Cedar Mountain Advisors, Llc Portfolio Stock Holdings
Cedar Mountain Advisors, Llc disclosed 1152 stock positions valued at approximately $511.4 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 March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1152
- Portfolio Value
- $511.4M
Holdings by Sector
Cedar Mountain Advisors, Llc Portfolio Holdings in Q1 2026
1110 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 | 16.51% | 395,176 | -7,376 | -1.83% | $84,437,165 |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | Other | 16.07% | 192,689 | -1,394 | -0.72% | $82,162,596 |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | Other | 7.17% | 251,582 | -2,453 | -0.97% | $36,665,535 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | Other | 6.85% | 273,302 | -216 | -0.08% | $35,015,455 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 5.42% | 223,168 | -2,245 | -1.00% | $27,742,013 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 4.51% | 39,951 | -556 | -1.37% | $23,059,203 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | Other | 3.71% | 631,291 | -6,890 | -1.08% | $18,982,918 |
| VANGUARD FINANCIALS ETF | VFH | Other | 3.43% | 145,240 | -790 | -0.54% | $17,546,420 |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Other | 2.91% | 640,396 | +12,803 | +2.04% | $14,870,004 |
| VANGUARD HEALTH CARE ETF | VHT | Other | 2.76% | 51,873 | -393 | -0.75% | $14,126,662 |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | Other | 2.64% | 332,593 | -4,631 | -1.37% | $13,483,331 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | VYMI | Other | 2.55% | 138,642 | -205 | -0.15% | $13,065,653 |
| ISHARES CORE 10 YEAR USD BOND ETF | ILTB | Other | 2.34% | 243,947 | +5,613 | +2.36% | $11,948,510 |
| INVESCO S&P 500 QUALITY ETF | SPHQ | Other | 2.08% | 141,220 | -166 | -0.12% | $10,618,319 |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | Other | 1.44% | 239,567 | +4,119 | +1.75% | $7,373,868 |
| PGIM ULTRA SHORT BOND ETF | PULS | Other | 1.44% | 148,478 | +2,511 | +1.72% | $7,349,669 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | Other | 1.43% | 73,655 | +309 | +0.42% | $7,311,781 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | BINC | Other | 1.28% | 126,378 | +320 | +0.25% | $6,562,829 |
| ISHARES MSCI EAFE ETF | EFA | Other | 1.21% | 63,682 | +760 | +1.21% | $6,185,433 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 1.20% | 114,007 | -1,004 | -0.87% | $6,162,054 |
| ISHARES CORE DIVIDEND ETF | DIVB | Other | 1.10% | 104,028 | +1,004 | +0.97% | $5,612,330 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | JPIB | Other | 0.99% | 105,457 | +1,989 | +1.92% | $5,042,975 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 0.67% | 16,893 | -211 | -1.23% | $3,432,398 |
| JPMORGAN ACTIVE BOND ETF | JBND | Other | 0.64% | 60,772 | +465 | +0.77% | $3,267,710 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | XLP | Other | 0.57% | 35,771 | +77 | +0.22% | $2,932,477 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.55% | 8,767 | - | - | $2,812,676 |
| CSX CORP COM | CSX | Industrials | 0.51% | 63,391 | -2 | -0.00% | $2,602,201 |
| APPLE INC COM | AAPL | Technology | 0.50% | 10,123 | +794 | +8.51% | $2,569,060 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | Other | 0.43% | 21,765 | +289 | +1.35% | $2,188,937 |
| MICROSOFT CORP COM | MSFT | Technology | 0.31% | 4,305 | -230 | -5.07% | $1,593,691 |
| VANGUARD GROWTH ETF | VUG | Other | 0.26% | 2,989 | -504 | -14.43% | $1,305,512 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.25% | 3,394 | -131 | -3.72% | $1,261,720 |
| VANGUARD VALUE ETF | VTV | Other | 0.21% | 5,600 | -6 | -0.11% | $1,098,720 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.20% | 4,058 | - | - | $1,006,384 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.18% | 1,910 | +28 | +1.49% | $915,272 |
| BROADRIDGE FINL SOLUTIONS INC COM | BR | Technology | 0.17% | 5,383 | +3 | +0.06% | $874,603 |
| NIKE INC CL B | NKE | Consumer Cyclical | 0.17% | 16,050 | +10,288 | +178.55% | $847,768 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 0.16% | 10,768 | - | - | $792,956 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 0.15% | 15,516 | - | - | $774,093 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.15% | 4,364 | +290 | +7.12% | $761,073 |
| APPLIED MATLS INC COM | AMAT | Technology | 0.11% | 1,680 | -183 | -9.82% | $574,077 |
| TARGET CORP COM | TGT | Consumer Defensive | 0.11% | 4,723 | +32 | +0.68% | $572,428 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.10% | 2,986 | +156 | +5.51% | $506,640 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.09% | 1,452 | -91 | -5.90% | $451,296 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | Other | 0.08% | 7,332 | +5,081 | +225.72% | $415,578 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | VTIP | Other | 0.08% | 8,285 | - | - | $413,836 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.08% | 392 | +13 | +3.43% | $390,744 |
