Filed: 5/9/2025ACC: 0001665642-25-000002
📋 What this filing means
CEDAR WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $281.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$281.11M
Total AUM (reported)
5.27M
Total Shares
Allocation by class
TOTAL STK MKT$55.26M19.7%
COM$45.27M16.1%
US DIVIDEND EQ$35.41M12.6%
S&P INTL QULTY$23.41M8.3%
S&P 500 TOP 50$21.46M7.6%
ESG US STK ETF$19.84M7.1%
S&P 500 GARP ETF$14.39M5.1%
Portfolio Concentration
Top 3$114.09M40.6%
4–10$99.04M35.2%
11–25$36.09M12.8%
Rest$31.89M11.3%
Top 3 weight
40.6%
Top 10 weight
75.8%
Voting Authority Distribution
Total shares with voting rights: 5.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole195
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings195
Rows:
VANGUARD INDEX FDS
SOLEShares201.07K
TypeSH
Market value$55.26M
19.66%
Sole
0.00
Shared
0.00
None
201.07K
SCHWAB STRATEGIC TR
SOLEShares1.27M
TypeSH
Market value$35.41M
12.60%
Sole
0.00
Shared
0.00
None
1.27M
INVESCO EXCH TRADED FD TR II
SOLEShares782.02K
TypeSH
Market value$23.41M
8.33%
Sole
0.00
Shared
0.00
None
782.02K
INVESCO EXCHANGE TRADED FD T
SOLEShares466.31K
TypeSH
Market value$21.46M
7.63%
Sole
0.00
Shared
0.00
None
466.31K
PHILIP MORRIS INTL INC
SOLEShares132.98K
TypeSH
Market value$21.11M
7.51%
Sole
0.00
Shared
0.00
None
132.98K
VANGUARD WORLD FD
SOLEShares202.55K
TypeSH
Market value$19.84M
7.06%
Sole
0.00
Shared
0.00
None
202.55K
INVESCO EXCHANGE TRADED FD T
SOLEShares144.03K
TypeSH
Market value$14.39M
5.12%
Sole
0.00
Shared
0.00
None
144.03K
DIMENSIONAL ETF TRUST
SOLEShares302.30K
TypeSH
Market value$9.97M
3.55%
Sole
0.00
Shared
0.00
None
302.30K
INVESCO EXCHANGE TRADED FD T
SOLEShares95.06K
TypeSH
Market value$6.31M
2.24%
Sole
0.00
Shared
0.00
None
95.06K
ALTRIA GROUP INC
SOLEShares99.44K
TypeSH
Market value$5.97M
2.12%
Sole
0.00
Shared
0.00
None
99.44K
ISHARES TR
SOLEShares15.43K
TypeSH
Market value$4.90M
1.74%
Sole
0.00
Shared
0.00
None
15.43K
VANGUARD INTL EQUITY INDEX F
SOLEShares66.59K
TypeSH
Market value$4.68M
1.66%
Sole
0.00
Shared
0.00
None
66.59K
VANGUARD INDEX FDS
SOLEShares8.01K
TypeSH
Market value$4.12M
1.46%
Sole
0.00
Shared
0.00
None
8.01K
MONDELEZ INTL INC
SOLEShares49.29K
TypeSH
Market value$3.34M
1.19%
Sole
0.00
Shared
0.00
None
49.29K
AMAZON COM INC
SOLEShares15.28K
TypeSH
Market value$2.91M
1.03%
Sole
0.00
Shared
0.00
None
15.28K
SERIES PORTFOLIOS TR
SOLEShares88.86K
TypeSH
Market value$2.36M
0.84%
Sole
0.00
Shared
0.00
None
88.86K
ALPHABET INC
SOLEShares12K
TypeSH
Market value$1.86M
0.66%
Sole
0.00
Shared
0.00
None
12K
ISHARES INC
SOLEShares26.23K
TypeSH
Market value$1.80M
0.64%
Sole
0.00
Shared
0.00
None
26.23K
MICROSOFT CORP
SOLEShares4.30K
TypeSH
Market value$1.61M
0.57%
Sole
0.00
Shared
0.00
None
4.30K
APPLE INC
SOLEShares7.13K
TypeSH
Market value$1.58M
0.56%
Sole
0.00
Shared
0.00
None
7.13K
NVIDIA CORPORATION
