Cedar Wealth Management, LLC - Portfolio overview

Cedar Wealth Management, LLC has 252 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 18.23%
2. SCHD - SCHWAB STRATEGIC TR, 12.47%
3. XLG - INVESCO EXCHANGE TRADED FD T, 8.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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