Cedar Wealth Management, LLC — 13F holdings

Cedar Wealth Management, LLC reported 92 holdings worth $389M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $74.2M (19.1%)
  2. SCHD SCHWAB STRATEGIC TR — $45.5M (11.7%)
  3. IDHQ INVESCO EXCH TRADED FD TR II — $36.3M (9.3%)
  4. XLG INVESCO EXCHANGE TRADED FD T — $36.0M (9.3%)
  5. ESGV VANGUARD WORLD FD — $26.7M (6.9%)
  6. DIMENSIONAL ETF TRUST — $13.4M (3.4%)
  7. SPGP INVESCO EXCHANGE TRADED FD T — $12.3M (3.2%)
  8. PM PHILIP MORRIS INTL INC — $11.5M (3.0%)
  9. VOO VANGUARD INDEX FDS — $10.9M (2.8%)
  10. SGOV ISHARES TR — $9.83M (2.5%)