Cedar Wealth Management, LLC

Registered adviser

CIK

1665642

Location

LA JOLLA, CA

Portfolio Value

Small $388,975,682

Diversification

Diversified

Filing Date

Global Rank

#4,496 / 8,818 ▲ 173

Top Industry

Asset Management 41.1%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 167149

Roster of Oct 1, 2026

Regulatory AUM

$417,242,966

Main clients

Individuals and high net worth (64% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$417,242,966	Individuals and high net worth (64%)
Apr 2025 to Mar 2026	$361,392,640	Individuals and high net worth (64%)
Apr 2024 to Mar 2025	$357,645,726	Individuals and high net worth (67%)
May 2023 to Mar 2024	$314,320,378	Individuals and high net worth (68%)
Apr 2023	$314,320,378	Individuals and high net worth (68%)
Apr 2022 to Mar 2023	$345,873,361	Individuals and high net worth (70%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.1% of the book (60%+)

Turnover

Low turnover

10.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.1 quarters (12+), a floor since 58.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 83.1%; sector active share 61.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

92 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.9%

−1.2 pts

Top 5

64.9%

−5.0 pts

Top 10

82.1%

−0.8 pts

HHI

1,047

Diversified−108

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.8%	$283,118,135	44
Financial Services	11.9%	$46,340,464	8
Consumer Defensive	4.9%	$19,105,632	3
Technology	4.1%	$16,094,085	10
Communication Services	2.4%	$9,493,231	4
Consumer Cyclical	1.6%	$6,084,747	6
Energy	1.1%	$4,100,074	7
Healthcare	0.7%	$2,709,544	5
Basic Materials	0.4%	$1,654,586	4
Real Estate	0.1%	$275,184	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IDMO	Invesco Ltd.	+27,893	76,766	$4,628,222
RIG	Transocean Ltd.	+27,195	199,069	$973,447
IDHQ	Invesco Ltd.	+8,519	830,442	$36,298,619
WES	Western Midstream Partners, LP	+6,840	34,542	$1,511,557
XLG	Victory Portfolios II	+6,018	588,062	$36,007,036
NFLX	Netflix Inc	+5,675	16,489	$1,177,314
CLOZ	Eldridge BBB-B CLO ETF	+2,953	118,734	$3,136,952
NG	Novagold Resources Inc	+2,850	103,420	$617,417
NVDA	Nvidia Corp	+2,677	20,092	$4,020,208
IWF	iShares Russell 1000 Growth ETF	+2,497	3,329	$413,361
MPLX	Mplx LP	+2,478	7,024	$395,661
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,331	2,664	$318,401
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+1,942	6,040	$530,795
GARP	iShares MSCI USA Quality GARP ETF	+1,704	33,633	$2,776,404
AAPL	Apple Inc.	+1,696	13,552	$3,921,406
MSFT	Microsoft Corp	+1,226	5,905	$2,202,683
SITM	SITIME Corp	+876	1,562	$1,164,564
GOOGL	Alphabet Inc.	+799	16,658	$5,953,069
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+531	3,178	$504,221
META	Meta Platforms, Inc.	+507	3,763	$2,119,660
CFR	Cullen/Frost Bankers, Inc.	+450	2,250	$347,670
VOO	VANGUARD 500 INDEX FUND	+372	15,891	$10,914,097
AMZN	Amazon Com Inc	+276	16,678	$3,975,034
IWV	iShares Russell 3000 ETF	+248	21,419	$9,133,061
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+204	6,894	$881,122
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−25,296	97,632	$9,828,613
SPGP	Victory Portfolios II	−21,950	100,836	$12,331,234