| VANGUARD EXTENDED MARKET ETF | VXF | Other | 0.07% | 1,859 | - | - | $382,582 |
| BANK NEW YORK MELLON CORP COM | BK | Financial Services | 0.07% | 3,199 | +242 | +8.18% | $379,497 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.06% | 1,566 | +140 | +9.82% | $326,151 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | Other | 0.06% | 4,163 | +142 | +3.53% | $315,306 |
| STARBUCKS CORP COM | SBUX | Consumer Cyclical | 0.06% | 3,256 | +16 | +0.49% | $291,671 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | Other | 0.06% | 5,098 | +3,505 | +220.03% | $283,041 |
| SPIRE INC COM | SR | Utilities | 0.05% | 2,980 | +100 | +3.47% | $269,791 |
| INTUIT COM | INTU | Technology | 0.05% | 603 | +16 | +2.73% | $260,886 |
| ALBERTSONS COMPANIES INC COMMON STOCK | ACI | Consumer Defensive | 0.05% | 14,854 | +295 | +2.03% | $253,112 |
| INVESCO NASDAQ 100 ETF | QQQM | Other | 0.05% | 969 | - | - | $230,257 |
| WALMART INC COM | WMT | Consumer Defensive | 0.04% | 1,793 | +55 | +3.16% | $222,889 |
| UNION PAC CORP COM | UNP | Industrials | 0.04% | 911 | - | - | $221,126 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.04% | 1,483 | +63 | +4.44% | $214,256 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.04% | 640 | +10 | +1.59% | $210,451 |
| CHURCH & DWIGHT CO INC COM | CHD | Consumer Defensive | 0.04% | 2,234 | - | - | $208,477 |
| AT&T INC COM | T | Communication Services | 0.04% | 7,185 | +3,462 | +92.99% | $208,290 |
| NORTHWEST NAT HLDG CO COM | NWN | Utilities | 0.04% | 3,793 | +889 | +30.61% | $201,885 |
| SPDR GOLD SHARES | GLD | Other | 0.04% | 442 | +34 | +8.33% | $190,188 |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | Other | 0.04% | 2,955 | - | - | $188,854 |
| META PLATFORMS INC CL A | META | Communication Services | 0.04% | 320 | +18 | +5.96% | $182,957 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.04% | 623 | +146 | +30.61% | $179,234 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.03% | 269 | +1 | +0.37% | $175,791 |
| BOEING CO COM | BA | Industrials | 0.03% | 825 | -932 | -53.04% | $164,232 |
| LUMENTUM HLDGS INC COM | LITE | Technology | 0.03% | 229 | +229 | +100.00% | $160,932 |
| SOUTHERN CO COM | SO | Utilities | 0.03% | 1,546 | -1,892 | -55.03% | $149,193 |
| UNITIL CORP COM | UTL | Utilities | 0.03% | 2,688 | +2,688 | +100.00% | $140,421 |
| INTEL CORP COM | INTC | Technology | 0.03% | 3,163 | +232 | +7.92% | $139,598 |
| BROADCOM INC COM | AVGO | Technology | 0.03% | 430 | +114 | +36.08% | $133,089 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.03% | 448 | +126 | +39.13% | $131,804 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.03% | 203 | -352 | -63.42% | $131,792 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.03% | 368 | - | - | $131,214 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.02% | 421 | +51 | +13.78% | $120,768 |
| CLEAN HARBORS INC COM | CLH | Industrials | 0.02% | 405 | +405 | +100.00% | $116,126 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.02% | 470 | +98 | +26.34% | $114,858 |
| MERCK & CO INC COM | MRK | Healthcare | 0.02% | 918 | +248 | +37.01% | $110,453 |
| VISA INC COM CL A | V | Financial Services | 0.02% | 358 | +43 | +13.65% | $108,292 |
| CAPITAL ONE FINL CORP COM | COF | Financial Services | 0.02% | 585 | +386 | +193.97% | $106,722 |
| KEYSIGHT TECHNOLOGIES INC COM | KEYS | Technology | 0.02% | 375 | +375 | +100.00% | $105,889 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.02% | 2,746 | +190 | +7.43% | $105,501 |
| COTERRA ENERGY INC COM | CTRA | Energy | 0.02% | 2,879 | +2,004 | +229.03% | $101,168 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | Other | 0.02% | 1,311 | +1 | +0.08% | $101,090 |
| NETFLIX INC. COM | NFLX | Communication Services | 0.02% | 1,048 | +723 | +222.46% | $100,765 |
| REGAL REXNORD CORPORATION COM | RRX | Industrials | 0.02% | 527 | +527 | +100.00% | $98,686 |
| WASTE MGMT INC DEL COM | WM | Industrials | 0.02% | 425 | +1 | +0.24% | $97,631 |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | Other | 0.02% | 1,020 | -150 | -12.82% | $97,390 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.02% | 401 | +40 | +11.08% | $97,094 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.02% | 465 | +60 | +14.81% | $96,133 |
| RTX CORPORATION COM | RTX | Industrials | 0.02% | 496 | +76 | +18.10% | $95,686 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.02% | 1,874 | +677 | +56.56% | $94,066 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | FV | Other | 0.02% | 1,531 | +2 | +0.13% | $92,501 |
| US BANCORP COM NEW | USB | Financial Services | 0.02% | 1,724 | +1 | +0.06% | $89,681 |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | WES | Energy | 0.02% | 2,178 | +45 | +2.11% | $89,655 |
| CURTISS WRIGHT CORP COM | CW | Industrials | 0.02% | 128 | - | - | $87,183 |