Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2026) About Cedar Mountain Advisors, LLCInvestment ActivityCedar Mountain Advisors, LLC has $589.93 million in total holdings as of September 30, 2026.Cedar Mountain Advisors, LLC owns shares of 1,163 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.12% of the portfolio was purchased this quarter.About 3.66% of the portfolio was sold this quarter.This quarter, Cedar Mountain Advisors, LLC has purchased 1,175 new stocks and bought additional shares in 136 stocks.Cedar Mountain Advisors, LLC sold shares of 127 stocks and completely divested from 80 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $94,903,912iShares Russell 1000 Value ETF $92,656,343iShares Russell Mid-Cap Value ETF $38,793,688iShares Russell Mid-Cap Growth ETF $37,586,254iShares Core S&P Small-Cap ETF $29,687,756 Largest New Holdings this Quarter 53228F101 - LifeStance Health Group $1,055,236 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $603,492 Holding84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $298,250 Holding05964H105 - Banco Santander $22,695 HoldingG3314M109 - EXPRO LTD ORD SHS $17,836 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 65,804 shares (about $5.34M)JPMORGAN LIMITED DURATION BOND ETF 99,490 shares (about $5.11M)PGIM Ultra Short Bond ETF 55,694 shares (about $2.75M)JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND 58,248 shares (about $2.72M)SPDR Bloomberg Investment Grade Floating Rate ETF 85,134 shares (about $2.63M) Largest Sales this Quarter iShares Russell 1000 Value ETF 21,560 shares (about $5.35M)Vanguard FTSE Emerging Markets ETF 47,800 shares (about $2.84M)iShares Russell Mid-Cap Value ETF 11,369 shares (about $1.83M)iShares Russell 1000 Growth ETF 13,670 shares (about $1.71M)Invesco QQQ 1,731 shares (about $1.28M) 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 PortfolioSectorIWFiShares Russell 1000 Growth ETF$94,903,912$1,712,305 ▼-1.8%757,65516.1%ETFIWDiShares Russell 1000 Value ETF$92,656,343$5,345,368 ▼-5.5%373,72015.7%ETFIWSiShares Russell Mid-Cap Value ETF$38,793,688$1,827,456 ▼-4.5%241,3446.6%ETFIWPiShares Russell Mid-Cap Growth ETF$37,586,254$440,989 ▼-1.2%272,9976.4%ETFIJRiShares Core S&P Small-Cap ETF$29,687,756$693,532 ▼-2.3%218,2285.0%ETFQQQInvesco QQQ$28,295,696$1,280,552 ▼-4.3%38,2494.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$19,260,759$533,537 ▲2.8%650,9213.3%ETFVFHVanguard Financials ETF$18,714,938$350,854 ▼-1.8%143,8613.2%ETFVHTVanguard Health Care ETF$15,885,850$611,298 ▼-3.7%50,2592.7%ETFVYMIVanguard International High Dividend Yield ETF$14,480,422$241,499 ▲1.7%143,1862.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$14,394,502$220,646 ▲1.6%651,3352.