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 $343.6M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($64.5M, 18.77%), SCHD ($44.1M, 12.84%), XLG ($31.8M, 9.24%), IDHQ ($29.1M, 8.46%), ESGV ($22.7M, 6.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $64.5M | 18.77% | 201,060 | Hold |
| 2 | SCHD | SCHWAB STRATEGIC TR | $44.1M | 12.84% | 1.4M | Trimmed |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | $31.8M | 9.24% | 582,044 | Added |
| 4 | IDHQ | INVESCO EXCH TRADED FD TR II | $29.1M | 8.46% | 821,923 | Added |
| 5 | ESGV | VANGUARD WORLD FD | $22.7M | 6.61% | 202,272 | Trimmed |
| 6 | SPGP | INVESCO EXCHANGE TRADED FD T | $13.2M | 3.85% | 122,786 | Trimmed |
| 7 | SGOV | ISHARES TR | $12.4M | 3.60% | 122,928 | Added |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $11.7M | 3.42% | 302,298 | Hold |
| 9 | PM | PHILIP MORRIS INTL INC | $11.6M | 3.37% | 70,094 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $9.3M | 2.70% | 15,519 | Added |
| 11 | IWV | ISHARES TR | $7.8M | 2.28% | 21,171 | Added |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | $7.5M | 2.18% | 99,671 | Added |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $5.5M | 1.60% | 66,596 | Hold |
| 14 | MO | ALTRIA GROUP INC | $5.4M | 1.57% | 81,649 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $4.6M | 1.33% | 15,859 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $3.4M | 0.99% | 16,402 | Added |
| 17 | AAPL | APPLE INC | $3.0M | 0.88% | 11,856 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $3.0M | 0.88% | 17,415 | Added |
| 19 | CLOZ | SERIES PORTFOLIOS TR | $3.0M | 0.86% | 115,781 | Added |
| 20 | IDMO | INVESCO EXCH TRADED FD TR II | $2.7M | 0.78% | 48,873 | New |
| 21 | MDLZ | MONDELEZ INTL INC | $2.4M | 0.71% | 42,218 | Hold |
| 22 | ICLO | INVESCO ACTIVELY MANAGED EXC | $2.4M | 0.70% | 93,809 | Added |
| 23 | EWJ | ISHARES INC | $2.2M | 0.64% | 26,231 | Hold |
| 24 | STLG | ISHARES TR | $2.0M | 0.59% | 31,929 | Added |
| 25 | META | META PLATFORMS INC | $1.9M | 0.54% | 3,256 | Added |
Source: SEC Form 13F filings · as of 2026-03-31