Cedar Mountain Advisors, Llc Portfolio Stock Holdings
Cedar Mountain Advisors, Llc disclosed 1175 stock positions valued at approximately $580.7 million in its latest SEC 13F filing. The largest holdings include ISHARES RUSSELL 1000 VALUE ETF, ISHARES RUSSELL 1000 GROWTH ETF, and ISHARES RUSSELL MID-CAP VALUE ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 2, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1175
- Portfolio Value
- $580.7M
Holdings by Sector
Cedar Mountain Advisors, Llc Portfolio Holdings in Q2 2026
1123 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF | IWD | Other | 16.50% | 395,280 | +104 | +0.03% | $95,827,637 |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | Other | 16.49% | 771,325 | +578,636 | +300.30% | $95,775,416 |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | Other | 7.16% | 252,713 | +1,131 | +0.45% | $41,596,503 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | Other | 6.96% | 276,200 | +2,898 | +1.06% | $40,438,512 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 5.70% | 223,326 | +158 | +0.07% | $33,121,538 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 5.07% | 39,980 | +29 | +0.07% | $29,440,979 |
| VANGUARD FINANCIALS ETF | VFH | Other | 3.32% | 146,558 | +1,318 | +0.91% | $19,287,061 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | Other | 3.27% | 632,890 | +1,599 | +0.25% | $18,993,015 |
| VANGUARD HEALTH CARE ETF | VHT | Other | 2.69% | 52,193 | +320 | +0.62% | $15,606,113 |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Other | 2.55% | 641,351 | +955 | +0.15% | $14,834,440 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | VYMI | Other | 2.38% | 140,798 | +2,156 | +1.56% | $13,826,373 |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | Other | 2.31% | 330,016 | -2,577 | -0.77% | $13,393,684 |
| INVESCO S&P 500 QUALITY ETF | SPHQ | Other | 2.20% | 141,770 | +550 | +0.39% | $12,773,494 |
| ISHARES CORE 10 YEAR USD BOND ETF | ILTB | Other | 2.08% | 245,120 | +1,173 | +0.48% | $12,072,389 |
| PGIM ULTRA SHORT BOND ETF | PULS | Other | 1.29% | 151,096 | +2,618 | +1.76% | $7,486,810 |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | Other | 1.28% | 240,255 | +688 | +0.29% | $7,411,860 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | Other | 1.26% | 73,919 | +264 | +0.36% | $7,316,470 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 1.17% | 114,285 | +278 | +0.24% | $6,821,662 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | BINC | Other | 1.16% | 129,010 | +2,632 | +2.08% | $6,752,380 |
| ISHARES MSCI EAFE ETF | EFA | Other | 1.16% | 64,770 | +1,088 | +1.71% | $6,728,288 |
| ISHARES CORE DIVIDEND ETF | DIVB | Other | 1.11% | 104,443 | +415 | +0.40% | $6,433,711 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | JPIB | Other | 0.90% | 108,113 | +2,656 | +2.52% | $5,227,281 |
| JPMORGAN ACTIVE BOND ETF | JBND | Other | 0.75% | 81,627 | +20,855 | +34.32% | $4,367,045 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 0.65% | 16,866 | -27 | -0.16% | $3,777,071 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.56% | 8,768 | +1 | +0.01% | $3,244,365 |
| APPLE INC COM | AAPL | Technology | 0.52% | 10,453 | +330 | +3.26% | $3,024,678 |
| CSX CORP COM | CSX | Industrials | 0.52% | 63,391 | - | - | $3,012,994 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | XLP | Other | 0.52% | 36,177 | +406 | +1.13% | $3,005,204 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | Other | 0.38% | 22,020 | +255 | +1.17% | $2,219,828 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | Other | 0.33% | 23,071 | +18,908 | +454.19% | $1,903,127 |
| VANGUARD GROWTH ETF | VUG | Other | 0.32% | 21,465 | +18,476 | +618.13% | $1,848,974 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.28% | 17,104 | +16,834 | +6234.81% | $1,632,406 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.25% | 3,515 | +121 | +3.57% | $1,478,409 |
| VANGUARD VALUE ETF | VTV | Other | 0.21% | 5,600 | - | - | $1,220,409 |
| APPLIED MATLS INC COM | AMAT | Technology | 0.20% | 1,639 | -41 | -2.44% | $1,185,114 |
| MICROSOFT CORP COM | MSFT | Technology | 0.18% | 2,759 | -1,546 | -35.91% | $1,029,200 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.17% | 1,966 | +56 | +2.93% | $983,767 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.15% | 4,477 | +113 | +2.59% | $895,883 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 0.14% | 10,768 | - | - | $790,479 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 0.14% | 15,516 | - | - | $784,799 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.13% | 2,598 | -1,460 | -35.98% | $780,569 |
| BROADRIDGE FINL SOLUTIONS INC COM | BR | Technology | 0.13% | 5,387 | +4 | +0.07% | $737,712 |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | PVAL | Other | 0.12% | 14,166 | +14,166 | +100.00% | $721,758 |
| NIKE INC CL B | NKE | Consumer Cyclical | 0.11% | 15,817 | -233 | -1.45% | $649,298 |
