
| Invesco Exchange Traded Fd T | $7.29M | 2.2% |
| iShares Tr | $7.11M | 2.1% |
| Vanguard Intl Equity Index F | $5.57M | 1.7% |
| Alphabet Inc. | $5.00M | 1.5% |
| Altria Group, Inc. | $4.89M | 1.5% |
| Amazon.com Inc | $3.56M | 1.1% |
| Apple Inc. | $2.95M | 0.9% |
| NVIDIA Corp | $2.64M | 0.8% |
| Series Portfolios Tr | $2.56M | 0.8% |
| Mondelez International, Inc. | $2.27M | 0.7% |
| Microsoft Corp | $2.20M | 0.7% |
| iShares Inc | $2.12M | 0.6% |
| Invesco Actively Managed Exchange-Traded Fund Trust | $1.90M | 0.6% |
| iShares Tr | $1.66M | 0.5% |
| iShares Tr | $1.64M | 0.5% |
| Invesco Qqq Tr | $1.58M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.