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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
TWLO icon
101
Twilio
TWLO
$36.1B
– –
-3,260
Closed -$410K
VAL icon
102
Valaris
VAL
$6.01B
– –
-2,644
Closed -$259K
WYFI
103
WhiteFiber Inc
WYFI
$748M
– –
-40,444
Closed -$482K
1 2 3 4
5

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NFP
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KFSC
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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.