Cedar Wealth Management, LLC
CIK 1665642 · Holdings on Dec 31, 2025 · First reported Feb 6, 2026
Top ten holdings
Q4 2025- VTI20.16%
- SCHD11.86%
- XLG10.06%
- IDHQ8.63%
- ESGV7.32%
- SPGP4.33%
- DFAC3.58%
- PM3.36%
- VOO2.79%
- SPHQ2.18%
Share classes counted separately74.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLGWeight increased · +0.51 pp9.55% → 10.06%Shares +25.97K (+4.79%)
- SPGPWeight decreased · -0.43 pp4.76% → 4.33%Shares -9.68K (-7.08%)
- PMWeight decreased · -0.36 pp3.72% → 3.36%Shares -4.82K (-6.44%)
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-USTOTAL STK MKT View history and evidence | $67.41M | 20.16% | 201.06K shares | 20.22% → 20.16%-0.06 pp -11 (-0.01%) | Reduced | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $39.64M | 11.86% | 1.45M shares | 12.09% → 11.86%-0.23 pp -458 (-0.03%) | Reduced | ↗▾ |
| 03 | XLGINVESCO S&P 500 TOP 50 ETFS&P 500 TOP 50 View history and evidence | $33.65M | 10.06% | 567.65K shares | 9.55% → 10.06%+0.51 pp +25.97K (+4.79%) | Added | ↗▾ |
| 04 | IDHQINVESCO S&P INTERNATIONAL DES&P INTL QULTY View history and evidence | $28.84M | 8.63% | 820.38K shares | 8.39% → 8.63%+0.24 pp +6.74K (+0.83%) | Added | ↗▾ |
| 05 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $24.48M | 7.32% | 202.37K shares | 7.35% → 7.32%-0.03 pp -186 (-0.09%) | Reduced | ↗▾ |
| 06 | SPGPINVESCO S&P 500 GARP ETFS&P 500 GARP ETF View history and evidence | $14.46M | 4.33% | 127.00K shares | 4.76% → 4.33%-0.43 pp -9.68K (-7.08%) | Reduced | ↗▾ |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $11.97M | 3.58% | 302.30K shares | 3.57% → 3.58%+0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | PMPHILIP MORRIS INTERNATIONAL View history and evidence | $11.23M | 3.36% | 70.03K shares | 3.72% → 3.36%-0.36 pp -4.82K (-6.44%) | Reduced | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.31M | 2.79% | 14.85K shares | 2.46% → 2.79%+0.33 pp +1.75K (+13.33%) | Added | ↗▾ |
| 10 | SPHQINVESCO S&P 500 QUALITY ETFS&P500 QUALITY View history and evidence | $7.29M | 2.18% | 97.14K shares | 2.19% → 2.18%-0.01 pp -200 (-0.21%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PRGO PERRIGO CO PLC | Non-derivative | -16,470 | -$366.79K | SEC filing ↗ | SEC filing ↗ |
| GUNR NT MSTAR GLBL NR ETF | Non-derivative | -5,505 | -$241.03K | SEC filing ↗ | SEC filing ↗ |
| 74347G192 PROSHARES TR | Non-derivative | -10,000 | -$152.30K | SEC filing ↗ | SEC filing ↗ |
3 / 22 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 Dec 31, 2025
Data loaded Oct 15, 2026 · First reported Feb 6, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 334333535
}Research all 233 reported holdings.
This page includes 30 of 233 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 233 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1665642","quarter":"2025Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1665642","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.