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Cedar Mountain Advisors, LLC Top Holdings and 13F Report (2026)

About Cedar Mountain Advisors, LLC

Investment Activity

  • Cedar 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 New Holdings this Quarter

46654Q559 - JPMORGAN FLEXIBLE DEBT ETF
$1,027,303 Holding
746729300 - Putnam Focused Large Cap Value ETF
$721,758 Holding
316092352 - Fidelity Blue Chip Growth ETF
$548,556 Holding
46641Q274 - JPMorgan Short Duration Core Plus ETF
$138,559 Holding
09260D107 - Blackstone
$71,426 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF
578,636 shares (about $71.85M)
Vanguard Growth ETF
18,476 shares (about $1.59M)
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)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCedar Mountain Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$95,827,637$25,213 â–²0.0%395,28016.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$95,775,416$71,849,225 â–²300.3%771,32516.5%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$41,596,503$186,162 â–²0.4%252,7137.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$40,438,512$424,297 â–²1.1%276,2007.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$33,121,538$23,433 â–²0.1%223,3265.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,440,979$21,355 â–²0.1%39,9805.1%Finance
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$19,287,061$173,449 â–²0.9%146,5583.3%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$18,993,015$47,986 â–²0.3%632,8903.3%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$15,606,113$95,682 â–²0.6%52,1932.7%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$14,834,440$22,089 â–²0.1%641,3512.6%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$13,826,373$211,719 â–²1.6%140,7982.4%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$13,393,684$104,587 â–¼-0.8%330,0162.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$12,773,494$49,555 â–²0.4%141,7702.2%ETF
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$12,072,389$57,771 â–²0.5%245,1202.1%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$7,486,810$129,722 â–²1.8%151,0961.3%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$7,411,860$21,225 â–²0.3%240,2551.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$7,316,470$26,131 â–²0.4%73,9191.3%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,821,662$16,594 â–²0.2%114,2851.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$6,752,380$137,759 â–²2.1%129,0101.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,728,288$113,021 â–²1.7%64,7701.2%Finance
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$6,433,711$25,564 â–²0.4%104,4431.1%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$5,227,281$128,418 â–²2.5%108,1130.9%ETF
JPMORGAN ACTIVE BOND ETF
$4,367,045$1,115,743 â–²34.3%81,6270.8%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$3,777,071$6,047 â–¼-0.2%16,8660.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,244,365$370 â–²0.0%8,7680.6%ETF
Apple Inc. stock logo
AAPL
Apple
$3,024,678$95,489 â–²3.3%10,4530.5%Computer and Technology
CSX Corporation stock logo
CSX
CSX
$3,012,9940.0%63,3910.5%Transportation
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,005,204$33,726 â–²1.1%36,1770.5%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$2,219,828$25,706 â–²1.2%22,0200.4%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$1,903,127$1,559,721 â–²454.2%23,0710.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,848,974$1,591,504 â–²618.1%21,4650.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,632,406$1,606,637 â–²6,234.8%17,1040.3%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$1,478,409$50,893 â–²3.6%3,5150.3%Auto/Tires/Trucks
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,220,4090.0%5,6000.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,185,114$29,646 â–¼-2.4%1,6390.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,029,200$576,710 â–¼-35.9%2,7590.2%Computer and Technology
JPMORGAN FLEXIBLE DEBT ETF
$1,027,303$1,027,303 â–²New Holding20,3830.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$983,767$28,022 â–²2.9%1,9660.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$895,883$22,612 â–²2.6%4,4770.2%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$790,4790.0%10,7680.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$784,7990.0%15,5160.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$780,569$438,657 â–¼-36.0%2,5980.1%Finance
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$737,712$548 â–²0.1%5,3870.1%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$721,758$721,758 â–²New Holding14,1660.1%ETF
