Cedar Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$334,334
Net value change ($000)
+7,993 (2.4%)
New positions
11
Sold out positions
22
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,493 8.0%
IDHQ 1,457 5.3%
VTI 1,424 2.2%
VOO 1,289 16.1%
GOOGL 1,115 28.7%
GARP 1,018 158.1%
VONG 744 NEW
ESGV 488 2.0%
POET 421 NEW
IWV 397 5.9%
Top Reduces (Value $000, Stocks/ETFs)
SPGP -1,069 -6.9%
MO -1,012 -17.1%
PM -909 -7.5%
MDLZ -798 -26.0%
NG -621 -40.0%
PRGO -367 -100.0%
OXY -342 -68.4%
HIMS -325 -77.0%
AMPL -248 -61.8%
GUNR -241 -100.0%
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