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Cedar Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $408,835,198
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $75,089,291
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $46,686,135
- INVESCO EXCHANGE TRADED FD T · S&P 500 TOP 50 · 46137V233 · shares: $37,406,652
- INVESCO EXCH TRADED FD TR II · S&P INTL QULTY · 46138E214 · shares: $35,862,157
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $27,394,305
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $13,437,146
- INVESCO EXCHANGE TRADED FD T · S&P 500 GARP ETF · 46137V431 · shares: $11,981,364
- PHILIP MORRIS INTL INC · COM · 718172109 · shares: $11,883,375
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $11,137,888
- ISHARES TR · RUSSELL 3000 ETF · 464287689 · shares: $9,245,726
Reported holdings
113 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| T-MOBILE US INC | COM | 872590104 | — | 1,378 shares | $224,724 |
| SAP SE | SPON ADR | 803054204 | — | 1,034 shares | $215,568 |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | 46138J742 | — | 3,150 shares | $213,611 |
| AT&T INC | COM | 00206R102 | — | 8,729 shares | $212,988 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 722 shares | $212,925 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 3,848 shares | $212,871 |
| ELDORADO GOLD CORP NEW | COM | 284902509 | — | 5,500 shares | $211,695 |
| VALARIS LTD | CL A | G9460G101 | — | 2,644 shares | $207,607 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 450 shares | $205,286 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 2,168 shares | $204,703 |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | — | 11,129 shares | $157,141 |
| ADVISORSHARES TR | PURE US CANN ETF | 00768Y453 | — | 34,359 shares | $155,303 |
| CRONOS GROUP INC | COM | 22717L101 | — | 37,935 shares | $125,186 |