Cedar Mountain Advisors, LLC
Sector Allocation
- Other91.3%$538.5M
- Financials2.7%$15.9M
- Technology2.6%$15.5M
- Industrials1.1%$6.2M
- Consumer Discretionary0.6%$3.8M
- Healthcare0.5%$2.9M
- Consumer Staples0.4%$2.3M
- Energy0.3%$1.8M
- Utilities0.2%$1.4M
- Materials0.1%$784,426
AUM History
13fpro.ai/research/fund/cedar-mountain-advisors-llc-1798986
Conviction and streaks
Diversifying · top 10 = 66.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$94.9M
- ISHARES$92.7M
- ISHARES$38.8M
- ISHARES$37.6M
- ISHARES$29.7M
QQQ
$28.3M- STATE$19.3M
- VANGUARD$18.7M
- VANGUARD$15.9M
- VANGUARD$14.5M
- SCHWAB$14.4M
- FRANKLIN$12.9M
- ISHARES$11.6M
IVZ
$11.2M- PGIM$10.2M
- STATE$10.0M
- JPMORGAN$7.8M
- ISHARES$7.4M
- ISHARES$7.1M
- ISHARES$6.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cedar-mountain-advisors-llc-1798986
Cedar Mountain Advisors, LLC 13F holdings — Q3 2026
$589.9M portfolio (+1.6% QoQ) · 1,163 holdings · Q3 2026 13F · top 10 are 66% of the stock portfolio
- 1
ISHARES RUSSELL 1000 GROWTH ETF - ETF
$94.9M
16.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES RUSSELL 1000 VALUE ETF - ETF
$92.7M
15.7% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES RUSSELL MID-CAP VALUE ETF - ETF
$38.8M
6.6% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES RUSSELL MID-CAP GROWTH ETF - ETF
$37.6M
6.4% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES CORE S&P SMALL CAP ETF - ETF
$29.7M
5.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $28.3M
4.8% of stocks
-4%This quarter-2.2%Since filed4+ qtrsHeld- 7
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF
$19.3M
3.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD FINANCIALS ETF - ETF
$18.7M
3.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD HEALTH CARE ETF - ETF
$15.9M
2.7% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF
$14.5M
2.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $94.9M | 16.1% | -2% | — | — | — | — | |
| 2 | ISHARES RUSSELL 1000 VALUE ETF - ETF | $92.7M | 15.7% | -5% | — | — | — | — | |
| 3 | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $38.8M | 6.6% | -4% | — | — | — | — | |
| 4 | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $37.6M | 6.4% | -1% | — | — | — | — | |
| 5 | ISHARES CORE S&P SMALL CAP ETF - ETF | $29.7M | 5.0% | -2% | — | — | — | — | |
| 6 | $28.3M | 4.8% | -4% | -2.2% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF | $19.3M | 3.3% | +3% | — | — | — | — | |
| 8 | VANGUARD FINANCIALS ETF - ETF | $18.7M | 3.2% | -2% | — | — | — | — | |
| 9 | VANGUARD HEALTH CARE ETF - ETF | $15.9M | 2.7% | -4% | — | — | — | — | |
| 10 | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $14.5M | 2.5% | +2% | — | — | — | — |
All holdings — Cedar Mountain Advisors, LLC (Q3 2026)
1,163 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB US AGGREGATE BOND ETF - ETFnote | — | $14.4M | 2.4% | 651K | +2% | — | — | 13F |
| 12 | — | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETFetf/fund | — | $12.9M | 2.2% | 310K | -6% | — | — | 13F |
| 13 | — | ISHARES CORE 10 YEAR USD BOND ETF - ETFnote | — | $11.6M | 2.0% | 258K | +5% | — | — | 13F |
| 14 | Invesco Ltd.etf/fund | Financials | $11.2M | 1.9% | 134K | -6% | 4+ qtrs | — | 13F | |
| 15 | — | PGIM ULTRA SHORT BOND ETF - ETFnote | — | $10.2M | 1.7% | 207K | +37% | — | — | 13F |
| 16 | — | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETFetf/fund | — | $10.0M | 1.7% | 325K | +35% | — | — | 13F |
