Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- Latest filing
- Jul 2, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 1,152
- +395 vs. Q4 2025
- Portfolio value
- $511.4M
- −$7.02M (−1.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 395,176 | $84.4M | 16.5% | −7,376−1.8% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 192,689 | $82.2M | 16.1% | −1,394−0.7% | Reduced | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 251,582 | $36.7M | 7.2% | −2,453−1.0% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 273,302 | $35.0M | 6.8% | −216−0.1% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 223,168 | $27.7M | 5.4% | −2,245−1.0% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 39,951 | $23.1M | 4.5% | −556−1.4% | Reduced | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 631,291 | $19.0M | 3.7% | −6,890−1.1% | Reduced | – |
| Vanguard Financials ETF92204A405 | ETF | 145,240 | $17.5M | 3.4% | −790−0.5% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 640,396 | $14.9M | 2.9% | +12,803+2.0% | Added | – |
| Vanguard Health Care ETF92204A504 | ETF | 51,873 | $14.1M | 2.8% | −393−0.8% | Reduced | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 332,593 | $13.5M | 2.6% | −4,631−1.4% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 138,642 | $13.1M | 2.6% | −205−0.1% | Reduced | – |
| iShares Tr464289479 | CORE LT USDB ETF | 243,947 | $11.9M | 2.3% | +5,613+2.4% | Added | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 141,220 | $10.6M | 2.1% | −166−0.1% | Reduced | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 239,567 | $7.37M | 1.4% | +4,119+1.7% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 148,478 | $7.35M | 1.4% | +2,511+1.7% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,655 | $7.31M | 1.4% | +309+0.4% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 126,378 | $6.56M | 1.3% | +320+0.3% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 63,682 | $6.19M | 1.2% | +760+1.2% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,007 | $6.16M | 1.2% | −1,004−0.9% | Reduced | – |
| iShares Tr46435U861 | CORE DIVID ETF | 104,028 | $5.61M | 1.1% | +1,004+1.0% | Added | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 105,457 | $5.04M | 1.0% | +1,989+1.9% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 16,893 | $3.43M | 0.7% | −211−1.2% | Reduced | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 60,772 | $3.27M | 0.6% | +465+0.8% | Added | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,771 | $2.93M | 0.6% | +77+0.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,767 | $2.81M | 0.6% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 63,391 | $2.60M | 0.5% | −20.0% | Reduced | History |
| AAPLApple Inc. | Stock | 10,123 | $2.57M | 0.5% | +794+8.5% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,765 | $2.19M | 0.4% | +289+1.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 4,305 | $1.59M | 0.3% | −230−5.1% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,989 | $1.31M | 0.3% | −504−14.4% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,394 | $1.26M | 0.2% | −131−3.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,600 | $1.10M | 0.2% | −6−0.1% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,058 | $1.01M | 0.2% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,910 | $915.3K | 0.2% | +28+1.5% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,383 | $874.6K | 0.2% | +3+0.1% | Added | History |
| NKENIKE, Inc. | Stock | 16,050 | $847.8K | 0.2% | +10,288+178.5% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $793.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $774.1K | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 4,364 | $761.1K | 0.1% | +290+7.1% | Added | History |
| AMATApplied Materials Inc | Stock | 1,680 | $574.1K | 0.1% | −183−9.8% | Reduced | History |
| TGTTarget Corp | Stock | 4,723 | $572.4K | 0.1% | +32+0.7% | Added | History |
| RBB FD Inc74933W759 | ETF | 15,204 | $516.4K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,986 | $506.6K | 0.1% | +156+5.5% | Added | History |
| MCDMcDonalds Corp | Stock | 1,452 | $451.3K | 0.1% | −91−5.9% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,332 | $415.6K | 0.1% | +5,081+225.7% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $413.8K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 392 | $390.7K | 0.1% | +13+3.4% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $382.6K | 0.1% | 00.0% | Unchanged | – |
