Cedar Wealth Management, LLC

CIK 0001665642 · Q2 2026

13F Equity AUM

$389.0M

+13.2% QoQ

Positions

+3 QoQ

AUM Rank

#5,698

Top 45%

Skill Alpha (FF)

-2.4%/yr^ns

No Clear Edge

Rank #6,316 · Top 76%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 56.3%Top 10: 71.2%Top 20: 85.3%

VTI19.1%

SCHD11.7%

IDHQ9.3%

XLG9.3%

ESGV6.9%

DFAC3.5%

SPGP3.2%

4I13.0%

VOO2.8%

SGOV2.5%

Others (82)28.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.4%

Technology3.9%

Consumer Staples3.0%

Communication Services2.4%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 92Median: 0.22%Avg: 1.09%

0–0.5%

65(10.4%)

0.5–1%

8(5.1%)

1–3%

12(21.6%)

3–5%

2(6.6%)

5%+

5(56.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 92vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased28Decreased13Exited11

New Positions

SPMO0.7%

+16K

MRVL0.3%

+4K

BOOST RUN INC0.3%

+27K

NVO0.3%

+21K

GLAS/A/U0.2%

+56K

AMD0.1%

+936

UNH0.1%

+737

IYW0.1%

+1K

IGV0.1%

+2K

APP0.1%

+472

Increased

IDMO1.2%

+28K(+57%)

RIG0.3%

+27K(+16%)

IDHQ9.3%

+9K(+1%)

WES0.4%

+7K(+25%)

XLG9.3%

+6K(+1%)

NFLX0.3%

+6K(+52%)

CLOZ0.8%

+3K(+3%)

NG0.2%

+3K(+3%)

NVDA1.0%

+3K(+15%)

IWF0.1%

+2K(+300%)

Decreased

SGOV2.5%

-25,296(-21%)

SPGP3.2%

-21,950(-18%)

MO1.4%

-8,548(-10%)

4I13.0%

-6,448(-9%)

NEM0.1%

-4,301(-55%)

MDLZ0.6%

-1,903(-5%)

SCHD11.7%

-1,893(-0%)

USB0.3%

-1,300(-6%)

VTI19.1%

-415(-0%)

DVY0.1%

-240(-13%)

Exited

-10,405

-14,519

-40,444

-66,555

-3,260

-2,644

-855

ELD

-7,500

OXY

-3,848

SOY

-38,604

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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