Cedar Wealth Management, LLC

CIK

1665642

Location

LA JOLLA, CA

Portfolio Value

Micro $57,696,933

Diversification

Diversified

Filing Date

Global Rank

#6,671 / 8,622 ▲ 80 · as of Mar 2026

Top Industry

Tobacco 31.0%

3Y Alpha vs SPY

+3.2%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+83.3%

SPY

+67.9%

Annualised alpha

+3.5%

Max drawdown

−11.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.1%

+1.0 pts

Top 5

48.5%

+1.5 pts

Top 10

66.7%

+2.3 pts

HHI

726

Diversified+60

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	34.1%	$19,660,956	4
Technology	19.0%	$10,949,956	10
Communication Services	13.4%	$7,717,480	4
Consumer Cyclical	8.7%	$5,033,631	5
Energy	8.0%	$4,589,050	9
Basic Materials	6.0%	$3,454,726	6
Unclassified	5.1%	$2,948,309	3
Financial Services	4.4%	$2,551,346	5
Healthcare	0.9%	$531,186	2
Real Estate	0.5%	$260,293	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+10,754	10,814	$1,039,766
NLY	Annaly Capital Management Inc	+4,000	12,307	$260,293
NVDA	Nvidia Corp	+3,243	17,415	$3,037,176
RH	Rh	+2,147	4,569	$638,837
MPLX	Mplx LP	+1,703	4,546	$259,440
META	Meta Platforms, Inc.	+1,130	3,256	$1,862,855
AAPL	Apple Inc.	+999	11,856	$3,008,934
AMZN	Amazon Com Inc	+984	16,402	$3,416,044
NG	Novagold Resources Inc	+604	100,570	$903,118
MSFT	Microsoft Corp	+139	4,679	$1,732,025
PM	Philip Morris International Inc.	+67	70,094	$11,589,341
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
RIG	Transocean Ltd.	−18,154	171,874	$1,139,524
USB	US Bancorp De	−6,001	22,553	$1,172,981
WDS	Woodside Energy Group Ltd	−5,987	19,481	$465,206
SDRL	SEADRILL Ltd	−5,580	9,800	$445,900
MO	Altria Group, Inc.	−3,137	81,649	$5,388,017
T	At&T Inc.	−2,931	8,777	$254,445
VAL	Valaris Ltd	−2,664	2,644	$259,217
SITM	SITIME Corp	−2,063	686	$236,910
NE	Noble Corp plc	−1,205	6,830	$335,148
CVX	Chevron Corp	−682	1,421	$294,004
EGO	Eldorado Gold Corp /Fi	−600	7,500	$257,475
GOOGL	Alphabet Inc.	−100	15,859	$4,560,414
GLD	Spdr Gold Trust	−22	673	$289,585
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WES	Western Midstream Partners, LP	27,702	$1,140,491
WYFI	WhiteFiber, Inc.	40,444	$481,688
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GLBE	Global-E Online Ltd.	16,006	$629,195
ONTO	Onto Innovation Inc.	2,277	$359,447
ADBE	Adobe Inc.	658	$230,293
AMD	Advanced Micro Devices Inc	936	$200,453
NOW	ServiceNow, Inc.	1,245	$190,721
SPY	Spdr S&P 500 ETF Trust	227	$154,795
AMPL	Amplitude, Inc.	13,204	$152,902
COST	Costco Wholesale Corp /New	155	$133,662
HTGC	Hercules Capital, Inc.	6,559	$123,440
PFE	Pfizer Inc	4,919	$122,483
MRK	Merck & Co., Inc.	935	$98,418
HIMS	Hims & Hers Health, Inc.	2,982	$96,825
WMT	Walmart Inc.	824	$91,801
ABBV	AbbVie Inc.	356	$81,342
LRCX	Lam Research Corp	470	$80,454
HD	Home Depot, Inc.	226	$77,766
AMAT	Applied Materials Inc /De	265	$68,102
ARCC	Ares Capital Corp	3,302	$66,799
NKE	NIKE, Inc.	940	$59,887
ETN	Eaton Corp plc	187	$59,561
VRT	Vertiv Holdings Co	364	$58,971
KVUE	Kenvue Inc.	3,252	$56,097
DG	Dollar General Corp	409	$54,302
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	4,026	$53,545
TSM	Taiwan Semiconductor Manufacturing Co Ltd	162	$49,230
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $57,696,933 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PM	Philip Morris International Inc. Consumer Defensive	Added	70,094	+67	$11,589,341	+3.2%	20.09%
