Investor
Cedar Wealth Management, LLC
CIK 0001665642 · filed 2026-05-14 · SEC filing
13F book
$343.6M
Positions
89
4 new · 148 sold
Largest name
18.8%
Vanguard Index Fds
Est. mark
−$4.06M
Price effect on 85 names still held. Flow $13.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 201.1K | $64.5M | 18.8% | −$2.91M | Held |
| Schwab Strategic Tr | — | 1.44M | $44.1M | 12.8% | $4.67M | Cut$4.47M |
| Invesco Exchange Traded Fd T | — | 582K | $31.8M | 9.2% | −$2.69M | Added−$1.9M |
| Invesco Exch Traded Fd Tr Ii | — | 821.9K | $29.1M | 8.5% | $180.5K | Added$235K |
| Vanguard World Fd | — | 202.3K | $22.7M | 6.6% | −$1.76M | Cut−$1.77M |
| Invesco Exchange Traded Fd T | — | 122.8K | $13.2M | 3.8% | −$766.2K | Cut−$1.25M |
| Ishares 0-3 Month | — | 122.9K | $12.4M | 3.6% | $1.02K | Added$12M |
| Dimensional Etf Trust | — | 302.3K | $11.7M | 3.4% | −$220.7K | Held |
| Philip Morris Intl Inc | — | 70.1K | $11.6M | 3.4% | $345.9K | Added$357K |
| Vanguard Index Fds | — | 15.5K | $9.27M | 2.7% | −$439.3K | Added−$40.7K |
| Ishares Tr | — | 21.2K | $7.85M | 2.3% | −$297.4K | Added$733.5K |
| Invesco Exchange Traded Fd T | — | 99.7K | $7.49M | 2.2% | $13.6K | Added$204.2K |
| Vanguard Intl Equity Index F | — | 66.6K | $5.49M | 1.6% | −$78.6K | Held |
| Altria Group, Inc. | MO | 81.6K | $5.39M | 1.6% | $680.1K | Cut$499.3K |
| Alphabet Inc | — | 15.9K | $4.56M | 1.3% | −$403.6K | Cut−$434.9K |
| Amazon Com Inc | AMZN | 16.4K | $3.42M | 1.0% | −$347.7K | Added−$142.7K |
| Nvidia Corp | NVDA | 17.4K | $3.04M | 0.9% | −$171.5K | Added$394.1K |
| Apple Inc. | AAPL | 11.9K | $3.01M | 0.9% | −$196.2K | Added$57.3K |
| Series Portfolios Tr | — | 115.8K | $2.97M | 0.9% | −$80.3K | Added$407K |
| Invesco Exch Traded Fd Tr Ii | — | 48.9K | $2.68M | 0.8% | — | New |
| Mondelez Intl Inc | — | 42.2K | $2.43M | 0.7% | $160.9K | Held |
| Invesco Actively Managed Exc | — | 93.8K | $2.39M | 0.7% | −$2.97K | Added$496.9K |
| Ishares Inc | — | 26.2K | $2.21M | 0.6% | $97.1K | Held |
| Ishares Tr | — | 31.9K | $2.04M | 0.6% | −$100.8K | Added$380.3K |
| Meta Platforms, Inc. | META | 3.26K | $1.86M | 0.5% | −$186.9K | Added$459.6K |
| Microsoft Corp | MSFT | 4.68K | $1.73M | 0.5% | −$515.1K | Added−$463.7K |
| Ishares Tr | — | 4.78K | $1.52M | 0.4% | −$119.1K | Held |
| Invesco Qqq Tr | — | 2.56K | $1.48M | 0.4% | −$95.3K | Held |
| Ishares Gold Tr | — | 13.4K | $1.18M | 0.3% | $93.4K | Held |
| Us Bancorp Del | — | 22.6K | $1.17M | 0.3% | −$30.4K | Cut−$350.6K |
| Western Midstream Partners L | — | 27.7K | $1.14M | 0.3% | — | New |
| Transocean Ltd. | RIG | 171.9K | $1.14M | 0.3% | $429.7K | Cut$354.7K |
| Ishares Inc | — | 20.7K | $1.13M | 0.3% | $17.8K | Held |
| Ishares Tr | — | 24.8K | $1.05M | 0.3% | $28.2K | Held |
| Netflix Inc | NFLX | 10.8K | $1.04M | 0.3% | $143 | Added$1.03M |
| Ishares Tr | — | 16.4K | $930.2K | 0.3% | $34.1K | Held |
| Novagold Res Inc | NG | 100.6K | $903.1K | 0.3% | −$34K | Added−$28.6K |
| Invesco Exchange Traded Fd T | — | 4.64K | $890.4K | 0.3% | $1.67K | Held |
| Newmont Corp | — | 7.79K | $842.8K | 0.2% | $65.4K | Held |
| Asml Holding N V | — | 607 | $801.7K | 0.2% | $152.3K | Held |
| Ishares Tr | — | 3.2K | $792.9K | 0.2% | $5.88K | Cut−$203.4K |
| Flexshares Tr | — | 9.97K | $788.3K | 0.2% | −$17.1K | Held |
