1y return+20.2%S&P 500 +20.9%
3y return+56.2%S&P 500 +68.5%
5y return+47.1%S&P 500 +74.5%
10y return+90.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $191 against $357 in the S&P 500.2
Cedar Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $74.2M | 19.1% | |
| SCHDSchwab Strategic Tr | $45.5M | 11.7% | |
| IDHQInvesco Exch Traded Fd Tr II | $36.3M | 9.3% | +1.0% |
| XLGInvesco Exchange Traded Fd T | $36.0M | 9.3% | +1.0% |
| ESGVVanguard World Fd | $26.7M | 6.9% | |
| Dimensional Etf TrustCUSIP 25434V708 | $13.4M | 3.4% | |
| SPGPInvesco Exchange Traded Fd T | $12.3M | 3.2% | −17.9% |
| PMPhilip Morris Intl Inc | $11.5M | 3.0% | −9.2% |
| VOOVanguard Index Fds | $10.9M | 2.8% | +2.4% |
| SGOVIshares Tr | $9.8M | 2.5% | −20.6% |
| IWVIshares Tr | $9.1M | 2.3% | +1.2% |
| SPHQInvesco Exchange Traded Fd T | $9.0M | 2.3% | |
| GOOGLAlphabet Inc | $6.0M | 1.5% | +5.0% |
| VGKVanguard Intl Equity Index F | $5.9M | 1.5% | |
| MOAltria Group Inc | $5.3M | 1.4% | −10.5% |
| IDMOInvesco Exch Traded Fd Tr II | $4.6M | 1.2% | +57.1% |
| NVDANvidia Corporation | $4.0M | 1.0% | +15.4% |
| AMZNAmazon Com Inc | $4.0M | 1.0% | +1.7% |
| AAPLApple Inc | $3.9M | 1.0% | +14.3% |
| CLOZSeries Portfolios Tr | $3.1M | 0.8% | +2.6% |
| GARPIshares Tr | $2.8M | 0.7% | +5.3% |
| SPMOInvesco Exch Traded Fd Tr II | $2.6M | 0.7% | New |
| EWJIshares Inc | $2.4M | 0.6% | |
| ICLOInvesco Actively Managed Exc | $2.4M | 0.6% | |
| MDLZMondelez Intl Inc | $2.3M | 0.6% | −4.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2021 | +1399.0% | $4.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $6.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.9M |
| Asml Hldg NvCUSIP N07059210 | March 31, 2022 | +197.9% | $1.2M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $1.9M |
| PMPhilip Morris Intl Inc | June 30, 2020 | +158.2% | $11.5M |
| XLGInvesco Exchange Traded Fd T | June 30, 2020 | +157.4% | $36.0M |
| OEFIshares Tr | June 30, 2020 | +156.9% | $1.8M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $2.1M |
| SITMSitime Corp | September 30, 2025 | +147.4% | $1.2M |
Sold off last quarter
- FCXFreeport Mcmoran Inc was $612K
- EWZIshares Inc was $557K
- Whitefiber IncCUSIP G96115103 was $482K
- TWLOTwilio Inc was $410K
- POETPoet Technologies Inc was $395K
- MUMicron Technology Inc was $289K
- Valaris LtdCUSIP G9460G101 was $259K
- EGOEldorado Gold Corp New was $257K
- TAt&t Inc was $254K
- STKLSunopta Inc was $250K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −0.0% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.9% | +7.1% |
| September 30, 2022 | −7.8% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +6.0% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cedar Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1665642&type=13F-HR&dateb=&owner=include&count=40CIK 1665642
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1665642/000166564226000004/Filed August 12, 2026 · accession 0001665642-26-000004