StockDriftsStockDriftsTop 50 Cedar Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.09% | 200.6K | $74.2M | -0.21%(-415) | $140.08(+173.67%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 11.71% | 1.44M | $45.5M | -0.13%(-1.89K) | $23.92(+43.63%) | 2026-06-30 | |
| IDHQ | INVESCO EXCH TRADED FD TR II | 9.33% | 830.4K | $36.3M | +1.04%(+8.52K) | $27.63(+65.41%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 9.26% | 588.1K | $36.0M | +1.03%(+6.02K) | $42.32(+48.75%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 6.87% | 202.2K | $26.7M | -0.04%(-79) | $77.59(+76.10%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.45% | 302.3K | $13.4M | +0.00%(+0) | $24.91(+84.84%) | 2026-06-30 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 3.17% | 100.8K | $12.3M | -17.88%(-21.95K) | $84.84(+51.34%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 2.96% | 63.6K | $11.5M | -9.20%(-6.45K) | $90.62(+107.11%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.81% | 15.9K | $10.9M | +2.40%(+372) | $511.71(+39.27%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.53% | 97.6K | $9.8M | -20.58%(-25.30K) | $100.53(+0.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.05% | +56.28% | +7.97% | +46.76% |
| Top 20 Holdings Unweighted | +14.89% | +51.64% | +7.20% | +41.59% |
Cedar Wealth Management LLC reports $388.98M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are VTI (19.1%), SCHD (11.7%) and IDHQ (9.3%). The top 20 holdings account for 85.3% of reported assets. Its disclosed equity book has returned +56.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cedar Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665642). View Cedar Wealth Management LLC’s 13F filings on SEC