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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
757
+64 vs. Q3 2025
Portfolio value
$518.4M
+$4.77M (+0.9%) vs. Q3 2025
Filed
Feb 11, 2026
SEC
Holdings of Cedar Mountain Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Growth ETF464287614ETF194,083$91.9M17.7%−1,417−0.7%Reduced–
iShares Russell 1000 Value ETF464287598ETF402,552$84.7M16.3%+1,586+0.4%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF273,518$37.5M7.2%+1,454+0.5%Added–
iShares Russell Mid-Cap Value ETF464287473ETF254,035$35.8M6.9%+1,726+0.7%Added–
iShares Core S&P Small Cap ETF464287804ETF225,413$27.1M5.2%+2,103+0.9%Added–
Invesco QQQ Trust Series I46090E103ETF40,507$24.9M4.8%−225−0.6%Reduced–
Vanguard Financials ETF92204A405ETF146,030$19.5M3.8%+1,836+1.3%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF638,181$19.3M3.7%−41,798−6.1%Reduced–
Vanguard Health Care ETF92204A504ETF52,266$15.0M2.9%+1,618+3.2%Added–
Schwab US Aggregate Bond ETF808524839ETF627,593$14.7M2.8%−18,109−2.8%Reduced–
Vanguard Whitehall FDS921946794INTL HIGH ETF138,847$12.5M2.4%+1,271+0.9%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW337,224$12.4M2.4%+1,062+0.3%Added–
iShares Tr464289479CORE LT USDB ETF238,334$11.8M2.3%−3,880−1.6%Reduced–
Invesco S&P 500 Quality ETF46137V241ETF141,386$10.6M2.0%+158+0.1%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF73,346$7.33M1.4%+801+1.1%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD145,967$7.24M1.4%−8,597−5.6%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF235,448$7.24M1.4%−14,721−5.9%Reduced–
iShares Flexible Income Active ETF092528603ETF126,058$6.65M1.3%+4,123+3.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF115,011$6.18M1.2%+379+0.3%Added–
iShares MSCI Eafe ETF464287465ETF62,922$6.04M1.2%−38−0.1%Reduced–
iShares Tr46435U861CORE DIVID ETF103,024$5.48M1.1%+1,160+1.1%Added–
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF103,468$5.04M1.0%+1,918+1.9%Added–
ADPAutomatic Data Processing IncStock17,104$4.40M0.8%+81+0.5%AddedHistory
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF60,307$3.26M0.6%+972+1.6%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF8,767$2.94M0.6%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF35,694$2.77M0.5%+320+0.9%Added–
AAPLApple Inc.Stock9,329$2.54M0.5%+40.0%AddedHistory
CSXCSX CorpStock63,393$2.30M0.4%+10.0%AddedHistory
MSFTMicrosoft CorpStock4,535$2.19M0.4%−282−5.9%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF21,476$2.15M0.4%+560+2.7%Added–
Vanguard Morningstar Growth ETF922908736ETF3,493$1.70M0.3%−12−0.3%Reduced–
TSLATesla, Inc.Stock3,525$1.59M0.3%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock5,380$1.20M0.2%+22+0.4%AddedHistory
Vanguard Morningstar Value ETF922908744ETF5,606$1.07M0.2%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF4,058$998.9K0.2%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock1,882$946.0K0.2%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF10,768$797.6K0.2%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD15,516$780.3K0.2%00.0%Unchanged–
NVDANVIDIA CorpStock4,074$759.8K0.1%−182−4.3%ReducedHistory
RBB FD Inc74933W759ETF15,204$503.9K0.1%00.0%Unchanged–
AMATApplied Materials IncStock1,863$478.7K0.1%−78−4.0%ReducedHistory
MCDMcDonalds CorpStock1,543$471.5K0.1%+1+0.1%AddedHistory
TGTTarget CorpStock4,691$458.5K0.1%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX8,285$409.8K0.1%−13−0.2%Reduced–
INTUIntuit Inc.Stock587$388.9K0.1%+1+0.2%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF1,859$388.8K0.1%00.0%Unchanged–
BABoeing CoStock1,757$381.5K0.1%−25−1.4%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF555$378.6K0.1%+1+0.2%AddedHistory
NKENIKE, Inc.Stock5,762$367.1K0.1%−1,018−15.0%ReducedHistory
BNYBank of New York Mellon CorpStock2,957$343.3K0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,830$340.5K0.1%−99−3.4%ReducedHistory
AMZNAmazon Com IncStock1,426$329.1K0.1%−24−1.7%ReducedHistory
COSTCostco Wholesale CorpStock379$326.9K0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT4,021$301.1K0.1%00.0%Unchanged–
SOSouthern CoStock3,438$299.8K0.1%+13+0.4%AddedHistory
SBUXStarbucks CorpStock3,240$272.9K0.1%+17+0.5%AddedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK14,559$250.0K<0.1%00.0%UnchangedHistory
Invesco Nasdaq 100 ETF46138G649ETF969$245.1K<0.1%00.0%Unchanged–
SRSpire IncCOM2,880$238.1K<0.1%+28+1.0%AddedHistory
HDHome Depot, Inc.Stock630$216.7K<0.1%−1−0.2%ReducedHistory
UNPUnion Pacific CorpStock911$210.8K<0.1%−67−6.9%ReducedHistory
PGProcter & Gamble CoStock1,420$203.6K<0.1%+14+1.0%AddedHistory
METAMeta Platforms, Inc.Stock302$199.3K<0.1%+2+0.7%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF2,955$196.3K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock1,738$193.7K<0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM2,234$187.3K<0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF268$183.8K<0.1%+1+0.4%Added–