| BNYBank of New York Mellon Corp | Stock | 3,199 | $379.5K | 0.1% | +242+8.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,566 | $326.2K | 0.1% | +140+9.8% | Added | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,163 | $315.3K | 0.1% | +142+3.5% | Added | – |
| SBUXStarbucks Corp | Stock | 3,256 | $291.7K | 0.1% | +16+0.5% | Added | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,098 | $283.0K | 0.1% | +3,505+220.0% | Added | – |
| SRSpire Inc | COM | 2,980 | $269.8K | 0.1% | +100+3.5% | Added | History |
| INTUIntuit Inc. | Stock | 603 | $260.9K | 0.1% | +16+2.7% | Added | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,854 | $253.1K | <0.1% | +295+2.0% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 969 | $230.3K | <0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 1,793 | $222.9K | <0.1% | +55+3.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 911 | $221.1K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,483 | $214.3K | <0.1% | +63+4.4% | Added | History |
| HDHome Depot, Inc. | Stock | 640 | $210.5K | <0.1% | +10+1.6% | Added | History |
| CHDChurch & Dwight Co Inc | COM | 2,234 | $208.5K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 7,185 | $208.3K | <0.1% | +3,462+93.0% | Added | History |
| NWNNorthwest Natural Holding Co | COM | 3,793 | $201.9K | <0.1% | +889+30.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 442 | $190.2K | <0.1% | +34+8.3% | Added | History |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $188.9K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 320 | $183.0K | <0.1% | +18+6.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 623 | $179.2K | <0.1% | +146+30.6% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 269 | $175.8K | <0.1% | +1+0.4% | Added | – |
| BABoeing Co | Stock | 825 | $164.2K | <0.1% | −932−53.0% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 229 | $160.9K | <0.1% | +229 | New | History |
| SOSouthern Co | Stock | 1,546 | $149.2K | <0.1% | −1,892−55.0% | Reduced | History |
| UTLUnitil Corp | COM | 2,688 | $140.4K | <0.1% | +2,688 | New | History |
| INTCIntel Corp | Stock | 3,163 | $139.6K | <0.1% | +232+7.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 430 | $133.1K | <0.1% | +114+36.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 448 | $131.8K | <0.1% | +126+39.1% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 203 | $131.8K | <0.1% | −352−63.4% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $131.2K | <0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 421 | $120.8K | <0.1% | +51+13.8% | Added | History |
| CLHClean Harbors Inc | COM | 405 | $116.1K | <0.1% | +405 | New | History |
| JNJJohnson & Johnson | Stock | 470 | $114.9K | <0.1% | +98+26.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 918 | $110.5K | <0.1% | +248+37.0% | Added | History |
| CRWVCoreWeave, Inc. | Stock | 1,425 | $110.4K | <0.1% | +800+128.0% | Added | History |
| VVisa Inc. | Stock | 358 | $108.3K | <0.1% | +43+13.7% | Added | History |
| COFCapital One Financial Corp | Stock | 585 | $106.7K | <0.1% | +386+194.0% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 375 | $105.9K | <0.1% | +375 | New | History |
| IBITiShares Bitcoin Trust ETF | ETF | 2,746 | $105.5K | <0.1% | +190+7.4% | Added | History |
| CTRACoterra Energy Inc. | Stock | 2,879 | $101.2K | <0.1% | +2,004+229.0% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,311 | $101.1K | <0.1% | +1+0.1% | Added | – |
| NFLXNetflix Inc | Stock | 1,048 | $100.8K | <0.1% | +723+222.5% | Added | History |
| RRXRegal Rexnord Corp | COM | 527 | $98.7K | <0.1% | +527 | New | History |
| WMWaste Management Inc | Stock | 425 | $97.6K | <0.1% | +1+0.2% | Added | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,020 | $97.4K | <0.1% | −150−12.8% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 401 | $97.1K | <0.1% | +40+11.1% | Added | History |
| CVXChevron Corp | Stock | 465 | $96.1K | <0.1% | +60+14.8% | Added | History |
| RTXRTX Corp | Stock | 496 | $95.7K | <0.1% | +76+18.1% | Added | History |
