Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cedar Wealth Management, LLC (CIK 1665642) reported $389.0M across 92 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($74.2M, 19.09%), SCHD ($45.5M, 11.71%), IDHQ ($36.3M, 9.33%), XLG ($36.0M, 9.26%), ESGV ($26.7M, 6.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $74.2M | 19.09% | 200,645 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $45.5M | 11.71% | 1.4M | Trimmed |
| 3 | IDHQ | INVESCO EXCH TRADED FD TR II | $36.3M | 9.33% | 830,442 | Added |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | $36.0M | 9.26% | 588,062 | Added |
| 5 | ESGV | VANGUARD WORLD FD | $26.7M | 6.87% | 202,193 | Trimmed |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $13.4M | 3.45% | 302,298 | Hold |
| 7 | SPGP | INVESCO EXCHANGE TRADED FD T | $12.3M | 3.17% | 100,836 | Trimmed |
| 8 | PM | PHILIP MORRIS INTL INC | $11.5M | 2.96% | 63,646 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $10.9M | 2.81% | 15,891 | Added |
| 10 | SGOV | ISHARES TR | $9.8M | 2.53% | 97,632 | Trimmed |
| 11 | IWV | ISHARES TR | $9.1M | 2.35% | 21,419 | Added |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.0M | 2.31% | 99,671 | Hold |
| 13 | GOOGL | ALPHABET INC | $6.0M | 1.53% | 16,658 | Added |
| 14 | VGK | VANGUARD INTL EQUITY INDEX F | $5.9M | 1.52% | 66,597 | Added |
| 15 | MO | ALTRIA GROUP INC | $5.3M | 1.35% | 73,101 | Trimmed |
| 16 | IDMO | INVESCO EXCH TRADED FD TR II | $4.6M | 1.19% | 76,766 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $4.0M | 1.03% | 20,092 | Added |
| 18 | AMZN | AMAZON COM INC | $4.0M | 1.02% | 16,678 | Added |
| 19 | AAPL | APPLE INC | $3.9M | 1.01% | 13,552 | Added |
| 20 | CLOZ | SERIES PORTFOLIOS TR | $3.1M | 0.81% | 118,734 | Added |
| 21 | GARP | ISHARES TR | $2.8M | 0.71% | 33,633 | Added |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $2.6M | 0.66% | 15,817 | New |
| 23 | EWJ | ISHARES INC | $2.4M | 0.63% | 26,231 | Hold |
| 24 | ICLO | INVESCO ACTIVELY MANAGED EXC | $2.4M | 0.62% | 93,809 | Hold |
| 25 | MDLZ | MONDELEZ INTL INC | $2.3M | 0.60% | 40,315 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30