13F Insight
DOSSIER · 13F-HR · Q2 2026

Cedar Wealth Management, LLC

$389M in tracked AUM across 92 positions as of Q2 2026.

CW
CIK 0001665642 · last filed Jun 30, 2026
Total AUM
$389M
as of Q2 2026
Holdings
92
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cedar Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$74M201K19.1%02
SCHD
SCHWAB STRATEGIC TR
$46M1.4M11.7%03
IDHQ
INVESCO EXCH TRADED FD TR II
$36M830K9.3%04
XLG
INVESCO EXCHANGE TRADED FD T
$36M588K9.3%05
ESGV
VANGUARD WORLD FD
$27M202K6.9%06
DFAC
DIMENSIONAL ETF TRUST
$13M302K3.4%07
SPGP
INVESCO EXCHANGE TRADED FD T
$12M101K3.2%08
PM
PHILIP MORRIS INTL INC
$12M64K3.0%09
VOO
VANGUARD INDEX FDS
$11M16K2.8%10
SGOV
ISHARES TR
$10M98K2.5%

Filing history

2026Q2Jun 30
$389M▲ 13.2%
92 positionsView →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 positionsLocked
Showing 12 of 40