MO	Altria Group, Inc.	−8,548	73,101	$5,259,616
PM	Philip Morris International Inc.	−6,448	63,646	$11,514,197
NEM	NEWMONT Corp	−4,301	3,485	$325,499
MDLZ	Mondelez International, Inc.	−1,903	40,315	$2,331,819
SCHD	Schwab U.S. Dividend Equity ETF	−1,893	1,435,868	$45,531,374
USB	US Bancorp De	−1,300	21,253	$1,283,681
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−415	200,645	$74,246,675
DVY	iShares Select Dividend ETF	−240	1,600	$250,080
CVX	Chevron Corp	−108	1,313	$217,642
ESGV	VANGUARD ESG U.S. STOCK ETF	−79	202,193	$26,738,002
QQQ	Invesco Qqq Trust, Series 1	−35	2,530	$1,863,092
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
SPMO	Invesco Ltd.	15,817	$2,555,078
MRVL	Marvell Technology, Inc.	3,671	$1,093,554
BRUN	Boost Run Inc.	26,878	$1,043,135
NVO	Novo Nordisk A S	20,828	$998,494
GLAS	Glass House Brands Inc.	56,211	$730,743
AMD	Advanced Micro Devices Inc	936	$543,731
UNH	Unitedhealth Group Inc	737	$306,319
IYW	iShares, Inc.	1,155	$291,325
APP	AppLovin Corp	472	$243,188
GLBE	Global-E Online Ltd.	6,401	$222,306
IGV	iShares Expanded Tech-Software Sector ETF	2,443	$221,335
—		722	$209,827
LRCX	Lam Research Corp	470	$203,665
VIGI	Vanguard Whitehall Funds	2,168	$202,447
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
FCX	Freeport-Mcmoran Inc	10,405	$611,605
EWZ	iShares MSCI Brazil ETF	14,519	$557,384
WYFI	WhiteFiber, Inc.	40,444	$481,688
TWLO	Twilio Inc	3,260	$410,173
POET	Poet Technologies Inc.	66,555	$395,336
MU	Micron Technology Inc	855	$288,853
VAL	Valaris Ltd	2,644	$259,217
EGO	Eldorado Gold Corp	7,500	$257,475
T	At&T Inc.	8,777	$254,445
—		38,604	$250,154
OXY	Occidental Petroleum Corp	3,848	$250,120
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $388,975,682 total · filing declares 92 positions · $388,976,138 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	200,645	-415	$74,246,675	+15.1%	26+	before history	19.09%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	1,435,868	-1,893	$45,531,374	+3.2%	26+	before history	11.71%
IDHQ	Invesco Ltd. Financial Services	Added	830,442	+8,519	$36,298,619	+24.9%	26+	before history	9.33%
XLG	Victory Portfolios II	Added	588,062	+6,018	$36,007,036	+13.4%	25	unpriced	9.26%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	202,193	-79	$26,738,002	—	22	unpriced	6.87%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	302,298	0	$13,409,939	+14.2%	14	$25.33	3.45%
SPGP	Victory Portfolios II	Reduced	100,836	-21,950	$12,331,234	−6.7%	26+	before history	3.17%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	63,646	-6,448	$11,514,197	−0.6%	26+	before history	2.96%
VOO	VANGUARD 500 INDEX FUND	Added	15,891	+372	$10,914,097	+17.7%	17	unpriced	2.81%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	97,632	-25,296	$9,828,613	−20.6%	4	unpriced	2.53%
IWV	iShares Russell 3000 ETF	Added	21,419	+248	$9,133,061	+16.4%	26+	before history	2.35%
SPHQ	Invesco S&P 500 Quality ETF	Held	99,671	0	$8,980,357	+19.8%	24	unpriced	2.31%
GOOGL	Alphabet Inc. Communication Services	Added	16,658	+799	$5,953,069	+30.5%	26+	before history	1.53%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Added	66,597	+1	$5,896,498	+7.4%	25	$59.03	1.52%
