Cedar Wealth Management, LLC ETF holdings
La Jolla, CA
Reported $326.6M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$326.6M
ETFs held
47
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
84.0%
of $389.0M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $74.2M | 200,645 | −415 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $45.5M | 1,435,868 | −1,893 shares |
| IDHQ | Invesco S&P International Developed Quality ETF | $36.3M | 830,442 | +8,519 shares |
| XLG | Invesco S&P 500 Top 50 ETF | $36.0M | 588,062 | +6,018 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $26.7M | 202,193 | −79 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $13.4M | 302,298 | No change |
| SPGP | Invesco S&P 500 GARP ETF | $12.3M | 100,836 | −21,950 shares |
| VOO | Vanguard S&P 500 ETF | $10.9M | 15,891 | +372 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $9.8M | 97,632 | −25,296 shares |
| IWV | iShares Russell 3000 ETF | $9.1M | 21,419 | +248 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001665642. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cedar Wealth Management, LLC own?
Cedar Wealth Management, LLC reported 47 ETF positions worth $326.6M in its Form 13F for June 30, 2026. The largest was VTI, at $74.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.