Cedar Wealth Management, LLC
Follow13F filer, CIK 1665642, LA JOLLA, CA
Cedar Wealth Management, LLC reported $343,564,731 across 89 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 72.87% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001665642-26-000003
- Period
- 2026-03-31
- Reported value
- $344M
- Holdings
- 89
- Top 10 weight
- 72.87%
- New
- 4
- Sold out
- 148
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SGOVadded | +119,296 | $12M |
| IDMOnew | +48,873 | $2.68M |
| WESnew | +27,702 | $1.14M |
| NFLXadded | +10,754 | $1.03M |
| IWVadded | +2,781 | $1.03M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EUDGexited | -31,134 | -$1.17M |
| HYGVexited | -26,132 | -$1.06M |
| SITMreduced | -2,063 | -$712K |
| GLBEexited | -16,006 | -$629K |
| SPGPreduced | -4,212 | -$453K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 89 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| EUDGWISDOMTREE TR | 31,134 | $1.17M | shares |
| HYGVFLEXSHARES TR | 26,132 | $1.06M | shares |
| GLBEGLOBAL E ONLINE LTD | 16,006 | $629K | shares |
| ONTOONTO INNOVATION INC | 2,277 | $359K | shares |
| ADBEADOBE INC | 658 | $230K | shares |
| AMDADVANCED MICRO DEVICES INC | 936 | $200K | shares |
| VIGIVANGUARD WHITEHALL FDS | 2,168 | $198K | shares |
| NOWSERVICENOW INC | 1,245 | $191K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 227 | $155K | shares |
| DFAXDIMENSIONAL ETF TRUST | 4,709 | $154K | shares |
| AMPLAMPLITUDE INC | 13,204 | $153K | shares |
| LDURPIMCO ETF TR | 1,464 | $140K | shares |
| ACWIISHARES TR | 965 | $137K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 155 | $134K | shares |
| HTGCHERCULES CAPITAL INC | 6,559 | $123K | shares |
| PFEPFIZER INC | 4,919 | $122K | shares |
| MRKMERCK & CO INC | 935 | $98.4K | shares |
| HIMSHIMS & HERS HEALTH INC | 2,982 | $96.8K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 1,780 | $95.7K | shares |
| WMTWALMART INC | 824 | $91.8K | shares |
| XLKSELECT SECTOR SPDR TR | 637 | $91.7K | shares |
| IDVISHARES TR | 2,081 | $82.1K | shares |
| ABBVABBVIE INC | 356 | $81.2K | shares |
| LRCXLAM RESEARCH CORP | 470 | $80.5K | shares |
| HDHOME DEPOT INC | 226 | $77.8K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 1,610 | $77.3K | shares |
| AMATAPPLIED MATLS INC | 265 | $68K | shares |
| ARCCARES CAPITAL CORP | 3,302 | $66.8K | shares |
| NKENIKE INC | 940 | $59.9K | shares |
| ETNEATON CORP PLC | 187 | $59.6K | shares |
| VRTVERTIV HOLDINGS CO | 364 | $59K | shares |
| IEFISHARES TR | 595 | $57.3K | shares |
| KVUEKENVUE INC | 3,252 | $56.1K | shares |
| HYUPDBX ETF TR | 1,300 | $54.8K | shares |
| DGDOLLAR GEN CORP | 409 | $54.3K | shares |
| ARDCARES DYNAMIC CR ALLOCATION F | 4,026 | $53.5K | shares |
