Cedar Mountain Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1798986
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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.

Sector Allocation

OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES RUSSELL 1000 VALUE ETF - ETF

    Quality

    $95.8M395,280 sh
  • ISHARES RUSSELL 1000 GROWTH ETF - ETF

    Quality

    $95.8M771,325 sh
  • ISHARES RUSSELL MID-CAP VALUE ETF - ETF

    Quality

    $41.6M252,713 sh
  • ISHARES RUSSELL MID-CAP GROWTH ETF - ETF

    Quality

    $40.4M276,200 sh
  • ISHARES CORE S&P SMALL CAP ETF - ETF

    Quality

    $33.1M223,326 sh
  • $29.4M39,980 sh
  • VANGUARD FINANCIALS ETF - ETF

    Quality

    $19.3M146,558 sh
  • STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF

    Quality

    $19.0M632,890 sh
  • VANGUARD HEALTH CARE ETF - ETF

    Quality

    $15.6M52,193 sh
  • SCHWAB US AGGREGATE BOND ETF - ETF

    Quality

    $14.8M641,351 sh

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 HoldingsCedar 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.

TickerCompanyValue
ISHARES RUSSELL 1000 VALUE ETF - ETF$95.8M
ISHARES RUSSELL 1000 GROWTH ETF - ETF$95.8M
ISHARES RUSSELL MID-CAP VALUE ETF - ETF$41.6M
ISHARES RUSSELL MID-CAP GROWTH ETF - ETF$40.4M
ISHARES CORE S&P SMALL CAP ETF - ETF$33.1M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$29.4M
VANGUARD FINANCIALS ETF - ETF$19.3M
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF - ETF$19.0M
VANGUARD HEALTH CARE ETF - ETF$15.6M
SCHWAB US AGGREGATE BOND ETF - ETF$14.8M
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF$13.8M
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF$13.4M
IVZ$IVZInvesco Ltd.$12.8M
ISHARES CORE 10 YEAR USD BOND ETF - ETF$12.1M
PGIM ULTRA SHORT BOND ETF - ETF$7.5M
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETF$7.4M
ISHARES CORE U.S. AGGREGATE BOND ETF - ETF$7.3M
VANGUARD FTSE EMERGING MARKETS ETF - ETF$6.8M
ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF$6.8M
ISHARES MSCI EAFE ETF - ETF$6.7M
ISHARES CORE DIVIDEND ETF - ETF$6.4M
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF$5.2M
JPMORGAN ACTIVE BOND ETF - ETF$4.4M
ADP$ADPAUTOMATIC DATA PROCESSING INC$3.8M
VANGUARD TOTAL STOCK MARKET ETF - ETF$3.2M
AAPL$AAPLApple Inc.$3.0M
CSX$CSXCSX CORP$3.0M
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF$3.0M
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF$2.2M
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF$1.9M
VANGUARD GROWTH ETF - ETF$1.8M
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF$1.6M
TSLA$TSLATesla, Inc.$1.5M
VANGUARD VALUE ETF - ETF$1.2M
AMAT$AMATAPPLIED MATERIALS INC /DE$1.2M
MSFT$MSFTMICROSOFT CORP$1.0M
JPMORGAN FLEXIBLE DEBT ETF - ETF$1.0M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$983,767
NVDA$NVDANVIDIA CORP$895,883
VANGUARD TOTAL BOND MARKET ETF - ETF$790,479
VANGUARD TAX-EXEMPT BOND ETF - ETF$784,799
ISHARES RUSSELL 2000 ETF - ETF$780,569
BR$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$737,712
PUTNAM FOCUSED LARGE CAP VALUE ETF - ETF$721,758
NKE$NKENIKE, Inc.$649,298
JPMORGAN LIMITED DURATION BOND ETF - ETF$640,215
TGT$TGTTARGET CORP$618,961
HENNESSY SUSTAINABLE ETF - ETF$585,547
FIDELITY BLUE CHIP GROWTH ETF - ETF$548,556
BNY$BNYBank of New York Mellon Corp$462,607
VANGUARD EXTENDED MARKET ETF - ETF$458,689
XOM.R34088$XOM.R34088EXXON MOBIL CORP$449,356
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF$416,156
AMZN$AMZNAMAZON COM INC$388,256
