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CIK: 0001798986
Total reported value
$580.7M
$580.7M
366 檔
45.7%
The Q2 2025 SEC filing reveals that Cedar Mountain Advisors, LLC held a total portfolio value of $580.7M, covering 366 public equity positions.
In Q2 2025, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 366 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 17.97% | +0.42% | +0.04% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.84% | -0.01% | +0.52% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 8.15% | +0.11% | -0.15% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.06% | -0.01% | +0.90% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.08% | +0.28% | +1.67% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.85% | +0.56% | +1.49% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.39% | -0.44% | -4.29% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.90% | -0.11% | +0.90% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.01% | -0.36% | +1.71% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.56% | -0.07% | +1.98% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.53% | +0.12% | +1.86% | |
| 12 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.35% | -0.26% | +2.04% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 2.34% | -0.33% | +1.77% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.09% | -0.18% | +2.77% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.64% | -0.16% | +0.02% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.63% | -0.15% | +0.10% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.50% | -0.17% | -3.61% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.15% | -0.03% | +3.09% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.13% | -0.12% | +2.68% | |
| 20 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.03% | +0.01% | +3.06% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.83% | -0.02% | +0.08% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.65% | -0.05% | +2.28% | |
| 23 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.59% | +0.11% | -2.84% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.13% | -0.90% | |
| 26 | CSX | Csx CORP | Stock-Industrials | 0.43% | +0.01% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.02% | -3.16% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.35% | -0.05% | +1.04% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | +0.06% | -1.98% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | — | |
| 31 | BR | Broadridge Financial Solutio | Stock-Tech | 0.19% | -0.04% | +0.35% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | -0.07% | -3.91% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | -0.01% | -2.63% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | — | +4.21% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.02% | — | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.16% | -0.01% | — | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.12% | -0.06% | -1.33% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | +0.32% | |
| 39 | STNC | Hennessy Sustainable ETF | ETF-Other | 0.10% | — | — | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.10% | — | +1.84% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.10% | -0.02% | +0.17% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | — | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.08% | +0.01% | -1.38% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.07% | +0.01% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.07% | +0.09% | -0.95% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.02% | +16.16% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.07% | -0.01% | -24.53% | |
| 49 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.06% | +0.03% | +0.81% |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 366 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 45.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
QQQM
市值: $219.2K
Top Position Liquidated / Trimmed
IWY
前期市值: $78.3K
During Q2 2025, Cedar Mountain Advisors, LLC's top holdings by market value included IWF (18.0%)、IWD (16.8%)、IWP (8.2%). The largest single position, IWF, represented 18.0% of total portfolio value.
In Q2 2025, Cedar Mountain Advisors, LLC made 42 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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