Cedar Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
244
Total value ($000)
$326,341
Net value change ($000)
+31,083 (10.5%)
New positions
24
Sold out positions
10
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLG 6,296 25.3%
SCHD 5,403 15.9%
VTI 4,874 8.0%
VOO 3,329 70.9%
ESGV 1,782 8.0%
IDHQ 1,569 6.1%
GOOGL 1,028 36.0%
AAPL 982 61.7%
DFAC 826 7.6%
SITM 716 NEW
Top Reduces (Value $000, Stocks/ETFs)
PM -2,159 -15.1%
MDLZ -253 -7.6%
GUNR -201 -45.5%
AVGO -183 -23.6%
HYGV -160 -12.7%
APA -142 -88.8%
TWLO -81 -19.6%
PRGO -73 -16.6%
AMPL -63 -13.6%
ADBE -48 -17.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type