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CIK: 0001798986
Total reported value
$589.9M
$589.9M
1175 檔
52.0%
As reported in its official Q2 2026 Form 13F filing, Cedar Mountain Advisors, LLC's tracked investment portfolio stood at $589.9M with 1175 total positions.
In Q2 2026, Cedar Mountain Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1175 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 16.50% | -0.79% | +0.03% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.49% | -0.40% | +300.30% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 7.16% | -0.58% | +0.45% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 6.96% | -0.59% | +1.06% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.70% | -0.67% | +0.07% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.07% | -0.27% | +0.07% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.32% | -0.15% | +0.91% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.27% | -0.01% | +0.25% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.69% | — | +0.62% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.55% | -0.11% | +0.15% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.38% | +0.07% | +1.56% | |
| 12 | LVHI | Franklin International Low V | ETF-Other | 2.31% | -0.12% | -0.77% | |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.20% | -0.29% | +0.39% | |
| 14 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.08% | -0.12% | +0.48% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.29% | +0.44% | +1.76% | |
| 16 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.28% | +0.42% | +0.29% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.26% | -0.06% | +0.36% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.17% | -0.50% | +0.24% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.16% | +0.09% | +2.08% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.16% | -0.02% | +1.71% | |
| 21 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.11% | -0.03% | +0.40% | |
| 22 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.90% | +0.42% | +2.52% | |
| 23 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.75% | +0.14% | +34.32% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | +0.09% | -0.16% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | — | +0.01% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.07% | +3.26% | |
| 27 | CSX | Csx CORP | Stock-Industrials | 0.52% | -0.02% | — | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.52% | -0.05% | +1.14% | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.38% | -0.04% | +1.17% | |
| 30 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.33% | +0.33% | +454.19% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | +0.01% | +618.13% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.28% | +0.38% | +6234.81% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.04% | +3.57% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | -0.01% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.20% | -0.06% | -2.44% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.04% | -35.91% | |
| 37 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 0.18% | +0.38% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +2.93% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.03% | +2.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.01% | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.14% | -0.14% | EXIT | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.13% | -0.13% | -35.98% | |
| 43 | BR | Broadridge Financial Solutio | Stock-Tech | 0.13% | +0.02% | +0.07% | |
| 44 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.12% | +0.36% | — | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.11% | -0.02% | -1.45% | |
| 46 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.11% | +0.86% | +1189.91% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.11% | +0.02% | +0.34% | |
| 48 | ✓ | Hennessy Sustainable ETF | ETF-Other | 0.10% | -0.01% | — | |
| 49 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.09% | +0.38% | — | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +0.07% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.4% | +300.30% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.3% | +0.07% | Add |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.3% | +6234.81% | Add |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | +0.3% | +454.19% | Add |
| 6 | JFLX | Jpmorgan Flexible Debt ETF | +0.2% | NEW | New buy |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +0.39% | Add |
| 8 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | NEW | New buy |
| 9 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +1.06% | Add |
| 10 | JBND | Jpmorgan Active Bond ETF | +0.1% | +34.32% | Add |
| 11 | JPLD | Jpmorgan LTD Duration ETF | +0.1% | +1189.91% | Add |
| 12 | AMAT | Applied Materials Inc | +0.1% | -2.44% | Trim |
| 13 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | NEW | New buy |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +618.13% | Add |
| 15 | IWN | Ishares Russell 2000 Value E | +0.1% | +375.34% | Add |
| 16 | IWO | Ishares Russell 2000 Growth | +0.1% | +371.84% | Add |
| 17 | INTC | Intel CORP | 0% | -12.65% | Trim |
| 18 | SO | Southern Co/the | 0% | +123.80% | Add |
| 19 | MS | Morgan Stanley | 0% | +540.00% | Add |
| 20 | AAPL | Apple Inc | 0% | +3.26% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +99.01% | Add |
| 22 | JPST | Jpmorgan Ultra-short Income | 0% | +10255.56% | Add |
| 23 | JSCP | Jpmorgan Short Duration Core | 0% | NEW | New buy |
| 24 | CSCO | Cisco Systems Inc | 0% | +68.07% | Add |
| 25 | GLW | Corning Inc | 0% | +404.94% | Add |
| 26 | DVN | Devon Energy CORP | 0% | +556.63% | Add |
| 27 | DIVB | Ishares Core Dividend ETF | 0% | +0.40% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.01% | Add |
| 29 | CSX | Csx CORP | 0% | — | Unchanged |
| 30 | SNDK | Sandisk CORP | 0% | — | Unchanged |
| 31 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 32 | VXF | Vanguard Extended Market ETF | 0% | +0.22% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +62.79% | Add |
| 34 | BX | Blackstone Inc | 0% | NEW | New buy |
| 35 | C | Citigroup Inc | 0% | +139.86% | Add |
| 36 | QQQM | Invesco Nasdaq 100 ETF | 0% | — | Unchanged |
| 37 | AMZN | Amazon.com Inc | 0% | +4.02% | Add |
| 38 | BA | Boeing Co/the | 0% | +24.24% | Add |
| 39 | BE | Bloom Energy Corp- A | 0% | — | Unchanged |
| 40 | MU | Micron Technology Inc | 0% | +10.71% | Add |
| 41 | GS | Goldman Sachs Group Inc | 0% | +208.70% | Add |
| 42 | SOXX | Ishares Semiconductor ETF | 0% | NEW | New buy |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | +12.64% | Add |
| 44 | MRK | Merck & Co. Inc. | 0% | +32.35% | Add |
| 45 | IEMG | Ishares Core Msci Emerging | 0% | +146.58% | Add |
| 46 | ALK | Alaska Air Group Inc | 0% | +963.29% | Add |
| 47 | PYLD | Pimco Multisector Bond Actv | 0% | NEW | New buy |
| 48 | GOOG | Alphabet Inc-cl C | 0% | +5.46% | Add |
| 49 | LRCX | Lam Research CORP | 0% | +6.67% | Add |
| 50 | AMD | Advanced Micro Devices | 0% | +22.03% | Add |
According to official SEC Form 13F filings, Cedar Mountain Advisors, LLC reported a total U.S. public equity portfolio value of $589.9M across 1175 disclosed positions in Q2 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 52.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
JFLX
市值: $1.0M
Top Position Liquidated / Trimmed
CTRA
前期市值: $101.2K
During Q2 2026, Cedar Mountain Advisors, LLC's top holdings by market value included IWD (16.5%)、IWF (16.5%)、IWS (7.2%). The largest single position, IWD, represented 16.5% of total portfolio value.
In Q2 2026, Cedar Mountain Advisors, LLC made 134 total portfolio adjustments, initiating 14 new buys, adding to 94 positions, trimming 21 holdings, and fully liquidating 5 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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