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CIK: 0001798986
Total reported value
$580.7M
$580.7M
1152 檔
45.8%
During the Q1 2026 filing period, Cedar Mountain Advisors, LLC (CIK: 0001798986) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $580.7M across 1152 reported positions.
In Q1 2026, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 87 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1152 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.51% | -0.01% | -1.83% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.07% | +0.42% | -0.72% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.17% | -0.01% | -0.97% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 6.85% | +0.11% | -0.08% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.42% | +0.28% | -1.00% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.51% | +0.56% | -1.37% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.71% | -0.44% | -1.08% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.43% | -0.11% | -0.54% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.91% | -0.36% | +2.04% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.76% | -0.07% | -0.75% | |
| 11 | LVHI | Franklin International Low V | ETF-Other | 2.64% | -0.33% | -1.37% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.55% | -0.18% | -0.15% | |
| 13 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.34% | -0.26% | +2.36% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.08% | +0.12% | -0.12% | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.44% | -0.16% | +1.75% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.44% | -0.15% | +1.72% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.43% | -0.17% | +0.42% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.28% | -0.12% | +0.25% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.21% | -0.05% | +1.21% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.20% | -0.03% | -0.87% | |
| 21 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.10% | +0.01% | +0.97% | |
| 22 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.99% | -0.09% | +1.92% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | -0.02% | -1.23% | |
| 24 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.64% | +0.11% | +0.77% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.57% | -0.05% | +0.22% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | — | |
| 27 | CSX | Csx CORP | Stock-Industrials | 0.51% | +0.01% | -0.00% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.02% | +8.51% | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.43% | -0.05% | +1.35% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.13% | -5.07% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | +0.06% | -14.43% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | -3.72% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | -0.11% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | -0.07% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | +1.49% | |
| 36 | BR | Broadridge Financial Solutio | Stock-Tech | 0.17% | -0.04% | +0.06% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.17% | -0.06% | +178.55% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.02% | — | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.15% | -0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | +7.12% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | +0.09% | -9.82% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.11% | — | +0.68% | |
| 43 | ✓ | Hennessy Sustainable ETF | ETF-Other | 0.10% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.02% | +5.51% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | -5.90% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.08% | -0.08% | +225.72% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.08% | -0.01% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | -0.02% | +3.43% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.07% | +0.01% | — | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.07% | +0.01% | +8.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWS | Ishares Russell Mid-cap Valu | +0.3% | -0.97% | Trim |
| 2 | LVHI | Franklin International Low V | +0.2% | -1.37% | Trim |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.00% | Trim |
| 4 | IWD | Ishares Russell 1000 Value E | +0.2% | -1.83% | Trim |
| 5 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | -0.15% | Trim |
| 6 | NKE | Nike Inc -cl B | +0.1% | +178.55% | Add |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +2.04% | Add |
| 8 | CSX | Csx CORP | +0.1% | -0.00% | Trim |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +225.72% | Add |
| 10 | ILTB | Ishares Core 10+ Year Usd Bo | +0.1% | +2.36% | Add |
| 11 | JEPQ | JPM Nasdaq Equity Premium | 0% | +220.03% | Add |
| 12 | XLP | Ss Consumer Staples Sel Sect | 0% | +0.22% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | 0% | +1.21% | Add |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +1.75% | Add |
| 15 | DIVB | Ishares Core Dividend ETF | 0% | +0.97% | Add |
| 16 | PULS | Pgim Ultra Short Bond ETF | 0% | +1.72% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | +5.51% | Add |
| 18 | T | At&t Inc | 0% | +92.99% | Add |
| 19 | TGT | Target CORP | 0% | +0.68% | Add |
| 20 | AMAT | Applied Materials Inc | 0% | -9.82% | Trim |
| 21 | CTRA | Coterra Energy Inc | 0% | +229.03% | Add |
| 22 | COST | Costco Wholesale CORP | 0% | +3.43% | Add |
| 23 | NFLX | Netflix Inc | 0% | +222.46% | Add |
| 24 | WAB | Wabtec CORP | 0% | +5520.00% | Add |
| 25 | NWN | Northwest Natural Holding Co | 0% | +30.61% | Add |
| 26 | CRWV | Coreweave Inc-cl A | 0% | +128.00% | Add |
| 27 | CASY | Casey's General Stores Inc | 0% | +4400.00% | Add |
| 28 | ETR | Entergy CORP | 0% | +1224.44% | Add |
| 29 | COF | Capital One Financial CORP | 0% | +193.97% | Add |
| 30 | AMP | Ameriprise Financial Inc | 0% | +3050.00% | Add |
| 31 | PH | Parker Hannifin CORP | 0% | +712.50% | Add |
| 32 | VLO | Valero Energy CORP | 0% | +1076.47% | Add |
| 33 | ALL | Allstate CORP | 0% | +212.50% | Add |
| 34 | VZ | Verizon Communications Inc | 0% | +56.56% | Add |
| 35 | PKG | Packaging CORP Of America | 0% | +2300.00% | Add |
| 36 | LDOS | Leidos Holdings Inc | 0% | +5620.00% | Add |
| 37 | DTE | Dte Energy Company | 0% | +3462.50% | Add |
| 38 | WEC | Wec Energy Group Inc | 0% | +2029.41% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | +37.01% | Add |
| 40 | JNJ | Johnson & Johnson | 0% | +26.34% | Add |
| 41 | SNDK | Sandisk CORP | 0% | +2750.00% | Add |
| 42 | CVX | Chevron CORP | 0% | +14.81% | Add |
| 43 | HIG | Hartford Insurance Group Inc | 0% | +1411.11% | Add |
| 44 | MINT | Pimco Enhanced Short Maturit | 0% | +1.35% | Add |
| 45 | GILD | Gilead Sciences Inc | 0% | +632.43% | Add |
| 46 | AAPL | Apple Inc | 0% | +8.51% | Add |
| 47 | STRL | Sterling Infrastructure Inc | 0% | +8000.00% | Add |
| 48 | LH | Labcorp Holdings Inc | 0% | +786.67% | Add |
| 49 | INTC | Intel CORP | 0% | +7.92% | Add |
| 50 | COP | Conocophillips | 0% | +54.21% | Add |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $580.7M across 1152 disclosed positions in Q1 2026.
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 IWD, IWF, IWS) accounted for 45.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
LITE
市值: $160.9K
Top Position Liquidated / Trimmed
EXK
前期市值: $40.6K
During Q1 2026, Cedar Mountain Advisors, LLC's top holdings by market value included IWD (16.5%)、IWF (16.1%)、IWS (7.2%). The largest single position, IWD, represented 16.5% of total portfolio value.
In Q1 2026, Cedar Mountain Advisors, LLC made 198 total portfolio adjustments, initiating 87 new buys, adding to 80 positions, trimming 28 holdings, and fully liquidating 3 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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