Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2026) About Cedar Mountain Advisors, LLCInvestment ActivityCedar Mountain Advisors, LLC has $580.73 million in total holdings as of June 30, 2026.Cedar Mountain Advisors, LLC owns shares of 1,175 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 14.75% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Cedar Mountain Advisors, LLC has purchased 1,152 new stocks and bought additional shares in 197 stocks.Cedar Mountain Advisors, LLC sold shares of 78 stocks and completely divested from 58 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $95,827,637iShares Russell 1000 Growth ETF $95,775,416iShares Russell Mid-Cap Value ETF $41,596,503iShares Russell Mid-Cap Growth ETF $40,438,512iShares Core S&P Small-Cap ETF $33,121,538 Largest New Holdings this Quarter 46654Q559 - JPMORGAN FLEXIBLE DEBT ETF $1,027,303 Holding746729300 - Putnam Focused Large Cap Value ETF $721,758 Holding316092352 - Fidelity Blue Chip Growth ETF $548,556 Holding46641Q274 - JPMorgan Short Duration Core Plus ETF $138,559 Holding09260D107 - Blackstone $71,426 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 578,636 shares (about $71.85M)iShares Core MSCI Total International Stock ETF 16,834 shares (about $1.61M)Vanguard Growth ETF 18,476 shares (about $1.59M)JPMorgan International Research Enhanced Equity ETF 18,908 shares (about $1.56M)JPMORGAN ACTIVE BOND ETF 20,855 shares (about $1.12M) Largest Sales this Quarter Microsoft 1,546 shares (about $576.71K)iShares Russell 2000 ETF 1,460 shares (about $438.66K)JPMorgan Equity Premium Income ETF 7,242 shares (about $409.01K)JPMorgan Nasdaq Equity Premium Income ETF 5,024 shares (about $308.77K)Franklin International Low Volatility High Dividend Index ETF 2,577 shares (about $104.59K) 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$95,827,637$25,213 â–²0.0%395,28016.5%ETFIWFiShares Russell 1000 Growth ETF$95,775,416$71,849,225 â–²300.3%771,32516.5%ETFIWSiShares Russell Mid-Cap Value ETF$41,596,503$186,162 â–²0.4%252,7137.2%ETFIWPiShares Russell Mid-Cap Growth ETF$40,438,512$424,297 â–²1.1%276,2007.0%ETFIJRiShares Core S&P Small-Cap ETF$33,121,538$23,433 â–²0.1%223,3265.7%ETFQQQInvesco QQQ$29,440,979$21,355 â–²0.1%39,9805.1%FinanceVFHVanguard Financials ETF$19,287,061$173,449 â–²0.9%146,5583.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$18,993,015$47,986 â–²0.3%632,8903.3%ETFVHTVanguard Health Care ETF$15,606,113$95,682 â–²0.6%52,1932.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$14,834,440$22,089 â–²0.1%641,3512.6%ETFVYMIVanguard International High Dividend Yield ETF$13,826,373$211,719 â–²1.6%140,7982.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$13,393,684$104,587 â–¼-0.8%330,0162.3%ETFSPHQInvesco S&P 500 Quality ETF$12,773,494$49,555 â–²0.4%141,7702.2%ETFILTBiShares Core 10+ Year USD Bond ETF$12,072,389$57,771 â–²0.5%245,1202.1%ETFPULSPGIM Ultra Short Bond ETF$7,486,810$129,722 â–²1.8%151,0961.3%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$7,411,860$21,225 â–²0.3%240,2551.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,316,470$26,131 â–²0.4%73,9191.3%FinanceVWOVanguard FTSE Emerging Markets ETF$6,821,662$16,594 â–²0.2%114,2851.2%ETFBINCiShares Flexible Income Active ETF$6,752,380$137,759 â–²2.1%129,0101.2%ETFEFAiShares MSCI EAFE ETF$6,728,288$113,021 â–²1.7%64,7701.2%FinanceDIVBiShares Core Dividend ETF$6,433,711$25,564 â–²0.4%104,4431.1%ETFJPIBJPMorgan International Bond Opportunities ETF$5,227,281$128,418 â–²2.5%108,1130.9%ETFJPMORGAN ACTIVE BOND ETF$4,367,045$1,115,743 â–²34.3%81,6270.8%ETFADPAutomatic Data Processing$3,777,071$6,047 â–¼-0.2%16,8660.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,244,365$370 â–²0.0%8,7680.6%ETFAAPLApple$3,024,678$95,489 â–²3.3%10,4530.5%Computer and TechnologyCSXCSX$3,012,9940.0%63,3910.5%TransportationXLPConsumer Staples Select Sector SPDR Fund$3,005,204$33,726 â–²1.1%36,1770.