Cedar Mountain Advisors, LLC

Name: Cedar Mountain Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001798986 · LAKE OSWEGO, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source ↗

Cedar Mountain Advisors, LLC reported 1,175 positions worth $580.7M as of June 30, 2026 (13F filed July 2, 2026). Largest holding: IWD (16.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$580.7M

2026 Q2

Positions

1,175

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

69.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1175 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IWD	ISHARES RUSSELL 1000 VALUE ETF	SH	$95.8M	16.50%	395,280	—	—
▸ 2	IWF	ISHARES RUSSELL 1000 GROWTH ETF	SH	$95.8M	16.49%	771,325	—	—
▸ 3	IWS	ISHARES RUSSELL MID-CAP VALUE ETF	SH	$41.6M	7.16%	252,713	—	—
▸ 4	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	SH	$40.4M	6.96%	276,200	—	—
▸ 5	IJR	ISHARES CORE S&P SMALL CAP ETF	SH	$33.1M	5.70%	223,326	—	—
▸ 6	QQQ	INVESCO QQQ TRUST SERIES I	SH	$29.4M	5.07%	39,980	—	—
▸ 7	VFH	VANGUARD FINANCIALS ETF	SH	$19.3M	3.32%	146,558	—	—
▸ 8	SPSB	STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	SH	$19.0M	3.27%	632,890	—	—
▸ 9	VHT	VANGUARD HEALTH CARE ETF	SH	$15.6M	2.69%	52,193	—	—
▸ 10	SCHZ	SCHWAB US AGGREGATE BOND ETF	SH	$14.8M	2.55%	641,351	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cedar Mountain Advisors, LLC hold as of Q2 2026?

Cedar Mountain Advisors, LLC reported 1175 positions worth $580.7M in its Q2 2026 13F filing. Largest positions: IWD (16.5%), IWF (16.5%), IWS (7.2%), IWP (7.0%) and IJR (5.7%).

What did Cedar Mountain Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cedar Mountain Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.