Cedar Wealth Management, LLC

CIK 0001665642 • 6 13F filings • May 9, 2025 – Aug 12, 2026

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Filer information

Filed by: Cedar Wealth Management, LLC, Wealth Adviser
Address: 1990 NORTH CALIFORNIA BOULEVARD, 8TH FLOOR, WALNUT CREEK, CA, 94596
Phone: 925-322-6928
AUM: $334.3M

AUM over time

$389.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $334.3M232 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$4K	0.0%	27 SH	New
ABBOTT LABS	COM	$19K	0.0%	148 SH	New
ABBVIE INC	COM	$81K	0.0%	356 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$2K	0.0%	6 SH	New
ADOBE INC	COM	$230K	0.1%	658 SH	New
ADVANCED MICRO DEVICES INC	COM	$200K	0.1%	936 SH	New
ADVISORSHARES TR	PURE US CANNABIS	$162K	0.0%	34,359 SH	New
AGNC INVT CORP	COM	$13K	0.0%	1,220 SH	New
ALBEMARLE CORP	COM	$236K	0.1%	1,669 SH	New
ALCON AG	ORD SHS	$3K	0.0%	33 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$8K	0.0%	57 SH	New
ALPHABET INC	CAP STK CL A	$5.0M	1.5%	15,959 SH	New
ALPHABET INC	CAP STK CL C	$38K	0.0%	120 SH	New
ALPS ETF TR	ALERIAN MLP	$7K	0.0%	140 SH	New
ALTRIA GROUP INC	COM	$4.9M	1.5%	84,786 SH	New
AMAZON COM INC	COM	$3.6M	1.1%	15,418 SH	New
AMERICAN ELEC PWR CO INC	COM	$7K	0.0%	63 SH	New
AMERICAN INTL GROUP INC	COM NEW	$2K	0.0%	28 SH	New
AMERIPRISE FINL INC	COM	$6K	0.0%	13 SH	New
AMETEK INC	COM	$7K	0.0%	36 SH	New
AMPLITUDE INC	COM CL A	$153K	0.0%	13,204 SH	New
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$186K	0.1%	8,307 SH	New
APA CORPORATION	COM	$19K	0.0%	761 SH	New
APPLE INC	COM	$3.0M	0.9%	10,857 SH	New
APPLIED MATLS INC	COM	$68K	0.0%	265 SH	New
ARES CAPITAL CORP	COM	$67K	0.0%	3,302 SH	New
ARES DYNAMIC CR ALLOCATION F	COM	$54K	0.0%	4,026 SH	New
ARISTA NETWORKS INC	COM SHS	$2K	0.0%	16 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$649K	0.2%	607 SH	New
AT&T INC	COM	$291K	0.1%	11,708 SH	New
ATLASSIAN CORPORATION	CL A	$649	0.0%	4 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$43K	0.0%	167 SH	New
BAIDU INC	SPON ADR REP A	$34K	0.0%	260 SH	New
BANK AMERICA CORP	COM	$11K	0.0%	191 SH	New
BARRICK MNG CORP	COM SHS	$577K	0.2%	13,240 SH	New
BED BATH & BEYOND INC	COM	$21K	0.0%	3,881 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$609K	0.2%	1,212 SH	New
BIGBEAR AI HLDGS INC	COM	$8K	0.0%	1,525 SH	New
BLACKROCK INC	COM	$45K	0.0%	42 SH	New
BLACKSTONE INC	COM	$5K	0.0%	30 SH	New
BOSTON SCIENTIFIC CORP	COM	$5K	0.0%	48 SH	New
BROADCOM INC	COM	$623K	0.2%	1,800 SH	New
CAPRI HOLDINGS LIMITED	SHS	$272K	0.1%	11,129 SH	New
CELANESE CORP DEL	COM	$296	0.0%	7 SH	New
CHEVRON CORP NEW	COM	$321K	0.1%	2,103 SH	New
CISCO SYS INC	COM	$14K	0.0%	184 SH	New
CITIGROUP INC	COM NEW	$6K	0.0%	49 SH	New
COCA COLA CO	COM	$6K	0.0%	82 SH	New
CONSOLIDATED EDISON INC	COM	$6K	0.0%	64 SH	New
CONSTELLATION ENERGY CORP	COM	$3K	0.0%	9 SH	New
COSTCO WHSL CORP NEW	COM	$134K	0.0%	155 SH	New
CRONOS GROUP INC	COM	$100K	0.0%	37,935 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3K	0.0%	6 SH	New
CSX CORP	COM	$5K	0.0%	144 SH	New
CULLEN FROST BANKERS INC	COM	$228K	0.1%	1,800 SH	New
CVS HEALTH CORP	COM	$8K	0.0%	101 SH	New
DBX ETF TR	XTRACKERS HIGH	$55K	0.0%	1,300 SH	New
DEERE & CO	COM	$6K	0.0%	12 SH	New
