Cedar Wealth Management, LLC
92 holdingsFiling period: 2026-06-30Current AUM: $397.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 200.6K | $74.2M | $75.4M | 18.97% | -415 | 2026-06-30 |
| 2 | SCHD | Schwab Strategic TR | 1.44M | $45.5M | $50.7M | 12.76% | -1,893 | 2026-06-30 |
| 3 | IDHQ | Invesco Exch Traded FD TR II | 830.4K | $36.3M | $36.3M | 9.15% | +8.5K | 2026-06-30 |
| 4 | XLG | Invesco Exchange Traded FD T | 588.1K | $36.0M | $36.9M | 9.29% | +6.0K | 2026-06-30 |
| 5 | ESGV | Vanguard World FD | 202.2K | $26.7M | $27.3M | 6.86% | -79 | 2026-06-30 |
| 6 | DFAC | Dimensional ETF Trust | 302.3K | $13.4M | $13.6M | 3.43% | -- | 2026-06-30 |
| 7 | SPGP | Invesco Exchange Traded FD T | 100.8K | $12.3M | $12.3M | 3.11% | -21,950 | 2026-06-30 |
| 8 | PM | Philip Morris Intl Inc | 63.6K | $11.5M | $12.8M | 3.23% | -6,448 | 2026-06-30 |
| 9 | VOO | Vanguard Index Fds | 15.9K | $10.9M | $11.2M | 2.81% | +372 | 2026-06-30 |
| 10 | SGOV | iShares TR | 97.6K | $9.8M | $9.8M | 2.47% | -25,296 | 2026-06-30 |
| 11 | IWV | iShares TR | 21.4K | $9.1M | $9.3M | 2.34% | +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 | $5.3M | 1.33% | +799 | 2026-06-30 |
| 14 | VGK | Vanguard Intl Equity Index F | 66.6K | $5.9M | $5.8M | 1.45% | +1 | 2026-06-30 |
| 15 | MO | Altria Group Inc | 73.1K | $5.3M | $5.4M | 1.35% | -8,548 | 2026-06-30 |
| 16 | IDMO | Invesco Exch Traded FD TR II | 76.8K | $4.6M | $4.5M | 1.13% | +27.9K | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 20.1K | $4.0M | $4.3M | 1.09% | +2.7K | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 16.7K | $4.0M | $4.2M | 1.05% | +276 | 2026-06-30 |
| 19 | AAPL | Apple Inc | 13.6K | $3.9M | $4.7M | 1.17% | +1.7K | 2026-06-30 |
| 20 | CLOZ | Series Portfolios TR | 118.7K | $3.1M | $3.1M | 0.77% | +3.0K | 2026-06-30 |
| 21 | GARP | iShares TR | 33.6K | $2.8M | $2.7M | 0.67% | +1.7K | 2026-06-30 |
| 22 | SPMO | Invesco Exch Traded FD TR II | 15.8K | $2.6M | $2.2M | 0.56% | -- | 2026-06-30 |
| 23 | EWJ | iShares Inc | 26.2K | $2.4M | $2.5M | 0.62% | -- | 2026-06-30 |
| 24 | ICLO | Invesco Actively Managed Exc | 93.8K | $2.4M | $2.4M | 0.60% | -- | 2026-06-30 |
| 25 | MDLZ | Mondelez Intl Inc | 40.3K | $2.3M | $2.5M | 0.64% | -1,903 | 2026-06-30 |
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