MO	Altria Group, Inc. Consumer Defensive	Reduced	73,101	-8,548	$5,259,616	−2.4%	26+	before history	1.35%
IDMO	Invesco Ltd. Financial Services	Added	76,766	+27,893	$4,628,222	+72.7%	2	$58.00	1.19%
NVDA	Nvidia Corp Technology	Added	20,092	+2,677	$4,020,208	+32.4%	22	unpriced	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,678	+276	$3,975,034	+16.4%	26+	before history	1.02%
AAPL	Apple Inc. Technology	Added	13,552	+1,696	$3,921,406	+30.3%	26+	before history	1.01%
CLOZ	Eldridge BBB-B CLO ETF	Added	118,734	+2,953	$3,136,952	+5.6%	6	$26.80	0.81%
GARP	iShares MSCI USA Quality GARP ETF	Added	33,633	+1,704	$2,776,404	+35.9%	4	unpriced	0.71%
SPMO	Invesco Ltd. Financial Services	NEW	15,817	NEW	$2,555,078	NEW	1	$140.96	0.66%
EWJ	iShares MSCI Japan ETF	Held	26,231	0	$2,446,565	+10.5%	26+	before history	0.63%
ICLO		Held	93,809	0	$2,399,634	+0.3%	6	$25.57	0.62%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	40,315	-1,903	$2,331,819	−4.2%	26+	before history	0.60%
MSFT	Microsoft Corp Technology	Added	5,905	+1,226	$2,202,683	+27.2%	26+	before history	0.57%
META	Meta Platforms, Inc. Communication Services	Added	3,763	+507	$2,119,660	+13.8%	26+	before history	0.54%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,530	-35	$1,863,092	+25.8%	25	$304.05	0.48%
OEF	iShares S&P 100 ETF	Held	4,784	0	$1,750,322	+15.0%	26+	before history	0.45%
WES	Western Midstream Partners, LP Energy	Added	34,542	+6,840	$1,511,557	+32.5%	2	$41.69	0.39%
USB	US Bancorp De Financial Services	Reduced	21,253	-1,300	$1,283,681	+9.4%	23	$33.32	0.33%
ASML	Asml Holding NV Technology	Held	607	0	$1,207,590	+50.6%	18	$667.05	0.31%
EWC	iShares Trust	Held	20,666	0	$1,191,188	—	14	unpriced	0.31%
NFLX	Netflix Inc Communication Services	Added	16,489	+5,675	$1,177,314	+13.2%	5	$88.19	0.30%
SITM	SITIME Corp Technology	Added	1,562	+876	$1,164,564	+391.6%	4	$460.25	0.30%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Held	24,812	0	$1,164,427	+10.4%	14	unpriced	0.30%
EEM	iShares MSCI Emerging Markets ETF	Held	16,379	0	$1,120,487	+20.5%	26+	before history	0.29%
MRVL	Marvell Technology, Inc. Technology	NEW	3,671	NEW	$1,093,554	NEW	1	$200.51	0.28%
BRUN	Boost Run Inc. Technology	NEW	26,878	NEW	$1,043,135	NEW	1	$23.90	0.27%
IAU	Ishares Gold Trust	Held	13,365	0	$1,009,191	−14.3%	7	$54.11	0.26%
NVO	Novo Nordisk A S Healthcare	NEW	20,828	NEW	$998,494	NEW	1	$42.96	0.26%
RSP	Victory Portfolios II	Held	4,639	0	$987,040	+10.9%	6	$177.21	0.25%
RIG	Transocean Ltd. Energy	Added	199,069	+27,195	$973,447	−14.6%	26+	before history	0.25%
IWM	iShares Russell 2000 ETF	Held	3,197	0	$960,538	+21.1%	8	unpriced	0.25%
QDF	FlexShares Quality Dividend Index Fund	Held	9,967	0	$896,232	+13.7%	26+	before history	0.23%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	6,894	+204	$881,122	+20.1%	3	$121.56	0.23%
QDEF	FlexShares Quality Dividend Defensive Index Fund	Held	9,576	0	$833,303	+9.0%	26+	before history	0.21%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	4,798	0	$758,227	+6.7%	26+	before history	0.19%
RH	Rh Consumer Cyclical	Held	4,569	0	$752,651	+17.8%	19	$238.05	0.19%
GLAS	Glass House Brands Inc. Healthcare	NEW	56,211	NEW	$730,743	NEW	1	$10.44	0.19%

Showing the top 50 of 92 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.