| 17 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETFnote | — | $7.8M | 1.3% | 166K | +54% | — | — | 13F |
| 18 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETFetf/fund | — | $7.4M | 1.3% | 145K | +13% | — | — | 13F |
| 19 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETFnote | — | $7.1M | 1.2% | 75K | +2% | — | — | 13F |
| 20 | — | ISHARES MSCI EAFE ETF - ETFetf/fund | — | $6.7M | 1.1% | 65K | +0.2% | — | — | 13F |
| 21 | — | ISHARES CORE DIVIDEND ETF - ETFetf/fund | — | $6.4M | 1.1% | 99K | -5% | — | — | 13F |
| 22 | — | JPMORGAN LIMITED DURATION BOND ETF - ETFnote | — | $5.7M | 1.0% | 112K | +811% | — | — | 13F |
| 23 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETFetf/fund | — | $5.4M | 0.9% | 67K | +8288% | — | — | 13F |
| 24 | — | JPMORGAN ACTIVE BOND ETF - ETFnote | — | $5.3M | 0.9% | 103K | +26% | — | — | 13F |
| 25 | AUTOMATIC DATA PROCESSING INC | Technology | $4.4M | 0.7% | 17K | +0.1% | 4+ qtrs | 69.7 | 13F | |
| 26 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | — | $3.9M | 0.7% | 66K | -42% | |||
| 27 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | — | $3.9M | 0.7% | 41K | +139% | |||
| 28 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | — | $3.9M | 0.7% | 47K | +104% | |||
| 29 | $AAPL | Apple Inc. | Technology | $3.5M | 0.6% | 10K | +0.3% | |||
| 30 | — | JPMORGAN FLEXIBLE DEBT ETF - ETF | — | $3.3M | 0.6% | 67K | +230% | |||
| 31 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $3.3M | 0.6% | 8,768 | — | |||
| 32 | $CSX | CSX CORP | Industrials | $2.9M | 0.5% | 63K | +0.0% | |||
| 33 | — | PUTNAM FOCUSED LARGE CAP VALUE ETF - ETF | — | $2.8M | 0.5% | 54K | +281% | |||
| 34 | — | FIDELITY BLUE CHIP GROWTH ETF - ETF | — | $2.8M | 0.5% | 44K | +394% | |||
| 35 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | — | $2.8M | 0.5% | 34K | -5% | |||
| 36 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | — | $2.0M | 0.3% | 20K | -10% | |||
| 37 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | — | $2.0M | 0.3% | 22K | +0.9% | |||
| 38 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.2% | 2,530 | -8% | |||
| 39 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.2% | 3,520 | +0.1% | |||
| 40 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | — | $1.2M | 0.2% | 5,572 | -0.5% | |||
| 41 | $LFST | LifeStance Health Group, Inc. | Healthcare | $1.1M | 0.2% | 88K | New | |||
| 42 | $NVDA | NVIDIA CORP | Technology | $1.0M | 0.2% | 4,577 | +2% | |||
| 43 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $979K | 0.2% | 1,966 | — | |||
| 44 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $868K | 0.1% | 5,391 | +0.1% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $836K | 0.1% | 1,635 | -0.2% | |||
| 46 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | — | $755K | 0.1% | 11K | +0.0% | |||
| 47 | $TGT | TARGET CORP | Consumer Staples | $743K | 0.1% | 4,739 | — | |||
| 48 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | — | $697K | 0.1% | 3,330 | +90% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $603K | 0.1% | 3,708 | +13% | |||
| 50 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | — | $584K | 0.1% | 1,637 | +99% | |||
| 51 | $NKE | NIKE, Inc. | Consumer Discretionary | $556K | 0.1% | 16K | -0.7% | |||
| 52 | — | HENNESSY SUSTAINABLE ETF - ETF | — | $538K | 0.1% | 15K | — | |||
| 53 | $BNY | Bank of New York Mellon Corp | Financials | $463K | 0.1% | 3,199 | — | |||
| 54 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | — | $408K | 0.1% | 8,285 | — | |||
