Cedar Wealth Management, LLC
Cedar Wealth Management, LLC is a wealth management and investment advisory firm headquartered in Walnut Creek, California. Founded in 2011, the firm provides financial planning and investment management services primarily for high net worth individuals, along with some services to charitable organizations and other entities. With approximately 4 employees, Cedar Wealth Management delivers customized investment solutions tailored to individual client needs. The firm is registered with the SEC under CIK 0001665642.
Investment Strategy
Cedar Wealth Management adopts a long-term investment approach centered on portfolio diversification and risk management. Their core strategy includes managing equities across various sectors and market capitalization, focusing on individual client objectives and tolerance for risk. The firm primarily serves high net worth individuals, aiming to preserve and grow wealth through strategic asset allocation, ongoing portfolio monitoring, and personalized financial planning.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 20.70% | $61.1M | 201,071 | $145.83 | $303.93 | +$5.8M |
S SCHD | SCHWAB STRATEGIC TR | 11.54% | $34.1M | 1,285,407 | $23.51 | $26.50 | -$1.3M |
I IDHQ | INVESCO EXCH TRADED FD TR II | 8.74% | $25.8M | 782,599 | $27.31 | $32.98 | +$2.4M |
X XLG | INVESCO EXCHANGE TRADED FD T | 8.42% | $24.9M | 477,174 | $39.25 | $52.10 | +$3.4M |
E ESGV | VANGUARD WORLD FD | 7.52% | $22.2M | 202,551 | $76.62 | $109.64 | +$2.4M |