Cedar Wealth Management, LLC
92 holdingsFiling period: 2026-06-30Current AUM: $395.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 200.6K | $74.2M | $74.8M | 18.92% | -415 | 2026-06-30 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.44M | $45.5M | $49.3M | 12.47% | -1,893 | 2026-06-30 |
| 3 | IDHQ | INVESCO EXCH TRADED FD TR II | 830.4K | $36.3M | $36.3M | 9.18% | +8.5K | 2026-06-30 |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | 588.1K | $36.0M | $36.6M | 9.25% | +6.0K | 2026-06-30 |
| 5 | ESGV | VANGUARD WORLD FD | 202.2K | $26.7M | $27.1M | 6.85% | -79 | 2026-06-30 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 302.3K | $13.4M | $13.5M | 3.42% | -- | 2026-06-30 |
| 7 | SPGP | INVESCO EXCHANGE TRADED FD T | 100.8K | $12.3M | $12.3M | 3.12% | -21,950 | 2026-06-30 |
| 8 | PM | PHILIP MORRIS INTL INC | 63.6K | $11.5M | $12.4M | 3.12% | -6,448 | 2026-06-30 |
| 9 | VOO | VANGUARD INDEX FDS | 15.9K | $10.9M | $11.1M | 2.80% | +372 | 2026-06-30 |
| 10 | SGOV | ISHARES TR | 97.6K | $9.8M | $9.8M | 2.48% | -25,296 | 2026-06-30 |
| 11 | IWV | ISHARES TR | 21.4K | $9.1M | $9.2M | 2.32% | +248 | 2026-06-30 |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | 99.7K | $9.0M | $8.3M | 2.10% | -- | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC | 16.7K | $6.0M | $5.7M | 1.45% | +799 | 2026-06-30 |
| 14 | VGK | VANGUARD INTL EQUITY INDEX F | 66.6K | $5.9M | $5.9M | 1.50% | +1 | 2026-06-30 |
| 15 | MO | ALTRIA GROUP INC | 73.1K | $5.3M | $5.1M | 1.29% | -8,548 | 2026-06-30 |
| 16 | IDMO | INVESCO EXCH TRADED FD TR II | 76.8K | $4.6M | $4.7M | 1.20% | +27.9K | 2026-06-30 |
| 17 | NVDA | NVIDIA CORPORATION | 20.1K | $4.0M | $4.3M | 1.08% | +2.7K | 2026-06-30 |
| 18 | AMZN | AMAZON COM INC | 16.7K | $4.0M | $4.1M | 1.05% | +276 | 2026-06-30 |
| 19 | AAPL | APPLE INC | 13.6K | $3.9M | $4.5M | 1.14% | +1.7K | 2026-06-30 |
| 20 | CLOZ | SERIES PORTFOLIOS TR | 118.7K | $3.1M | $3.1M | 0.79% | +3.0K | 2026-06-30 |
| 21 | GARP | ISHARES TR | 33.6K | $2.8M | $2.7M | 0.69% | +1.7K | 2026-06-30 |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | 15.8K | $2.6M | $2.3M | 0.57% | -- | 2026-06-30 |
| 23 | EWJ | ISHARES INC | 26.2K | $2.4M | $2.5M | 0.64% | -- | 2026-06-30 |
| 24 | ICLO | INVESCO ACTIVELY MANAGED EXC | 93.8K | $2.4M | $2.4M | 0.61% | -- | 2026-06-30 |
| 25 | MDLZ | MONDELEZ INTL INC | 40.3K | $2.3M | $2.5M | 0.63% | -1,903 | 2026-06-30 |
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