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CWM

Cedar Wealth Management Portfolio holdings

AUM $389M
1-Year Est. Return 25.02%
This Fund
S&P 500
This Quarter Est. Return
+14.44%
1 Year Est. Return
+25.02%
3 Year Est. Return
+68.12%
5 Year Est. Return
+63.29%
10 Year Est. Return
+127.28%
AUM
$389M
AUM Growth
+$45.4M
Cap. Flow
+$2.88M
Cap. Flow %
0.74%
Top 10 Hldgs %
71.17%
Holding
103
New
14
Increased
27
Reduced
13
Closed
11

Top Buys

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.23M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.66M
3
NVO
Novo Nordisk
NVO
+$895K
4
BRUN
Boost Run Inc
BRUN
+$833K
5
MRVL icon
Marvell Technology
MRVL
+$736K

Top Sells

Rank Stock Value
1
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.58M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.54M
3
PM icon
Philip Morris
PM
+$1.12M
4
FCX icon
Freeport-McMoran
FCX
+$612K
5
MO icon
Altria Group
MO
+$597K

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.96%
2 Consumer Staples 4.91%
3 Technology 4.14%
4 Communication Services 2.44%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.7T
$694K 0.18%
1,836
+36
+2% +$14.4K
F icon
52
Ford
F
$57.5B
$667K 0.17%
47,978
– –
TLT icon
53
iShares 20+ Year Treasury Bond ETF
TLT
$46.5B
$665K 0.17%
7,698
– –
NG icon
54
NovaGold Resources
NG
$3.65B
$617K 0.16%
103,420
+2,850
+3% +$23.7K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.09T
$606K 0.16%
1,212
– –
LLY icon
56
Eli Lilly
LLY
$1.03T
$569K 0.15%
474
– –
AMD icon
57
Advanced Micro Devices
AMD
$745B
$544K 0.14%
+936
New +$384K
EWA icon
58
iShares MSCI Australia ETF
EWA
$1.35B
$537K 0.14%
19,067
– –
SPYM
59
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$531K 0.14%
6,040
+1,942
+47% +$166K
XLV icon
60
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$504K 0.13%
3,178
+531
+20% +$79K
B
61
Barrick Mining
B
$75.3B
$486K 0.13%
13,240
– –
XMAG
62
Defiance Large Cap ex-Mag 7 ETF
XMAG
$183M
$455K 0.12%
17,429
– –
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$126B
$413K 0.11%
3,329
+1
+0% +$121
MPLX icon
64
MPLX
MPLX
$60.2B
$396K 0.1%
7,024
+2,478
+55% +$138K
V icon
65
Visa
V
$707B
$394K 0.1%
1,149
– –
WDS icon
66
Woodside Energy
WDS
$45.1B
$376K 0.1%
19,481
– –
SDRL icon
67
Seadrill
SDRL
$3.13B
$371K 0.1%
9,800
– –
CFR icon
68
Cullen/Frost Bankers
CFR
$10.1B
$348K 0.09%
2,250
+450
+25% +$63.9K
NEM icon
69
Newmont
NEM
$137B
$325K 0.08%
3,485
-4,301
-55% -$469K
VGSH icon
70
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$323K 0.08%
5,545
+36
+0.7% +$2.1K
VGT icon
71
Vanguard Information Technology ETF
VGT
$148B
$318K 0.08%
2,664
– –
UNH icon
72
UnitedHealth
UNH
$360B
$306K 0.08%
+737
New +$273K
DGRO icon
73
iShares Core Dividend Growth ETF
DGRO
$43.8B
$298K 0.08%
3,934
– –
IYW icon
74
iShares US Technology ETF
IYW
$25.4B
$291K 0.07%
+1,155
New +$265K
XT icon
75
iShares Future Exponential Technologies ETF
XT
$3.96B
$285K 0.07%
3,445
– –
1 2
3
4 5

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TFA
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TCOO
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SCA
St. Clair Advisors Mayfield Hts, Ohio $389M AUM 19.46% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
MA
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SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey $389M AUM 49.94% 1-Year Est. Return
KFSC
Keystone Financial Services (Colorado) Loveland, Colorado $388M AUM 23.39% 1-Year Est. Return
SMG
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Cedar Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Cedar Wealth Management held 103 positions worth $389M, up 13% from $344M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Wealth Management's Q2 2026 filing shows 14 new, 27 increased, 13 reduced and 11 closed positions. Its largest new stake was Invesco S&P 500 Momentum ETF: 15,817 shares worth $2.56M. The largest sale was Invesco S&P 500 GARP ETF, an estimated $2.58M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, down from 84% a quarter earlier, followed by Consumer Staples and Technology.

  • Cedar Wealth Management's largest Q2 2026 buy was Invesco S&P 500 Momentum ETF: 15,817 shares worth $2.56M.
  • Cedar Wealth Management added most to Invesco S&P International Developed Momentum ETF in Q2 2026, an estimated $1.66M increase.
  • Cedar Wealth Management's biggest Q2 2026 reduction was Invesco S&P 500 GARP ETF, cutting an estimated $2.58M.
  • Cedar Wealth Management fully exited Freeport-McMoran in Q2 2026, selling an estimated $612K.
  • Cedar Wealth Management's ten largest holdings make up 71% of its $389M portfolio in Q2 2026.
  • Cedar Wealth Management opened 14 new positions and closed 11 in Q2 2026.
  • Cedar Wealth Management's portfolio value rose 13% quarter-over-quarter to $389M.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.