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Latest Cedar Wealth Management, LLC Stock Portfolio

$343Million | No. of Holdings #89

Cedar Wealth Management, LLC Performance

2026 Q1-1.17%
YTD-1.17%
2025+16.55%

About Cedar Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cedar Wealth Management, LLC reported an equity portfolio of $343.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Cedar Wealth Management, LLC are VB, FNDA, CSD. The fund has invested 18.8% of it's portfolio in VANGUARD INDEX FDS and 12.8% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off WISDOMTREE TR (JAMF), FLEXSHARES TR (ASET) and GLOBAL E ONLINE LTD (GLBE) stocks. They significantly reduced their stock positions in SITIME CORP (SITM), VALARIS LTD (VAL) and SEADRILL LTD. Cedar Wealth Management, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), WESTERN MIDSTREAM PARTNERS L (WES) and WHITEFIBER INC. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), ISHARES TR (DMXF) and ISHARES TR (IJR).
Cedar Wealth Management, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$343Million
  as of May 14, 2026

Cedar Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cedar Wealth Management, LLC made a return of -1.17% in the last quarter. In trailing 12 months, it's portfolio return was 15.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii2,680,200
western midstream partners l1,140,490
whitefiber inc481,688
tidal trust ii387,220
New stocks bought by Cedar Wealth Management, LLC

Additions

Ticker% Inc.
netflix inc.17,923
ishares tr3,284
ishares tr140
rh88.65
mplx lp59.9
meta platforms inc53.15
annaly capital management in48.15
spdr series trust35.2
Additions to existing portfolio by Cedar Wealth Management, LLC

Reductions

Ticker% Reduced
sitime corp-75.05
valaris ltd-50.19
seadrill ltd-36.28
chevron corporation-32.43
vanguard scottsdale fds-28.65
at&t inc-25.03
woodside energy group ltd-23.51
us bancorp-21.02
Cedar Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
wisdomtree tr-1,168,350
flexshares tr-1,064,490
global e online ltd-629,196
amplitude inc-152,902
hercules capital inc-123,440
pfizer inc-122,483
dimensional etf trust-154,132
invesco exch traded fd tr ii-49,782
Cedar Wealth Management, LLC got rid off the above stocks

Sector Distribution

Cedar Wealth Management, LLC has about 85.3% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Technology
  • Communication Services
  • Consumer Cyclical
Sector%
Others85.3
Consumer Defensive5.7
Technology2.6
Communication Services2.4
Consumer Cyclical1.5

Market Cap. Distribution

Cedar Wealth Management, LLC has about 13.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.3
MEGA-CAP9.5
LARGE-CAP4.1

Stocks belong to which Index?

About 12.9% of the stocks held by Cedar Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others86.6
S&P 50012.9
Top 5 Winners (%)%
VAL
valaris ltd
70.8 %
STKL
sunopta inc
70.5 %
noble corp plc
68.2 %
OXY
occidental pete corp
58.1 %
RIG
transocean ltd
57.6 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
4.7 M
MO
altria group inc
0.7 M
RIG
transocean ltd
0.5 M
PM
philip morris intl inc
0.3 M
VAL
valaris ltd
0.2 M
Top 5 Losers (%)%
CPRI
capri holdings limited
-27.8 %
ACT
advisorshares tr
-24.8 %
MSFT
microsoft corp
-23.2 %
RH
rh
-17.7 %
LLY
eli lilly & co
-14.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.9 M
CSD
invesco exchange traded fd t
-2.7 M
EDV
vanguard world fd
-1.8 M
CSD
invesco exchange traded fd t
-0.8 M
MSFT
microsoft corp
-0.5 M

Cedar Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cedar Wealth Management, LLC

Cedar Wealth Management, LLC has 89 stocks in it's portfolio. About 72.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Cedar Wealth Management, LLC last quarter.

$343.56MTotal Value
237Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Cedar Wealth Management, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cedar Wealth Management, LLC's holding in Alps Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Cedar Wealth Management, LLC's holding in Dbx Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Cedar Wealth Management, LLC's holding in Advisorshares Tr over time
0.04%34,359
$122.0K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0.31%24,812
$1.05M
0.31%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0.08%3,934
$276.1K
0.08%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0.07%3,445
$234.8K
0.07%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Cedar Wealth Management, LLC's holding in Ishares Inc over time
0.33%20,666
$1.13M
0.33%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Cedar Wealth Management, LLC's holding in Ishares Inc over time
0.16%14,519
$557.4K
0.16%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Cedar Wealth Management, LLC's holding in Ishares Inc over time
0.15%19,067
$529.3K
0.15%
unchanged 0 percentunchanged