Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2026) About Cedar Mountain Advisors, LLCInvestment ActivityCedar Mountain Advisors, LLC has $511.38 million in total holdings as of March 31, 2026.Cedar Mountain Advisors, LLC owns shares of 1,152 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Cedar Mountain Advisors, LLC has purchased 757 new stocks and bought additional shares in 285 stocks.Cedar Mountain Advisors, LLC sold shares of 92 stocks and completely divested from 67 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $84,437,165iShares Russell 1000 Growth ETF $82,162,596iShares Russell Mid-Cap Value ETF $36,665,535iShares Russell Mid-Cap Growth ETF $35,015,455iShares Core S&P Small-Cap ETF $27,742,013 Largest New Holdings this Quarter 55024U109 - Lumentum $160,932 Holding913259107 - Unitil $140,421 Holding184496107 - Clean Harbors $116,126 Holding49338L103 - Keysight Technologies $105,889 Holding758750103 - Regal Rexnord $98,686 Holding Largest Purchases this Quarter NIKE 10,288 shares (about $543.42K)Schwab U.S. Aggregate Bond ETF 12,803 shares (about $297.29K)JPMorgan Equity Premium Income ETF 5,081 shares (about $287.99K)iShares Core 10+ Year USD Bond ETF 5,613 shares (about $274.92K)Apple 794 shares (about $201.50K) Largest Sales this Quarter iShares Russell 1000 Value ETF 7,376 shares (about $1.58M)iShares Russell 1000 Growth ETF 1,394 shares (about $594.40K)iShares Russell Mid-Cap Value ETF 2,453 shares (about $357.50K)Invesco QQQ 556 shares (about $320.92K)iShares Core S&P Small-Cap ETF 2,245 shares (about $279.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCedar Mountain Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWDiShares Russell 1000 Value ETF$84,437,165$1,576,028 â–¼-1.8%395,17616.5%ETFIWFiShares Russell 1000 Growth ETF$82,162,596$594,402 â–¼-0.7%192,68916.1%ETFIWSiShares Russell Mid-Cap Value ETF$36,665,535$357,500 â–¼-1.0%251,5827.2%ETFIWPiShares Russell Mid-Cap Growth ETF$35,015,455$27,674 â–¼-0.1%273,3026.8%ETFIJRiShares Core S&P Small-Cap ETF$27,742,013$279,076 â–¼-1.0%223,1685.4%ETFQQQInvesco QQQ$23,059,203$320,916 â–¼-1.4%39,9514.5%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$18,982,918$207,182 â–¼-1.1%631,2913.7%ETFVFHVanguard Financials ETF$17,546,420$95,440 â–¼-0.5%145,2403.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$14,870,004$297,286 â–²2.0%640,3962.9%ETFVHTVanguard Health Care ETF$14,126,662$107,026 â–¼-0.8%51,8732.8%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$13,483,331$187,741 â–¼-1.4%332,5932.6%ETFVYMIVanguard International High Dividend Yield ETF$13,065,653$19,319 â–¼-0.1%138,6422.6%ETFILTBiShares Core 10+ Year USD Bond ETF$11,948,510$274,924 â–²2.4%243,9472.3%ETFSPHQInvesco S&P 500 Quality ETF$10,618,319$12,482 â–¼-0.1%141,2202.1%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$7,373,868$126,783 â–²1.7%239,5671.4%ETFPULSPGIM Ultra Short Bond ETF$7,349,669$124,295 â–²1.7%148,4781.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,311,781$30,675 â–²0.4%73,6551.4%FinanceBINCiShares Flexible Income Active ETF$6,562,829$16,618 â–²0.3%126,3781.3%ETFEFAiShares MSCI EAFE ETF$6,185,433$73,819 â–²1.2%63,6821.2%FinanceVWOVanguard FTSE Emerging Markets ETF$6,162,054$54,266 â–¼-0.9%114,0071.2%ETFDIVBiShares Core Dividend ETF$5,612,330$54,166 â–²1.0%104,0281.1%ETFJPIBJPMorgan International Bond Opportunities ETF$5,042,975$95,114 â–²1.9%105,4571.0%ETFADPAutomatic Data Processing$3,432,398$42,872 â–¼-1.2%16,8930.7%Computer and TechnologyJPMORGAN ACTIVE BOND ETF$3,267,710$25,003 â–²0.8%60,7720.6%ETFXLPConsumer Staples Select Sector SPDR Fund$2,932,477$6,312 â–²0.2%35,7710.6%ETFVTIVanguard Total Stock Market ETF$2,812,6760.0%8,7670.6%ETFCSXCSX$2,602,201$82 â–¼0.0%63,3910.5%TransportationAAPLApple$2,569,060$201,505 â–²8.5%10,1230.5%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,188,937$29,065 â–²1.3%21,7650.4%ETFMSFTMicrosoft$1,593,691$85,145 â–¼-5.1%4,3050.3%Computer and TechnologyVUGVanguard Growth ETF$1,305,512$220,133 â–¼-14.4%2,9890.3%ETFTSLATesla$1,261,720$48,699 â–¼-3.7%3,3940.2%Auto/Tires/TrucksVTVVanguard Value ETF$1,098,720$1,177 â–¼-0.1%5,6000.2%ETFIWMiShares Russell 2000 ETF$1,006,3840.0%4,0580.2%FinanceBRK.BBerkshire Hathaway$915,272$13,418 