Filed: 5/14/2026ACC: 0001665642-26-000003
📋 What this filing means
CEDAR WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $343.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$343.56M
Total AUM (reported)
5.52M
Total Shares
Allocation by class
TOTAL STK MKT$64.50M18.8%
US DIVIDEND EQ$44.11M12.8%
COM$35.59M10.4%
S&P 500 TOP 50$31.75M9.2%
S&P INTL QULTY$29.07M8.5%
ESG US STK ETF$22.71M6.6%
S&P 500 GARP ETF$13.21M3.8%
Portfolio Concentration
Top 3$140.36M40.9%
4–10$109.98M32.0%
11–25$56.84M16.5%
Rest$36.38M10.6%
Top 3 weight
40.9%
Top 10 weight
72.9%
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)
Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:
VANGUARD INDEX FDS
SOLEShares201.06K
TypeSH
Market value$64.50M
18.77%
Sole
0.00
Shared
0.00
None
201.06K
SCHWAB STRATEGIC TR
SOLEShares1.44M
TypeSH
Market value$44.11M
12.84%
Sole
0.00
Shared
0.00
None
1.44M
INVESCO EXCHANGE TRADED FD T
SOLEShares582.04K
TypeSH
Market value$31.75M
9.24%
Sole
0.00
Shared
0.00
None
582.04K
INVESCO EXCH TRADED FD TR II
SOLEShares821.92K
TypeSH
Market value$29.07M
8.46%
Sole
0.00
Shared
0.00
None
821.92K
VANGUARD WORLD FD
SOLEShares202.27K
TypeSH
Market value$22.71M
6.61%
Sole
0.00
Shared
0.00
None
202.27K
INVESCO EXCHANGE TRADED FD T
SOLEShares122.79K
TypeSH
Market value$13.21M
3.85%
Sole
0.00
Shared
0.00
None
122.79K
ISHARES TR
SOLEShares122.93K
TypeSH
Market value$12.37M
3.60%
Sole
0.00
Shared
0.00
None
122.93K
DIMENSIONAL ETF TRUST
SOLEShares302.30K
TypeSH
Market value$11.75M
3.42%
Sole
0.00
Shared
0.00
None
302.30K
PHILIP MORRIS INTL INC
SOLEShares70.09K
TypeSH
Market value$11.59M
3.37%
Sole
0.00
Shared
0.00
None
70.09K
VANGUARD INDEX FDS
SOLEShares15.52K
TypeSH
Market value$9.27M
2.70%
Sole
0.00
Shared
0.00
None
15.52K
ISHARES TR
SOLEShares21.17K
TypeSH
Market value$7.85M
2.28%
Sole
0.00
Shared
0.00
None
21.17K
INVESCO EXCHANGE TRADED FD T
SOLEShares99.67K
TypeSH
Market value$7.49M
2.18%
Sole
0.00
Shared
0.00
None
99.67K
VANGUARD INTL EQUITY INDEX F
SOLEShares66.60K
TypeSH
Market value$5.49M
1.60%
Sole
0.00
Shared
0.00
None
66.60K
ALTRIA GROUP INC
SOLEShares81.65K
TypeSH
Market value$5.39M
1.57%
Sole
0.00
Shared
0.00
None
81.65K
ALPHABET INC
SOLEShares15.86K
TypeSH
Market value$4.56M
1.33%
Sole
0.00
Shared
0.00
None
15.86K
AMAZON COM INC
SOLEShares16.40K
TypeSH
Market value$3.42M
0.99%
Sole
0.00
Shared
0.00
None
16.40K
NVIDIA CORPORATION
SOLEShares17.41K
TypeSH
Market value$3.04M
0.88%
Sole
0.00
Shared
0.00
None
17.41K
APPLE INC
SOLEShares11.86K
TypeSH
Market value$3.01M
0.88%
Sole
0.00
Shared
0.00
None
11.86K
SERIES PORTFOLIOS TR
SOLEShares115.78K
TypeSH
Market value$2.97M
0.86%
Sole
0.00
Shared
0.00
None
115.78K
INVESCO EXCH TRADED FD TR II
SOLEShares48.87K
TypeSH
Market value$2.68M
0.78%
Sole
0.00
Shared
0.00
None
48.87K
MONDELEZ INTL INC
SOLEShares42.22K
TypeSH
Market value$2.43M
0.71%