SOLEShares14.08K
TypeSH
Market value$1.53M
0.54%
Sole
0.00
Shared
0.00
None
14.08K
NEWMONT CORP
SOLEShares30.69K
TypeSH
Market value$1.48M
0.53%
Sole
0.00
Shared
0.00
None
30.69K
US BANCORP DEL
SOLEShares32.44K
TypeSH
Market value$1.37M
0.49%
Sole
0.00
Shared
0.00
None
32.44K
ISHARES TR
SOLEShares4.78K
TypeSH
Market value$1.30M
0.46%
Sole
0.00
Shared
0.00
None
4.78K
BARRICK GOLD CORP
SOLEShares64.74K
TypeSH
Market value$1.26M
0.45%
Sole
0.00
Shared
0.00
None
64.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 201.07K | SH | $55.26M 19.66% | 0.00 | 0.00 | 201.07K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.27M | SH | $35.41M 12.60% | 0.00 | 0.00 | 1.27M |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 782.02K | SH | $23.41M 8.33% | 0.00 | 0.00 | 782.02K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 466.31K | SH | $21.46M 7.63% | 0.00 | 0.00 | 466.31K |
PHILIP MORRIS INTL INCSOLE | COM | 132.98K | SH | $21.11M 7.51% | 0.00 | 0.00 | 132.98K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 202.55K | SH | $19.84M 7.06% | 0.00 | 0.00 | 202.55K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 144.03K | SH | $14.39M 5.12% | 0.00 | 0.00 | 144.03K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 302.30K | SH | $9.97M 3.55% | 0.00 | 0.00 | 302.30K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 95.06K | SH | $6.31M 2.24% | 0.00 | 0.00 | 95.06K |
ALTRIA GROUP INCSOLE | COM | 99.44K | SH | $5.97M 2.12% | 0.00 | 0.00 | 99.44K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 15.43K | SH | $4.90M 1.74% | 0.00 | 0.00 | 15.43K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 66.59K | SH | $4.68M 1.66% | 0.00 | 0.00 | 66.59K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.01K | SH | $4.12M 1.46% | 0.00 | 0.00 | 8.01K |
MONDELEZ INTL INCSOLE | CL A | 49.29K | SH | $3.34M 1.19% | 0.00 | 0.00 | 49.29K |
AMAZON COM INCSOLE | COM | 15.28K | SH | $2.91M 1.03% | 0.00 | 0.00 | 15.28K |
SERIES PORTFOLIOS TRSOLE | ELDRIDGE BBB B | 88.86K | SH | $2.36M 0.84% | 0.00 | 0.00 | 88.86K |
ALPHABET INCSOLE | CAP STK CL A | 12K | SH | $1.86M 0.66% | 0.00 | 0.00 | 12K |
ISHARES INCSOLE | MSCI JPN ETF NEW | 26.23K | SH | $1.80M 0.64% | 0.00 | 0.00 | 26.23K |
MICROSOFT CORPSOLE | COM | 4.30K | SH | $1.61M 0.57% | 0.00 | 0.00 | 4.30K |
APPLE INCSOLE | COM | 7.13K | SH | $1.58M 0.56% | 0.00 | 0.00 | 7.13K |
NVIDIA CORPORATIONSOLE | COM | 14.08K | SH | $1.53M 0.54% | 0.00 | 0.00 | 14.08K |
NEWMONT CORPSOLE | COM | 30.69K | SH | $1.48M 0.53% | 0.00 | 0.00 | 30.69K |
US BANCORP DELSOLE | COM NEW | 32.44K | SH | $1.37M 0.49% | 0.00 | 0.00 | 32.44K |
ISHARES TRSOLE | S&P 100 ETF | 4.78K | SH | $1.30M 0.46% | 0.00 | 0.00 | 4.78K |
BARRICK GOLD CORPSOLE | COM | 64.74K | SH | $1.26M 0.45% | 0.00 | 0.00 | 64.74K |
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