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Filers›Pension Fund›Cedar Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Cedar Wealth Management, LLC

Cedar Wealth's pension fund based in Chicago, IL — $344M in tracked AUM across 89 positions as of Q1 2026.

CW
Cedar Wealth·Chicago, IL·Pension Fund
CIK 0001665642 · last filed Mar 31, 2026
Total AUM
$344M
▼ 10.1%
vs prior
Holdings
89
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Cedar
haiku-4-5 · 89 positions indexed
Sector mix
  • Tech6%
  • Health Care48%
  • Cons. Disc.22%
  • Communications12%
  • Industrials6%
  • Energy13%
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