Cedar Wealth Management, LLC: 13F holdings
CIK 16656422026Q2
| Positions | 92 |
|---|---|
| Reported value | $389.0m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 200,645 | $74.2m | 19.1% |
| SCHD SCHWAB STRATEGIC TR | 1,435,868 | $45.5m | 11.7% |
| INVESCO EXCH TRADED FD TR II | 830,442 | $36.3m | 9.3% |
| XLG INVESCO EXCHANGE TRADED FD T | 588,062 | $36.0m | 9.3% |
| ESGV VANGUARD WORLD FD | 202,193 | $26.7m | 6.9% |
| DIMENSIONAL ETF TRUST | 302,298 | $13.4m | 3.4% |
| SPGP INVESCO EXCHANGE TRADED FD T | 100,836 | $12.3m | 3.2% |
| PM PHILIP MORRIS INTL INC | 63,646 | $11.5m | 3.0% |
| VOO VANGUARD INDEX FDS | 15,891 | $10.9m | 2.8% |
| SGOV ISHARES TR | 97,632 | $9.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1665642")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.