â–²1.5%1,9100.2%FinanceBRBroadridge Financial Solutions$874,603$487 â–²0.1%5,3830.2%Computer and TechnologyNKENIKE$847,768$543,417 â–²178.5%16,0500.2%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$792,9560.0%10,7680.2%ETFVTEBVanguard Tax-Exempt Bond ETF$774,0930.0%15,5160.2%ETFNVDANVIDIA$761,073$50,575 â–²7.1%4,3640.1%Computer and TechnologyAMATApplied Materials$574,077$62,533 â–¼-9.8%1,6800.1%Computer and TechnologyTGTTarget$572,428$3,878 â–²0.7%4,7230.1%Retail/WholesaleHENNESSY SUSTAINABLE ETF$516,3580.0%15,2040.1%ETFXOMExxonMobil$506,640$26,469 â–²5.5%2,9860.1%EnergyMCDMcDonald's$451,296$28,284 â–¼-5.9%1,4520.1%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$415,578$287,991 â–²225.7%7,3320.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$413,8360.0%8,2850.1%ManufacturingCOSTCostco Wholesale$390,744$12,958 â–²3.4%3920.1%Retail/WholesaleVXFVanguard Extended Market ETF$382,5820.0%1,8590.1%ETFBANK NEW YORK MELLON CORP COM$379,497$28,708 â–²8.2%3,1990.1%StockAMZNAmazon.com$326,151$29,158 â–²9.8%1,5660.1%Retail/WholesaleJIREJPMorgan International Research Enhanced Equity ETF$315,306$10,755 â–²3.5%4,1630.1%ETFSBUXStarbucks$291,671$1,433 â–²0.5%3,2560.1%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$283,041$194,598 â–²220.0%5,0980.1%ETFSRSpire$269,791$9,053 â–²3.5%2,9800.1%UtilitiesINTUIntuit$260,886$6,922 â–²2.7%6030.1%Computer and TechnologyACIAlbertsons Companies$253,112$5,027 â–²2.0%14,8540.0%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$230,2570.0%9690.0%ETFWALMART INC COM$222,889$6,837 â–²3.2%1,7930.0%StockUNPUnion Pacific$221,1260.0%9110.0%TransportationPGProcter & Gamble$214,256$9,102 â–²4.4%1,4830.0%Consumer StaplesHDHome Depot$210,451$3,288 â–²1.6%6400.0%Retail/WholesaleCHDChurch & Dwight$208,4770.0%2,2340.0%Consumer StaplesTAT&T$208,290$100,362 â–²93.0%7,1850.0%Computer and TechnologyNWNNorthwest Natural Gas$201,885$47,318 â–²30.6%3,7930.0%UtilitiesGLDSPDR Gold Shares$190,188$14,630 â–²8.3%4420.0%FinanceJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$188,8540.0%2,9550.0%ETFMETAMeta Platforms$182,957$10,291 â–²6.0%3200.0%Computer and TechnologyGOOGLAlphabet$179,234$42,003 â–²30.6%6230.0%Computer and TechnologyIVViShares Core S&P 500 ETF$175,791$653 â–²0.4%2690.0%ETFBABoeing$164,232$185,532 â–¼-53.0%8250.0%AerospaceLITELumentum$160,932$160,932 â–²New Holding2290.0%Computer and TechnologySOSouthern$149,193$182,583 â–¼-55.0%1,5460.0%UtilitiesUTLUnitil$140,421$140,421 â–²New Holding2,6880.0%UtilitiesINTCIntel$139,598$10,239 â–²7.9%3,1630.0%Computer and TechnologyAVGOBroadcom$133,089$35,284 â–²36.1%4300.0%Computer and TechnologyJPMJPMorgan Chase & Co.$131,804$37,070 â–²39.1%4480.0%FinanceSPYSPDR S&P 500 ETF Trust$131,792$228,526 â–¼-63.4%2030.0%FinanceIWBiShares Russell 1000 ETF$131,2140.0%3680.0%ETFGOOGAlphabet$120,768$14,630 â–²13.8%4210.0%Computer and TechnologyCLHClean Harbors$116,126$116,126 â–²New Holding4050.0%Business ServicesJNJJohnson & Johnson$114,858$23,949 â–²26.3%4700.0%MedicalMRKMerck & Co., Inc.$110,453$29,839 â–²37.0%9180.0%MedicalCOREWEAVE INC COM CL A$110,395$61,976 â–²128.0%1,4250.0%StockVVisa$108,292$13,007 â–²13.7%3580.0%Business ServicesCOFCapital One Financial$106,722$70,418 â–²194.0%5850.0%FinanceKEYSKeysight Technologies$105,889$105,889 â–²New Holding3750.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$105,501$7,300 â–²7.4%2,7460.0%ETFCTRACoterra Energy$101,168$70,421 â–²229.0%2,8790.0%EnergyVXUSVanguard Total International Stock ETF$101,090$77 â–²0.1%1,3110.0%ETFNFLXNetflix$100,765$69,516 â–²222.5%1,0480.0%Consumer DiscretionaryRRXRegal Rexnord$98,686$98,686 â–²New Holding5270.0%IndustrialsWMWaste Management$97,631$230 â–²0.2%4250.0%Business ServicesILCGiShares Morningstar Growth ETF$97,390$14,322 â–¼-12.8%1,0200.0%ETFIBMInternational Business Machines$97,094$9,685 â–²11.1%4010.0%Computer and TechnologyCVXChevron$96,133$12,404 â–²14.8%4650.0%EnergyRTXRTX$95,686$14,662 â–²18.1%4960.0%AerospaceVZVerizon Communications$94,066$33,982 â–²56.6%1,8740.0%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$92,501$121 â–²0.1%1,5310.0%ManufacturingUSBU.S. Bancorp$89,681$52 â–²0.1%1,7240.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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