| IEIISHARES TR | 427 | $51K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 4,429 | $49.8K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 162 | $49.2K | shares |
| ITBISHARES TR | 477 | $45.9K | shares |
| BSVVANGUARD BD INDEX FDS | 582 | $45.9K | shares |
| BLKBLACKROCK INC | 42 | $45K | shares |
| GDXVANECK ETF TRUST | 509 | $43.7K | shares |
| SOFISOFI TECHNOLOGIES INC | 1,665 | $43.6K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 167 | $43K | shares |
| RSRELIANCE INC | 141 | $40.7K | shares |
| CLOXSERIES PORTFOLIOS TR | 1,565 | $39.9K | shares |
| VTVVANGUARD INDEX FDS | 198 | $37.8K | shares |
| GOOGALPHABET INC | 120 | $37.7K | shares |
| VZVERIZON COMMUNICATIONS INC | 841 | $34.2K | shares |
| BIDUBAIDU INC | 260 | $34K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 208 | $33.7K | shares |
| HOODROBINHOOD MKTS INC | 286 | $32.3K | shares |
| CRMSALESFORCE INC | 117 | $31K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 468 | $29.8K | shares |
| KLACKLA CORP | 22 | $26.7K | shares |
| ETHVVANECK ETHEREUM TR | 600 | $26.1K | shares |
| DVNDEVON ENERGY CORP NEW | 707 | $25.9K | shares |
| XOMEXXON MOBIL CORP | 209 | $25.2K | shares |
| PNNTPENNANTPARK INVTS CORP | 3,940 | $23.5K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 37 | $21.4K | shares |
| NXHNEIGHBORHOOD INTELLIGENCE IN | 3,881 | $21.2K | shares |
| MELIMERCADOLIBRE INC | 10 | $20.1K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 318 | $19.9K | shares |
| PAYXPAYCHEX INC | 167 | $18.7K | shares |
| APAAPA CORPORATION | 761 | $18.6K | shares |
| ABTABBOTT LABORATORIES | 148 | $18.5K | shares |
| ROPROPER TECHNOLOGIES INC | 37 | $16.5K | shares |
| XLRESELECT SECTOR SPDR TR | 398 | $16.1K | shares |
| PEPPEPSICO INC | 109 | $15.6K | shares |
| CSCOCISCO SYS INC | 184 | $14.2K | shares |
| AGNCAGNC INVT CORP | 1,220 | $13.1K | shares |
| EMXCISHARES INC | 157 | $11.4K | shares |
| BITOPROSHARES TR | 868 | $10.6K | shares |
| BACBANK OF AMER CORP | 191 | $10.5K | shares |
| JNJJOHNSON & JOHNSON | 49 | $10.1K | shares |
| PGPROCTER & GAMBLE CO | 65 | $9.36K | shares |
| INTCINTEL CORP | 253 | $9.33K | shares |
| XGDVXGABELLI DIVID & INCOME TR | 336 | $9.32K | shares |
| EDVVANGUARD WORLD FD | 134 | $8.68K | shares |
| DTFDTF TAX-FREE INCOME 2028 TER | 732 | $8.36K | shares |
| BABAALIBABA GROUP HLDG LTD | 57 | $8.36K | shares |
| BBAIBIGBEAR AI HLDGS INC | 1,525 | $8.23K | shares |
| TTTRANE TECHNOLOGIES PLC | 21 | $8.17K | shares |
| CVSCVS HEALTH CORP | 101 | $7.98K | shares |
| INTUINTUIT | 12 | $7.95K | shares |
| PLDPROLOGIS INC. | 59 | $7.53K | shares |
| AMEAMETEK INC | 36 | $7.39K | shares |
| AEPAMERICAN ELEC PWR CO INC | 63 | $7.29K | shares |
| NVSNOVARTIS AG | 50 | $6.89K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 23 | $6.74K | shares |
| ULTAULTA BEAUTY INC | 11 | $6.66K | shares |