ISHARES RUSSELL 2000 VALUE ETF - ETF$387,985
INTC$INTCINTEL CORP$385,844
COST$COSTCOSTCO WHOLESALE CORP /NEW$366,945
MCD$MCDMCDONALDS CORP$356,952
SBUX$SBUXSTARBUCKS CORP$334,235
SO$SOSOUTHERN CO$331,110
ISHARES RUSSELL 2000 GROWTH ETF - ETF$323,441
SPY$SPYSPDR S&P 500 ETF TRUST$301,940
IVZ$IVZInvesco Ltd.$293,584
META$METAMeta Platforms, Inc.$256,938
UNP$UNPUNION PACIFIC CORP$247,918
SR$SRSPIRE INC$234,732
ISHARES CORE S&P 500 ETF - ETF$226,790
HD$HDHOME DEPOT, INC.$225,725
BA$BABOEING CO$221,916
GOOG$GOOGAlphabet Inc.$220,253
PG$PGPROCTER & GAMBLE Co$218,874
CHD$CHDCHURCH & DWIGHT CO INC /DE/$216,430
WMT$WMTWalmart Inc.$203,139
ACI$ACIAlbertsons Companies, Inc.$200,975
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF$199,699
LITE$LITELumentum Holdings Inc.$196,496
T$TAT&T INC.$189,756
NWN$NWNNorthwest Natural Holding Co$174,600
MS$MSMORGAN STANLEY$173,946
CSCO$CSCOCISCO SYSTEMS, INC.$173,760
AVGO$AVGOBroadcom Inc.$163,944
GLD$GLDSPDR GOLD TRUST$162,824
ABBV$ABBVAbbVie Inc.$158,514
GOOGL$GOOGLAlphabet Inc.$156,879
MRK$MRKMerck & Co., Inc.$156,178
ISHARES RUSSELL 1000 ETF - ETF$150,696
INTU$INTUINTUIT INC.$150,616
JPM$JPMJPMORGAN CHASE & CO$150,379
CRWV$CRWVCoreWeave, Inc.$141,845
UTL$UTLUNITIL CORP$141,631
JPMORGAN ULTRA-SHORT INCOME ETF - ETF$141,394
JPMORGAN SHORT DURATION CORE PLUS ETF - ETF$138,559
KEYS$KEYSKeysight Technologies, Inc.$131,276
SNDK$SNDKSandisk Corp$129,603
RRX$RRXREGAL REXNORD CORP$125,526
V$VVISA INC.$123,986
RTX$RTXRTX Corp$123,004
JNJ$JNJJOHNSON & JOHNSON$122,529
CLH$CLHCLEAN HARBORS INC$120,994
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF - ETF$120,810
ISHARES MORNINGSTAR GROWTH ETF - ETF$119,360
COF$COFCAPITAL ONE FINANCIAL CORP$117,363
GE$GEGENERAL ELECTRIC CO$112,936
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$112,846
VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF$112,586
USB$USBUS BANCORP \DE\$105,827
ATI$ATIATI INC$105,449
GLW$GLWCORNING INC /NY$104,471
BE$BEBloom Energy Corp$101,102
DVN$DVNDEVON ENERGY CORP/DE$98,231
C$CCITIGROUP INC$97,692
WES$WESWestern Midstream Partners, LP$97,193
CW$CWCURTISS WRIGHT CORP$96,993
WM$WMWASTE MANAGEMENT INC$95,084
IBIT$IBITiShares Bitcoin Trust ETF$92,579
VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF$91,499
NFLX$NFLXNETFLIX INC$91,249
EHC$EHCEncompass Health Corp$90,770
GEV$GEVGE Vernova Inc.$90,587
FHN$FHNFIRST HORIZON CORP$87,304
BAC$BACBANK OF AMERICA CORP /DE/$84,488
KLAC$KLACKLA CORP$83,272
LLY$LLYELI LILLY & Co$82,923
CVX$CVXCHEVRON CORP$80,251
VZ$VZVERIZON COMMUNICATIONS INC$79,869
VANGUARD INTERMEDIATE-TERM BOND ETF - ETF$77,427
ALL$ALLALLSTATE CORP$77,331
WCC$WCCWESCO INTERNATIONAL INC$77,031
WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$75,758
VIAV$VIAVVIAVI SOLUTIONS INC.$72,007
MU$MUMICRON TECHNOLOGY INC$71,883
GS$GSGOLDMAN SACHS GROUP INC$71,807
CASY$CASYCASEYS GENERAL STORES INC$71,543
BX$BXBlackstone Inc.$71,426
WY$WYWEYERHAEUSER CO$70,882
MCHP$MCHPMICROCHIP TECHNOLOGY INC$70,771
ETR$ETRENTERGY CORP /DE/$68,457
ISHARES S&P SMALL-CAP 600 GROWTH ETF - ETF$68,060
STRL$STRLSTERLING INFRASTRUCTURE, INC.$67,988
BWA$BWABORGWARNER INC$67,794
SNA$SNASnap-on Inc$66,798
ISHARES CORE MSCI EMERGING MARKETS ETF - ETF$65,745
ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF$65,420
MMM$MMM3M CO$65,412
AEE$AEEAMEREN CORP$65,111
ED$EDCONSOLIDATED EDISON INC$64,829
PH$PHParker-Hannifin Corp$63,578
WBS$WBSWEBSTER FINANCIAL CORP$61,060
RGA$RGAREINSURANCE GROUP OF AMERICA INC$59,755
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF$59,152