| JPMORGAN LIMITED DURATION BOND ETF | JPLD | Other | 0.11% | 12,267 | +11,316 | +1189.91% | $640,215 |
| TARGET CORP COM | TGT | Consumer Defensive | 0.11% | 4,739 | +16 | +0.34% | $618,961 |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | Other | 0.09% | 8,832 | +8,832 | +100.00% | $548,556 |
| BANK OF NY MELLON CORP COM | BK | Financial Services | 0.08% | 3,199 | - | - | $462,607 |
| VANGUARD EXTENDED MARKET ETF | VXF | Other | 0.08% | 1,863 | +4 | +0.22% | $458,689 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.08% | 3,287 | +301 | +10.08% | $449,356 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | VTIP | Other | 0.07% | 8,285 | - | - | $416,156 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.07% | 1,629 | +63 | +4.02% | $388,256 |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | Other | 0.07% | 1,754 | +1,385 | +375.34% | $387,985 |
| INTEL CORP COM | INTC | Technology | 0.07% | 2,763 | -400 | -12.65% | $385,844 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.06% | 392 | - | - | $366,945 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.06% | 1,321 | -131 | -9.02% | $356,952 |
| STARBUCKS CORP COM | SBUX | Consumer Cyclical | 0.06% | 3,271 | +15 | +0.46% | $334,235 |
| SOUTHERN CO COM | SO | Utilities | 0.06% | 3,460 | +1,914 | +123.80% | $331,110 |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | Other | 0.06% | 821 | +647 | +371.84% | $323,441 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.05% | 404 | +201 | +99.01% | $301,940 |
| INVESCO NASDAQ 100 ETF | QQQM | Other | 0.05% | 969 | - | - | $293,584 |
| META PLATFORMS INC CL A | META | Communication Services | 0.04% | 456 | +136 | +42.50% | $256,938 |
| UNION PAC CORP COM | UNP | Industrials | 0.04% | 911 | - | - | $247,918 |
| SPIRE INC COM | SR | Utilities | 0.04% | 3,006 | +26 | +0.87% | $234,732 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.04% | 303 | +34 | +12.64% | $226,790 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.04% | 640 | - | - | $225,725 |
| BOEING CO COM | BA | Industrials | 0.04% | 1,025 | +200 | +24.24% | $221,916 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.04% | 616 | -7 | -1.12% | $220,253 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.04% | 1,493 | +10 | +0.67% | $218,874 |
| CHURCH & DWIGHT CO INC COM | CHD | Consumer Defensive | 0.04% | 2,234 | - | - | $216,430 |
| WALMART INC COM | WMT | Consumer Defensive | 0.03% | 1,794 | +1 | +0.06% | $203,139 |
| ALBERTSONS COMPANIES INC COMMON STOCK | ACI | Consumer Defensive | 0.03% | 14,854 | - | - | $200,975 |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | Other | 0.03% | 2,955 | - | - | $199,699 |
| LUMENTUM HLDGS INC COM | LITE | Technology | 0.03% | 229 | - | - | $196,496 |
| AT&T INC COM | T | Communication Services | 0.03% | 9,167 | +1,982 | +27.59% | $189,756 |
| NORTHWEST NAT HLDG CO COM | NWN | Utilities | 0.03% | 3,559 | -234 | -6.17% | $174,600 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 0.03% | 832 | +702 | +540.00% | $173,946 |
| CISCO SYS INC COM | CSCO | Technology | 0.03% | 1,479 | +599 | +68.07% | $173,760 |
| BROADCOM INC COM | AVGO | Technology | 0.03% | 434 | +4 | +0.93% | $163,944 |
| SPDR GOLD SHARES | GLD | Other | 0.03% | 442 | - | - | $162,824 |
| ABBVIE INC COM | ABBV | Healthcare | 0.03% | 630 | +243 | +62.79% | $158,514 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.03% | 444 | +23 | +5.46% | $156,879 |
| MERCK & CO INC COM | MRK | Healthcare | 0.03% | 1,215 | +297 | +32.35% | $156,178 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.03% | 368 | - | - | $150,696 |
| INTUIT COM | INTU | Technology | 0.03% | 577 | -26 | -4.31% | $150,616 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.03% | 459 | +11 | +2.46% | $150,379 |
| UNITIL CORP COM | UTL | Utilities | 0.02% | 2,688 | - | - | $141,631 |
| JPMORGAN ULTRA-SHORT INCOME ETF | JPST | Other | 0.02% | 2,796 | +2,769 | +10255.56% | $141,394 |
| JPMORGAN SHORT DURATION CORE PLUS ETF | JSCP | Other | 0.02% | 2,939 | +2,939 | +100.00% | $138,559 |
| KEYSIGHT TECHNOLOGIES INC COM | KEYS | Technology | 0.02% | 375 | - | - | $131,276 |
| SANDISK CORP COM | SNDK | Other | 0.02% | 57 | - | - | $129,603 |
| REGAL REXNORD CORPORATION COM | RRX | Industrials | 0.02% | 527 | - | - | $125,526 |
| VISA INC COM CL A | V | Financial Services | 0.02% | 361 | +3 | +0.84% | $123,986 |
| RTX CORPORATION COM | RTX | Industrials | 0.02% | 648 | +152 | +30.65% | $123,004 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.02% | 482 | +12 | +2.55% | $122,529 |
| CLEAN HARBORS INC COM | CLH | Industrials | 0.02% | 405 | - | - | $120,994 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | FV | Other | 0.02% | 1,592 | +61 | +3.98% | $120,810 |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | Other | 0.02% | 1,020 | - | - | $119,360 |
| CAPITAL ONE FINL CORP COM | COF | Financial Services | 0.02% | 585 | - | - | $117,363 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.02% | 302 | - | - | $112,936 |