Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- Latest filing
- Jul 2, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 24, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 693
- +333 vs. Q2 2025
- Portfolio value
- $513.6M
- +$32.4M (+6.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 195,500 | $91.6M | 17.8% | −8,192−4.0% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 400,966 | $81.6M | 15.9% | −16,159−3.9% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 272,064 | $38.7M | 7.5% | −10,746−3.8% | Reduced | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 252,309 | $35.2M | 6.9% | −4,859−1.9% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 223,310 | $26.5M | 5.2% | −376−0.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 40,732 | $24.5M | 4.8% | −1,571−3.7% | Reduced | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 679,979 | $20.6M | 4.0% | −20,185−2.9% | Reduced | – |
| Vanguard Financials ETF92204A405 | ETF | 144,194 | $18.9M | 3.7% | −3,340−2.3% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 645,702 | $15.2M | 3.0% | +22,623+3.6% | Added | – |
| Vanguard Health Care ETF92204A504 | ETF | 50,648 | $13.1M | 2.6% | +1,130+2.3% | Added | – |
| iShares Tr464289479 | CORE LT USDB ETF | 242,214 | $12.2M | 2.4% | +13,644+6.0% | Added | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 336,162 | $11.7M | 2.3% | −10,323−3.0% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 137,576 | $11.6M | 2.3% | +11,866+9.4% | Added | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 141,228 | $10.4M | 2.0% | −29,311−17.2% | Reduced | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 250,169 | $7.72M | 1.5% | −5,072−2.0% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 154,564 | $7.70M | 1.5% | −3,074−2.0% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 72,545 | $7.27M | 1.4% | −424−0.6% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 121,935 | $6.49M | 1.3% | +19,215+18.7% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,632 | $6.21M | 1.2% | +2,989+2.7% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 62,960 | $5.88M | 1.1% | +62,960 | New | – |
| iShares Tr46435U861 | CORE DIVID ETF | 101,864 | $5.32M | 1.0% | +3,377+3.4% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 17,023 | $5.00M | 1.0% | +4,028+31.0% | Added | History |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 101,550 | $4.98M | 1.0% | +101,550 | New | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 59,335 | $3.21M | 0.6% | +6,239+11.8% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,767 | $2.88M | 0.6% | 00.0% | Unchanged | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,374 | $2.77M | 0.5% | −3,322−8.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 4,817 | $2.49M | 0.5% | +295+6.5% | Added | History |
| AAPLApple Inc. | Stock | 9,325 | $2.37M | 0.5% | +845+10.0% | Added | History |
| CSXCSX Corp | Stock | 63,392 | $2.25M | 0.4% | +72+0.1% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,916 | $2.11M | 0.4% | +4,057+24.1% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,505 | $1.68M | 0.3% | +32+0.9% | Added | – |
| TSLATesla, Inc. | Stock | 3,525 | $1.57M | 0.3% | +779+28.4% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,358 | $1.28M | 0.2% | +1,649+44.5% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,606 | $1.05M | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,058 | $981.9K | 0.2% | −116−2.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,882 | $946.2K | 0.2% | +29+1.6% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $800.8K | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 4,256 | $794.0K | 0.2% | +835+24.4% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $776.9K | 0.2% | 00.0% | Unchanged | – |
| RBB FD Inc74933W759 | ETF | 15,204 | $496.7K | 0.1% | +15,204 | New | – |
| NKENIKE, Inc. | Stock | 6,780 | $472.8K | 0.1% | −1,180−14.8% | Reduced | History |
| MCDMcDonalds Corp | Stock | 1,542 | $468.7K | 0.1% | +55+3.7% | Added | History |
| TGTTarget Corp | Stock | 4,691 | $420.8K | 0.1% | −12−0.3% | Reduced | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,298 | $420.1K | 0.1% | +2,045+32.7% | Added | – |
| INTUIntuit Inc. | Stock | 586 | $400.3K | 0.1% | +5+0.9% | Added | History |
| AMATApplied Materials Inc | Stock | 1,941 | $397.3K | 0.1% | +56+3.0% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $389.2K | 0.1% | 00.0% | Unchanged | – |
| BABoeing Co | Stock | 1,782 | $384.6K | 0.1% | −11−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 554 | $368.8K | 0.1% | +15+2.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 379 | $350.7K | 0.1% | +18+5.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 2,929 | $330.3K | 0.1% | +1,658+130.4% | Added | History |