DEVON ENERGY CORP NEW	COM	$26K	0.0%	707 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.0M	3.6%	302,298 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$154K	0.0%	4,709 SH	New
DISNEY WALT CO	COM	$569	0.0%	5 SH	New
DOLLAR GEN CORP NEW	COM	$54K	0.0%	409 SH	New
DOMINION ENERGY INC	COM	$3K	0.0%	43 SH	New
DTF TAX-FREE INCOME 2028 TER	COM	$8K	0.0%	732 SH	New
EATON CORP PLC	SHS	$60K	0.0%	187 SH	New
ELDORADO GOLD CORP NEW	COM	$291K	0.1%	8,100 SH	New
ELI LILLY & CO	COM	$509K	0.2%	474 SH	New
EXELON CORP	COM	$959	0.0%	22 SH	New
EXXON MOBIL CORP	COM	$25K	0.0%	209 SH	New
FLEXSHARES TR	HIG YLD VL ETF	$1.1M	0.3%	26,132 SH	New
FLEXSHARES TR	QLT DIV DEF IDX	$775K	0.2%	9,576 SH	New
FLEXSHARES TR	QUALT DIVD IDX	$805K	0.2%	9,967 SH	New
FORD MTR CO	COM	$629K	0.2%	47,978 SH	New
FREEPORT-MCMORAN INC	CL B	$528K	0.2%	10,405 SH	New
GABELLI DIVID & INCOME TR	COM	$9K	0.0%	336 SH	New
GLOBAL E ONLINE LTD	SHS	$629K	0.2%	16,006 SH	New
GLOBAL PMTS INC	COM	$1K	0.0%	16 SH	New
GLOBANT S A	COM	$3K	0.0%	40 SH	New
HERCULES CAPITAL INC	COM	$123K	0.0%	6,559 SH	New
HIMS & HERS HEALTH INC	COM CL A	$97K	0.0%	2,982 SH	New
HOME DEPOT INC	COM	$78K	0.0%	226 SH	New
HONEYWELL INTL INC	COM	$3K	0.0%	14 SH	New
ILLINOIS TOOL WKS INC	COM	$4K	0.0%	15 SH	New
INTEL CORP	COM	$9K	0.0%	253 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$34K	0.0%	208 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$7K	0.0%	23 SH	New
INTUIT	COM	$8K	0.0%	12 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$1.9M	0.6%	74,214 SH	New
INVESCO EXCH TRADED FD TR II	PFD ETF	$50K	0.0%	4,429 SH	New
INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$28.8M	8.6%	820,382 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$77K	0.0%	1,610 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$14.5M	4.3%	126,998 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$33.7M	10.1%	567,653 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$889K	0.3%	4,639 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$7.3M	2.2%	97,136 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.5%	2,565 SH	New
ISHARES GOLD TR	ISHARES NEW	$1.1M	0.3%	13,365 SH	New
ISHARES INC	MSCI AUST ETF	$499K	0.1%	19,067 SH	New
ISHARES INC	MSCI BRAZIL ETF	$461K	0.1%	14,519 SH	New
ISHARES INC	MSCI CDA ETF	$1.1M	0.3%	20,666 SH	New
ISHARES INC	MSCI EMRG CHN	$11K	0.0%	157 SH	New
ISHARES INC	MSCI JAPAN ETF	$2.1M	0.6%	26,231 SH	New
ISHARES TR	0-3 MNTH TREASRY	$365K	0.1%	3,632 SH	New
ISHARES TR	20 YR TR BD ETF	$278K	0.1%	3,195 SH	New
ISHARES TR	3 7 YR TREAS BD	$51K	0.0%	427 SH	New
ISHARES TR	7-10 YR TRSY BD	$57K	0.0%	595 SH	New
ISHARES TR	CORE DIV GRWTH	$273K	0.1%	3,934 SH	New
ISHARES TR	FUTURE EXPONENTI	$240K	0.1%	3,445 SH	New
ISHARES TR	HDG MSCI EAFE	$1.0M	0.3%	24,812 SH	New
ISHARES TR	INTL SEL DIV ETF	$82K	0.0%	2,081 SH	New
ISHARES TR	MSCI ACWI ETF	$137K	0.0%	965 SH	New
ISHARES TR	MSCI EMG MKT ETF	$896K	0.3%	16,379 SH	New
ISHARES TR	MSCI USA QUALITY	$1.7M	0.5%	24,408 SH	New
ISHARES TR	RUS 1000 GRW ETF	$394K	0.1%	832 SH	New
ISHARES TR	RUSSELL 2000 ETF	$996K	0.3%	4,047 SH	New
ISHARES TR	RUSSELL 3000 ETF	$7.1M	2.1%	18,390 SH	New
ISHARES TR	S&P 100 ETF	$1.6M	0.5%	4,784 SH	New
ISHARES TR	SELECT DIVID ETF	$260K	0.1%	1,840 SH	New
