Cedar Mountain Advisors, LLC
13F Reported Value
ⓘ$580.7M
Holdings
1,175
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cedar Mountain Advisors, LLC disclosed 1,175 positions worth $580.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 77 new positions and exited 54 and a full exit from $CTRA. The portfolio is most concentrated in Other (91.0% of disclosed assets). All figures are sourced directly from Cedar Mountain Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1798986.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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ISHARES RUSSELL 1000 VALUE ETF - ETF
—Quality
$95.8M395,280 shISHARES RUSSELL 1000 GROWTH ETF - ETF
—Quality
$95.8M771,325 shISHARES RUSSELL MID-CAP VALUE ETF - ETF
—Quality
$41.6M252,713 shISHARES RUSSELL MID-CAP GROWTH ETF - ETF
—Quality
$40.4M276,200 shISHARES CORE S&P SMALL CAP ETF - ETF
—Quality
$33.1M223,326 sh- —
Quality
$29.4M39,980 sh VANGUARD FINANCIALS ETF - ETF
—Quality
$19.3M146,558 shSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF
—Quality
$19.0M632,890 shVANGUARD HEALTH CARE ETF - ETF
—Quality
$15.6M52,193 shSCHWAB US AGGREGATE BOND ETF - ETF
—Quality
$14.8M641,351 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $95.8M | 395,280 |
| ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $95.8M | 771,325 |
| ISHARES RUSSELL MID-CAP VALUE ETF - ETF | — | $41.6M | 252,713 |
| ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | — | $40.4M | 276,200 |
| ISHARES CORE S&P SMALL CAP ETF - ETF | — | $33.1M | 223,326 |
| — | $29.4M | 39,980 | |
| VANGUARD FINANCIALS ETF - ETF | — | $19.3M | 146,558 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF | — | $19.0M | 632,890 |
| VANGUARD HEALTH CARE ETF - ETF | — | $15.6M | 52,193 |
| SCHWAB US AGGREGATE BOND ETF - ETF | — | $14.8M | 641,351 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cedar Mountain Advisors, LLC's 1,175 positions.
Showing top 10 of 1,175 holdings.
Sector Allocation
Other
$528.4M
Financials
$17.7M
Technology
$14.4M
Industrials
$8.2M
Consumer Discretionary
$4.0M
Healthcare
$1.7M
Energy
$1.7M
Utilities
$1.6M
Top Holdings — Cedar Mountain Advisors, LLC (Q2 2026)
Top 150 of 1,175 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $95.8M | 16.5% | +0% | — |
| 2 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $95.8M | 16.5% | +300% | — |
| 3 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $41.6M | 7.2% | +0% | — |
| 4 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $40.4M | 7.0% | +1% | — |
| 5 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $33.1M | 5.7% | +0% | — |
| 6 | INVESCO QQQ TRUST, SERIES 1 | $29.4M | 5.1% | +0% | — | |
| 7 | — | VANGUARD FINANCIALS ETF - ETF | $19.3M | 3.3% | +1% | — |
| 8 | — | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF | $19.0M | 3.3% | +0% | — |
| 9 | — | VANGUARD HEALTH CARE ETF - ETF | $15.6M | 2.7% | +1% | — |
| 10 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $14.8M | 2.5% | +0% | — |
| 11 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $13.8M | 2.4% | +2% | — |
| 12 | — | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF | $13.4M | 2.3% | -1% | — |
