Cedar Wealth Management, LLC

CIK

1665642

Location

LA JOLLA, CA

Portfolio Value

Small $388,521,134

Diversification

Diversified

Filing Date

Global Rank

#4,486 / 8,798 ▼ 104 · as of Jun 2026

Top Industry

Asset Management 41.1%

Period ended 3 months ago

Filed Aug 12, 2026 · 58d

26 quarters · since Mar 2020

Clone Performance

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

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Portfolio Concentration

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

Top Position

21.9%

−1.6 pts

Top 5

65.0%

−4.5 pts

Top 10

82.2%

−0.5 pts

HHI

1,049

Diversified−118

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.8%	$282,663,587	22
Financial Services	11.9%	$46,340,464	6
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

22 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	+52,229	923,025	$43,481,919
RIG	Transocean Ltd.	+27,195	199,069	$973,447
WES	Western Midstream Partners, LP	+6,840	34,542	$1,511,557
NFLX	Netflix Inc	+5,675	16,489	$1,177,314
ADPV	Adaptiv Select 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
MPLX	Mplx LP	+2,478	7,024	$395,661
EDV	Vanguard World Funds Extended Duration ETF	+2,252	204,857	$27,056,403
VIGI	Vanguard International Dividend Appreciation ETF	+2,168	6,966	$960,674
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,942	6,040	$530,795
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
XLBI	State Street Materials Select Sector SPDR Premium Income 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
AMZN	Amazon Com Inc	+276	16,678	$3,975,034
BNDW	Vanguard Total World Bond ETF	+240	12,439	$1,203,841
AVGO	Broadcom Inc.	+36	1,836	$693,549
VEU	Vanguard FTSE All-World Ex-US ETF	+1	66,597	$5,896,498
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−18,644	228,592	$28,937,407
ABI	VictoryShares Pioneer Asset-Based Income ETF	−15,932	693,537	$49,325,310
BKF	iShares MSCI BIC ETF	−13,364	62,832	$4,395,303
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 /DE/	−4,301	3,485	$325,499
MDLZ	Mondelez International, Inc.	−1,903	40,315	$2,331,819
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,893	1,435,868	$45,531,374
USB	US Bancorp De	−1,300	21,253	$1,283,681
CVX	Chevron Corp	−108	1,313	$217,642
VB	Vanguard Morningstar Small-Cap ETF	−43	216,536	$85,160,772
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

