Institutional Fund
Cedar Wealth Management, LLC
La Jolla, CACIK 16656425 filings on record
Portfolio Value
$343.56M
Q1 2026
Holdings
89
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.8%
from $334.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.8%
- Schwab Strategic Tr12.8%
- Invesco Exchange Traded Fd T9.2%
- Invesco Exch Traded Fd Tr II8.5%
- Vanguard World Fd6.6%
- Invesco Exchange Traded Fd T3.8%
- Other40.2%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 201.1K | $64.50M | 18.8% | 0 | Held |
| 2 | Schwab Strategic Tr | 1.44M | $44.11M | 12.8% | −7.4K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 582.0K | $31.75M | 9.2% | +14.4K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 821.9K | $29.07M | 8.5% | +1.5K | Added |
| 5 | Vanguard World Fd | 202.3K | $22.71M | 6.6% | −93 | Reduced |
| 6 | Invesco Exchange Traded Fd T | 122.8K | $13.21M | 3.8% | −4.2K | Reduced |
| 7 | Ishares Tr | 122.9K | $12.37M | 3.6% | +119.3K | Added |
| 8 | Dimensional ETF Trust | 302.3K | $11.75M | 3.4% | 0 | Held |
| 9 | Philip Morris Intl Inc | 70.1K | $11.59M | 3.4% | +67 | Added |
| 10 | Vanguard Index Fds | 15.5K | $9.27M | 2.7% | +667 | Added |
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