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Latest Cedar Wealth Management, LLC Stock Portfolio

$388Million | No. of Holdings #92

Cedar Wealth Management, LLC Performance

2026 Q2+11.17%
YTD+9.87%
2025+16.55%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cedar Wealth Management, LLC reported an equity portfolio of $389 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cedar Wealth Management, LLC are VB, FNDA, CGW. The fund has invested 19.1% of it's portfolio in VANGUARD INDEX FDS and 11.7% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off FREEPORT MCMORAN INC (FCX), ISHARES INC (ACWV) and WHITEFIBER INC stocks. They significantly reduced their stock positions in NEWMONT CORP (NEM), ISHARES TR (DMXF) and INVESCO EXCHANGE TRADED FD T (CSD). Cedar Wealth Management, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), MARVELL TECHNOLOGY INC (MRVL) and BOOST RUN INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (IJR) and SITIME CORP (SITM).
Cedar Wealth Management, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$388Million
  as of Aug 12, 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 11.17% in the last quarter. In trailing 12 months, it's portfolio return was 19.14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii2,555,080
marvell technology inc1,093,550
boost run inc1,043,140
novo-nordisk a s998,494
glass house brands inc730,743
advanced micro devices inc543,732
unitedhealth group inc306,452
ishares tr291,326
New stocks bought by Cedar Wealth Management, LLC

Additions

Ticker% Inc.
vanguard world fd700
ishares tr300
sitime corp127
invesco exch traded fd tr ii57.07
mplx lp54.51
netflix inc.52.48
spdr series trust47.39
microsoft corp26.2
Additions to existing portfolio by Cedar Wealth Management, LLC

Reductions

Ticker% Reduced
newmont corp-55.24
ishares tr-20.58
invesco exchange traded fd t-17.88
ishares tr-13.04
altria group inc-10.47
philip morris intl inc-9.2
chevron corporation-7.6
us bancorp-5.76
Cedar Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
poet technologies inc-395,337
whitefiber inc-481,688
sunopta inc-250,154
ishares inc-557,384
freeport mcmoran inc-611,606
at&t inc-254,445
eldorado gold corp new-257,475
occidental pete corp-250,120
Cedar Wealth Management, LLC got rid off the above stocks

Sector Distribution

Cedar Wealth Management, LLC has about 85.6% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Technology
  • Communication Services
  • Consumer Cyclical
Sector%
Others85.6
Consumer Defensive4.9
Technology3.6
Communication Services2.4
Consumer Cyclical1.5

Market Cap. Distribution

Cedar Wealth Management, LLC has about 13.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.6
MEGA-CAP9.8
LARGE-CAP4

Stocks belong to which Index?

About 12.4% of the stocks held by Cedar Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.1
S&P 50012.4
Top 5 Winners (%)%
SITM
sitime corp
62.9 %
ASML
asml hldg nv
50.6 %
ACT
advisorshares tr
43.1 %
LLY
eli lilly & co
30.4 %
DMXF
ishares tr
28.1 %
Top 5 Winners ($)$
VB
vanguard index fds
9.9 M
CGW
invesco exch traded fd tr ii
6.9 M
EDV
vanguard world fd
4.0 M
CSD
invesco exchange traded fd t
3.9 M
DFAC
dimensional etf trust
1.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
IJR
ishares tr
-60.4 %
NG
novagold resources inc
-33.2 %
RIG
transocean ltd
-24.9 %
ALB
albemarle corp
-24.8 %
Top 5 Losers ($)$
VAW
vanguard world fd
-0.9 M
IJR
ishares tr
-0.6 M
NFLX
netflix inc.
-0.3 M
RIG
transocean ltd
-0.3 M
NG
novagold resources inc
-0.3 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 92 stocks in it's portfolio. About 71.2% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Cedar Wealth Management, LLC last quarter.

$388.98MTotal Value
103Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Cedar Wealth Management, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Cedar Wealth Management, LLC's holding in Advisorshares Tr over time
0.04%34,359
$174.5K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0.3%24,812
$1.16M
0.3%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0.08%3,934
$298.2K
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
$284.7K
0.07%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Cedar Wealth Management, LLC's holding in Ishares Inc over time
0.31%20,666
$1.19M
0.31%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Cedar Wealth Management, LLC's holding in Ishares Inc over time
0.14%19,067
$536.9K
0.14%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

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

Ishares Tr

AOA
Cedar Wealth Management, LLC's holding in Ishares Tr over time
0.05%722
$209.8K
0.05%
new position
ASET
Flexshares Tr

Flexshares Tr

ASET
Cedar Wealth Management, LLC's holding in Flexshares Tr over time
0.23%9,967
$896.2K
0.23%
unchanged 0 percentunchanged
ASET
Flexshares Tr

Flexshares Tr

ASET
Cedar Wealth Management, LLC's holding in Flexshares Tr over time
0.21%9,576
$833.3K
0.21%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Cedar Wealth Management, LLC's holding in Asml Hldg Nv over time
0.31%607
$1.21M
0.31%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Cedar Wealth Management, LLC's holding in Spdr Series Trust over time
0.14%6,040
$530.8K
0.14%
increased 47.39 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cedar Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0.23%6,894
$881.1K
0.23%
increased 3.05 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Cedar Wealth Management, LLC's holding in Vanguard Scottsdale Fds over time
0.08%5,545
$322.7K
0.08%
increased 0.65 percentadded