Data as of Q4 2025 (Dec 31, 2025)

Cedar Wealth Management, LLC

โ€ขCIK: 1665642โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

XLG
INVESCO EXCHANGE TRADED FD T
+4.8%
10.1% of portfolio
VOO
VANGUARD INDEX FDS
+13.3%
2.8% of portfolio
GARP
ISHARES TR
+148.9%
0.5% of portfolio
VONG
VANGUARD SCOTTSDALE FDS
NEW
0.2% of portfolio
RI4A
POET TECHNOLOGIES INC
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

SPGP
INVESCO EXCHANGE TRADED FD T
-7.1%
4.3% of portfolio
4I1
PHILIP MORRIS INTL INC
-6.4%
3.4% of portfolio
NG
NOVAGOLD RES INC
-43.4%
0.3% of portfolio
MDLZ
MONDELEZ INTL INC
-14.1%
0.7% of portfolio
AMPL
AMPLITUDE INC
-64.7%
0.0% of portfolio

Sector Breakdown

Other88.2%
Technology4.6%
ETF2.8%
Consumer Staples2.2%
Consumer1.2%
Financial0.4%
Healthcare0.3%
Materials0.2%

๐Ÿšช Exited Positionssold since Q3 2025

PRGO
PERRIGO CO PLC
SOLD
$366.8K
GUNR
FLEXSHARES TR
SOLD
$241.0K
โ€”
PROSHARES TR
SOLD
$152.3K
MIGA
STRATEGY INC
SOLD
$111.2K
FBTC
FIDELITY WISE ORIGIN BITCOIN
SOLD
$61.5K
+48 more exited positions

Changes from Q3 2025

NEW9 new positions
โ†‘26 increased
โ†“41 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023