NIKE, Inc. stock logo
NKE
NIKE
$649,298$9,565 â–¼-1.5%15,8170.1%Consumer Discretionary
JPMORGAN LIMITED DURATION BOND ETF
$640,215$590,582 â–²1,189.9%12,2670.1%ETF
Target Corporation stock logo
TGT
Target
$618,961$2,090 â–²0.3%4,7390.1%Retail/Wholesale
HENNESSY SUSTAINABLE ETF
$585,5470.0%15,2040.1%ETF
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$548,556$548,556 â–²New Holding8,8320.1%ETF
BANK OF NY MELLON CORP COM
$462,6070.0%3,1990.1%Stock
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$458,689$985 â–²0.2%1,8630.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$449,356$41,149 â–²10.1%3,2870.1%Energy
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$416,1560.0%8,2850.1%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$388,256$15,015 â–²4.0%1,6290.1%Retail/Wholesale
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$387,985$306,362 â–²375.3%1,7540.1%ETF
Intel Corporation stock logo
INTC
Intel
$385,844$55,859 â–¼-12.6%2,7630.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$366,9450.0%3920.1%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$356,952$35,398 â–¼-9.0%1,3210.1%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$334,235$1,533 â–²0.5%3,2710.1%Retail/Wholesale
Southern Company (The) stock logo
SO
Southern
$331,110$183,163 â–²123.8%3,4600.1%Utilities
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$323,441$254,892 â–²371.8%8210.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$301,940$150,223 â–²99.0%4040.1%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$293,5840.0%9690.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$256,938$76,631 â–²42.5%4560.0%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$247,9180.0%9110.0%Transportation
Spire Inc. stock logo
SR
Spire
$234,732$2,030 â–²0.9%3,0060.0%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$226,790$25,448 â–²12.6%3030.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$225,7250.0%6400.0%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$221,916$43,301 â–²24.2%1,0250.0%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$220,253$2,503 â–¼-1.1%6160.0%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$218,874$1,466 â–²0.7%1,4930.0%Consumer Staples
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$216,4300.0%2,2340.0%Consumer Staples
WALMART INC COM
$203,139$113 â–²0.1%1,7940.0%Stock
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
$200,9750.0%14,8540.0%Consumer Staples
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$199,6990.0%2,9550.0%ETF
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$196,4960.0%2290.0%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$189,756$41,027 â–²27.6%9,1670.0%Computer and Technology
Northwest Natural Gas Company stock logo
NWN
Northwest Natural Gas
$174,600$11,480 â–¼-6.2%3,5590.0%Utilities
Morgan Stanley stock logo
MS
Morgan Stanley
$173,946$146,767 â–²540.0%8320.0%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$173,760$70,373 â–²68.1%1,4790.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$163,944$1,511 â–²0.9%4340.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$162,8240.0%4420.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$158,514$61,141 â–²62.8%6300.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$156,879$8,127 â–²5.5%4440.0%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$156,178$38,177 â–²32.4%1,2150.0%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$150,6960.0%3680.0%ETF
Intuit Inc. stock logo
INTU
Intuit
$150,616$6,787 â–¼-4.3%5770.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$150,379$3,604 â–²2.5%4590.0%Finance
COREWEAVE INC COM CL A
$141,8450.0%1,4250.0%Stock
Unitil Corporation stock logo
UTL
Unitil
$141,6310.0%2,6880.0%Utilities
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$141,394$140,029 â–²10,255.6%2,7960.0%ETF
JSCP
JPMorgan Short Duration Core Plus ETF
$138,559$138,559 â–²New Holding2,9390.0%ETF
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$131,2760.0%3750.0%Computer and Technology
SANDISK CORP COM
$129,6030.0%570.0%Stock
Regal Rexnord Corporation stock logo
RRX
Regal Rexnord
$125,5260.0%5270.0%Industrials
Visa Inc. stock logo
V
Visa
$123,986$1,030 â–²0.8%3610.0%Business Services
RTX Corporation stock logo
RTX
RTX
$123,004$28,853 â–²30.6%6480.0%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$122,529$3,051 â–²2.6%4820.0%Medical
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$120,9940.0%4050.0%Business Services
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$120,810$4,629 â–²4.0%1,5920.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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