Cedar Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$388,976
Net value change ($000)
+45,411 (13.2%)
New positions
14
Sold out positions
11
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 9,745 15.1%
IDHQ 7,228 24.9%
XLG 4,256 13.4%
ESGV 4,029 17.7%
SPMO 2,555 NEW
IDMO 1,948 72.7%
DFAC 1,663 14.2%
VOO 1,641 17.7%
SPHQ 1,486 19.8%
SCHD 1,421 3.2%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -2,545 -20.6%
SPGP -883 -6.7%
FCX -612 -100.0%
EWZ -557 -100.0%
NEM -518 -61.4%
WYFI -482 -100.0%
TWLO -410 -100.0%
POET -395 -100.0%
MU -289 -100.0%
NG -286 -31.7%
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.
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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