| 55 | — | VANGUARD EXTENDED MARKET ETF - ETF | — | $383K | 0.1% | 1,652 | -11% | |||
| 56 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $345K | 0.1% | 379 | -3% | |||
| 57 | $INTC | INTEL CORP | Technology | $335K | 0.1% | 2,783 | +0.7% | |||
| 58 | $AMZN | AMAZON COM INC | Consumer Discretionary | $334K | 0.1% | 1,342 | -18% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $324K | 0.1% | 446 | -2% | |||
| 60 | $SPY | SPDR S&P 500 ETF TRUST | — | $309K | 0.1% | 405 | +0.2% | |||
| 61 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $309K | 0.1% | 3,285 | +0.4% | |||
| 62 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $298K | 0.1% | 1,977 | New | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $295K | 0.1% | 969 | — | |||
| 64 | $MCD | MCDONALDS CORP | Consumer Discretionary | $291K | 0.1% | 1,260 | -5% | |||
| 65 | $SO | SOUTHERN CO | Utilities | $288K | 0.1% | 3,472 | +0.3% | |||
| 66 | $UNP | UNION PACIFIC CORP | Industrials | $248K | 0.0% | 912 | +0.1% | |||
| 67 | — | ISHARES CORE S&P 500 ETF - ETF | — | $233K | 0.0% | 304 | +0.3% | |||
| 68 | $T | AT&T INC. | Communication Services | $225K | 0.0% | 9,205 | +0.4% | |||
| 69 | $LITE | Lumentum Holdings Inc. | Technology | $222K | 0.0% | 229 | — | |||
| 70 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $210K | 0.0% | 2,234 | — | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $205K | 0.0% | 1,411 | -5% | |||
| 72 | $BA | BOEING CO | Industrials | $191K | 0.0% | 1,025 | — | |||
| 73 | $GOOGL | Alphabet Inc. | Technology | $186K | 0.0% | 540 | -12% | |||
| 74 | $MRK | Merck & Co., Inc. | Healthcare | $177K | 0.0% | 1,216 | +0.1% | |||
| 75 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $176K | 0.0% | 618 | -3% | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $174K | 0.0% | 456 | +3% | |||
| 77 | $ACI | Albertsons Companies, Inc. | Consumer Staples | $172K | 0.0% | 15K | — | |||
| 78 | $NWN | Northwest Natural Holding Co | Energy | $168K | 0.0% | 3,593 | +1.0% | |||
| 79 | $WMT | Walmart Inc. | Consumer Staples | $164K | 0.0% | 1,575 | -12% | |||
| 80 | $INTU | INTUIT INC. | Technology | $160K | 0.0% | 579 | +0.3% | |||
| 81 | $CSCO | CISCO SYSTEMS, INC. | Technology | $158K | 0.0% | 1,471 | -0.5% | |||
| 82 | $ABBV | AbbVie Inc. | Healthcare | $157K | 0.0% | 600 | -5% | |||
| 83 | $MS | MORGAN STANLEY | Financials | $156K | 0.0% | 827 | -0.6% | |||
| 84 | $JPM | JPMORGAN CHASE & CO | Financials | $152K | 0.0% | 460 | +0.2% | |||
| 85 | $GOOG | Alphabet Inc. | Technology | $151K | 0.0% | 444 | — | |||
| 86 | $AVGO | Broadcom Inc. | Technology | $148K | 0.0% | 422 | -3% | |||
| 87 | $KEYS | Keysight Technologies, Inc. | Technology | $137K | 0.0% | 375 | — | |||
| 88 | $UTL | UNITIL CORP | Utilities | $136K | 0.0% | 2,688 | — | |||
| 89 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | — | $135K | 0.0% | 5,317 | +268% | |||
| 90 | $IBIT | iShares Bitcoin Trust ETF | Financials | $132K | 0.0% | 2,781 | — | |||
| 91 | $JNJ | JOHNSON & JOHNSON | Healthcare | $128K | 0.0% | 483 | +0.2% | |||
| 92 | $CLH | CLEAN HARBORS INC | Utilities | $126K | 0.0% | 405 | — | |||
| 93 | $CRWV | CoreWeave, Inc. | Technology | $124K | 0.0% | 1,425 | — | |||
| 94 | $RTX | RTX Corp | Industrials | $123K | 0.0% | 661 | +2% | |||
| 95 | — | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF - ETF | — | $117K | 0.0% | 1,592 | — | |||
| 96 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $113K | 0.0% | 585 | — | |||
