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%
Performance for 2026 Q1 is -1.17%, and YTD is -1.17%, and 2025 is 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.
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.
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).
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.
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
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 ii | 2,680,200 |
| western midstream partners l | 1,140,490 |
| whitefiber inc | 481,688 |
| tidal trust ii | 387,220 |
New stocks bought by Cedar Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc. | 17,923 |
| ishares tr | 3,284 |
| ishares tr | 140 |
| rh | 88.65 |
| mplx lp | 59.9 |
| meta platforms inc | 53.15 |
| annaly capital management in | 48.15 |
| spdr series trust | 35.2 |
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 | % |
|---|---|
| Others | 85.3 |
| Consumer Defensive | 5.7 |
| Technology | 2.6 |
| Communication Services | 2.4 |
| Consumer Cyclical | 1.5 |
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 | % |
|---|---|
| UNALLOCATED | 85.3 |
| MEGA-CAP | 9.5 |
| LARGE-CAP | 4.1 |
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 | % |
|---|---|
| Others | 86.6 |
| S&P 500 | 12.9 |
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.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.88 | 11,856 | 3,009,050 | added | 9.2 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACES | alps etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSG | dbx etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACT | advisorshares tr | 0.04 | 34,359 | 121,974 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.31 | 24,812 | 1,054,390 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.08 | 3,934 | 276,083 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.07 | 3,445 | 234,776 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.33 | 20,666 | 1,132,320 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.16 | 14,519 | 557,384 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.15 | 19,067 | 529,297 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEP | american elec pwr co inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||