Cedar Wealth Management, LLC

RIA/Wealth

Cedar Wealth Management, LLC is a RIA/Wealth based in Walnut Creek, CA led by Neil Jubaili, reporting $361.4M in AUM as of Q3 2025 with 82% ETF concentration, 74% concentrated in top 10 holdings, 20% allocation to VTI, and minimal technology exposure.

Managing PartnerNeil Jubaili

Portfolio Value: $326.6M
Positions: 245
Top Holding: VTI at 20.2%
Last Reported: Q3 2025

Address1990 North California Blvd, 8th Floor, Walnut Creek, CA, 94596, United States

Top Holdings

Largest long holdings in Cedar Wealth Management, LLC's portfolio (74.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$66.0M	20.20%	—	— 201.1K shares	Q4 2015 Held for 9y 11m
2 Schwab US Dividend Equity SCHD	ETF ETF	$39.5M	12.08%	+$4.4M Bought	— 1.4M shares	Q1 2016 Held for 9y 8m
3 Invesco S&P 500 Top 50 ETF XLG	ETF ETF	$31.2M	9.54%	+$3.7M Bought	— 541.7K shares	Q2 2020 Held for 5y 5m
4 Invesco S&P International Developed Quality IDHQ	ETF ETF	$27.4M	8.38%	+$1.0M Bought	— 813.6K shares	Q1 2020 Held for 5y 8m
5 Vanguard ESG U.S. Stock ESGV	ETF ETF	$24.0M	7.35%	—	— 202.6K shares	Q1 2021 Held for 4y 8m
6 Invesco S&P 500 GARP ETF SPGP	ETF ETF	$15.5M	4.75%	-$650.7K Sold	— 136.7K shares	Q1 2020 Held for 5y 8m
7 Philip Morris International PM	Tobacco Consumer Defensive	$12.1M	3.72%	-$594.5K Sold	0.00% 74.9K shares	Q4 2015 Held for 9y 11m
8 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$11.7M	3.57%	—	— 302.3K shares	Q2 2021 Held for 4y 5m
9 Vanguard S&P 500 ETF VOO	ETF ETF	$8.0M	2.46%	+$3.0M Bought	— 13.1K shares	Q2 2022 Held for 3y 5m
10 SPHQ Invesco S&P 500 Quality ETF SPHQ	ETF ETF	$7.1M	2.18%	+$207.7K Bought	— 97.3K shares	Q3 2020 Held for 5y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cedar Wealth Management, LLC's latest filing

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Market Value

$326.6M

Prior: $295.3M

Q/Q Change

+10.61%

+$31.3M

Net Flows % of MV

+3.85%

Turnover Ratio

3.2%

New Purchases

22 stocks

$3.1M

Added To

37 stocks

+$13.6M

Sold Out Of

10 stocks

$115.3K

Reduced Holdings

47 stocks

-$4.1M

Increased Positions

Position	Shares Δ	Change
1 SiTime Corporation SITM	New	0 → 2.4K +$716.2K
2 GARP iShares MSCI USA Quality GARP ETF GARP	New	0 → 9.8K +$643.6K
3 Freeport-McMoRan Inc. FCX	New	0 → 10.4K +$408.1K
4 iShares 0-3 Month Treasury Bond SGOV	New	0 → 3.6K +$365.7K
5 Vertiv Holdings Co VRT	New	0 → 1.8K +$275.5K

Decreased Positions

Position	Shares Δ	Change
1 AZN AstraZeneca AZN	Sold	534.0 → 0 −$37.3K
2 SPDR Portfolio Emerging Markets SPEM	Sold	429.0 → 0 −$18.3K
3 Air Lease AL	Sold	225.0 → 0 −$13.2K
4 Nucor NUE	Sold	100.0 → 0 −$13.0K
5 Caesars Entertainment, Inc. CZR	Sold	375.0 → 0 −$10.6K

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Analytics

Portfolio insights and performance metrics for Cedar Wealth Management, LLC

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Sector Allocation

ETF

82.20%

Consumer Defensive

6.80%

Technology

3.20%

Consumer Cyclical

1.80%

Communication Services

1.80%

Financial Services

0.90%

Basic Materials

0.90%

Energy

0.80%

Healthcare

0.30%

Industrials

0.30%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

9.60%

Large Cap ($10B - $200B)

5.11%

Mid Cap ($2B - $10B)

1.73%

Small Cap ($300M - $2B)

0.54%

N/A (ETF or Unknown)

83.02%

Portfolio Concentration

Top 10 Holdings %

74.24%

Top 20 Holdings %

85.99%

Top 50 Holdings %

94.78%

Top 100 Holdings %

98.96%