Cedar Wealth Management, LLC
โขCIK: 1665642โขFiling: Q4 2025
**Cedar Wealth Management, LLC** manages $334M across a diversified portfolio of 233 positions. The strategy exhibits a notable tilt toward core U.S. equity exposure, evidenced by the top holdings including VTI ($67.4M) and SCHD ($39.6M). Significant allocations are also directed toward sector-specific plays, with XLG commanding $33.7M and IDHQ representing $28.8M. This structure suggests a disciplined, large-cap growth and dividend-focused mandate.
Total AUM
$334.3M
QoQ Performance
+2.5%
Positions
192
Top 10 Concentration
74.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
SCHD
XLG
IDHQ
ESGV
VTI20.2%
SCHD11.9%
XLG10.1%
IDHQ8.6%
ESGV7.3%
SPGP4.3%
DFAC3.6%
4I13.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other88.2%
Technology4.6%
ETF2.8%
Consumer Staples2.2%
Consumer1.2%
Financial0.4%
Healthcare0.3%
Materials0.2%
๐ช Exited Positionssold since Q3 2025
โ
PROSHARES TR
SOLD
$152.3K
+48 more exited positions
Changes from Q3 2025
NEW9 new positions
โ26 increased
โ41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023