Cedar Wealth Management, LLC

CIK

1665642

Location

LA JOLLA, CA

Portfolio Value

Micro $19,660,956

Diversification

Diversified

Filing Date

Global Rank

#6,300 / 8,232 ▲ 213

Top Industry

Tobacco 31.0%

3Y Alpha vs SPY

+4.1%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+95.0%

SPY

+76.3%

Annualised alpha

+4.1%

Max drawdown

−11.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 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

4 positions · $19,660,956 total · Consumer Defensive only · 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%	58.95%
MO	Altria Group, Inc. Consumer Defensive	Reduced	81,649	-3,137	$5,388,017	+10.2%	27.40%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	42,218	0	$2,433,445	+7.1%	12.38%
STKL	SunOpta Inc. Consumer Defensive	Held	38,604	0	$250,153	+70.5%	1.27%