Filed: 11/12/2025ACC: 0001665642-25-000006
📋 What this filing means
CEDAR WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $326.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$326.34M
Total AUM (reported)
5.52M
Total Shares
Allocation by class
OTAL STK MKT$65.99M20.2%
S DIVIDEND EQ$39.47M12.1%
OM$37.68M11.5%
&P 500 TOP 50$31.16M9.5%
&P INTL QULTY$27.38M8.4%
SG US STK ETF$23.99M7.4%
&P 500 GARP ETF$15.53M4.8%
Portfolio Concentration
Top 3$136.61M41.9%
4–10$105.86M32.4%
11–25$47.13M14.4%
Rest$36.74M11.3%
Top 3 weight
41.9%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 5.52M
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
5.52M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole244
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings244
Rows:
VANGUARD INDEX FDS
SOLEShares201.07K
TypeSH
Market value$65.99M
20.22%
Sole
0.00
Shared
0.00
None
201.07K
SCHWAB STRATEGIC TR
SOLEShares1.45M
TypeSH
Market value$39.47M
12.09%
Sole
0.00
Shared
0.00
None
1.45M
INVESCO EXCHANGE TRADED FD T
SOLEShares541.68K
TypeSH
Market value$31.16M
9.55%
Sole
0.00
Shared
0.00
None
541.68K
INVESCO EXCH TRADED FD TR II
SOLEShares813.64K
TypeSH
Market value$27.38M
8.39%
Sole
0.00
Shared
0.00
None
813.64K
VANGUARD WORLD FD
SOLEShares202.55K
TypeSH
Market value$23.99M
7.35%
Sole
0.00
Shared
0.00
None
202.55K
INVESCO EXCHANGE TRADED FD T
SOLEShares136.68K
TypeSH
Market value$15.53M
4.76%
Sole
0.00
Shared
0.00
None
136.68K
PHILIP MORRIS INTL INC
SOLEShares74.85K
TypeSH
Market value$12.14M
3.72%
Sole
0.00
Shared
0.00
None
74.85K
DIMENSIONAL ETF TRUST
SOLEShares302.30K
TypeSH
Market value$11.66M
3.57%
Sole
0.00
Shared
0.00
None
302.30K
VANGUARD INDEX FDS
SOLEShares13.11K
TypeSH
Market value$8.03M
2.46%
Sole
0.00
Shared
0.00
None
13.11K
INVESCO EXCHANGE TRADED FD T
SOLEShares97.34K
TypeSH
Market value$7.13M
2.19%
Sole
0.00
Shared
0.00
None
97.34K
ISHARES TR
SOLEShares17.73K
TypeSH
Market value$6.72M
2.06%
Sole
0.00
Shared
0.00
None
17.73K
ALTRIA GROUP INC
SOLEShares89.33K
TypeSH
Market value$5.90M
1.81%
Sole
0.00
Shared
0.00
None
89.33K
VANGUARD INTL EQUITY INDEX F
SOLEShares66.59K
TypeSH
Market value$5.31M
1.63%
Sole
0.00
Shared
0.00
None
66.59K
ALPHABET INC
SOLEShares15.96K
TypeSH
Market value$3.88M
1.19%
Sole
0.00
Shared
0.00
None
15.96K
AMAZON COM INC
SOLEShares15.37K
TypeSH
Market value$3.38M
1.03%
Sole
0.00
Shared
0.00
None
15.37K
MONDELEZ INTL INC
SOLEShares49.16K
TypeSH
Market value$3.07M
0.94%
Sole
0.00
Shared
0.00
None
49.16K
SERIES PORTFOLIOS TR
SOLEShares100.48K
TypeSH
Market value$2.69M
0.83%
Sole
0.00
Shared
0.00
None
100.48K
NVIDIA CORPORATION
SOLEShares14.17K
TypeSH
Market value$2.64M
0.81%
Sole
0.00
Shared
0.00
None
14.17K
APPLE INC
SOLEShares10.11K
TypeSH
Market value$2.57M
0.79%
Sole
0.00
Shared
0.00
None
10.11K
MICROSOFT CORP
SOLEShares4.25K
TypeSH
Market value$2.20M
0.67%
Sole
0.00
Shared
0.00
None