| VZVerizon Communications Inc | Stock | 1,874 | $94.1K | <0.1% | +677+56.6% | Added | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,531 | $92.5K | <0.1% | +2+0.1% | Added | – |
| USBUS Bancorp DE | COM NEW | 1,724 | $89.7K | <0.1% | +1+0.1% | Added | History |
Sold out since Q4 2025 (65)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| EXASExact Sciences Corp | COM | 400 | $40.6K | <0.1% | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 113 | $32.2K | <0.1% | – |
| GRMNGarmin Ltd | SHS | 147 | $29.9K | <0.1% | History |
| RIOTRiot Platforms, Inc. | COM | 600 | $7.60K | <0.1% | History |
| HIHillenbrand, Inc. | COM | 67 | $2.13K | <0.1% | History |
| TTETotalEnergies SE | ACT | 32 | $2.09K | <0.1% | History |
| IVTInvenTrust Properties Corp. | COM NEW | 60 | $1.68K | <0.1% | History |
| VRSKVerisk Analytics, Inc. | COM | 7 | $1.57K | <0.1% | History |
| SONOSonos Inc | COM | 86 | $1.51K | <0.1% | History |
| TBBKBancorp, Inc. | COM | 17 | $1.15K | <0.1% | History |
| AHRTAH Realty Trust, Inc. | COM | 149 | $986 | <0.1% | History |
| SCSCScansource, Inc. | COM | 24 | $937 | <0.1% | History |
| RDDTReddit, Inc. | Stock | 4 | $919 | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 2 | $892 | <0.1% | – |
| REZIResideo Technologies, Inc. | Stock | 25 | $878 | <0.1% | History |
| PIImpinj Inc | COM | 5 | $870 | <0.1% | History |
| HZOMarinemax Inc | COM | 33 | $800 | <0.1% | History |
| CEVACeva Inc | COM | 33 | $710 | <0.1% | History |
| PRAAPra Group Inc | COM | 40 | $708 | <0.1% | History |
| CALCaleres Inc | COM | 56 | $682 | <0.1% | History |
| ASIXAdvanSix Inc. | COM | 39 | $675 | <0.1% | History |
| WRLDWorld Acceptance Corp | COM | 4 | $562 | <0.1% | History |
| SLGSL Green Realty Corp | COM | 12 | $550 | <0.1% | History |
| SSTKShutterstock, Inc. | COM | 28 | $535 | <0.1% | History |
| NAVINavient Corp | COM | 38 | $494 | <0.1% | History |
| INSPInspire Medical Systems, Inc. | COM | 5 | $461 | <0.1% | History |
| UPWKUpwork, Inc | COM | 23 | $456 | <0.1% | History |
| THRYThryv Holdings, Inc. | COM NEW | 75 | $454 | <0.1% | History |
| HELEHelen of Troy Ltd | Stock | 19 | $404 | <0.1% | History |
| GEOGeo Group Inc | COM | 25 | $403 | <0.1% | History |
| MRNAModerna, Inc. | Stock | 13 | $383 | <0.1% | History |
| QDELQuidelOrtho Corp | COM | 13 | $371 | <0.1% | History |
| PLABPhotronics Inc | COM | 10 | $320 | <0.1% | History |
| NSPInsperity, Inc. | COM | 7 | $271 | <0.1% | History |
| AZTAAzenta, Inc. | COM | 8 | $266 | <0.1% | History |
| THRMGentherm Inc | COM | 6 | $218 | <0.1% | History |
| CRSRCorsair Gaming, Inc. | COM | 33 | $196 | <0.1% | History |
| SEZLSezzle Inc. | COM | 3 | $190 | <0.1% | History |
| GOGrocery Outlet Holding Corp. | COM | 18 | $182 | <0.1% | History |
| BMIBadger Meter Inc | COM | 1 | $174 | <0.1% | History |
| PTCTPTC Therapeutics, Inc. | COM | 2 | $152 | <0.1% | History |
| CORTCorcept Therapeutics Inc | COM | 4 | $139 | <0.1% | History |
| EMBCEmbecta Corp. | Stock | 11 | $131 | <0.1% | History |
| VCYTVeracyte, Inc. | COM | 3 | $126 | <0.1% | History |
| CABOCable One, Inc. | COM | 1 | $113 | <0.1% | History |
| SMPStandard Motor Products, Inc. | Stock | 3 | $111 | <0.1% | History |
| INDVIndivior Pharmaceuticals, Inc. | ORD | 3 | $108 | <0.1% | History |
| CTKBCytek Biosciences, Inc. | COM | 21 | $106 | <0.1% | History |
| MYGNMyriad Genetics Inc | COM | 16 | $98 | <0.1% | History |
| ANGIAngi Inc. | CL A NEW | 7 | $91 | <0.1% | History |
| TRIPTripAdvisor, Inc. | COM | 6 | $87 | <0.1% | History |
| ACLSAxcelis Technologies Inc | Stock | 1 | $80 | <0.1% | History |
| SDGRSchrodinger, Inc. | COM | 4 | $72 | <0.1% | History |
| MTHMeritage Homes CORP | COM | 1 | $66 | <0.1% | History |
| OFGOfg Bancorp | COM | 1 | $41 | <0.1% | History |
| PZZAPapa Johns International Inc | Stock | 1 | $38 | <0.1% | History |
| ZDZiff Davis, Inc. | COM | 1 | $35 | <0.1% | History |
| VITLVital Farms, Inc. | COM | 1 | $32 | <0.1% | History |
| TGTXTG Therapeutics, Inc. | COM | 1 | $30 | <0.1% | History |
| JBLUJetBlue Airways Corp | COM | 5 | $23 | <0.1% | History |
| CRKComstock Resources Inc | COM | 1 | $23 | <0.1% | History |
| TALOTalos Energy Inc. | COM | 1 | $11 | <0.1% | History |
| DEIDouglas Emmett Inc | COM | 1 | $11 | <0.1% | History |
| HTZHertz Global Holdings, Inc | COM NEW | 2 | $10 | <0.1% | History |
| TTGTTechTarget, Inc. | COM NEW | 1 | $5 | <0.1% | History |