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$12,930,122$834,824 ▼-6.1%310,0012.2%ETFILTBiShares Core 10+ Year USD Bond ETF$11,555,660$562,016 ▲5.1%257,6512.0%ETFSPHQInvesco S&P 500 Quality ETF$11,244,905$675,076 ▼-5.7%133,7411.9%ETFPULSPGIM Ultra Short Bond ETF$10,227,814$2,754,620 ▲36.9%206,7901.7%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$10,035,004$2,625,534 ▲35.4%325,3891.7%ETFJPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND$7,769,074$2,720,187 ▲53.9%166,3611.3%ETFBINCiShares Flexible Income Active ETF$7,388,352$835,951 ▲12.8%145,4691.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,108,283$119,971 ▲1.7%75,1881.2%ETFEFAiShares MSCI EAFE ETF$6,743,821$14,856 ▲0.2%64,9131.1%ETFDIVBiShares Core Dividend ETF$6,383,129$354,482 ▼-5.3%98,9481.1%ETFJPMORGAN LIMITED DURATION BOND ETF$5,745,444$5,114,796 ▲811.0%111,7571.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,405,065$5,340,624 ▲8,287.7%66,5980.9%ETFJPMORGAN ACTIVE BOND ETF$5,266,255$1,093,503 ▲26.2%103,0180.9%ETFADPAutomatic Data Processing$4,354,767$2,323 ▲0.1%16,8750.7%IndustrialsVWOVanguard FTSE Emerging Markets ETF$3,943,248$2,835,034 ▼-41.8%66,4850.7%ETFIXUSiShares Core MSCI Total International Stock ETF$3,883,605$2,258,882 ▲139.0%40,8840.7%ETFJIREJPMorgan International Research Enhanced Equity ETF$3,864,883$1,969,372 ▲103.9%47,0410.7%ETFAAPLApple$3,492,368$11,323 ▲0.3%10,4870.6%TechnologyJPMORGAN FLEXIBLE DEBT ETF$3,286,774$2,291,065 ▲230.1%67,2830.6%ETFVTIVanguard Total Stock Market ETF$3,281,2520.0%8,7680.6%ETFCSXCSX$2,948,400$93 ▲0.0%63,3930.5%IndustrialsPVALPutnam Focused Large Cap Value ETF$2,841,403$2,095,994 ▲281.2%53,9990.5%ETFFBCGFidelity Blue Chip Growth ETF$2,758,471$2,200,203 ▲394.1%43,6400.5%ETFXLPConsumer Staples Select Sector SPDR Fund$2,758,170$157,736 ▼-5.4%34,2200.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,996,704$217,387 ▼-9.8%19,8580.3%ETFVUGVanguard Growth ETF$1,951,842$17,661 ▲0.9%21,6610.3%ETFMSFTMicrosoft$1,297,508$117,442 ▼-8.3%2,5300.2%TechnologyTSLATesla$1,248,931$1,774 ▲0.1%3,5200.2%Consumer DiscretionaryVTVVanguard Value ETF$1,203,998$6,050 ▼-0.5%5,5720.2%ETFLFSTLifeStance Health Group$1,055,236$1,055,236 ▲New Holding87,7170.2%HealthcareNVDANVIDIA$1,045,387$22,840 ▲2.2%4,5770.2%TechnologyBRK.BBerkshire Hathaway$978,9700.0%1,9660.2%FinanceBRBroadridge Financial Solutions$868,418$644 ▲0.1%5,3910.1%IndustrialsAMATApplied Materials$836,084$2,045 ▼-0.2%1,6350.1%TechnologyBNDVanguard Total Bond Market ETF$755,446$70 ▲0.0%10,7690.1%ETFTGTTarget$742,5540.0%4,7390.1%Consumer StaplesIWNiShares Russell 2000 Value ETF$697,367$330,045 ▲89.9%3,3300.1%ETFEXXONMOBIL HOLDINGS CORP COM SHS$603,492$603,492 ▲New Holding3,7080.1%StockIWOiShares Russell 2000 Growth ETF$584,407$291,311 ▲99.4%1,6370.1%ETFNKENIKE$556,099$3,823 ▼-0.7%15,7090.1%Consumer DiscretionaryHENNESSY