Cedar Wealth Management, LLC holds a focused book of 92 stocks worth $389.0M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cedar Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.7B |
| Global Retirement Partners, LLC | 78 / 80 | $1.6B |
| MORGAN STANLEY | 77 / 80 | $449.7B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $315.9B |
| ROYAL BANK OF CANADA | 77 / 80 | $119.6B |
| LPL Financial LLC | 77 / 80 | $71.8B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $50.8B |
| Steward Partners Investment Advisory, LLC | 77 / 80 | $5.2B |
Ranked by how many of Cedar Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $74.2M | 200.6K | 19.1% | ▼−0.2% Reduced · −415 sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $45.5M | 1.44M | 11.7% | ▼−0.1% Reduced · −2K sh | |
| 3 | Invesco Exch Traded FD TR II S&P INTL QULTY | $36.3M | 830.4K | 9.3% | ▲+1.0% Added · +9K sh | |
| 4 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $36.0M | 588.1K | 9.3% | ▲+1.0% Added · +6K sh | |
| 5 | Vanguard World FD ESG US STK ETF | $26.7M | 202.2K | 6.9% | ▼~0% Reduced · −79 sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $13.4M | 302.3K | 3.4% | —Held | |
| 7 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $12.3M | 100.8K | 3.2% | ▼−18% Reduced · −22K sh | |
| 8 | Philip Morris Intl Inc COM | $11.5M | 63.6K | 3.0% | ▼−9.2% Reduced · −6K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $10.9M | 15.9K | 2.8% | ▲+2.4% Added · +372 sh | |
| 10 | Ishares TR 0-3 MTH TREASURY | $9.8M | 97.6K | 2.5% | ▼−21% Reduced · −25K sh | |
| 11 | Ishares TR RUSSELL 3000 ETF | $9.1M | 21.4K | 2.3% | ▲+1.2% Added · +248 sh | |
| 12 | Invesco Exchange Traded FD T S&P500 QUALITY | $9.0M | 99.7K | 2.3% | —Held | |
| 13 | Alphabet Inc CAP STK CL A | $6.0M | 16.7K | 1.5% | ▲+5.0% Added · +799 sh | |
| 14 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $5.9M | 66.6K | 1.5% | ▲~0% Added · +1 sh | |
| 15 | Altria Group Inc COM | $5.3M | 73.1K | 1.4% | ▼−10% Reduced · −9K sh | |
| 16 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $4.6M | 76.8K | 1.2% | ▲+57% Added · +28K sh | |
| 17 | Nvidia Corporation COM | $4.0M | 20.1K | 1.0% | ▲+15% Added · +3K sh | |
| 18 | Amazon Com Inc COM | $4.0M | 16.7K | 1.0% | ▲+1.7% Added · +276 sh | |
| 19 | Apple Inc COM | $3.9M | 13.6K | 1.0% | ▲+14% Added · +2K sh | |
| 20 | Series Portfolios TR ELDRIDGE BBB B | $3.1M | 118.7K | 0.8% | ▲+2.5% Added · +3K sh | |
| 21 | Ishares TR MSCI US GARP ETF | $2.8M | 33.6K | 0.7% | ▲+5.3% Added · +2K sh | |
| 22 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $2.6M | 15.8K | 0.7% | ▲New New position | |
| 23 | Ishares Inc MSCI JAPAN ETF | $2.4M | 26.2K | 0.6% | —Held | |
| 24 | Invesco Actively Managed Exc AAA CLO FLTNG RT | $2.4M | 93.8K | 0.6% | —Held | |
| 25 | Mondelez Intl Inc CL A | $2.3M | 40.3K | 0.6% | ▼−4.5% Reduced · −2K sh | |
| 26 | Microsoft Corp COM | $2.2M | 5.9K | 0.6% | ▲+26% Added · +1K sh | |
| 27 | Meta Platforms Inc CL A | $2.1M | 3.8K | 0.5% | ▲+16% Added · +507 sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.5K | 0.5% | ▼−1.4% Reduced · −35 sh | |
| 29 | Ishares TR S&P 100 ETF | $1.8M | 4.8K | 0.4% | —Held | |
| 30 | Western Midstream Partners L COM UNIT LP INT | $1.5M | 34.5K | 0.4% | ▲+25% Added · +7K sh | |
| 31 | US Bancorp COM NEW | $1.3M | 21.3K | 0.3% | ▼−5.8% Reduced · −1K sh | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $1.2M | 607 | 0.3% | —Held | |
| 33 | Ishares Inc MSCI CDA ETF | $1.2M | 20.7K | 0.3% | —Held | |
| 34 | Netflix Inc. COM | $1.2M | 16.5K | 0.3% | ▲+52% Added · +6K sh | |
| 35 | Sitime Corp COM | $1.2M | 1.6K | 0.3% | ▲+128% Added · +876 sh | |
| 36 | Ishares TR HDG MSCI EAFE | $1.2M | 24.8K | 0.3% | —Held | |
| 37 | Ishares TR MSCI EMG MKT ETF | $1.1M | 16.4K | 0.3% | —Held | |
| 38 | Marvell Technology Inc COM | $1.1M | 3.7K | 0.3% | ▲New New position | |
| 39 | Boost Run Inc ORD SHS CL A | $1.0M | 26.9K | 0.3% | ▲New New position | |
| 40 | Ishares Gold TR ISHARES NEW | $1.0M | 13.4K | 0.3% | —Held | |
| 41 | Novo-Nordisk A S ADR | $998K | 20.8K | 0.3% | ▲New New position | |
| 42 | Invesco Exchange Traded FD T S&P500 EQL WGT | $987K | 4.6K | 0.3% | —Held | |
| 43 | Transocean Ltd REGISTERED SHS | $973K | 199.1K | 0.3% | ▲+16% Added · +27K sh | |
| 44 | Ishares TR RUSSELL 2000 ETF | $961K | 3.2K | 0.2% | —Held | |
| 45 | Flexshares TR QUALT DIVD IDX | $896K | 10.0K | 0.2% | —Held | |
| 46 | Vanguard Scottsdale FDS VNG RUS1000GRW | $881K | 6.9K | 0.2% | ▲+3.0% Added · +204 sh | |
| 47 | Flexshares TR QLT DIV DEF IDX | $833K | 9.6K | 0.2% | —Held | |
| 48 | Vanguard Whitehall FDS HIGH DIV YLD | $758K | 4.8K | 0.2% | —Held | |
| 49 | RH COM | $753K | 4.6K | 0.2% | —Held | |
| 50 | Glass House Brands Inc SUB REG LTD VTG | $731K | 56.2K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1665642/holdings"
Use Arkolith to show Cedar Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 92 | $389.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 89 | $343.6M | 13F-HR |
| Q4 2025 | Nov 12, 2025 | Nov 12, 2025 | 244 | $326.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.