Cedar Wealth Management, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$687.1M
Holdings
89
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
18.9%
02
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
12.9%
03
$XLG
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
9.3%
04
$IDHQ
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
8.5%
05
$ESGV
VANGUARD WORLD FD
Held since at least Q1 2024
6.6%
06
$SPGP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.9%
07
$SGOV
ISHARES TR
Held since at least Q1 2024
3.6%
08
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.4%
09
$PM
PHILIP MORRIS INTL INC
Held since at least Q1 2024
3.4%
10
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:25 UTC.