2026 Q1 Portfolio Activity
In 2026 Q1, Cedar Wealth Management, LLC maintained a portfolio of 237 distinct positions. The most significant new addition was INVESCO EXCH TRADED FD TR II, now representing 0.78% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 3284.6%.
Position History
hover any row below to update
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Total Positions
237
Quarter
2026 Q1
Top Holding
VTI (18.8%)
Top 10 Concentration
72.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 237
Cedar Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 18.77% | 20.16% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
201,060 | $64,501,978 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 12.84% | 11.86% |
#2
Prev: #2
|
6.0 |
—
|
-7,437 | -0.5% |
P
S
|
1,437,761 | $44,110,498 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 9.24% | 10.06% |
#3
Prev: #3
|
5.2 |
—
|
14,391 | 2.5% |
P
S
|
582,044 | $31,750,524 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IDHQ
INVESCO EXCH TR...
|
Bond/Debt | 8.46% | 8.63% |
#4
Prev: #4
|
4.4 |
—
|
1,541 | 0.2% |
P
S
|
821,923 | $29,071,433 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 6.61% | 7.32% |
#5
Prev: #5
|
3.6 |
—
|
-93 | -0.0% |
P
S
|
202,272 | $22,709,105 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPGP
INVESCO EXCHANG...
|
ETF | 3.85% | 4.33% |
#6
Prev: #6
|
2.0 |
—
|
-4,212 | -3.3% |
P
S
|
122,786 | $13,214,250 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 3.60% | 0.11% |
#7
56
Prev: #63
|
4.4 |
—
|
119,296 | 3284.6% |
P
S
|
122,928 | $12,373,932 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 3.42% | 3.58% |
#8
1
Prev: #7
|
2.4 |
—
|
no change | no change |
P
S
|
302,298 | $11,747,300 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 3.37% | 3.36% |
#9
1
Prev: #8
|
1.8 |
—
|
67 | 0.1% |
P
S
|
70,094 | $11,589,393 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.70% | 2.79% |
#10
1
Prev: #9
|
1.6 |
—
|
667 | 4.5% |
P
S
|
15,519 | $9,273,226 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWV
ISHARES TR
|
ETF | 2.28% | 2.13% |
#11
Prev: #11
|
2.9 |
—
|
2,781 | 15.1% |
P
S
|
21,171 | $7,847,666 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 2.18% | 2.18% |
#12
2
Prev: #10
|
1.4 |
—
|
2,535 | 2.6% |
P
S
|
99,671 | $7,494,272 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 1.60% | 1.67% |
#13
1
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
66,596 | $5,489,514 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 1.57% | 1.46% |
#14
Prev: #14
|
1.1 |
—
|
-3,137 | -3.7% |
P
S
|
81,649 | $5,387,996 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.33% | 1.49% |
#15
2
Prev: #13
|
1.0 |
—
|
-100 | -0.6% |
P
S
|
15,859 | $4,560,357 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.99% | 1.06% |
#16
1
Prev: #15
|
2.4 |
—
|
984 | 6.4% |
P
S
|
16,402 | $3,416,045 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.88% | 0.79% |
#17
Prev: #17
|
2.9 |
—
|
3,243 | 22.9% |
P
S
|
17,415 | $3,037,176 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.88% | 0.88% |
#18
2
Prev: #16
|
2.4 |
—
|
999 | 9.2% |
P
S
|
11,856 | $3,009,049 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CLOZ
SERIES PORTFOLI...
|
Unknown | 0.86% | 0.77% |
#19
1
Prev: #18
|
2.3 |
—
|
19,000 | 19.6% |
P
S
|
115,781 | $2,969,783 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.78% | — |
#20
Prev: #—
|
3.8 |
—
|
48,873 | — |
NEW
|
48,873 | $2,680,195 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.71% | 0.68% |
#21
2
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
42,218 | $2,433,446 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ICLO
INVESCO ACTIVEL...
