account_balance
Investment manager · 13F filer · SEC CIK 1665642
Cedar Wealth Management, LLC
Reported value$409Mas of Sep 30, 2026
Positions113 27 new, 6 sold out
Top 10 weight68.5%VTI alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
18.4%
SCHDSchwab Strategic Tr
11.4%
XLGInvesco Exchange Traded Fd T
9.1%
IDHQInvesco Exch Traded Fd Tr II
8.8%
ESGVVanguard World Fd
6.7%
DFACDimensional ETF Trust
3.3%
SPGPInvesco Exchange Traded Fd T
2.9%
PMPhilip Morris International Inc.
2.9%−2%
VOOVanguard Index FDS
2.7%
IWViShares Tr
2.3%
SGOViShares Tr
2.2%
SPHQInvesco Exchange Traded Fd T
2.0%
VTIVanguard Index FDS
18.4%
SCHDSchwab Strategic Tr
11.4%
XLGInvesco Exchange Traded Fd T
9.1%
IDHQInvesco Exch Traded Fd Tr II
8.8%
ESGVVanguard World Fd
6.7%
DFAC
SPGP2.9%
PM2.9%VOO2.7%
IWV
SGOV
SPHQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 18.4% Held
SCHD Schwab Strategic Tr 11.4% Held
XLG Invesco Exchange Traded Fd T 9.1% Held
IDHQ Invesco Exch Traded Fd Tr II 8.8% Held
ESGV Vanguard World Fd 6.7% Held
DFAC Dimensional ETF Trust 3.3% Held
SPGP Invesco Exchange Traded Fd T 2.9% Held
PM Philip Morris International Inc. 2.9% Trimmed −2%VOO Vanguard Index FDS 2.7% Held
IWV iShares Tr 2.3% Held
SGOV iShares Tr 2.2% Trimmed −7%
SPHQ Invesco Exchange Traded Fd T 2.0% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.