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Laurel Jones

Cedar Wealth Management, Llc

Assets Managed
$343.565M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
2.77%(2Q avg: 2.61%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Cedar Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 343.565M in assets, with a quarterly growth rate of 2.77% and a 2-quarter average growth rate of 2.61%. The portfolio is managed by Laurel Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
18.78%
$64.502M
201,060 shares@ $320.81 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.51%
12.84%
$44.11M
1.438M shares@ $30.68 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 2.54%
9.25%
$31.751M
582,044 shares@ $54.56 avg price
IDHQ
Invesco S&p International De
Recent Activity
Increased 0.19%
8.47%
$29.071M
821,923 shares@ $35.38 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -0.04%
6.61%
$22.709M
202,272 shares@ $112.28 avg price
SPGP
Invesco S&p 500 Garp Etf
Recent Activity
Decreased -3.31%
3.85%
$13.214M
122,786 shares@ $107.63 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 3284.59%
3.61%
$12.374M
122,928 shares@ $100.66 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
3.42%
$11.747M
302,298 shares@ $38.86 avg price
PM
Philip Morris International
Recent Activity
Increased 0.1%
3.38%
$11.589M
70,094 shares@ $165.35 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.5%
2.7%
$9.273M
15,519 shares@ $597.55 avg price

1-10 of 89