Universe · entity
Cedar Wealth Management, LLC
Institutional manager (13F) · CIK 1665642
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $331M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $65M | 201,060 |
| 2 | SCHWAB STRATEGIC TR | $44M | 1,437,761 |
| 3 | INVESCO EXCHANGE TRADED FD T | $32M | 582,044 |
| 4 | INVESCO EXCH TRADED FD TR II | $29M | 821,923 |
| 5 | VANGUARD WORLD FD | $23M | 202,272 |
| 6 | INVESCO EXCHANGE TRADED FD T | $13M | 122,786 |
| 7 | ISHARES TR | $12M | 122,928 |
| 8 | DIMENSIONAL ETF TRUST | $12M | 302,298 |
| 9 | PHILIP MORRIS INTL INC | $12M | 70,094 |
| 10 | VANGUARD INDEX FDS | $9M | 15,519 |
| 11 | ISHARES TR | $8M | 21,171 |
| 12 | INVESCO EXCHANGE TRADED FD T | $7M | 99,671 |
| 13 | VANGUARD INTL EQUITY INDEX F | $5M | 66,596 |
| 14 | ALTRIA GROUP INC | $5M | 81,649 |
| 15 | ALPHABET INC | $5M | 15,859 |
| 16 | AMAZON COM INC | $3M | 16,402 |
| 17 | NVIDIA CORPORATION | $3M | 17,415 |
| 18 | APPLE INC | $3M | 11,856 |
| 19 | SERIES PORTFOLIOS TR | $3M | 115,781 |
| 20 | INVESCO EXCH TRADED FD TR II | $3M | 48,873 |
| 21 | MONDELEZ INTL INC | $2M | 42,218 |
| 22 | INVESCO ACTIVELY MANAGED EXC | $2M | 93,809 |
| 23 | ISHARES INC | $2M | 26,231 |
| 24 | ISHARES TR | $2M | 31,929 |
| 25 | META PLATFORMS INC | $2M | 3,256 |
| 26 | MICROSOFT CORP | $2M | 4,679 |
| 27 | ISHARES TR | $2M | 4,784 |
| 28 | INVESCO QQQ TR | $1M | 2,565 |
| 29 | ISHARES GOLD TR | $1M | 13,365 |
| 30 | US BANCORP | $1M | 22,553 |
| 31 | WESTERN MIDSTREAM PARTNERS L | $1M | 27,702 |
| 32 | TRANSOCEAN LTD | $1M | 171,874 |
| 33 | ISHARES INC | $1M | 20,666 |
| 34 | ISHARES TR | $1M | 24,812 |
| 35 | NETFLIX INC. | $1M | 10,814 |
| 36 | ISHARES TR | $930k | 16,379 |
| 37 | NOVAGOLD RESOURCES INC | $903k | 100,570 |
| 38 | INVESCO EXCHANGE TRADED FD T | $890k | 4,639 |
| 39 | NEWMONT CORP | $843k | 7,786 |
| 40 | ASML HLDG NV | $802k | 607 |
| 41 | ISHARES TR | $793k | 3,197 |
| 42 | FLEXSHARES TR | $788k | 9,967 |
| 43 | FLEXSHARES TR | $764k | 9,576 |
| 44 | VANGUARD SCOTTSDALE FDS | $734k | 6,690 |
| 45 | VANGUARD WHITEHALL FDS | $711k | 4,798 |
| 46 | ISHARES TR | $667k | 7,698 |
| 47 | RH | $639k | 4,569 |
| 48 | FREEPORT MCMORAN INC | $612k | 10,405 |
| 49 | BERKSHIRE HATHAWAY INC DEL | $581k | 1,212 |
| 50 | ISHARES INC | $557k | 14,519 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.