Cedar Wealth Management, LLC
CIK 1665642 · Holdings on Sep 30, 2025 · First reported Nov 12, 2025
Top ten holdings
Q3 2025- VTI20.22%
- SCHD12.09%
- XLG9.55%
- IDHQ8.39%
- ESGV7.35%
- SPGP4.76%
- PM3.72%
- DFAC3.57%
- VOO2.46%
- SPHQ2.19%
Share classes counted separately74.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLGWeight increased · +1.13 pp8.42% → 9.55%Shares +64.51K (+13.52%)
- PMWeight decreased · -1.12 pp4.84% → 3.72%Shares -3.67K (-4.67%)
- VOOWeight increased · +0.87 pp1.59% → 2.46%Shares +4.84K (+58.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USOTAL STK MKT View history and evidence | $65.99M | 20.22% | 201.07K shares | 20.70% → 20.22%-0.48 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFS DIVIDEND EQ View history and evidence | $39.47M | 12.09% | 1.45M shares | 11.54% → 12.09%+0.55 pp +160.25K (+12.47%) | Added | ↗▾ |
| 03 | XLGINVESCO S&P 500 TOP 50 ETF&P 500 TOP 50 View history and evidence | $31.16M | 9.55% | 541.68K shares | 8.42% → 9.55%+1.13 pp +64.51K (+13.52%) | Added | ↗▾ |
| 04 | IDHQINVESCO S&P INTERNATIONAL DE&P INTL QULTY View history and evidence | $27.38M | 8.39% | 813.64K shares | 8.74% → 8.39%-0.35 pp +31.05K (+3.97%) | Added | ↗▾ |
| 05 | ESGVVANGUARD ESG US STOCK ETFSG US STK ETF View history and evidence | $23.99M | 7.35% | 202.55K shares | 7.52% → 7.35%-0.17 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | SPGPINVESCO S&P 500 GARP ETF&P 500 GARP ETF View history and evidence | $15.53M | 4.76% | 136.68K shares | 5.19% → 4.76%-0.43 pp -5.73K (-4.02%) | Reduced | ↗▾ |
| 07 | PMPHILIP MORRIS INTERNATIONALOM View history and evidence | $12.14M | 3.72% | 74.85K shares | 4.84% → 3.72%-1.12 pp -3.67K (-4.67%) | Reduced | ↗▾ |
| 08 | DFACDIMENSIONAL US CORE EQUITY 2S CORE EQUITY 2 View history and evidence | $11.66M | 3.57% | 302.30K shares | 3.67% → 3.57%-0.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETF&P 500 ETF SHS View history and evidence | $8.03M | 2.46% | 13.11K shares | 1.59% → 2.46%+0.87 pp +4.84K (+58.50%) | Added | ↗▾ |
| 10 | SPHQINVESCO S&P 500 QUALITY ETF&P500 QUALITY View history and evidence | $7.13M | 2.19% | 97.34K shares | 2.28% → 2.19%-0.09 pp +2.83K (+3.00%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -534 | -$37.32K | SEC filing ↗ | SEC filing ↗ |
| SPEM STATE STREET SP PTF EM ETF | Non-derivative | -429 | -$18.33K | SEC filing ↗ | SEC filing ↗ |
| 00912X302 AIR LEASE CORP | Non-derivative | -225 | -$13.16K | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1665642 · Period Sep 30, 2025
Data loaded Oct 15, 2026 · First reported Nov 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 326341357
}Research all 244 reported holdings.
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