Cedar Wealth Management, LLC 13F Holdings
CIK 0001665642 · WALNUT CREEK, CA
As of Sep 30, 2025, Cedar Wealth Management, LLC reported 244 positions worth $326.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 201,071 | $66.0M | 20.23% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,445,656 | $39.5M | 12.10% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 541,680 | $31.2M | 9.55% |
| INVESCO EXCH TRADED FD TR II | IDHQ | — | 813,645 | $27.4M | 8.39% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 202,551 | $24.0M | 7.35% |
| INVESCO S&P 500 GARP ETF | SPGP | — | 136,678 |