4.25K
ISHARES INC
SOLEShares26.23K
TypeSH
Market value$2.10M
0.64%
Sole
0.00
Shared
0.00
None
26.23K
INVESCO ACTIVELY MANAGED EXC
SOLEShares76.71K
TypeSH
Market value$1.96M
0.60%
Sole
0.00
Shared
0.00
None
76.71K
ISHARES TR
SOLEShares4.78K
TypeSH
Market value$1.59M
0.49%
Sole
0.00
Shared
0.00
None
4.78K
NOVAGOLD RES INC
SOLEShares176.50K
TypeSH
Market value$1.55M
0.48%
Sole
0.00
Shared
0.00
None
176.50K
INVESCO QQQ TR
SOLEShares2.58K
TypeSH
Market value$1.55M
0.47%
Sole
0.00
Shared
0.00
None
2.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | OTAL STK MKT | 201.07K | SH | $65.99M 20.22% | 0.00 | 0.00 | 201.07K |
SCHWAB STRATEGIC TRSOLE | S DIVIDEND EQ | 1.45M | SH | $39.47M 12.09% | 0.00 | 0.00 | 1.45M |
INVESCO EXCHANGE TRADED FD TSOLE | &P 500 TOP 50 | 541.68K | SH | $31.16M 9.55% | 0.00 | 0.00 | 541.68K |
INVESCO EXCH TRADED FD TR IISOLE | &P INTL QULTY | 813.64K | SH | $27.38M 8.39% | 0.00 | 0.00 | 813.64K |
VANGUARD WORLD FDSOLE | SG US STK ETF | 202.55K | SH | $23.99M 7.35% | 0.00 | 0.00 | 202.55K |
INVESCO EXCHANGE TRADED FD TSOLE | &P 500 GARP ETF | 136.68K | SH | $15.53M 4.76% | 0.00 | 0.00 | 136.68K |
PHILIP MORRIS INTL INCSOLE | OM | 74.85K | SH | $12.14M 3.72% | 0.00 | 0.00 | 74.85K |
DIMENSIONAL ETF TRUSTSOLE | S CORE EQUITY 2 | 302.30K | SH | $11.66M 3.57% | 0.00 | 0.00 | 302.30K |
VANGUARD INDEX FDSSOLE | &P 500 ETF SHS | 13.11K | SH | $8.03M 2.46% | 0.00 | 0.00 | 13.11K |
INVESCO EXCHANGE TRADED FD TSOLE | &P500 QUALITY | 97.34K | SH | $7.13M 2.19% | 0.00 | 0.00 | 97.34K |
ISHARES TRSOLE | USSELL 3000 ETF | 17.73K | SH | $6.72M 2.06% | 0.00 | 0.00 | 17.73K |
ALTRIA GROUP INCSOLE | OM | 89.33K | SH | $5.90M 1.81% | 0.00 | 0.00 | 89.33K |
VANGUARD INTL EQUITY INDEX FSOLE | TSE EUROPE ETF | 66.59K | SH | $5.31M 1.63% | 0.00 | 0.00 | 66.59K |
ALPHABET INCSOLE | AP STK CL A | 15.96K | SH | $3.88M 1.19% | 0.00 | 0.00 | 15.96K |
AMAZON COM INCSOLE | OM | 15.37K | SH | $3.38M 1.03% | 0.00 | 0.00 | 15.37K |
MONDELEZ INTL INCSOLE | L A | 49.16K | SH | $3.07M 0.94% | 0.00 | 0.00 | 49.16K |
SERIES PORTFOLIOS TRSOLE | LDRIDGE BBB B | 100.48K | SH | $2.69M 0.83% | 0.00 | 0.00 | 100.48K |
NVIDIA CORPORATIONSOLE | OM | 14.17K | SH | $2.64M 0.81% | 0.00 | 0.00 | 14.17K |
APPLE INCSOLE | OM | 10.11K | SH | $2.57M 0.79% | 0.00 | 0.00 | 10.11K |
MICROSOFT CORPSOLE | OM | 4.25K | SH | $2.20M 0.67% | 0.00 | 0.00 | 4.25K |
ISHARES INCSOLE | SCI JPN ETF NEW | 26.23K | SH | $2.10M 0.64% | 0.00 | 0.00 | 26.23K |
INVESCO ACTIVELY MANAGED EXCSOLE | AA CLO FLTNG RT | 76.71K | SH | $1.96M 0.60% | 0.00 | 0.00 | 76.71K |
ISHARES TRSOLE | &P 100 ETF | 4.78K | SH | $1.59M 0.49% | 0.00 | 0.00 | 4.78K |
NOVAGOLD RES INCSOLE | OM NEW | 176.50K | SH | $1.55M 0.48% | 0.00 | 0.00 | 176.50K |
INVESCO QQQ TRSOLE | NIT SER 1 | 2.58K | SH | $1.55M 0.47% | 0.00 | 0.00 | 2.58K |
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