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CWM
Cedar Wealth Management Portfolio holdings
AUM
$389M
Turnover
24.27%
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
(+13%)
Cap. Flow
+$2.88M
Cap. Flow % of AUM
Cap. Flow %
0.74%
Top 10 Holdings %
Top 10 Hldgs %
71.17%
Holding
103
New
14
Increased
27
Reduced
13
Closed
11
Avg Time Held
4.5
years
Top 10 Avg Time Held
4.6
years
Top 20 Avg Time Held
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.23M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$1.66M |
| 3 |
Novo Nordisk
NVO
|
+$895K |
| 4 |
Boost Run Inc
BRUN
|
+$833K |
| 5 |
Marvell Technology
MRVL
|
+$736K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 GARP ETF
SPGP
|
+$2.58M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.54M |
| 3 |
Philip Morris
PM
|
+$1.12M |
| 4 |
Freeport-McMoran
FCX
|
+$612K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.57T
| $694K | 0.18% |
1,836
+36
| +2% | +$14.4K |
2023 Q4
10 quarters
|
|
52
Ford
F
$46.2B
| $667K | 0.17% |
47,978
| – | – |
2016 Q2
40 quarters
|
|
53
iShares 20+ Year Treasury Bond ETF
TLT
$48.1B
| $665K | 0.17% |
7,698
| – | – |
2025 Q1
5 quarters
|
|
54
NovaGold Resources
NG
$2.62B
| $617K | 0.16% |
103,420
+2,850
| +3% | +$23.7K |
2023 Q3
11 quarters
|
|
55
Berkshire Hathaway Class B
BRK.B
$1.17T
| $606K | 0.16% |
1,212
| – | – |
2021 Q1
21 quarters
|
|
56
Eli Lilly
LLY
$1.14T
| $569K | 0.15% |
474
| – | – |
2016 Q1
41 quarters
|
|
57
Advanced Micro Devices
AMD
$867B
| $544K | 0.14% |
+936
| New | +$384K |
2026 Q2
0 quarters
|
|
58
iShares MSCI Australia ETF
EWA
$1.24B
| $537K | 0.14% |
19,067
| – | – |
2023 Q1
13 quarters
|
|
59
State Street SPDR Portfolio S&P 500 ETF
SPYM
$183B
| $531K | 0.14% |
6,040
+1,942
| +47% | +$166K |
2025 Q3
3 quarters
|
|
60
State Street Health Care Select Sector SPDR ETF
XLV
$47.2B
| $504K | 0.13% |
3,178
+531
| +20% | +$79K |
2020 Q1
25 quarters
|
|
61
Barrick Mining
B
$62.9B
| $486K | 0.13% |
13,240
| – | – |
2016 Q1
41 quarters
|
|
62
Defiance Large Cap ex-Mag 7 ETF
XMAG
$202M
| $455K | 0.12% |
17,429
| – | – |
2026 Q1
1 quarter
|
|
63
iShares Russell 1000 Growth ETF
IWF
$123B
| $413K | 0.11% |
3,329
+1
| +0% | +$121 |
2019 Q4
26 quarters
|
|
64
MPLX
MPLX
$59.5B
| $396K | 0.1% |
7,024
+2,478
| +55% | +$138K |
2025 Q2
4 quarters
|
|
65
Visa
V
$759B
| $394K | 0.1% |
1,149
| – | – |
2016 Q3
39 quarters
|
|
66
Woodside Energy
WDS
$44.4B
| $376K | 0.1% |
19,481
| – | – |
2025 Q1
5 quarters
|
|
67
Seadrill
SDRL
$3.25B
| $371K | 0.1% |
9,800
| – | – |
2025 Q1
5 quarters
|
|
68
Cullen/Frost Bankers
CFR
$9.9B
| $348K | 0.09% |
2,250
+450
| +25% | +$63.9K |
2025 Q4
2 quarters
|
|
69
Newmont
NEM
$115B
| $325K | 0.08% |
3,485
-4,301
| -55% | -$469K |
2025 Q1
5 quarters
|
|
70
Vanguard Short-Term Treasury ETF
VGSH
$35.2B
| $323K | 0.08% |
5,545
+36
| +0.7% | +$2.1K |
2019 Q4
26 quarters
|
|
71
Vanguard Information Technology ETF
VGT
$149B
| $318K | 0.08% |
2,664
| – | – |
2021 Q4
18 quarters
|
|
72
UnitedHealth
UNH
$369B
| $306K | 0.08% |
+737
| New | +$273K |
2026 Q2
0 quarters
|
|
73
iShares Core Dividend Growth ETF
DGRO
$44.6B
| $298K | 0.08% |
3,934
| – | – |
2020 Q1
25 quarters
|
|
74
iShares US Technology ETF
IYW
$24.6B
| $291K | 0.07% |
+1,155
| New | +$265K |
2026 Q2
0 quarters
|
|
75
iShares Future Exponential Technologies ETF
XT
$4B
| $285K | 0.07% |
3,445
| – | – |
2019 Q4
26 quarters
|
|
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CVA
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.