Long-term investor
Cedar Wealth Management, LLC @cedarwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665642).
Record
- Tracked since 2025-06-30 (441 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months n/a · 1 year +19.4% · all +19.4%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 19.1% · long · since 2025-06-30
- SCHD · 11.7% · long · since 2025-06-30
- IDHQ · 9.3% · long · since 2025-06-30
- XLG · 9.3% · long · since 2025-06-30
- ESGV · 6.9% · long · since 2025-06-30
- DFAC · 3.4% · long · since 2025-06-30
- SPGP · 3.2% · long · since 2025-06-30
- PM · 3.0% · long · since 2025-06-30
- VOO · 2.8% · long · since 2025-06-30
- SGOV · 2.5% · long · since 2025-09-30
- IWV · 2.3% · long · since 2025-06-30
- SPHQ · 2.3% · long · since 2025-06-30