Cedar Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$408,835
Net value change ($000)
+19,859 (5.1%)
New positions
27
Sold out positions
6
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,016 91.5%
NBCR 1,611 NEW
XLG 1,400 3.9%
NVDA 1,321 32.9%
GOOG 1,181 NEW
SCHD 1,155 2.5%
META 971 45.8%
AAPL 854 21.8%
VTI 842 1.1%
AMZN 826 20.8%
Top Reduces (Value $000, Stocks/ETFs)
SITM -1,165 -100.0%
BOOST RUN INC -1,043 -100.0%
MDLZ -810 -34.7%
SGOV -704 -7.2%
SPHQ -600 -6.7%
IDHQ -437 -1.2%
MO -427 -8.1%
GLASF -416 -56.9%
SDRL -371 -100.0%
SPGP -350 -2.8%
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