Sole
0.00
Shared
0.00
None
42.22K
INVESCO ACTIVELY MANAGED EXC
SOLEShares93.81K
TypeSH
Market value$2.39M
0.70%
Sole
0.00
Shared
0.00
None
93.81K
ISHARES INC
SOLEShares26.23K
TypeSH
Market value$2.21M
0.64%
Sole
0.00
Shared
0.00
None
26.23K
ISHARES TR
SOLEShares31.93K
TypeSH
Market value$2.04M
0.59%
Sole
0.00
Shared
0.00
None
31.93K
META PLATFORMS INC
SOLEShares3.26K
TypeSH
Market value$1.86M
0.54%
Sole
0.00
Shared
0.00
None
3.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 201.06K | SH | $64.50M 18.77% | 0.00 | 0.00 | 201.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.44M | SH | $44.11M 12.84% | 0.00 | 0.00 | 1.44M |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 582.04K | SH | $31.75M 9.24% | 0.00 | 0.00 | 582.04K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 821.92K | SH | $29.07M 8.46% | 0.00 | 0.00 | 821.92K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 202.27K | SH | $22.71M 6.61% | 0.00 | 0.00 | 202.27K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 122.79K | SH | $13.21M 3.85% | 0.00 | 0.00 | 122.79K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 122.93K | SH | $12.37M 3.60% | 0.00 | 0.00 | 122.93K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 302.30K | SH | $11.75M 3.42% | 0.00 | 0.00 | 302.30K |
PHILIP MORRIS INTL INCSOLE | COM | 70.09K | SH | $11.59M 3.37% | 0.00 | 0.00 | 70.09K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.52K | SH | $9.27M 2.70% | 0.00 | 0.00 | 15.52K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 21.17K | SH | $7.85M 2.28% | 0.00 | 0.00 | 21.17K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 99.67K | SH | $7.49M 2.18% | 0.00 | 0.00 | 99.67K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 66.60K | SH | $5.49M 1.60% | 0.00 | 0.00 | 66.60K |
ALTRIA GROUP INCSOLE | COM | 81.65K | SH | $5.39M 1.57% | 0.00 | 0.00 | 81.65K |
ALPHABET INCSOLE | CAP STK CL A | 15.86K | SH | $4.56M 1.33% | 0.00 | 0.00 | 15.86K |
AMAZON COM INCSOLE | COM | 16.40K | SH | $3.42M 0.99% | 0.00 | 0.00 | 16.40K |
NVIDIA CORPORATIONSOLE | COM | 17.41K | SH | $3.04M 0.88% | 0.00 | 0.00 | 17.41K |
APPLE INCSOLE | COM | 11.86K | SH | $3.01M 0.88% | 0.00 | 0.00 | 11.86K |
SERIES PORTFOLIOS TRSOLE | ELDRIDGE BBB B | 115.78K | SH | $2.97M 0.86% | 0.00 | 0.00 | 115.78K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 48.87K | SH | $2.68M 0.78% | 0.00 | 0.00 | 48.87K |
MONDELEZ INTL INCSOLE | CL A | 42.22K | SH | $2.43M 0.71% | 0.00 | 0.00 | 42.22K |
INVESCO ACTIVELY MANAGED EXCSOLE | AAA CLO FLTNG RT | 93.81K | SH | $2.39M 0.70% | 0.00 | 0.00 | 93.81K |
ISHARES INCSOLE | MSCI JAPAN ETF | 26.23K | SH | $2.21M 0.64% | 0.00 | 0.00 | 26.23K |
ISHARES TRSOLE | MSCI USA QUALITY | 31.93K | SH | $2.04M 0.59% | 0.00 | 0.00 | 31.93K |
META PLATFORMS INCSOLE | CL A | 3.26K | SH | $1.86M 0.54% | 0.00 | 0.00 | 3.26K |
Page 1 of 4