MSMorgan StanleyStock971$172.4K<0.1%+4+0.4%AddedHistory
GLDSPDR Gold TrustETF408$161.7K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock477$149.4K<0.1%00.0%UnchangedHistory
iShares Tr464287622RUS 1000 ETF368$137.4K<0.1%00.0%Unchanged–
NWNNorthwest Natural Holding CoCOM2,904$135.7K<0.1%+29+1.0%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM2,251$128.8K<0.1%00.0%Unchanged–
IBITiShares Bitcoin Trust ETFETF2,556$126.9K<0.1%+179+7.5%AddedHistory
iShares Tr464287119MORNINGSTAR GRWT1,170$121.7K<0.1%−30−2.5%Reduced–
GOOGAlphabet Inc.Stock370$116.1K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock315$110.5K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock316$109.4K<0.1%−4−1.3%ReducedHistory
INTCIntel CorpStock2,931$108.2K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock361$106.9K<0.1%+1+0.3%AddedHistory
JPMJPMorgan Chase & CoStock322$103.7K<0.1%+1+0.3%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF707$101.5K<0.1%00.0%Unchanged–
Vanguard Star FDS921909768VG TL INTL STK F1,310$98.8K<0.1%+24+1.9%Added–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,529$96.2K<0.1%+3+0.2%Added–
WMWaste Management IncStock424$93.2K<0.1%+1+0.2%AddedHistory
GEGeneral Electric CoStock302$92.9K<0.1%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,593$92.6K<0.1%00.0%Unchanged–
TAT&T Inc.Stock3,723$92.5K<0.1%−34−0.9%ReducedHistory
USBUS Bancorp DECOM NEW1,723$92.0K<0.1%+68+4.1%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT2,133$84.2K<0.1%+49+2.4%AddedHistory
iShares S&P 500 Value ETF464287408ETF378$80.2K<0.1%+260+220.3%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF992$77.3K<0.1%+13+1.3%Added–
JNJJohnson & JohnsonStock372$77.1K<0.1%+3+0.8%AddedHistory
RTXRTX CorpStock420$77.0K<0.1%−6−1.4%ReducedHistory
PLTRPalantir Technologies Inc.Stock417$74.1K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock319$72.9K<0.1%+2+0.6%AddedHistory
CWCurtiss Wright CorpStock128$70.6K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock670$70.5K<0.1%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW2,913$69.0K<0.1%+24+0.8%AddedHistory
LLYEli Lilly & CoStock62$66.7K<0.1%00.0%UnchangedHistory

Sold out since Q3 2025 (48)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$16.2K<0.1%History
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF723$14.3K<0.1%–
PHKPIMCO High Income FundCOM SHS2,854$14.2K<0.1%History
IRENIREN LtdORDINARY SHARES300$14.1K<0.1%History
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$12.2K<0.1%History
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$9.72K<0.1%History
ONONOn Holding AGStock221$9.36K<0.1%History
CMGChipotle Mexican Grill IncCOM198$7.76K<0.1%History
ULUnilever PLCSPON ADR NEW128$7.59K<0.1%History
BMNRBitmine Immersion Technologies, Inc.COM NEW130$6.75K<0.1%History
iShares Tr464288414NATIONAL MUN ETF42$4.47K<0.1%–
FNVFranco Nevada CorpStock17$3.79K<0.1%History
SOUNSoundhound AI, Inc.CLASS A COM210$3.38K<0.1%History
DARDarling Ingredients Inc.COM98$3.02K<0.1%History
VBTXVeritex Holdings, Inc.COM80$2.68K<0.1%History
ETNEaton Corp plcStock6$2.25K<0.1%History
EOGEOG Resources IncStock20$2.24K<0.1%History
BXBlackstone Inc.COM10$1.71K<0.1%History
OXYOccidental Petroleum CorpStock32$1.51K<0.1%History
NWLNewell Brands Inc.Stock272$1.43K<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW15$1.37K<0.1%History
ICEIntercontinental Exchange, Inc.Stock8$1.35K<0.1%History
AOSLAlpha & Omega Semiconductor LtdSHS46$1.29K<0.1%History
AMWDAmerican Woodmark CorpCOM19$1.27K<0.1%History
iShares Tr46428865310-20 YR TRS ETF12$1.24K<0.1%–
ETDEthan Allen Interiors IncCOM41$1.21K<0.1%History
VTLEVital Energy, Inc.COM64$1.08K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM5$1.05K<0.1%History
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN40$991<0.1%–
INNSummit Hotel Properties, Inc.COM179$983<0.1%History
RXORXO, Inc.COMMON STOCK63$969<0.1%History
ADNTAdient plcStock37$891<0.1%History
IAUiShares Gold TrustETF12$873<0.1%History
CHTRCharter Communications, Inc.CL A3$825<0.1%History
iShares Inc46434G764MSCI EMRG CHN12$810<0.1%–
MARAMARA Holdings, Inc.COM42$767<0.1%History
CVLTCommvault Systems IncCOM3$566<0.1%History
DNOWDNOW Inc.COM35$534<0.1%History
SLIStandard Lithium Ltd.COM150$506<0.1%History
BRBRBellring Brands, Inc.Stock13$473<0.1%History
ARLOArlo Technologies, Inc.COM20$339<0.1%History
TEAMAtlassian CorpCL A2$319<0.1%History
IIINInsteel Industries IncCOM3$115<0.1%History
Humankind Benefit Corporatio444869101HUMANKIND US STK2$74<0.1%–
EADAllspring Income Opportunities FundINC OPPTY FD9$63<0.1%History
CNCCentene CorpStock1$36<0.1%History
GOGOGogo Inc.COM1$9<0.1%History
HBIHanesbrands Inc.COM1$7<0.1%History