Cedar Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Cedar Wealth Management, Llc disclosed 89 stock positions valued at approximately $388.98M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, SCHWAB STRATEGIC TR, and INVESCO EXCH TRADED FD TR II.
- Report Period
- June 30, 2026
- No. of Stocks
- 89
- Portfolio Value
- $388.98M
Holdings by Sector
Cedar Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 19.09% | 200,645 | -415 | -0.21% | $74,246,583 |
| SCHWAB STRATEGIC TR | SCHD | Other | 11.71% | 1,435,868 | -1,893 | -0.13% | $45,531,364 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 9.33% | 830,442 | +8,519 | +1.04% | $36,298,639 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 9.26% | 588,062 | +6,018 | +1.03% | $36,007,063 |
| VANGUARD WORLD FD | ESGV | Other | 6.87% | 202,193 | -79 | -0.04% | $26,738,034 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 3.45% | 302,298 | - | - | $13,409,939 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 3.17% | 100,836 | -21,950 | -17.88% | $12,331,266 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 2.96% | 63,646 | -6,448 | -9.20% | $11,514,254 |
| VANGUARD INDEX FDS | VOO | Other | 2.81% | 15,891 | +372 | +2.40% | $10,913,922 |
| ISHARES TR | SGOV | Other | 2.53% | 97,632 | -25,296 | -20.58% | $9,828,613 |
| ISHARES TR | IWV | Other | 2.35% | 21,419 | +248 | +1.17% | $9,133,062 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 2.31% | 99,671 | - | - | $8,980,368 |
| ALPHABET INC | GOOGL | Communication Services | 1.53% | 16,658 | +799 | +5.04% | $5,953,146 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 1.52% | 66,597 | +1 | +0.00% | $5,896,500 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 1.35% | 73,101 | -8,548 | -10.47% | $5,259,593 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 1.19% | 76,766 | +27,893 | +57.07% | $4,628,222 |
| NVIDIA CORPORATION | NVDA | Technology | 1.03% | 20,092 | +2,677 | +15.37% | $4,020,208 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.02% | 16,678 | +276 | +1.68% | $3,975,035 |
| APPLE INC | AAPL | Technology | 1.01% | 13,552 | +1,696 | +14.30% | $3,921,538 |
| SERIES PORTFOLIOS TR | CLOZ | Other | 0.81% | 118,734 | +2,953 | +2.55% | $3,136,952 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.66% | 15,817 | +15,817 | +100.00% | $2,555,078 |
| ISHARES INC | EWJ | Other | 0.63% | 26,231 | - | - | $2,446,532 |
| INVESCO ACTIVELY MANAGED EXC | ICLO | Other | 0.62% | 93,809 | - | - | $2,399,634 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.60% | 40,315 | -1,903 | -4.51% | $2,331,820 |
| MICROSOFT CORP | MSFT | Technology | 0.57% | 5,905 | +1,226 | +26.20% | $2,202,837 |
| META PLATFORMS INC | META | Communication Services | 0.54% | 3,763 | +507 | +15.57% | $2,119,505 |
| INVESCO QQQ TR | QQQ | Other | 0.48% | 2,530 | -35 | -1.36% | $1,863,333 |
| ISHARES TR | OEF | Other | 0.45% | 4,784 | - | - | $1,750,177 |
| WESTERN MIDSTREAM PARTNERS L | WES | Energy | 0.39% | 34,542 | +6,840 | +24.69% | $1,511,558 |
| US BANCORP | USB | Financial Services | 0.33% | 21,253 | -1,300 | -5.76% | $1,283,711 |
Showing 30 of 89 holdings in the latest reporting period.