| 13 | Invesco Ltd. | $12.8M | 2.2% | +0% | — | |
| 14 | — | ISHARES CORE 10 YEAR USD BOND ETF - ETF | $12.1M | 2.1% | +0% | — |
| 15 | — | PGIM ULTRA SHORT BOND ETF - ETF | $7.5M | 1.3% | +2% | — |
| 16 | — | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETF | $7.4M | 1.3% | +0% | — |
| 17 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $7.3M | 1.3% | +0% | — |
| 18 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $6.8M | 1.2% | +0% | — |
| 19 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $6.8M | 1.2% | +2% | — |
| 20 | — | ISHARES MSCI EAFE ETF - ETF | $6.7M | 1.2% | +2% | — |
| 21 | — | ISHARES CORE DIVIDEND ETF - ETF | $6.4M | 1.1% | +0% | — |
| 22 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | $5.2M | 0.9% | +3% | — |
| 23 | — | JPMORGAN ACTIVE BOND ETF - ETF | $4.4M | 0.8% | +34% | — |
| 24 | AUTOMATIC DATA PROCESSING INC | $3.8M | 0.7% | -0% | 69.8 | |
| 25 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $3.2M | 0.6% | +0% | — |
| 26 | Apple Inc. | $3.0M | 0.5% | +3% | 76.4 | |
| 27 | CSX CORP | $3.0M | 0.5% | +0% | 65.2 | |
| 28 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $3.0M | 0.5% | +1% | — |
| 29 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $2.2M | 0.4% | +1% | — |
| 30 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | $1.9M | 0.3% | +454% | — |
| 31 | — | VANGUARD GROWTH ETF - ETF | $1.8M | 0.3% | +618% | — |
| 32 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $1.6M | 0.3% | +6235% | — |
| 33 | Tesla, Inc. | $1.5M | 0.3% | +4% | 53.9 | |
| 34 | — | VANGUARD VALUE ETF - ETF | $1.2M | 0.2% | +0% | — |
| 35 | APPLIED MATERIALS INC /DE | $1.2M | 0.2% | -2% | 72.3 | |
| 36 | MICROSOFT CORP | $1.0M | 0.2% | -36% | 79.8 | |
| 37 | — | JPMORGAN FLEXIBLE DEBT ETF - ETF | $1.0M | 0.2% | NEW | — |
| 38 | BERKSHIRE HATHAWAY INC | $983,767 | 0.2% | +3% | 73.8 | |
| 39 | NVIDIA CORP | $895,883 | 0.1% | +3% | 85.9 | |
| 40 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $790,479 | 0.1% | +0% | — |
| 41 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $784,799 | 0.1% | +0% | — |
| 42 | — | ISHARES RUSSELL 2000 ETF - ETF | $780,569 | 0.1% | -36% | — |
| 43 | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $737,712 | 0.1% | +0% | 66.5 | |
| 44 | — | PUTNAM FOCUSED LARGE CAP VALUE ETF - ETF | $721,758 | 0.1% | NEW | — |
| 45 | NIKE, Inc. | $649,298 | 0.1% | -1% | 49.3 | |
| 46 | — | JPMORGAN LIMITED DURATION BOND ETF - ETF | $640,215 | 0.1% | +1190% | — |
| 47 | TARGET CORP | $618,961 | 0.1% | +0% | 60.7 | |
| 48 | — | HENNESSY SUSTAINABLE ETF - ETF | $585,547 | 0.1% | +0% | — |
| 49 | — | FIDELITY BLUE CHIP GROWTH ETF - ETF | $548,556 | 0.1% | NEW | — |
| 50 | Bank of New York Mellon Corp | $462,607 | 0.1% | +0% | 74.1 | |
| 51 | — | VANGUARD EXTENDED MARKET ETF - ETF | $458,689 | 0.1% | +0% | — |
| 52 | EXXON MOBIL CORP | $449,356 | 0.1% | +10% | 57.9 | |
| 53 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | $416,156 | 0.1% | +0% | — |
| 54 | AMAZON COM INC | $388,256 | 0.1% | +4% | 68.7 | |
| 55 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | $387,985 | 0.1% | +375% | — |