10 positions

Ticker	Company	Shares	Value
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
APP	AppLovin Corp	472	$243,188
GLBE	Global-E Online Ltd.	6,401	$222,306
—		722	$209,827
LRCX	Lam Research Corp	470	$203,665
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
FCX	Freeport-Mcmoran Inc	10,405	$611,605
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 /Fi	7,500	$257,475
T	At&T Inc.	8,777	$254,445
OXY	Occidental Petroleum Corp /De/	3,848	$250,120
—		38,604	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $388,521,134 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 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Reduced	216,536	-43	$85,160,772	+15.4%	21.92%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	693,537	-15,932	$49,325,310	+7.6%	12.70%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,435,868	-1,893	$45,531,374	+3.2%	11.72%
IVZ	Invesco Ltd. Financial Services	Added	923,025	+52,229	$43,481,919	+36.9%	11.19%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	228,592	-18,644	$28,937,407	—	7.45%
EDV	Vanguard World Funds Extended Duration ETF	Added	204,857	+2,252	$27,056,403	+19.0%	6.96%
DCOR	Dimensional US Core Equity 1 ETF	Held	302,298	0	$13,409,939	+14.2%	3.45%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	63,646	-6,448	$11,514,197	−0.6%	2.96%
CVY	Invesco Zacks Multi-Asset Income ETF	Held	99,671	0	$8,980,357	+19.8%	2.31%
GOOGL	Alphabet Inc. Communication Services	Added	16,658	+799	$5,953,069	+30.5%	1.53%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	66,597	+1	$5,896,498	+7.4%	1.52%
MO	Altria Group, Inc. Consumer Defensive	Reduced	73,101	-8,548	$5,259,616	−2.4%	1.35%
BKF	iShares MSCI BIC ETF	Reduced	62,832	-13,364	$4,395,303	+3.9%	1.13%
NVDA	Nvidia Corp Technology	Added	20,092	+2,677	$4,020,208	+32.4%	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,678	+276	$3,975,034	+16.4%	1.02%
AAPL	Apple Inc. Technology	Added	13,552	+1,696	$3,921,406	+30.3%	1.01%
ADPV	Adaptiv Select ETF	Added	118,734	+2,953	$3,136,952	+5.6%	0.81%
DVVY	Invesco Diversified Dividend Opportunities ETF	Held	93,809	0	$2,399,634	+0.3%	0.62%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	40,315	-1,903	$2,331,819	−4.2%	0.60%
MSFT	Microsoft Corp Technology	Added	5,905	+1,226	$2,202,683	+27.2%	0.57%
META	Meta Platforms, Inc. Communication Services	Added	3,763	+507	$2,119,660	+13.8%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,530	-35	$1,863,092	+25.8%	0.48%
BNDC	FlexShares Core Select Bond Fund	Held	19,543	0	$1,729,535	+11.4%	0.45%
WES	Western Midstream Partners, LP Energy	Added	34,542	+6,840	$1,511,557	+32.5%	0.39%
USB	US Bancorp De Financial Services	Reduced	21,253	-1,300	$1,283,681	+9.4%	0.33%
ASML	Asml Holding NV Technology	Held	607	0	$1,207,590	+50.6%	0.31%
BNDW	Vanguard Total World Bond ETF	Added	12,439	+240	$1,203,841	+14.0%	0.31%
NFLX	Netflix Inc Communication Services	Added	16,489	+5,675	$1,177,314	+13.2%	0.30%
SITM	SITIME Corp Technology	Added	1,562	+876	$1,164,564	+391.6%	0.30%
MRVL	Marvell Technology, Inc. Technology	NEW	3,671	NEW	$1,093,554	NEW	0.28%
BRUN	Boost Run Inc. Technology	NEW	26,878	NEW	$1,043,135	NEW	0.27%
IAU	Ishares Gold Trust	Held	13,365	0	$1,009,191	−14.3%	0.26%
NVO	Novo Nordisk A S Healthcare	NEW	20,828	NEW	$998,494	NEW	0.26%
RIG	Transocean Ltd. Energy	Added	199,069	+27,195	$973,447	−14.6%	0.25%
VIGI	Vanguard International Dividend Appreciation ETF	Added	6,966	+2,168	$960,674	+35.2%	0.25%
RH	Rh Consumer Cyclical	Held	4,569	0	$752,651	+17.8%	0.19%
GLAS	Glass House Brands Inc. Healthcare	NEW	56,211	NEW	$730,743	NEW	0.19%
AVGO	Broadcom Inc. Technology	Added	1,836	+36	$693,549	+24.5%	0.18%
F	Ford Motor Co Consumer Cyclical	Held	47,978	0	$666,894	+20.5%	0.17%
NG	Novagold Resources Inc Basic Materials	Added	103,420	+2,850	$617,417	−31.6%	0.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,212	0	$606,472	+4.4%	0.16%
LLY	ELI LILLY & Co Healthcare	Held	474	0	$568,529	+30.4%	0.15%
AMD	Advanced Micro Devices Inc Technology	NEW	936	NEW	$543,731	NEW	0.14%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	6,040	+1,942	$530,795	+69.2%	0.14%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	3,178	+531	$504,221	+29.9%	0.13%
B	Barrick Mining Corp Basic Materials	Held	13,240	0	$486,305	−10.0%	0.13%
MPLX	Mplx LP Energy	Added	7,024	+2,478	$395,661	+52.5%	0.10%
V	Visa Inc. Financial Services	Held	1,149	0	$394,210	+13.5%	0.10%
WDS	Woodside Energy Group Ltd Energy	Held	19,481	0	$376,372	−19.1%	0.10%
SDRL	SEADRILL Ltd Energy	Held	9,800	0	$370,636	−16.9%	0.10%

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.