ISHARES TR	US HOME CONS ETF	$46K	0.0%	477 SH	New
J P MORGAN EXCHANGE TRADED F	INTERNL GWT	$7K	0.0%	90 SH	New
JEFFERIES FINL GROUP INC	COM	$5K	0.0%	88 SH	New
JOBY AVIATION INC	COMMON STOCK	$3K	0.0%	265 SH	New
JOHNSON & JOHNSON	COM	$10K	0.0%	49 SH	New
JPMORGAN CHASE & CO.	COM	$223K	0.1%	692 SH	New
KENVUE INC	COM	$56K	0.0%	3,252 SH	New
KINDER MORGAN INC DEL	COM	$5K	0.0%	181 SH	New
KLA CORP	COM NEW	$27K	0.0%	22 SH	New
KRAFT HEINZ CO	COM	$3K	0.0%	136 SH	New
KROGER CO	COM	$4K	0.0%	66 SH	New
LAM RESEARCH CORP	COM NEW	$80K	0.0%	470 SH	New
MARATHON PETE CORP	COM	$4K	0.0%	22 SH	New
MERCADOLIBRE INC	COM	$20K	0.0%	10 SH	New
MERCK & CO INC	COM	$98K	0.0%	935 SH	New
META PLATFORMS INC	CL A	$1.4M	0.4%	2,126 SH	New
MGM RESORTS INTERNATIONAL	COM	$1K	0.0%	33 SH	New
MICROCHIP TECHNOLOGY INC.	COM	$30K	0.0%	468 SH	New
MICRON TECHNOLOGY INC	COM	$244K	0.1%	855 SH	New
MICROSOFT CORP	COM	$2.2M	0.7%	4,540 SH	New
MODERNA INC	COM	$3K	0.0%	100 SH	New
MONDELEZ INTL INC	CL A	$2.3M	0.7%	42,218 SH	New
MPLX LP	COM UNIT REP LTD	$152K	0.0%	2,843 SH	New
NETFLIX INC	COM	$6K	0.0%	60 SH	New
NEWMONT CORP	COM	$777K	0.2%	7,786 SH	New
NEXTERA ENERGY INC	COM	$6K	0.0%	70 SH	New
NIKE INC	CL B	$60K	0.0%	940 SH	New
NOBLE CORP PLC	ORD SHS A	$227K	0.1%	8,035 SH	New
NOVAGOLD RES INC	COM NEW	$932K	0.3%	99,966 SH	New
NOVARTIS AG	SPONSORED ADR	$7K	0.0%	50 SH	New
NVIDIA CORPORATION	COM	$2.6M	0.8%	14,172 SH	New
OCCIDENTAL PETE CORP	COM	$158K	0.0%	3,848 SH	New
ONTO INNOVATION INC	COM	$359K	0.1%	2,277 SH	New
PAYCHEX INC	COM	$19K	0.0%	167 SH	New
PAYPAL HLDGS INC	COM	$5K	0.0%	90 SH	New
PENNANTPARK INVT CORP	COM	$23K	0.0%	3,940 SH	New
PEPSICO INC	COM	$16K	0.0%	109 SH	New
PFIZER INC	COM	$122K	0.0%	4,919 SH	New
PHILIP MORRIS INTL INC	COM	$11.2M	3.4%	70,027 SH	New
PIMCO ETF TR	ENHNCD LW DUR AC	$140K	0.0%	1,464 SH	New
POET TECHNOLOGIES INC	COM NEW	$421K	0.1%	66,555 SH	New
PROCTER AND GAMBLE CO	COM	$9K	0.0%	65 SH	New
PROLOGIS INC.	COM	$8K	0.0%	59 SH	New
PROSHARES TR	BITCOIN ETF	$11K	0.0%	868 SH	New
RELIANCE INC	COM	$41K	0.0%	141 SH	New
RH	COM	$434K	0.1%	2,422 SH	New
ROBINHOOD MKTS INC	COM CL A	$32K	0.0%	286 SH	New
ROPER TECHNOLOGIES INC	COM	$16K	0.0%	37 SH	New
S&P GLOBAL INC	COM	$2K	0.0%	4 SH	New
SALESFORCE INC	COM	$31K	0.0%	117 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$39.6M	11.9%	1,445,198 SH	New
SEADRILL LTD	COM	$532K	0.2%	15,380 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2K	0.0%	40 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$410K	0.1%	2,647 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$16K	0.0%	398 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$92K	0.0%	637 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE AAA CLO	$40K	0.0%	1,565 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$2.6M	0.8%	96,781 SH	New
SERVICENOW INC	COM	$191K	0.1%	1,245 SH	New
SITIME CORP	COM	$971K	0.3%	2,749 SH	New
SOFI TECHNOLOGIES INC	COM	$44K	0.0%	1,665 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$97	0.0%	2 SH	New
SOUNDHOUND AI INC	CLASS A COM	$3K	0.0%	350 SH	New
SPDR GOLD TR	GOLD SHS	$275K	0.1%	695 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$155K	0.0%	227 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$245K	0.1%	3,037 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$2K	0.0%	100 SH	New