MO	Altria Group, Inc. Consumer Defensive	Reduced	81,649	-3,137	$5,388,017	+10.2%	9.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,859	-100	$4,560,414	−8.7%	7.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,402	+984	$3,416,044	−4.0%	5.92%
NVDA	Nvidia Corp Technology	Added	17,415	+3,243	$3,037,176	+14.9%	5.26%
AAPL	Apple Inc. Technology	Added	11,856	+999	$3,008,934	+1.9%	5.22%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	42,218	0	$2,433,445	+7.1%	4.22%
META	Meta Platforms, Inc. Communication Services	Added	3,256	+1,130	$1,862,855	+32.7%	3.23%
MSFT	Microsoft Corp Technology	Added	4,679	+139	$1,732,025	−21.1%	3.00%
QQQ	Invesco Qqq Trust, Series 1	Held	2,565	0	$1,480,466	−6.0%	2.57%
IAU	Ishares Gold Trust	Held	13,365	0	$1,178,258	+8.6%	2.04%
USB	US Bancorp De Financial Services	Reduced	22,553	-6,001	$1,172,981	−23.0%	2.03%
WES	Western Midstream Partners, LP Energy	NEW	27,702	NEW	$1,140,491	NEW	1.98%
RIG	Transocean Ltd. Energy	Reduced	171,874	-18,154	$1,139,524	+45.2%	1.98%
NFLX	Netflix Inc Communication Services	Added	10,814	+10,754	$1,039,766	+18384.7%	1.80%
NG	Novagold Resources Inc Basic Materials	Added	100,570	+604	$903,118	−3.1%	1.57%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	7,786	0	$842,834	+8.4%	1.46%
ASML	Asml Holding NV Technology	Held	607	0	$801,743	+23.5%	1.39%
RH	Rh Consumer Cyclical	Added	4,569	+2,147	$638,837	+47.2%	1.11%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	10,405	0	$611,605	+15.7%	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,212	0	$580,790	−4.7%	1.01%
AVGO	Broadcom Inc. Technology	Held	1,800	0	$557,118	−10.6%	0.97%
F	Ford Motor Co Consumer Cyclical	Held	47,978	0	$553,666	−12.0%	0.96%
B	Barrick Mining Corp Basic Materials	Held	13,240	0	$540,059	−6.3%	0.94%
WYFI	WhiteFiber, Inc. Technology	NEW	40,444	NEW	$481,688	NEW	0.83%
WDS	Woodside Energy Group Ltd Energy	Reduced	19,481	-5,987	$465,206	+17.2%	0.81%
SDRL	SEADRILL Ltd Energy	Reduced	9,800	-5,580	$445,900	−16.2%	0.77%
LLY	ELI LILLY & Co Healthcare	Held	474	0	$435,970	−14.4%	0.76%
TWLO	Twilio Inc Technology	Held	3,260	0	$410,173	−11.5%	0.71%
POET	Poet Technologies Inc. Technology	Held	66,555	0	$395,336	−6.2%	0.69%
V	Visa Inc. Financial Services	Held	1,149	0	$347,273	−13.8%	0.60%
NE	Noble Corp plc Energy	Reduced	6,830	-1,205	$335,148	+47.7%	0.58%
ALB	Albemarle Corp Basic Materials	Held	1,669	0	$299,635	+26.9%	0.52%
CVX	Chevron Corp Energy	Reduced	1,421	-682	$294,004	−8.3%	0.51%
GLD	Spdr Gold Trust	Reduced	673	-22	$289,585	+5.1%	0.50%
MU	Micron Technology Inc Technology	Held	855	0	$288,853	+18.4%	0.50%
NLY	Annaly Capital Management Inc Real Estate	Added	12,307	+4,000	$260,293	+40.1%	0.45%
MPLX	Mplx LP Energy	Added	4,546	+1,703	$259,440	+71.0%	0.45%
VAL	Valaris Ltd Energy	Reduced	2,644	-2,664	$259,217	−3.1%	0.45%
EGO	Eldorado Gold Corp /Fi Basic Materials	Reduced	7,500	-600	$257,475	−11.5%	0.45%
T	At&T Inc. Communication Services	Reduced	8,777	-2,931	$254,445	−12.5%	0.44%
STKL	SunOpta Inc. Consumer Defensive	Held	38,604	0	$250,153	+70.5%	0.43%
OXY	Occidental Petroleum Corp /De/ Energy	Held	3,848	0	$250,120	+58.1%	0.43%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Held	1,800	0	$246,744	+8.3%	0.43%
SITM	SITIME Corp Technology	Reduced	686	-2,063	$236,910	−75.6%	0.41%
SBUX	Starbucks Corp Consumer Cyclical	Held	2,556	0	$228,992	+6.4%	0.40%
JPM	Jpmorgan Chase & Co Financial Services	Held	692	0	$203,558	−8.7%	0.35%
CPRI	Capri Holdings Ltd Consumer Cyclical	Held	11,129	0	$196,092	−27.8%	0.34%
CRON	Cronos Group Inc. Healthcare	Held	37,935	0	$95,216	−4.6%	0.17%

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.