| AMLPALPS ETF TR | 140 | $6.58K | shares |
| JIGJ P MORGAN EXCHANGE TRADED F | 90 | $6.57K | shares |
| ZHZHIHU INC | 1,954 | $6.41K | shares |
| EDCONSOLIDATED EDISON INC | 64 | $6.37K | shares |
| AMPAMERIPRISE FINL INC | 13 | $6.37K | shares |
| VSTVISTRA CORP | 37 | $5.89K | shares |
| KOCOCA COLA CO | 82 | $5.75K | shares |
| UNHUNITEDHEALTH GROUP INC | 17 | $5.72K | shares |
| CCITIGROUP INC | 49 | $5.7K | shares |
| SYFSYNCHRONY FINANCIAL | 68 | $5.67K | shares |
| NEENEXTERA ENERGY INC | 70 | $5.59K | shares |
| DEDEERE & CO | 12 | $5.59K | shares |
| JEFJEFFERIES FINANCIAL GROUP IN | 88 | $5.46K | shares |
| PYPLPAYPAL HLDGS INC | 90 | $5.27K | shares |
| CSXCSX CORP | 144 | $5.22K | shares |
| WMBWILLIAMS COS INC | 84 | $5.04K | shares |
| KMIKINDER MORGAN INC DEL | 181 | $4.99K | shares |
| BXBLACKSTONE INC | 30 | $4.63K | shares |
| BSXBOSTON SCIENTIFIC CORP | 48 | $4.58K | shares |
| MMM3M CO | 27 | $4.25K | shares |
| KRKROGER CO | 66 | $4.12K | shares |
| ITWILLINOIS TOOL WKS INC | 15 | $3.69K | shares |
| MPCMARATHON PETE CORP | 22 | $3.58K | shares |
| JOBYJOBY AVIATION INC | 265 | $3.5K | shares |
| SOUNSOUNDHOUND AI INC | 350 | $3.49K | shares |
| TSNTYSON FOODS INC | 59 | $3.46K | shares |
| VLOVALERO ENERGY CORP | 21 | $3.42K | shares |
| KHCKRAFT HEINZ CO | 136 | $3.3K | shares |
| CEGCONSTELLATION ENERGY CORP | 9 | $3.18K | shares |
| UPSUNITED PARCEL SVCS INC | 31 | $3.04K | shares |
| MRNAMODERNA INC | 100 | $2.95K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 6 | $2.81K | shares |
| HONHONEYWELL INTL INC | 14 | $2.73K | shares |
| GLOBGLOBANT S A | 40 | $2.62K | shares |
| ALCALCON AG | 33 | $2.6K | shares |
| DDOMINION ENERGY INC | 43 | $2.52K | shares |
| AIGAMERICAN INTL GROUP INC | 28 | $2.4K | shares |
| PSLVSPROTT ASSET MANAGEMENT LP | 100 | $2.37K | shares |
| TSLATESLA INC | 5 | $2.25K | shares |
| ANETARISTA NETWORKS INC | 16 | $2.1K | shares |
| SPGIS&P GLOBAL INC | 4 | $2.09K | shares |
| TXNTEXAS INSTRS INC | 12 | $2.08K | shares |
| XLESELECT SECTOR SPDR TR | 40 | $1.79K | shares |
| XNTKSPDR SERIES TRUST | 6 | $1.67K | shares |
| TMUST-MOBILE US INC | 8 | $1.62K | shares |
| ACNACCENTURE PLC IRELAND | 6 | $1.61K | shares |
| VALEVALE S A | 100 | $1.3K | shares |
| GPNGLOBAL PMTS INC | 16 | $1.24K | shares |
| MGMMGM RESORTS INTERNATIONAL | 33 | $1.2K | shares |
| VOYAVOYA FINANCIAL INC | 14 | $1.04K | shares |
| EXCEXELON CORP | 22 | $959 | shares |
| TEAMATLASSIAN CORPORATION | 4 | $649 | shares |
| DISDISNEY WALT CO | 5 | $569 | shares |
| CECELANESE CORP DEL | 7 | $296 | shares |
| TTDTHE TRADE DESK INC | 6 | $228 | shares |
| SOLSSOLSTICE ADVANCED MATLS INC | 2 | $97 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001665642-26-000003 | base | 2026-05-14 | acceptance time not in the bulk data set |