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CIK: 0001798986
Total reported value
$580.7M
$580.7M
693 檔
47.1%
In Q3 2025, Cedar Mountain Advisors, LLC's U.S. equity holdings reached a combined market value of $580.7M, distributed across 693 disclosed stock positions.
In Q3 2025, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 693 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 17.83% | +0.42% | -4.02% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 15.89% | -0.01% | -3.87% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.54% | +0.11% | -3.80% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 6.86% | -0.01% | -1.89% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.17% | +0.28% | -0.17% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.76% | +0.56% | -3.71% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.01% | -0.44% | -2.88% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.68% | -0.11% | -2.26% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.95% | -0.36% | +3.63% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.56% | -0.07% | +2.28% | |
| 11 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.38% | -0.26% | +5.97% | |
| 12 | LVHI | Franklin International Low V | ETF-Other | 2.27% | -0.33% | -2.98% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.27% | -0.18% | +9.44% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.02% | +0.12% | -17.19% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.50% | -0.16% | -1.99% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.50% | -0.15% | -1.95% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.42% | -0.17% | -0.58% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.26% | -0.12% | +18.71% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.21% | -0.03% | +2.68% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | -0.05% | — | |
| 21 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.04% | +0.01% | +3.43% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | -0.02% | +31.00% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.97% | -0.09% | — | |
| 24 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.63% | +0.11% | +11.75% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | — | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.54% | -0.05% | -8.58% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.13% | +6.52% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.02% | +9.96% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.44% | +0.01% | +0.11% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.41% | -0.05% | +24.06% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.06% | +0.92% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +28.37% | |
| 33 | BR | Broadridge Financial Solutio | Stock-Tech | 0.25% | -0.04% | +44.46% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | — | — | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | -0.07% | -2.78% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | +1.56% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.02% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | +24.41% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.15% | -0.01% | — | |
| 40 | ✓ | Hennessy Sustainable ETF | ETF-Other | 0.10% | — | — | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.09% | -0.06% | -14.82% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | +3.70% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.08% | — | -0.26% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.08% | -0.01% | +32.70% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.08% | -0.02% | +0.86% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.08% | +0.09% | +2.97% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.08% | +0.01% | — | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.07% | +0.01% | -0.61% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.02% | +2.78% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.02% | +4.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.4% | -4.02% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -3.71% | Trim |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | +9.44% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | +28.37% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.68% | Add |
| 6 | MSFT | Microsoft CORP | +0.1% | +6.52% | Add |
| 7 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -3.80% | Trim |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +18.71% | Add |
| 9 | ADP | Automatic Data Processing | +0.1% | +31.00% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | +24.41% | Add |
| 11 | BR | Broadridge Financial Solutio | +0.1% | +44.46% | Add |
| 12 | VUG | Vanguard Growth ETF | 0% | +0.92% | Trim |
| 13 | MINT | Pimco Enhanced Short Maturit | 0% | +24.06% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | -0.17% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 16 | AAPL | Apple Inc | 0% | +9.96% | Add |
| 17 | CSX | Csx CORP | 0% | +0.11% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | +130.45% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +51.99% | Add |
| 20 | AMAT | Applied Materials Inc | 0% | +2.97% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +87.13% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.78% | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | +21.95% | Add |
| 24 | DIVB | Ishares Core Dividend ETF | — | +3.43% | Add |
| 25 | IWM | Ishares Russell 2000 ETF | — | -2.78% | Trim |
| 26 | VNQ | Vanguard Real Estate ETF | 0% | -74.00% | Trim |
| 27 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 28 | JBND | Jpmorgan Active Bond ETF | 0% | +11.75% | Add |
| 29 | ILTB | Ishares Core 10+ Year Usd Bo | -0.1% | +5.97% | Add |
| 30 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -8.58% | Trim |
| 31 | LVHI | Franklin International Low V | -0.2% | -2.98% | Trim |
| 32 | VFH | Vanguard Financials ETF | -0.2% | -2.26% | Trim |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | +3.63% | Add |
| 34 | PULS | Pgim Ultra Short Bond ETF | -0.3% | -1.95% | Trim |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.3% | -0.58% | Trim |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.3% | -1.99% | Trim |
| 37 | VHT | Vanguard Health Care ETF | -0.3% | +2.28% | Add |
| 38 | IWS | Ishares Russell Mid-cap Valu | -0.3% | -1.89% | Trim |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | -0.5% | -17.19% | Trim |
| 40 | SPSB | Ss Spdr P St C CORP ETF | -0.9% | -2.88% | Trim |
| 41 | IWD | Ishares Russell 1000 Value E | -1.6% | -3.87% | Trim |
| 42 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 43 | JPIB | Jpmorgan Intl Bnd ETF | — | NEW | New buy |
| 44 | ✓ | Hennessy Sustainable ETF | — | NEW | New buy |
| 45 | STNC | Hennessy Sustainable ETF | — | EXIT | Sold out |
| 46 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 47 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | New buy |
| 48 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 50 | IWY | Ishares Russell Top 200 Grow | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 693 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 47.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
EFA
市值: $5.9M
Top Position Liquidated / Trimmed
STNC
前期市值: $453.4K
During Q3 2025, Cedar Mountain Advisors, LLC's top holdings by market value included IWF (17.8%)、IWD (15.9%)、IWP (7.5%). The largest single position, IWF, represented 17.8% of total portfolio value.
In Q3 2025, Cedar Mountain Advisors, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 16 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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