Cedar Wealth Management, LLC
All 13F Filings
- Location
- La Jolla, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 388,976
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 92 | 388,976 | 13F-HR | Cedar Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 89 | 343,565 | 13F-HR | Cedar Wealth Management, LLC |
| Q4 2025 | 2/6/2026 | 233 | 334,334 | 13F-HR | Cedar Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 244 | 326,341 | 13F-HR | Cedar Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 230 | 295,258 | 13F-HR | Cedar Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.7 K | 17.5% | 7.921 K | 0 | 7.921 K |
| ETFs | 318.9 K | 82.5% | 37.49 K | 0 | 37.49 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
388,976
Holdings
92
QoQ value change ($000)
45,411
(13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.