| 56 | INTEL CORP | $385,844 | 0.1% | -13% | 45.6 | |
| 57 | COSTCO WHOLESALE CORP /NEW | $366,945 | 0.1% | +0% | 66.2 | |
| 58 | MCDONALDS CORP | $356,952 | 0.1% | -9% | 69 | |
| 59 | STARBUCKS CORP | $334,235 | 0.1% | +0% | 58.2 | |
| 60 | SOUTHERN CO | $331,110 | 0.1% | +124% | 62 | |
| 61 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | $323,441 | 0.1% | +372% | — |
| 62 | SPDR S&P 500 ETF TRUST | $301,940 | 0.1% | +99% | — | |
| 63 | Invesco Ltd. | $293,584 | 0.1% | +0% | — | |
| 64 | Meta Platforms, Inc. | $256,938 | 0.0% | +43% | 79.6 | |
| 65 | UNION PACIFIC CORP | $247,918 | 0.0% | +0% | 69.7 | |
| 66 | SPIRE INC | $234,732 | 0.0% | +1% | 43 | |
| 67 | — | ISHARES CORE S&P 500 ETF - ETF | $226,790 | 0.0% | +13% | — |
| 68 | HOME DEPOT, INC. | $225,725 | 0.0% | +0% | 60.3 | |
| 69 | BOEING CO | $221,916 | 0.0% | +24% | 61.6 | |
| 70 | Alphabet Inc. | $220,253 | 0.0% | -1% | 78.2 | |
| 71 | PROCTER & GAMBLE Co | $218,874 | 0.0% | +1% | 64.6 | |
| 72 | CHURCH & DWIGHT CO INC /DE/ | $216,430 | 0.0% | +0% | 58.1 | |
| 73 | Walmart Inc. | $203,139 | 0.0% | +0% | 60.2 | |
| 74 | Albertsons Companies, Inc. | $200,975 | 0.0% | +0% | 61.7 | |
| 75 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF | $199,699 | 0.0% | +0% | — |
| 76 | Lumentum Holdings Inc. | $196,496 | 0.0% | +0% | 44.3 | |
| 77 | AT&T INC. | $189,756 | 0.0% | +28% | 65.7 | |
| 78 | Northwest Natural Holding Co | $174,600 | 0.0% | -6% | 53.9 | |
| 79 | MORGAN STANLEY | $173,946 | 0.0% | +540% | 75.8 | |
| 80 | CISCO SYSTEMS, INC. | $173,760 | 0.0% | +68% | 70.3 | |
| 81 | Broadcom Inc. | $163,944 | 0.0% | +1% | 84.5 | |
| 82 | SPDR GOLD TRUST | $162,824 | 0.0% | +0% | — | |
| 83 | AbbVie Inc. | $158,514 | 0.0% | +63% | 72.6 | |
| 84 | Alphabet Inc. | $156,879 | 0.0% | +5% | 78.2 | |
| 85 | Merck & Co., Inc. | $156,178 | 0.0% | +32% | 59.9 | |
| 86 | — | ISHARES RUSSELL 1000 ETF - ETF | $150,696 | 0.0% | +0% | — |
| 87 | INTUIT INC. | $150,616 | 0.0% | -4% | 79.3 | |
| 88 | JPMORGAN CHASE & CO | $150,379 | 0.0% | +2% | 70.7 | |
| 89 | CoreWeave, Inc. | $141,845 | 0.0% | +0% | 52.2 | |
| 90 | UNITIL CORP | $141,631 | 0.0% | +0% | 54.5 | |
| 91 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $141,394 | 0.0% | NEW | — |
| 92 | — | JPMORGAN SHORT DURATION CORE PLUS ETF - ETF | $138,559 | 0.0% | NEW | — |
| 93 | Keysight Technologies, Inc. | $131,276 | 0.0% | +0% | 71.4 | |
| 94 | Sandisk Corp | $129,603 | 0.0% | +0% | 87.7 | |
| 95 | REGAL REXNORD CORP | $125,526 | 0.0% | +0% | 52 | |
| 96 | VISA INC. | $123,986 | 0.0% | +1% | 82.9 | |
| 97 | RTX Corp | $123,004 | 0.0% | +31% | 73.2 | |
| 98 | JOHNSON & JOHNSON | $122,529 | 0.0% | +3% | 69 | |
| 99 | CLEAN HARBORS INC | $120,994 | 0.0% | +0% | 55.6 | |
| 100 | — | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF - ETF | $120,810 | 0.0% | +4% | — |
| 101 | — | ISHARES MORNINGSTAR GROWTH ETF - ETF | $119,360 | 0.0% | +0% | — |
| 102 | CAPITAL ONE FINANCIAL CORP | $117,363 | 0.0% | +0% | 62.4 | |
| 103 | GENERAL ELECTRIC CO | $112,936 | 0.0% | +0% | 73.8 | |
| 104 | INTERNATIONAL BUSINESS MACHINES CORP | $112,846 | 0.0% | +0% | 70 | |