|
Unknown | 0.70% | 0.57% |
#22
Prev: #22
|
2.8 |
—
|
19,595 | 26.4% |
P
S
|
93,809 | $2,393,068 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EWJ
ISHARES INC
|
ETF | 0.64% | 0.63% |
#23
2
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
26,231 | $2,214,915 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GARP
ISHARES TR
|
ETF | 0.59% | 0.50% |
#24
1
Prev: #23
|
2.7 |
—
|
7,521 | 30.8% |
P
S
|
31,929 | $2,042,498 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.54% | 0.42% |
#25
2
Prev: #27
|
3.2 |
—
|
1,130 | 53.2% |
P
S
|
3,256 | $1,863,110 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.50% | 0.66% |
#26
6
Prev: #20
|
0.7 |
—
|
139 | 3.1% |
P
S
|
4,679 | $1,732,178 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OEF
ISHARES TR
|
ETF | 0.44% | 0.49% |
#27
3
Prev: #24
|
1.2 |
—
|
no change | no change |
P
S
|
4,784 | $1,521,521 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.43% | 0.47% |
#28
3
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
2,565 | $1,480,656 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.34% | 0.32% |
#29
1
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
13,365 | $1,178,258 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
USB
US BANCORP
|
Financial Services | 0.34% | 0.46% |
#30
4
Prev: #26
|
0.1 |
—
|
-6,001 | -21.0% |
P
S
|
22,553 | $1,173,007 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WES
WESTERN MIDSTRE...
|
Bond/Debt | 0.33% | — |
#31
Prev: #—
|
3.6 |
—
|
27,702 | — |
NEW
|
27,702 | $1,140,491 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RIG
TRANSOCEAN LTD
|
Energy | 0.33% | 0.23% |
#32
7
Prev: #39
|
0.6 |
—
|
-18,154 | -9.6% |
P
S
|
171,874 | $1,139,525 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EWC
ISHARES INC
|
ETF | 0.33% | 0.33% |
#33
4
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
20,666 | $1,132,317 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HEFA
ISHARES TR
|
ETF | 0.31% | 0.31% |
#34
2
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
24,812 | $1,054,386 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.30% | 0.00% |
#35
152
Prev: #187
|
3.1 |
—
|
10,754 | 17923.3% |
P
S
|
10,814 | $1,039,766 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EEM
ISHARES TR
|
ETF | 0.27% | 0.27% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
16,379 | $930,163 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NG
NOVAGOLD RESOUR...
|
Basic Materials | 0.26% | 0.28% |
#37
2
Prev: #35
|
0.6 |
—
|
604 | 0.6% |
P
S
|
100,570 | $903,119 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.26% | 0.27% |
#38
1
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
4,639 | $890,403 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 0.25% | 0.23% |
#39
1
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
7,786 | $842,835 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.23% | 0.19% |
#40
4
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
607 | $801,744 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWM
ISHARES TR
|
ETF | 0.23% | 0.30% |
#41
8
Prev: #33
|
0.1 |
—
|
-850 | -21.0% |
P
S
|
3,197 | $792,856 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QDF
FLEXSHARES TR
|
ETF | 0.23% | 0.24% |
#42
4
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
9,967 | $788,275 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QDEF
FLEXSHARES TR
|
ETF | 0.22% | 0.23% |
#43
2
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
9,576 | $764,374 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.21% | 0.22% |
#44
2
Prev: #42
|
2.1 |
—
|
581 | 9.5% |
P
S
|
6,690 | $733,826 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.21% | 0.21% |
#45
2
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
4,798 | $710,591 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TLT
ISHARES TR
|
ETF | 0.19% | 0.08% |
#46
22
Prev: #68
|
3.1 |
—
|
4,503 | 140.9% |
P
S
|
7,698 | $667,327 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RH
RH
|
Consumer Cyclical | 0.19% | 0.13% |
#47
10
Prev: #57
|
3.1 |
—
|
2,147 | 88.6% |
P
S
|
4,569 | $638,838 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FCX
FREEPORT MCMORA...
|
Basic Materials | 0.18% | 0.16% |
#48
3
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
10,405 | $611,606 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.17% | 0.18% |
#49
1
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
1,212 | $580,790 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EWZ
ISHARES INC
|
ETF | 0.16% | 0.14% |
#50
5
Prev: #55
|
1.1 |
—
|
no change | no change |
P
S
|
14,519 | $557,384 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 237 holdings