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CIK: 0001798986
Total reported value
$580.7M
$580.7M
757 檔
47.7%
At the close of Q4 2025, Cedar Mountain Advisors, LLC disclosed equity holdings valued at approximately $580.7M, spread across 757 reported holdings.
In Q4 2025, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 757 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 17.72% | +0.42% | -0.72% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.33% | -0.01% | +0.40% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 7.23% | +0.11% | +0.53% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 6.91% | -0.01% | +0.68% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.23% | +0.28% | +0.94% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.80% | +0.56% | -0.55% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.76% | -0.11% | +1.27% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.72% | -0.44% | -6.15% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.90% | -0.07% | +3.19% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.83% | -0.36% | -2.80% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.41% | -0.18% | +0.92% | |
| 12 | LVHI | Franklin International Low V | ETF-Other | 2.40% | -0.33% | +0.32% | |
| 13 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.28% | -0.26% | -1.60% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.05% | +0.12% | +0.11% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.41% | -0.17% | +1.10% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.40% | -0.15% | -5.56% | |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.40% | -0.16% | -5.88% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.28% | -0.12% | +3.38% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | -0.03% | +0.33% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.17% | -0.05% | -0.06% | |
| 21 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.06% | +0.01% | +1.14% | |
| 22 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.97% | -0.09% | +1.89% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | -0.02% | +0.48% | |
| 24 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.63% | +0.11% | +1.64% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | — | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.53% | -0.05% | +0.90% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.02% | +0.04% | |
| 28 | CSX | Csx CORP | Stock-Industrials | 0.44% | +0.01% | +0.00% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.13% | -5.85% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.42% | -0.05% | +2.68% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.06% | -0.34% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 33 | BR | Broadridge Financial Solutio | Stock-Tech | 0.23% | -0.04% | +0.41% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | — | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | -0.07% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | — | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | -0.02% | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.15% | -0.01% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | -4.28% | |
| 40 | ✓ | Hennessy Sustainable ETF | ETF-Other | 0.10% | — | — | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.09% | +0.09% | -4.02% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | +0.06% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.09% | — | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.08% | -0.01% | -0.16% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.08% | -0.02% | +0.17% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.07% | +0.01% | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.07% | +0.01% | -1.40% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.02% | +0.18% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.07% | -0.06% | -15.01% | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.07% | +0.01% | — |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 757 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, IWP) accounted for 47.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPLD
市值: $49.8K
Top Position Liquidated / Trimmed
IWF
前期市值: $91.6M
During Q4 2025, Cedar Mountain Advisors, LLC's top holdings by market value included IWF (17.7%)、IWD (16.3%)、IWP (7.2%). The largest single position, IWF, represented 17.7% of total portfolio value.
In Q4 2025, Cedar Mountain Advisors, LLC made 42 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 17 holdings, and fully liquidating 0 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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