Cedar Mountain Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 2, 2026, Cedar Mountain Advisors, Llc disclosed 1147 stock positions valued at approximately $580.73M as of quarter-end June 30, 2026. The largest holdings include ISHARES RUSSELL 1000 VALUE ETF, ISHARES RUSSELL 1000 GROWTH ETF, and ISHARES RUSSELL MID-CAP VALUE ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 1147
- Portfolio Value
- $580.73M
Holdings by Sector
Cedar Mountain Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 1,147 holdings in the latest reporting period.