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,219,828$25,706 â–²1.2%22,0200.4%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,903,127$1,559,721 â–²454.2%23,0710.3%ETFVUGVanguard Growth ETF$1,848,974$1,591,504 â–²618.1%21,4650.3%ETFIXUSiShares Core MSCI Total International Stock ETF$1,632,406$1,606,637 â–²6,234.8%17,1040.3%ManufacturingTSLATesla$1,478,409$50,893 â–²3.6%3,5150.3%Auto/Tires/TrucksVTVVanguard Value ETF$1,220,4090.0%5,6000.2%ETFAMATApplied Materials$1,185,114$29,646 â–¼-2.4%1,6390.2%Computer and TechnologyMSFTMicrosoft$1,029,200$576,710 â–¼-35.9%2,7590.2%Computer and TechnologyJPMORGAN FLEXIBLE DEBT ETF$1,027,303$1,027,303 â–²New Holding20,3830.2%ETFBRK.BBerkshire Hathaway$983,767$28,022 â–²2.9%1,9660.2%FinanceNVDANVIDIA$895,883$22,612 â–²2.6%4,4770.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$790,4790.0%10,7680.1%ETFVTEBVanguard Tax-Exempt Bond ETF$784,7990.0%15,5160.1%ETFIWMiShares Russell 2000 ETF$780,569$438,657 â–¼-36.0%2,5980.1%FinanceBRBroadridge Financial Solutions$737,712$548 â–²0.1%5,3870.1%Computer and TechnologyPVALPutnam Focused Large Cap Value ETF$721,758$721,758 â–²New Holding14,1660.1%ETFNKENIKE$649,298$9,565 â–¼-1.5%15,8170.1%Consumer DiscretionaryJPMORGAN LIMITED DURATION BOND ETF$640,215$590,582 â–²1,189.9%12,2670.1%ETFTGTTarget$618,961$2,090 â–²0.3%4,7390.1%Retail/WholesaleHENNESSY SUSTAINABLE ETF$585,5470.0%15,2040.1%ETFFBCGFidelity Blue Chip Growth ETF$548,556$548,556 â–²New Holding8,8320.1%ETFBANK OF NY MELLON CORP COM$462,6070.0%3,1990.1%StockVXFVanguard Extended Market ETF$458,689$985 â–²0.2%1,8630.1%ETFXOMExxonMobil$449,356$41,149 â–²10.1%3,2870.1%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$416,1560.0%8,2850.1%ManufacturingAMZNAmazon.com$388,256$15,015 â–²4.0%1,6290.1%Retail/WholesaleIWNiShares Russell 2000 Value ETF$387,985$306,362 â–²375.3%1,7540.1%ETFINTCIntel$385,844$55,859 â–¼-12.6%2,7630.1%Computer and TechnologyCOSTCostco Wholesale$366,9450.0%3920.1%Retail/WholesaleMCDMcDonald's$356,952$35,398 â–¼-9.0%1,3210.1%Retail/WholesaleSBUXStarbucks$334,235$1,533 â–²0.5%3,2710.1%Retail/WholesaleSOSouthern$331,110$183,163 â–²123.8%3,4600.1%UtilitiesIWOiShares Russell 2000 Growth ETF$323,441$254,892 â–²371.8%8210.1%ETFSPYSPDR S&P 500 ETF Trust$301,940$150,223 â–²99.0%4040.1%FinanceQQQMInvesco NASDAQ 100 ETF$293,5840.0%9690.1%ETFMETAMeta Platforms$256,938$76,631 â–²42.5%4560.0%Computer and TechnologyUNPUnion Pacific$247,9180.0%9110.0%TransportationSRSpire$234,732$2,030 â–²0.9%3,0060.0%UtilitiesIVViShares Core S&P 500 ETF$226,790$25,448 â–²12.6%3030.0%ETFHDHome Depot$225,7250.0%6400.0%Retail/WholesaleBABoeing$221,916$43,301 â–²24.2%1,0250.0%AerospaceGOOGLAlphabet$220,253$2,503 â–¼-1.1%6160.0%Computer and TechnologyPGProcter & Gamble$218,874$1,466 â–²0.7%1,4930.0%Consumer StaplesCHDChurch & Dwight$216,4300.0%2,2340.0%Consumer StaplesWALMART INC COM$203,139$113 â–²0.1%1,7940.0%StockACIAlbertsons Companies$200,9750.0%14,8540.0%Consumer StaplesJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$199,6990.0%2,9550.0%ETFLITELumentum$196,4960.0%2290.0%Computer and TechnologyTAT&T$189,756$41,027 â–²27.6%9,1670.0%Computer and TechnologyNWNNorthwest Natural Gas$174,600$11,480 â–¼-6.2%3,5590.0%UtilitiesMSMorgan Stanley$173,946$146,767 â–²540.0%8320.0%FinanceCSCOCisco Systems$173,760$70,373 â–²68.1%1,4790.0%Computer and TechnologyAVGOBroadcom$163,944$1,511 â–²0.9%4340.0%Computer and TechnologyGLDSPDR Gold Shares$162,8240.0%4420.0%FinanceABBVAbbVie$158,514$61,141 â–²62.8%6300.0%MedicalGOOGAlphabet$156,879$8,127 â–²5.5%4440.0%Computer and TechnologyMRKMerck & Co., Inc.$156,178$38,177 â–²32.4%1,2150.0%MedicalIWBiShares Russell 1000 ETF$150,6960.0%3680.0%ETFINTUIntuit$150,616$6,787 â–¼-4.3%5770.0%Computer and TechnologyJPMJPMorgan Chase & Co.$150,379$3,604 â–²2.5%4590.0%FinanceCOREWEAVE INC COM CL A$141,8450.0%1,4250.0%StockUTLUnitil$141,6310.0%2,6880.0%UtilitiesJPSTJPMorgan Ultra-Short Income ETF$141,394$140,029 â–²10,255.6%2,7960.0%ETFJSCPJPMorgan Short Duration Core Plus ETF$138,559$138,559 â–²New Holding2,9390.0%ETFKEYSKeysight Technologies$131,2760.0%3750.0%Computer and TechnologySANDISK CORP COM$129,6030.0%570.0%StockRRXRegal Rexnord$125,5260.0%5270.0%IndustrialsVVisa$123,986$1,030 â–²0.8%3610.0%Business ServicesRTXRTX$123,004$28,853 â–²30.6%6480.0%AerospaceJNJJohnson & Johnson$122,529$3,051 â–²2.6%4820.0%MedicalCLHClean Harbors$120,9940.0%4050.0%Business ServicesFVFirst Trust Dorsey Wright Focus 5 ETF$120,810$4,629 â–²4.0%1,5920.0%ManufacturingShowing 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.