STARBUCKS CORP	COM	$215K	0.1%	2,556 SH	New
SUNOPTA INC	COM	$147K	0.0%	38,604 SH	New
SYNCHRONY FINANCIAL	COM	$6K	0.0%	68 SH	New
T-MOBILE US INC	COM	$2K	0.0%	8 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$49K	0.0%	162 SH	New
TESLA INC	COM	$2K	0.0%	5 SH	New
TEXAS INSTRS INC	COM	$2K	0.0%	12 SH	New
THE TRADE DESK INC	COM CL A	$228	0.0%	6 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$21K	0.0%	37 SH	New
TRANE TECHNOLOGIES PLC	SHS	$8K	0.0%	21 SH	New
TRANSOCEAN LTD	REGISTERED SHS	$785K	0.2%	190,028 SH	New
TWILIO INC	CL A	$464K	0.1%	3,260 SH	New
TYSON FOODS INC	CL A	$3K	0.0%	59 SH	New
ULTA BEAUTY INC	COM	$7K	0.0%	11 SH	New
UNITED PARCEL SERVICE INC	CL B	$3K	0.0%	31 SH	New
UNITEDHEALTH GROUP INC	COM	$6K	0.0%	17 SH	New
US BANCORP DEL	COM NEW	$1.5M	0.5%	28,554 SH	New
VALARIS LTD	CL A	$268K	0.1%	5,308 SH	New
VALE S A	SPONSORED ADS	$1K	0.0%	100 SH	New
VALERO ENERGY CORP	COM	$3K	0.0%	21 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$44K	0.0%	509 SH	New
VANECK ETHEREUM TR	SHS	$26K	0.0%	600 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$46K	0.0%	582 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.3M	2.8%	14,852 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$67.4M	20.2%	201,060 SH	New
VANGUARD INDEX FDS	VALUE ETF	$38K	0.0%	198 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$96K	0.0%	1,780 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$5.6M	1.7%	66,596 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$453K	0.1%	7,721 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$744K	0.2%	6,109 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20K	0.0%	318 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$689K	0.2%	4,798 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$198K	0.1%	2,168 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$24.5M	7.3%	202,365 SH	New
VANGUARD WORLD FD	EXTENDED DUR	$9K	0.0%	134 SH	New
VANGUARD WORLD FD	INF TECH ETF	$251K	0.1%	333 SH	New
VERIZON COMMUNICATIONS INC	COM	$34K	0.0%	841 SH	New
VERTIV HOLDINGS CO	COM CL A	$59K	0.0%	364 SH	New
VISA INC	COM CL A	$403K	0.1%	1,149 SH	New
VISTRA CORP	COM	$6K	0.0%	37 SH	New
VOYA FINANCIAL INC	COM	$1K	0.0%	14 SH	New
WALMART INC	COM	$92K	0.0%	824 SH	New
WILLIAMS COS INC	COM	$5K	0.0%	84 SH	New
WISDOMTREE TR	EURO QTLY DIV GR	$1.2M	0.3%	31,134 SH	New
WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$397K	0.1%	25,468 SH	New
ZHIHU INC	SPONSORED ADS	$6K	0.0%	1,954 SH	New

Sold (vs prior filing)

3M CO — $4K
ABBOTT LABS — $20K
ABBVIE INC — $82K
ACCENTURE PLC IRELAND — $1K
ADOBE INC — $232K
ADVANCED MICRO DEVICES INC — $146K
ADVISORSHARES TR — $175K
AGILENT TECHNOLOGIES INC — $29K
ALBEMARLE CORP — $91K
ALCON AG — $2K
ALIBABA GROUP HLDG LTD — $10K
ALPHABET INC — $3.9M
ALPHABET INC — $29K
ALPS ETF TR — $7K
ALTRIA GROUP INC — $5.9M
AMAZON COM INC — $3.4M
AMERICAN ELEC PWR CO INC — $7K
AMERICAN INTL GROUP INC — $2K
AMERIPRISE FINL INC — $6K
AMETEK INC — $7K
… and 224 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001665642-26-000001	$334.3M	View
Nov 12, 2025	Q3 2025	13F-HR	0001665642-25-000006	$326.3M	View
Aug 12, 2026	Q2 2026