Cedar Wealth Management
Cedar Wealth Management reported 92 stocks worth $389M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (19.1%), SCHD (11.7%) and IDHQ (9.3%). Compared with Q1 2026, the fund opened new positions in SPMO, MRVL and BRUN, added to IDHQ, XLG and VOO, trimmed VTI, SCHD and SPGP and sold out of FCX, EWZ and WYFI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $74.2M | 19.1% | 201K | −415 (−0%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $45.5M | 11.7% | 1.4M | −1,893 (−0%) | 8 of 8 | |
| 3 |  IDHQ Invesco S&P International Developed High Quality ETF | $36.3M | 9.3% | 830K | +8,519 (+1%) | 8 of 8 | |
| 4 |  XLG Invesco Exchange Traded FD T | $36M | 9.3% | 588K | +6,018 (+1%) | 8 of 8 | |
| 5 |  ESGV Vanguard Esg US Stock | $26.7M | 6.9% | 202K | No change | 8 of 8 | |
| 6 | DIMENSIONAL ETF TRUST | $13.4M | 3.5% | 302K | No change | 8 of 8 | |
| 7 |  SPGP Invesco Exchange Traded FD T | $12.3M | 3.2% | 101K | −22K (−18%) | 8 of 8 | |
| 8 |  PM Philip Morris Intl Inc | $11.5M | 3.0% | 64K | −6,448 (−9%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $10.9M | 2.8% | 16K | +372 (+2%) | 8 of 8 | |
| 10 |  SGOV Ishares TR | $9.8M | 2.5% | 98K | −25K (−21%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FCX Freeport-Mcmoran Inc | $612K | 10K |
 EWZ Ishares Inc | $557K | 15K |
 WYFI Whitefiber Inc Shs | $482K | 40K |
 TWLO Twilio Inc | $410K | 3,260 |
 POET Poet Technologies Inc | $395K | 67K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cedar Wealth Management 13F FAQ
What does Cedar Wealth Management own?
Cedar Wealth Management reported 92 stocks worth $389M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VTI (19.1%), SCHD (11.7%) and IDHQ (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Cedar Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 27 added to, 12 trimmed and 11 sold out. New positions include SPMO, MRVL and BRUN. It sold all of FCX, EWZ and WYFI.
When will Cedar Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cedar Wealth Management's portfolio worth?
The Q2 2026 filing reports $389M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.