New Positions (77)

JPMORGAN FLEXIBLE DEBT ETF - ETF$1.0M
PUTNAM FOCUSED LARGE CAP VALUE ETF - ETF$721,758
FIDELITY BLUE CHIP GROWTH ETF - ETF$548,556
JPMORGAN SHORT DURATION CORE PLUS ETF - ETF$138,559
BX$BX Blackstone Inc.$71,426
ISHARES SEMICONDUCTOR ETF - ETF$51,262
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF$38,321
LNT$LNT ALLIANT ENERGY CORP$25,939
SF$SF STIFEL FINANCIAL CORP$23,512
XPRO.R1575828$XPRO.R1575828 EXPRO GROUP HOLDINGS N.V.$16,705
RKLB$RKLB Rocket Lab Corp$9,149
TEMA SPACE INNOVATORS ETF - ETF$9,114
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF$7,838
FSSL$FSSL FS Specialty Lending Fund$7,526
ONCY$ONCY ONCOLYTICS BIOTECH INC$5,368

Exited Positions (54)

CTRA$CTRA Coterra Energy Inc.
EXPRO GROUP HOLDINGS NV COM
HON$HON HONEYWELL INTERNATIONAL INC
NVRI.R45876$NVRI.R45876 ENVIRI Corp
ONON$ONON On Holding AG
HOLX$HOLX HOLOGIC INC
ONC$ONC BeOne Medicines Ltd.
PKST$PKST Peakstone Realty Trust
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
CHWY$CHWY Chewy, Inc.
WGO$WGO WINNEBAGO INDUSTRIES INC
SNCY$SNCY Sun Country Airlines Holdings, LLC
AEO$AEO AMERICAN EAGLE OUTFITTERS INC
PRIM$PRIM Primoris Services Corp
ZTR$ZTR Virtus Total Return Fund Inc.

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