| 97 | $MU | MICRON TECHNOLOGY INC | Technology | $110K | 0.0% | 103 | +66% | |||
| 98 | — | ISHARES MORNINGSTAR GROWTH ETF - ETF | — | $109K | 0.0% | 936 | -8% | |||
| 99 | $EHC | Encompass Health Corp | Healthcare | $109K | 0.0% | 898 | — | |||
| 100 | $DVN | DEVON ENERGY CORP/DE | Energy | $105K | 0.0% | 2,274 | -4% | |||
| 101 | $USB | US BANCORP \DE\ | Financials | $103K | 0.0% | 1,784 | +2% | |||
| 102 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | — | $102K | 0.0% | 2,033 | -27% | |||
| 103 | $ATI | ATI INC | Materials | $101K | 0.0% | 535 | — | |||
| 104 | $WES | Western Midstream Partners, LP | Energy | $100K | 0.0% | 2,263 | +2% | |||
| 105 | $SNDK | Sandisk Corp | Technology | $99K | 0.0% | 57 | — | |||
| 106 | $GE | GENERAL ELECTRIC CO | Industrials | $94K | 0.0% | 302 | — | |||
| 107 | $CVX | CHEVRON CORP | Energy | $94K | 0.0% | 459 | -5% | |||
| 108 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $90K | 0.0% | 579 | — | |||
| 109 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $88K | 0.0% | 402 | +0.2% | |||
| 110 | $NFLX | NETFLIX INC | Communication Services | $88K | 0.0% | 1,260 | -1% | |||
| 111 | $WM | WASTE MANAGEMENT INC | Utilities | $87K | 0.0% | 428 | +0.2% | |||
| 112 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $87K | 0.0% | 1,901 | +0.8% | |||
| 113 | $V | VISA INC. | Financials | $84K | 0.0% | 233 | -35% | |||
| 114 | $RRX | REGAL REXNORD CORP | Industrials | $82K | 0.0% | 527 | — | |||
| 115 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $81K | 0.0% | 1,484 | +0.1% | |||
| 116 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $81K | 0.0% | 281 | — | |||
| 117 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $80K | 0.0% | 223 | — | |||
| 118 | $LLY | ELI LILLY & Co | Healthcare | $80K | 0.0% | 69 | — | |||
| 119 | $FHN | FIRST HORIZON CORP | Financials | $78K | 0.0% | 3,405 | — | |||
| 120 | $BE | Bloom Energy Corp | Technology | $77K | 0.0% | 279 | -16% | |||
| 121 | $VLO | VALERO ENERGY CORP/TX | Energy | $76K | 0.0% | 196 | — | |||
| 122 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | — | $74K | 0.0% | 1,010 | +0.1% | |||
| 123 | $GEV | GE Vernova Inc. | Industrials | $73K | 0.0% | 77 | — | |||
| 124 | $ALL | ALLSTATE CORP | Financials | $72K | 0.0% | 325 | — | |||
| 125 | $SR | SPIRE INC | Energy | $71K | 0.0% | 928 | -69% | |||
| 126 | $CW | CURTISS WRIGHT CORP | Industrials | $70K | 0.0% | 128 | — | |||
| 127 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $69K | 0.0% | 281 | — | |||
| 128 | $PLTR | Palantir Technologies Inc. | Technology | $69K | 0.0% | 367 | — | |||
| 129 | $MMM | 3M CO | Healthcare | $66K | 0.0% | 404 | — | |||
| 130 | $MPC | Marathon Petroleum Corp | Energy | $65K | 0.0% | 164 | — | |||
| 131 | $GS | GOLDMAN SACHS GROUP INC | Financials | $64K | 0.0% | 71 | — | |||
| 132 | $GLW | CORNING INC /NY | Materials | $64K | 0.0% | 417 | +2% | |||
| 133 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $63K | 0.0% | 1,498 | -0.7% | |||
| 134 | $PH | Parker-Hannifin Corp | Industrials | $62K | 0.0% | 65 | — | |||
| 135 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $62K | 0.0% | 126 | — | |||
| 136 | $BWA | BORGWARNER INC | Industrials | $61K | 0.0% | 1,021 | — | |||
| 137 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | — | $61K | 0.0% | 382 | +0.3% | |||
| 138 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $61K | 0.0% | 171 | — | |||
| 139 | $COR | Cencora, Inc. | Consumer Staples | $61K | 0.0% | 202 | — | |||
