Cedar Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$343,565
Net value change ($000)
+9,231 (2.8%)
New positions
4
Sold out positions
147
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 12,009 3290.1%
SCHD 4,468 11.3%
IDMO 2,680 NEW
WES 1,140 NEW
NFLX 1,034 17233.3%
IWV 734 10.3%
MO 499 10.2%
ICLO 497 26.2%
WYFI 482 NEW
META 460 32.8%
Top Reduces (Value $000, Stocks/ETFs)
VTI -2,907 -4.3%
XLG -1,899 -5.6%
ESGV -1,769 -7.2%
SPGP -1,246 -8.6%
EUDG -1,168 -100.0%
HYGV -1,064 -100.0%
SITM -734 -75.6%
GLBE -629 -100.0%
MSFT -464 -21.1%
GOOGL -435 -8.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type