Cedar Wealth Management, LLC reported 45 positions worth $61.84M for the quarter ended Jun 30, 2026, up 12.3% on the prior quarter. It opened 8 new positions, added to 14, trimmed 6 and exited 8. Its largest holding is Philip Morris International Inc. at 18.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | +3,671 | – | $1.09M | 1.77% |
| NVO Novo Nordisk A S | +20.8K | – | $998.49K | 1.61% |
| GLAS Glass House Brands Inc. | +56.2K | – | $730.74K | 1.18% |
| SITM SITIME Corp | +876 | +127.7% | $653.11K | 1.88% |
| AMD Advanced Micro Devices Inc | +936 | – | $543.73K | 0.879% |
| NVDA Nvidia Corp | +2,677 | +15.4% | $535.64K | 6.5% |
| AAPL Apple Inc. | +1,696 | +14.3% | $490.77K | 6.34% |
| MSFT Microsoft Corp | +1,226 | +26.2% | $457.35K | 3.56% |
| NFLX Netflix Inc | +5,675 | +52.5% | $405.20K | 1.9% |
| UNH Unitedhealth Group Inc | +737 | – | $306.45K | 0.496% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PM Philip Morris International Inc. | -6,448 | -9.2% | $1.17M | 18.62% |
| MO Altria Group, Inc. | -8,548 | -10.5% | $615.03K | 8.51% |
| FCX Freeport-Mcmoran Inc | -10.4K | -100.0% | $611.61K | Exited |
| WYFI WhiteFiber, Inc. | -40.4K | -100.0% | $481.69K | Exited |
| TWLO Twilio Inc | -3,260 | -100.0% | $410.17K | Exited |
| NEM NEWMONT Corp | -4,301 | -55.2% | $401.71K | 0.526% |
| POET Poet Technologies Inc. | -66.6K | -100.0% | $395.34K | Exited |
| MU Micron Technology Inc | -855 | -100.0% | $288.85K | Exited |
| VAL Valaris Ltd | -2,644 | -100.0% | $259.22K | Exited |
| T At&T Inc. | -8,777 | -100.0% | $254.45K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +3,671 | $1.09M | 1.77% |
| NVO Novo Nordisk A S | +20.8K | $998.49K | 1.61% |
| GLAS Glass House Brands Inc. | +56.2K | $730.74K | 1.18% |
| AMD Advanced Micro Devices Inc | +936 | $543.73K | 0.879% |
| UNH Unitedhealth Group Inc | +737 | $306.45K | 0.496% |
| APP AppLovin Corp | +472 | $243.19K | 0.393% |
| GLBE Global-E Online Ltd. | +6,401 | $222.31K | 0.36% |
| LRCX Lam Research Corp | +470 | $203.67K | 0.329% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FCX Freeport-Mcmoran Inc | -10.4K | $611.61K | 1.11% |
| WYFI WhiteFiber, Inc. | -40.4K | $481.69K | 0.875% |
| TWLO Twilio Inc | -3,260 | $410.17K | 0.745% |
| POET Poet Technologies Inc. | -66.6K | $395.34K | 0.718% |
| MU Micron Technology Inc | -855 | $288.85K | 0.525% |
| VAL Valaris Ltd | -2,644 | $259.22K | 0.471% |
| T At&T Inc. | -8,777 | $254.45K | 0.462% |
| OXY Occidental Petroleum Corp | -3,848 | $250.12K | 0.454% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PM Philip Morris International Inc. | Consumer Staples | 63.6K | $11.51M | 18.62% | -6,448 | -9.2% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 16.7K | $5.95M | 9.63% | +799 | +5.0% | Added | 0% |
| 3 | MO Altria Group, Inc. | Consumer Staples | 73.1K | $5.26M | 8.51% | -8,548 | -10.5% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 20.1K | $4.02M | 6.5% | +2,677 | +15.4% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 16.7K | $3.98M | 6.43% | +276 | +1.7% | Added | 0% |
| 6 | AAPL Apple Inc. | Technology | 13.6K | $3.92M | 6.34% | +1,696 | +14.3% | Added | 0% |
| 7 | MDLZ Mondelez International, Inc. | Consumer Staples | 40.3K | $2.33M | 3.77% | -1,903 | -4.5% | Reduced | 0% |
| 8 | MSFT Microsoft Corp | Technology | 5,905 | $2.20M | 3.56% | +1,226 | +26.2% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 3,763 | $2.12M | 3.43% | +507 | +15.6% | Added | 0% |
| 10 | WES Western Midstream Partners, LP | Energy | 34.5K | $1.51M | 2.44% | +6,840 | +24.7% | Added | 0.01% |
| 11 | USB Us Bancorp De | Financial Services | 21.3K | $1.28M | 2.08% | -1,300 | -5.8% | Reduced | 0% |
| 12 | ASML Asml Holding Nv | Technology | 607 | $1.21M | 1.95% | 0 | 0.0% | Unchanged | 0% |
| 13 | NFLX Netflix Inc | Technology | 16.5K | $1.18M | 1.9% | +5,675 | +52.5% | Added | 0% |
| 14 | SITM SITIME Corp | Technology | 1,562 | $1.16M | 1.88% | +876 | +127.7% | Added | 0.01% |
| 15 | MRVL Marvell Technology, Inc. | Technology | 3,671 | $1.09M | 1.77% | +3,671 | – | New | 0% |
Tip. Select a row to see that position’s full history at Cedar Wealth Management.
As of its Q2 2026 13F filing, Cedar Wealth Management, LLC’s five largest positions were Philip Morris International Inc. (PM) at 18.6%, Alphabet Inc. (GOOGL) at 9.6%, Altria Group, Inc. (MO) at 8.5%, Nvidia Corp (NVDA) at 6.5%, Amazon Com Inc (AMZN) at 6.4% of the reported portfolio.
Cedar Wealth Management, LLC reported a 13F portfolio worth $61.84M across 45 positions for Q2 2026. That is up 12.3% from the previous quarter.
Its largest purchases by value were Marvell Technology, Inc. ($1.09M), Novo Nordisk A S ($998.49K), Glass House Brands Inc. ($730.74K). It opened 8 new positions.
Its largest sales by value were Philip Morris International Inc. ($1.17M), Altria Group, Inc. ($615.03K), Freeport-Mcmoran Inc ($611.61K). It exited 8 positions entirely.
From the Form 13F-HR reports Cedar Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.