Cedar Wealth Management, LLC
89 holdingsFiling period: 2026-03-31Current AUM: $389.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 201.1K | $64.5M | $74.0M | 19.03% | -- | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.44M | $44.1M | $48.1M | 12.37% | -7,437 | 2026-03-31 |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 582.0K | $31.8M | $35.4M | 9.09% | +14.4K | 2026-03-31 |
| 4 | IDHQ | INVESCO EXCH TRADED FD TR II | 821.9K | $29.1M | $36.0M | 9.25% | +1.5K | 2026-03-31 |
| 5 | ESGV | VANGUARD WORLD FD | 202.3K | $22.7M | $26.7M | 6.86% | -93 | 2026-03-31 |
| 6 | SPGP | INVESCO EXCHANGE TRADED FD T | 122.8K | $13.2M | $15.4M | 3.96% | -4,212 | 2026-03-31 |
| 7 | SGOV | ISHARES TR | 122.9K | $12.4M | $12.4M | 3.18% | +119.3K | 2026-03-31 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 302.3K | $11.7M | $13.4M | 3.46% | -- | 2026-03-31 |
| 9 | PM | PHILIP MORRIS INTL INC | 70.1K | $11.6M | $13.4M | 3.44% | +67 | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 15.5K | $9.3M | $10.7M | 2.74% | +667 | 2026-03-31 |
| 11 | IWV | ISHARES TR | 21.2K | $7.8M | $9.0M | 2.31% | +2.8K | 2026-03-31 |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | 99.7K | $7.5M | $8.4M | 2.17% | +2.5K | 2026-03-31 |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | 66.6K | $5.5M | $6.0M | 1.55% | -- | 2026-03-31 |
| 14 | MO | ALTRIA GROUP INC | 81.6K | $5.4M | $5.6M | 1.43% | -3,137 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 15.9K | $4.6M | $5.6M | 1.45% | -100 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 16.4K | $3.4M | $4.5M | 1.15% | +984 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 17.4K | $3.0M | $3.5M | 0.90% | +3.2K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 11.9K | $3.0M | $3.7M | 0.94% | +999 | 2026-03-31 |
| 19 | CLOZ | SERIES PORTFOLIOS TR | 115.8K | $3.0M | $3.1M | 0.79% | +19.0K | 2026-03-31 |
| 20 | IDMO | INVESCO EXCH TRADED FD TR II | 48.9K | $2.7M | $3.0M | 0.76% | -- | 2026-03-31 |
| 21 | MDLZ | MONDELEZ INTL INC | 42.2K | $2.4M | $2.6M | 0.68% | -- | 2026-03-31 |
| 22 | ICLO | INVESCO ACTIVELY MANAGED EXC | 93.8K | $2.4M | $2.4M | 0.62% | +19.6K | 2026-03-31 |
| 23 | EWJ | ISHARES INC | 26.2K | $2.2M | $2.4M | 0.62% | -- | 2026-03-31 |
| 24 | GARP | ISHARES TR | 31.9K | $2.0M | $2.5M | 0.65% | +7.5K | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 3.3K | $1.9M | $1.8M | 0.47% | +1.1K | 2026-03-31 |
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