| SOSouthern Co | Stock | 3,425 | $324.6K | 0.1% | +84+2.5% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 2,957 | $322.2K | 0.1% | +2,957 | New | History |
| AMZNAmazon Com Inc | Stock | 1,450 | $318.4K | 0.1% | +496+52.0% | Added | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,021 | $295.7K | 0.1% | +3,391+538.3% | Added | – |
| SBUXStarbucks Corp | Stock | 3,223 | $272.7K | 0.1% | +23+0.7% | Added | History |
| HDHome Depot, Inc. | Stock | 631 | $255.5K | <0.1% | +24+4.0% | Added | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $254.9K | <0.1% | 00.0% | Unchanged | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 969 | $239.5K | <0.1% | +4+0.4% | Added | – |
| SRSpire Inc | COM | 2,852 | $232.5K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 978 | $231.2K | <0.1% | +17+1.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 300 | $220.1K | <0.1% | +54+22.0% | Added | History |
| PGProcter & Gamble Co | Stock | 1,406 | $216.0K | <0.1% | +194+16.0% | Added | History |
| CHDChurch & Dwight Co Inc | COM | 2,234 | $195.8K | <0.1% | +34+1.5% | Added | History |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $192.1K | <0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 1,738 | $179.2K | <0.1% | +113+7.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 267 | $179.0K | <0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 2,377 | $154.5K | <0.1% | +30+1.3% | Added | History |
| MSMorgan Stanley | Stock | 967 | $153.7K | <0.1% | +113+13.2% | Added | History |
| GLDSPDR Gold Trust | ETF | 408 | $145.0K | <0.1% | +123+43.2% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $134.5K | <0.1% | 00.0% | Unchanged | – |
| NWNNorthwest Natural Holding Co | COM | 2,875 | $129.2K | <0.1% | +1,445+101.0% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,251 | $128.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,200 | $125.2K | <0.1% | −120−9.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 477 | $116.0K | <0.1% | +121+34.0% | Added | History |
| VVisa Inc. | Stock | 315 | $107.6K | <0.1% | +153+94.4% | Added | History |
| TAT&T Inc. | Stock | 3,757 | $106.1K | <0.1% | +1,222+48.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 320 | $105.6K | <0.1% | +149+87.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 360 | $101.6K | <0.1% | +28+8.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 321 | $101.4K | <0.1% | +103+47.2% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 707 | $99.7K | <0.1% | +707 | New | – |
| INTCIntel Corp | Stock | 2,931 | $98.3K | <0.1% | −450−13.3% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,286 | $94.5K | <0.1% | −645−33.4% | Reduced | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,526 | $94.5K | <0.1% | +3+0.2% | Added | – |
| WMWaste Management Inc | Stock | 423 | $93.4K | <0.1% | +30+7.6% | Added | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,593 | $91.6K | <0.1% | −130−7.5% | Reduced | – |
| GEGeneral Electric Co | Stock | 302 | $90.7K | <0.1% | −11−3.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 370 | $90.1K | <0.1% | +39+11.8% | Added | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,084 | $81.9K | <0.1% | +48+2.4% | Added | History |
| USBUS Bancorp DE | COM NEW | 1,655 | $80.0K | <0.1% | +641+63.2% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 979 | $76.5K | <0.1% | +979 | New | – |
| PLTRPalantir Technologies Inc. | Stock | 417 | $76.1K | <0.1% | +17+4.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 317 | $73.4K | <0.1% | +72+29.4% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 2,889 | $71.6K | <0.1% | +22+0.8% | Added | History |
| RTXRTX Corp | Stock | 426 | $71.2K | <0.1% | +76+21.7% | Added | History |
| CWCurtiss Wright Corp | Stock | 128 | $69.5K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 369 | $68.4K | <0.1% | +139+60.4% | Added | History |
| BLKBlackRock, Inc. | Stock | 56 | $65.0K | <0.1% | +5+9.8% | Added | History |
| CVXChevron Corp | Stock | 405 | $62.8K | <0.1% | +190+88.4% | Added | History |
| MMM3M Co | Stock | 404 | $62.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (8)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 15,204 | $469.3K | 0.1% | – |
| HYFMHydrofarm Holdings Group, Inc. | COM | 7,051 | $26.4K | <0.1% | History |
| HUMHumana Inc | Stock | 49 | $12.0K | <0.1% | History |
| ANGIAngi Inc. | CL A NEW | 42 | $641 | <0.1% | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 4 | $92 | <0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 0 | $2 | <0.1% | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 0 | $1 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 0 | $1 | <0.1% | – |