| 140 | $SCHW | SCHWAB CHARLES CORP | Financials | $60K | 0.0% | 618 | +0.2% | |||
| 141 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $60K | 0.0% | 776 | — | |||
| 142 | $SNA | Snap-on Inc | Industrials | $60K | 0.0% | 166 | — | |||
| 143 | $BLK | BlackRock, Inc. | Financials | $60K | 0.0% | 57 | — | |||
| 144 | $ED | CONSOLIDATED EDISON INC | Utilities | $60K | 0.0% | 586 | — | |||
| 145 | $ETR | ENTERGY CORP /DE/ | Utilities | $59K | 0.0% | 596 | — | |||
| 146 | $SLB | SLB LIMITED/NV | Energy | $58K | 0.0% | 1,195 | — | |||
| 147 | $DIS | Walt Disney Co | Communication Services | $57K | 0.0% | 546 | +0.2% | |||
| 148 | $AEE | AMEREN CORP | Utilities | $57K | 0.0% | 576 | — | |||
| 149 | $WY | WEYERHAEUSER CO | Real Estate | $57K | 0.0% | 2,987 | +0.9% | |||
| 150 | $KLAC | KLA CORP | Technology | $56K | 0.0% | 289 | +5% |
What changed in Q3 2026
Against the previous quarter's 13F: 64 new, 137 added to, 128 trimmed, 76 sold out. Share-count changes; largest moves by dollar size first.
New positions (64)
$LFSTLifeStance Health Group, Inc.$1.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$298Kfirst bought this quarter
$SANBanco Santander, S.A.$23K
first bought this quarter
- GATES INDL CORP LTD COM SHS - Stock$17K
first bought this quarter
- ROUNDHILL MEMORY ETF - ETF$12K
first bought this quarter
$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$9K
first bought this quarter
+58 more in the Excel export
Added to (137)
- ISHARES CORE MSCI EMERGING MARKETS ETF - ETF+8288%
now $5.4M
- JPMORGAN LIMITED DURATION BOND ETF - ETF+811%
now $5.7M
- PGIM ULTRA SHORT BOND ETF - ETF+37%
now $10.2M
- JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF+54%
now $7.8M
- STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETF+35%
now $10.0M
- JPMORGAN FLEXIBLE DEBT ETF - ETF+230%
now $3.3M
+131 more in the Excel export
Trimmed (128)
- ISHARES RUSSELL 1000 VALUE ETF - ETF-5%
now $92.7M
- VANGUARD FTSE EMERGING MARKETS ETF - ETF-42%
now $3.9M
- ISHARES RUSSELL MID-CAP VALUE ETF - ETF-4%
now $38.8M
- ISHARES RUSSELL 1000 GROWTH ETF - ETF-2%
now $94.9M
now $28.3M · held 4+ qtrs
- FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF-6%
now $12.9M
+122 more in the Excel export
Sold out (76)
- VANGUARD TAX-EXEMPT BOND ETF - ETFwas $785K
- JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETFwas $200K
- JPMORGAN SHORT DURATION CORE PLUS ETF - ETFwas $139K
$WBSWEBSTER FINANCIAL CORPwas $61K
held 2 qtrs
- ISHARES 3-7 YEAR TREASURY BOND ETF - ETFwas $56K
- ISHARES 1-3 YEAR TREASURY BOND ETF - ETFwas $55K
+70 more in the Excel export
Holdings by quarter
Every 13F Cedar Mountain Advisors, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cedar Mountain Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cedar Mountain Advisors, LLC disclosed 1,163 positions worth $589.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 64 new positions and exited 76 — including a new stake in $LFST. The portfolio is most concentrated in Other (91.3% of disclosed assets). All figures are sourced directly from Cedar Mountain Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1798986.
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AI-Powered Hedge Fund Analysis: Cedar Mountain Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Cedar Mountain Advisors, LLC (SEC CIK: 1798986), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cedar Mountain Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.