13F Insight
DOSSIER · 13F-HR · Q1 2026

Cedar Wealth Management, LLC

$344M in tracked AUM across 89 positions as of Q1 2026.

CW
CIK 0001665642 · last filed Mar 31, 2026
Total AUM
$344M
as of Q1 2026
Holdings
89
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cedar Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$65M201K18.8%02
SCHD
SCHWAB STRATEGIC TR
$44M1.4M12.8%03
XLG
INVESCO EXCHANGE TRADED FD T
$32M582K9.2%04
IDHQ
INVESCO EXCH TRADED FD TR II
$29M822K8.5%05
ESGV
VANGUARD WORLD FD
$23M202K6.6%06
SPGP
INVESCO EXCHANGE TRADED FD T
$13M123K3.8%07
SGOV
ISHARES TR
$12M123K3.6%08
DFAC
DIMENSIONAL ETF TRUST
$12M302K3.4%09
PM
PHILIP MORRIS INTL INC
$12M70K3.4%10
VOO
VANGUARD INDEX FDS
$9M16K2.7%

Filing history

2026Q1Mar 31
$344M▲ 2.8%
89 positionsView →2025Q4Dec 31
$334M▲ 2.4%
233 positionsView →2025Q3Sep 30
$326M▲ 10.5%
244 positionsView →2025Q2Jun 30
$295M▲ 5.0%
230 positionsLocked2025Q1Mar 31
$281M▲ 1.6%
195 positionsLocked2024Q4Dec 31
$277M▼ 14.2%
193 positionsLocked2024Q3Sep 30
$322M▲ 4.6%
265 positionsLocked2024Q2Jun 30
$308M▲ 1.3%
303 positionsLocked2024Q1Mar 31
$304M▲ 10.7%
345 positionsLocked2023Q4Dec 31
$275M▲ 8.6%
282 positionsLocked2023Q3Sep 30
$253M▼ 2.3%
292 positionsLocked2023Q2Jun 30
$259M▲ 5.9%
299 positionsLocked
Showing 12 of 39