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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

The latest 13F from Cedar Mountain Advisors, LLC covers Q2 2026 (filed Jul 2, 2026): 1,175 long positions worth $580.7M. The top 10 holdings make up 69.7% of the portfolio, and the largest is iShares Russell 1000 Value ETF at 16.5%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
75
Est. +$2.73M
Added
193
Est. +$9.66M
Reduced
79
Est. −$2.10M
Sold out
52
Est. −$169.1K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Russell 1000 Value ETF464287598
    16.5%$95.8M
  2. iShares Russell 1000 Growth ETF464287614
    16.5%$95.8M
  3. iShares Russell Mid-Cap Value ETF464287473
    7.2%$41.6M
  4. iShares Russell Mid-Cap Growth ETF464287481
    7.0%$40.4M
  5. iShares Core S&P Small Cap ETF464287804
    5.7%$33.1M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core MSCI Total International Stock ETF46432F834
    +$1.61MAdded
  2. J P Morgan Exchange Traded F46641Q134
    +$1.56MAdded
  3. J P Morgan Exchange Traded F46654Q716
    +$1.12MAdded
  4. J P Morgan Exchange Traded F46654Q559
    +$1.03MNew
  5. Putnam ETF Trust746729300
    +$721.8KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +0.56 pp4.5% → 5.1%
  2. iShares Core S&P Small Cap ETF464287804
    +0.28 pp5.4% → 5.7%
  3. iShares Core MSCI Total International Stock ETF46432F834
    +0.28 pp<0.1% → 0.3%
  4. J P Morgan Exchange Traded F46641Q134
    +0.27 pp0.1% → 0.3%
  5. J P Morgan Exchange Traded F46654Q559
    +0.18 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MSFTMicrosoft Corp
    −$576.7KReducedHistory
  2. iShares Russell 2000 ETF464287655
    −$438.7KReduced
  3. J P Morgan Exchange Traded F46641Q332
    −$409.0KReduced
  4. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    −$308.8KReduced
  5. Legg Mason ETF Invt52468L505
    −$104.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Legg Mason ETF Invt52468L505
    −0.33 pp2.6% → 2.3%
  2. MSFTMicrosoft Corp
    −0.13 pp0.3% → 0.2%History
  3. J P Morgan Exchange Traded F46641Q332
    −0.08 pp0.1% → <0.1%
  4. iShares Russell 2000 ETF464287655
    −0.06 pp0.2% → 0.1%
  5. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    −0.05 pp0.1% → <0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$580.7M
+$69.3M (+13.6%) vs. prior quarter
Positions
1,175
+23 vs. prior quarter
Top 10 concentration
69.7%
Top 10 as share of value
Turnover
0.4%
Q2 2026, one quarter
Average holding period
19.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $580.7M (Q2 2026)

Q1 2021: $295.8MQ2 2021: $302.6MQ3 2021: $300.5MQ4 2021: $326.0MQ1 2022: $338.5MQ2 2022: $292.2MQ3 2022: $300.5MQ4 2022: $318.7MQ1 2023: $332.3MQ2 2023: $350.1MQ3 2023: $339.2MQ4 2023: $369.4MQ1 2024: $397.7MQ2 2024: $405.0MQ3 2024: $443.6MQ4 2024: $455.1MQ1 2025: $446.4MQ2 2025: $481.2MQ3 2025: $513.6MQ4 2025: $518.4MQ1 2026: $511.4MQ2 2026: $580.7M
Q1 2021Q2 2026
13F filings of Cedar Mountain Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 2, 20261,175$580.7MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFiShares Russell Mid-Cap Value ETFvs. Q1 2026SEC
Q1 2026Apr 30, 20261,152$511.4MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFiShares Russell Mid-Cap Value ETFvs. Q4 2025SEC
Q4 2025Feb 11, 2026757$518.4MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q3 2025SEC
Q3 2025Oct 24, 2025693$513.6MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q2 2025SEC
Q2 2025Jul 22, 2025360$481.2MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q1 2025SEC
Q1 2025Apr 14, 2025346$446.4MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFiShares Russell Mid-Cap Growth ETFvs. Q4 2024SEC
Q4 2024Jan 21, 2025371$455.1MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q3 2024SEC
Q3 2024Oct 15, 2024335$443.6MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFiShares Russell Mid-Cap Value ETFvs. Q2 2024SEC
Q2 2024Jul 11, 2024341$405.0MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q1 2024SEC
Q1 2024Apr 16, 2024349$397.7MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Value ETFvs. Q4 2023SEC
Q4 2023Jan 16, 2024325$369.4MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Value ETFvs. Q3 2023SEC
Q3 2023Oct 23, 2023313$339.2MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Value ETFvs. Q2 2023SEC
Q2 2023Jul 19, 2023305$350.1MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Value ETFvs. Q1 2023SEC
Q1 2023Apr 11, 2023300$332.3MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFiShares Russell Mid-Cap Value ETFvs. Q4 2022SEC
Q4 2022Feb 13, 2023Amended310$318.7MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFiShares Russell Mid-Cap Value ETFvs. Q3 2022SEC
Q3 2022Oct 11, 2022319$300.5MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFState Street SPDR Portfolio Short Term Corporate Bond ETFvs. Q2 2022SEC
Q2 2022Jul 14, 2022332$292.2MiShares Russell 1000 Value ETFiShares Russell 1000 Growth ETFState Street SPDR Portfolio Short Term Corporate Bond ETFvs. Q1 2022SEC
Q1 2022Apr 14, 2022338$338.5MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Value ETFvs. Q4 2021SEC
Q4 2021Jan 24, 2022326$326.0MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q3 2021SEC
Q3 2021Oct 15, 2021313$300.5MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q2 2021SEC
Q2 2021Jul 15, 2021286$302.6MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETFvs. Q1 2021SEC
Q1 2021Apr 23, 2021286$295.8MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares Russell Mid-Cap Growth ETF–SEC