| Flexshares Tr | — | 9.58K | $764.4K | 0.2% | −$10.9K | Held |
| Vanguard Scottsdale Fds | — | 6.69K | $733.8K | 0.2% | −$73.7K | Added−$9.95K |
| Vanguard Whitehall Fds | — | 4.8K | $710.6K | 0.2% | $22K | Held |
| Ishares Tr | — | 7.7K | $667.3K | 0.2% | −$1.49K | Added$388.9K |
| RH | RH | 4.57K | $638.8K | 0.2% | −$95.3K | Added$204.9K |
| Freeport-Mcmoran Inc | FCX | 10.4K | $611.6K | 0.2% | $83.1K | Held |
| Berkshire Hathaway Inc Del | — | 1.21K | $580.8K | 0.2% | −$28.4K | Held |
| Ishares Inc | — | 14.5K | $557.4K | 0.2% | $96.1K | Held |
| Broadcom Inc. | AVGO | 1.8K | $557.1K | 0.2% | −$65.9K | Held |
| Ford Mtr Co | — | 48K | $553.7K | 0.2% | −$75.8K | Held |
| Barrick Mng Corp | — | 13.2K | $540.1K | 0.2% | −$36.5K | Held |
| Ishares Inc | — | 19.1K | $529.3K | 0.2% | $29.9K | Held |
| WhiteFiber, Inc. | WYFI | 40.4K | $481.7K | 0.1% | — | New |
| Woodside Energy Group Ltd | — | 19.5K | $465.2K | 0.1% | $161.5K | Cut$68.2K |
| Seadrill Ltd | SDRL | 9.8K | $445.9K | 0.1% | $106.8K | Cut−$86.2K |
| Eli Lilly & Co | LLY | 474 | $436K | 0.1% | −$73.4K | Held |
| Twilio Inc | TWLO | 3.26K | $410.2K | 0.1% | −$53.5K | Held |
| Poet Technologies Inc. | POET | 66.6K | $395.3K | 0.1% | −$26K | Held |
| Select Sector Spdr Tr | — | 2.65K | $388.1K | 0.1% | −$21.7K | Held |
| Tidal Trust Ii | — | 17.4K | $387.2K | 0.1% | — | New |
| Ishares Tr | — | 832 | $354.9K | 0.1% | −$39K | Held |
| Visa Inc. | V | 1.15K | $347.3K | 0.1% | −$55.7K | Held |
| Noble Corp Plc | — | 6.83K | $335.1K | 0.1% | $142.3K | Cut$108.2K |
| Vanguard Scottsdale Fds | — | 5.51K | $322.5K | 0.1% | −$1.08K | Cut−$131K |
| Spdr Series Trust | — | 4.1K | $313.7K | 0.1% | −$11.2K | Added$70.5K |
| Albemarle Corp | — | 1.67K | $299.6K | 0.1% | $63.6K | Held |
| Chevron Corp New | CVX | 1.42K | $294K | 0.1% | $77.4K | Cut−$26.5K |
| Spdr Gold Tr | — | 673 | $289.6K | 0.1% | $22.9K | Cut$14.2K |
| Micron Technology Inc | MU | 855 | $288.9K | 0.1% | $44.8K | Held |
| Ishares Tr | — | 1.84K | $278.6K | 0.1% | $18.9K | Held |
| Ishares Tr | — | 3.93K | $276.1K | 0.1% | $2.99K | Held |
| Annaly Capital Management In | — | 12.3K | $260.3K | 0.1% | −$10.1K | Added$74.5K |
| Mplx Lp | — | 4.55K | $259.4K | 0.1% | $10.5K | Added$107.7K |
| Valaris Ltd | — | 2.64K | $259.2K | 0.1% | $126K | Cut−$8.3K |
| Eldorado Gold Corp New | — | 7.5K | $257.5K | 0.1% | −$11.9K | Cut−$33.5K |
| At&T Inc | — | 8.78K | $254.4K | 0.1% | $36.4K | Cut−$36.4K |
| Sunopta Inc | — | 38.6K | $250.2K | 0.1% | $103.5K | Held |
| Occidental Pete Corp | — | 3.85K | $250.1K | 0.1% | $91.9K | Held |
| Cullen Frost Bankers Inc | — | 1.8K | $246.7K | 0.1% | $18.8K | Held |
| Sitime Corp | SITM | 686 | $236.9K | 0.1% | −$5.38K | Cut−$734K |
| Ishares Tr | — | 3.44K | $234.8K | 0.1% | −$5.48K | Held |
| Vanguard World Fd | — | 333 | $232.3K | 0.1% | −$18.7K | Held |
| Starbucks Corp | SBUX | 2.56K | $229K | 0.1% | $13.8K | Held |
| Jpmorgan Chase & Co. | — | 692 | $203.6K | 0.1% | −$19.4K | Held |
| Capri Holdings Limited | — | 11.1K | $196.1K | 0.1% | −$75.5K | Held |
| Advisorshares Tr | — | 34.4K | $122K | 0.0% | −$40.2K | Held |
| Cronos Group Inc. | CRON | 37.9K | $95.2K | 0.0% | −$4.55K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.