SUSTAINABLE ETF$538,0510.0%15,2040.1%ETFBANK OF NY MELLON CORP COM$462,6710.0%3,1990.1%StockVTIPVanguard Short-Term Inflation-Protected Securities ETF$407,7880.0%8,2850.1%ETFVXFVanguard Extended Market ETF$382,629$48,871 ▼-11.3%1,6520.1%ETFCOSTCostco Wholesale$345,366$11,846 ▼-3.3%3790.1%Consumer StaplesINTCIntel$334,640$2,405 ▲0.7%2,7830.1%TechnologyAMZNAmazon.com$334,359$71,506 ▼-17.6%1,3420.1%Consumer DiscretionaryMETAMeta Platforms$323,653$7,257 ▼-2.2%4460.1%Communication ServicesSPYSPDR S&P 500 ETF Trust$308,658$762 ▲0.2%4050.1%ETFSBUXStarbucks$308,641$1,315 ▲0.4%3,2850.1%Consumer DiscretionarySPACE EXPLORATION TECHN CORP CLASS A COM STK$298,250$298,250 ▲New Holding1,9770.1%StockQQQMInvesco NASDAQ 100 ETF$295,2040.0%9690.1%ETFMCDMcDonald's$290,992$14,088 ▼-4.6%1,2600.0%Consumer DiscretionarySOSouthern$287,787$995 ▲0.3%3,4720.0%UtilitiesUNPUnion Pacific$248,051$272 ▲0.1%9120.0%IndustrialsIVViShares Core S&P 500 ETF$232,523$765 ▲0.3%3040.0%ETFTAT&T$224,613$927 ▲0.4%9,2050.0%Communication ServicesLITELumentum$222,4190.0%2290.0%TechnologyCHDChurch & Dwight$210,4870.0%2,2340.0%Consumer StaplesPGProcter & Gamble$204,967$11,912 ▼-5.5%1,4110.0%Consumer StaplesBABoeing$190,7310.0%1,0250.0%IndustrialsGOOGLAlphabet$185,921$26,167 ▼-12.3%5400.0%Communication ServicesMRKMerck & Co., Inc.$176,633$145 ▲0.1%1,2160.0%HealthcareHDHome Depot$175,868$6,261 ▼-3.4%6180.0%Consumer DiscretionaryGLDSPDR Gold Shares$173,663$5,332 ▲3.2%4560.0%ETFACIAlbertsons Companies$172,4550.0%14,8540.0%Consumer StaplesNWNNorthwest Natural Gas$167,667$1,587 ▲1.0%3,5930.0%UtilitiesWALMART INC COM$163,636$22,753 ▼-12.2%1,5750.0%StockINTUIntuit$159,733$552 ▲0.3%5790.0%TechnologyCSCOCisco Systems$158,348$861 ▼-0.5%1,4710.0%TechnologyABBVAbbVie$157,049$7,852 ▼-4.8%6000.0%HealthcareMSMorgan Stanley$155,565$941 ▼-0.6%8270.0%FinanceJPMJPMorgan Chase & Co.$152,088$331 ▲0.2%4600.0%FinanceGOOGAlphabet$151,2890.0%4440.0%Communication ServicesAVGOBroadcom$148,202$4,214 ▼-2.8%4220.0%TechnologyKEYSKeysight Technologies$136,5150.0%3750.0%TechnologyUTLUnitil$136,4430.0%2,6880.0%UtilitiesPYLDPIMCO Multi Sector Bond Active ETF$135,007$98,316 ▲268.0%5,3170.0%ETFISHARES BITCOIN TRUST ETF$131,6530.0%2,7810.0%ETFJNJJohnson & Johnson$127,858$265 ▲0.2%4830.0%HealthcareCLHClean Harbors$125,6430.0%4050.0%IndustrialsCOREWEAVE INC COM CL A$124,1460.0%1,4250.0%StockRTXRTX$122,727$2,414 ▲2.0%6610.0%IndustrialsFVFirst Trust Dorsey Wright Focus 5 ETF$116,8540.0%1,5920.0%ETFCOFCapital One Financial$112,9460.0%5850.0%FinanceMUMicron Technology$110,006$43,789 ▲66.1%1030.0%TechnologyILCGiShares Morningstar Growth ETF$109,484$9,825 ▼-8.2%9360.0%ETFEHCEncompass Health$109,0980.0%8980.0%HealthcareDVNDevon Energy$104,694$4,742 ▼-4.3%2,2740.0%EnergyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