| 105 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $112,586 | 0.0% | +0% | — |
| 106 | US BANCORP \DE\ | $105,827 | 0.0% | +2% | 65.3 | |
| 107 | ATI INC | $105,449 | 0.0% | +0% | 63.1 | |
| 108 | CORNING INC /NY | $104,471 | 0.0% | +405% | 73.7 | |
| 109 | Bloom Energy Corp | $101,102 | 0.0% | +0% | 66.2 | |
| 110 | DEVON ENERGY CORP/DE | $98,231 | 0.0% | +557% | 74.8 | |
| 111 | CITIGROUP INC | $97,692 | 0.0% | +140% | 65 | |
| 112 | Western Midstream Partners, LP | $97,193 | 0.0% | +2% | 71 | |
| 113 | CURTISS WRIGHT CORP | $96,993 | 0.0% | +0% | 69.5 | |
| 114 | WASTE MANAGEMENT INC | $95,084 | 0.0% | +0% | 67.6 | |
| 115 | iShares Bitcoin Trust ETF | $92,579 | 0.0% | +1% | — | |
| 116 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $91,499 | 0.0% | +0% | — |
| 117 | NETFLIX INC | $91,249 | 0.0% | +22% | 78.8 | |
| 118 | Encompass Health Corp | $90,770 | 0.0% | +0% | 66.9 | |
| 119 | GE Vernova Inc. | $90,587 | 0.0% | +0% | 81.1 | |
| 120 | FIRST HORIZON CORP | $87,304 | 0.0% | +0% | 56.4 | |
| 121 | BANK OF AMERICA CORP /DE/ | $84,488 | 0.0% | +4% | 67.6 | |
| 122 | KLA CORP | $83,272 | 0.0% | +820% | 78.6 | |
| 123 | ELI LILLY & Co | $82,923 | 0.0% | +0% | 87.5 | |
| 124 | CHEVRON CORP | $80,251 | 0.0% | +4% | 62.8 | |
| 125 | VERIZON COMMUNICATIONS INC | $79,869 | 0.0% | +1% | 65.8 | |
| 126 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | $77,427 | 0.0% | +1% | — |
| 127 | ALLSTATE CORP | $77,331 | 0.0% | +0% | 78.5 | |
| 128 | WESCO INTERNATIONAL INC | $77,031 | 0.0% | +0% | 48.8 | |
| 129 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $75,758 | 0.0% | +0% | 66.3 | |
| 130 | VIAVI SOLUTIONS INC. | $72,007 | 0.0% | +1% | 51.5 | |
| 131 | MICRON TECHNOLOGY INC | $71,883 | 0.0% | +11% | 86.2 | |
| 132 | GOLDMAN SACHS GROUP INC | $71,807 | 0.0% | +209% | 73.5 | |
| 133 | CASEYS GENERAL STORES INC | $71,543 | 0.0% | +0% | 65.1 | |
| 134 | Blackstone Inc. | $71,426 | 0.0% | NEW | 74.4 | |
| 135 | WEYERHAEUSER CO | $70,882 | 0.0% | +1% | 51.3 | |
| 136 | MICROCHIP TECHNOLOGY INC | $70,771 | 0.0% | +0% | 52.9 | |
| 137 | ENTERGY CORP /DE/ | $68,457 | 0.0% | +0% | 59.5 | |
| 138 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF | $68,060 | 0.0% | +0% | — |
| 139 | STERLING INFRASTRUCTURE, INC. | $67,988 | 0.0% | +0% | 70.6 | |
| 140 | BORGWARNER INC | $67,794 | 0.0% | +0% | 56 | |
| 141 | Snap-on Inc | $66,798 | 0.0% | +0% | 63 | |
| 142 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $65,745 | 0.0% | +147% | — |
| 143 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $65,420 | 0.0% | +0% | — |
| 144 | 3M CO | $65,412 | 0.0% | +0% | 64.9 | |
| 145 | AMEREN CORP | $65,111 | 0.0% | +0% | 59.4 | |
| 146 | CONSOLIDATED EDISON INC | $64,829 | 0.0% | +0% | 67.3 | |
| 147 | Parker-Hannifin Corp | $63,578 | 0.0% | +0% | 65.8 | |
| 148 | WEBSTER FINANCIAL CORP | $61,060 | 0.0% | +0% | 63.3 | |
| 149 | REINSURANCE GROUP OF AMERICA INC | $59,755 | 0.0% | +0% | 66.8 | |
| 150 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF | $59,152 | 0.0% | +1% | — |
New Positions (77)
Exited Positions (54)
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