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Livermore
Livermore
ZHEN

Cedar Mountain Advisors, LLC

SEC CIK
0001798986
Latest filing
Jul 2, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 2, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,175
+23 vs. Q1 2026
Portfolio value
$580.7M
+$69.3M (+13.6%) vs. Q1 2026
Filed
Jul 2, 2026
SEC
Holdings of Cedar Mountain Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
VLOValero Energy CorpStock196$51.0K<0.1%−4−2.0%ReducedHistory
iShares Semiconductor ETF464287523ETF80$51.3K<0.1%+80New–
PKGPackaging Corp of AmericaStock216$51.5K<0.1%00.0%UnchangedHistory
MMacy's, Inc.COM2,196$51.7K<0.1%+23+1.1%AddedHistory
INGRIngredion IncCOM550$52.1K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock545$52.4K<0.1%+2+0.4%AddedHistory
Vanguard S&P 500 ETF922908363ETF77$53.0K<0.1%+13+20.3%Added–
BROSDutch Bros Inc.CL A741$53.2K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock655$54.1K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock57$54.4K<0.1%+1+1.8%AddedHistory
iShares Tr4642874571 3 YR TREAS BD673$55.3K<0.1%00.0%Unchanged–
LRCXLam Research CorpStock128$55.5K<0.1%+8+6.7%AddedHistory
SLBSLB LimitedStock1,195$55.6K<0.1%00.0%UnchangedHistory
CNPCenterpoint Energy IncCOM1,267$55.8K<0.1%00.0%UnchangedHistory
iShares Tr4642886613 7 YR TREAS BD477$56.0K<0.1%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF509$56.2K<0.1%00.0%Unchanged–
EVREvercore Inc.CLASS A165$56.3K<0.1%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock171$56.5K<0.1%+5+3.0%AddedHistory
PANWPalo Alto Networks IncStock166$56.6K<0.1%−4−2.4%ReducedHistory
DOVDOVER CorpCOM253$56.7K<0.1%00.0%UnchangedHistory
iShares Tr464288703MRNING SM CP ETF727$56.9K<0.1%00.0%Unchanged–
SCHWSchwab Charles CorpStock617$57.0K<0.1%+1+0.2%AddedHistory
CATCaterpillar IncStock54$57.1K<0.1%+3+5.9%AddedHistory
CORCencora, Inc.Stock202$57.2K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM126$57.8K<0.1%00.0%UnchangedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF641$59.2K<0.1%+7+1.1%Added–
RGAReinsurance Group of America IncCOM NEW281$59.8K<0.1%00.0%UnchangedHistory
WBSWebster Financial CorpCOM799$61.1K<0.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock65$63.6K<0.1%00.0%UnchangedHistory
EDConsolidated Edison IncStock586$64.8K<0.1%00.0%UnchangedHistory
AEEAmeren CorpCOM576$65.1K<0.1%00.0%UnchangedHistory
MMM3M CoStock404$65.4K<0.1%00.0%UnchangedHistory
iShares Tr464288760US AER DEF ETF270$65.4K<0.1%00.0%Unchanged–
iShares Core MSCI Emerging Markets ETF46434G103ETF794$65.7K<0.1%+472+146.6%Added–
SNASnap-on IncCOM166$66.8K<0.1%00.0%UnchangedHistory
BWABorgwarner IncCOM1,021$67.8K<0.1%00.0%UnchangedHistory
STRLSterling Infrastructure, Inc.COM81$68.0K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF381$68.1K<0.1%00.0%Unchanged–
ETREntergy CorpCOM596$68.5K<0.1%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock776$70.8K<0.1%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW2,961$70.9K<0.1%+23+0.8%AddedHistory
BXBlackstone Inc.COM607$71.4K<0.1%+607NewHistory
CASYCaseys General Stores IncCOM90$71.5K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock71$71.8K<0.1%+48+208.7%AddedHistory
MUMicron Technology IncStock62$71.9K<0.1%+6+10.7%AddedHistory
VIAVViavi Solutions Inc.COM1,508$72.0K<0.1%+13+0.9%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock281$75.8K<0.1%00.0%UnchangedHistory
WCCWesco International IncCOM223$77.0K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock325$77.3K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF1,009$77.4K<0.1%+10+1.0%Added–
VZVerizon Communications IncStock1,886$79.9K<0.1%+12+0.6%AddedHistory
CVXChevron CorpStock484$80.3K<0.1%+19+4.1%AddedHistory
LLYEli Lilly & CoStock69$82.9K<0.1%00.0%UnchangedHistory
KLACKLA CorpCOM NEW276$83.3K<0.1%−24−8.0%ReducedConverted for a 10-for-1 splitHistory
BACBank of America CorpStock1,483$84.5K<0.1%+56+3.9%AddedHistory
FHNFirst Horizon CorpCOM3,405$87.3K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock77$90.6K<0.1%00.0%UnchangedHistory
EHCEncompass Health CorpCOM898$90.8K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock1,278$91.2K<0.1%+230+21.9%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF579$91.5K<0.1%00.0%Unchanged–
IBITiShares Bitcoin Trust ETFETF2,781$92.6K<0.1%+35+1.3%AddedHistory
WMWaste Management IncStock427$95.1K<0.1%+2+0.5%AddedHistory
CWCurtiss Wright CorpStock128$97.0K<0.1%00.0%UnchangedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT2,221$97.2K<0.1%+43+2.0%AddedHistory
CCitigroup IncStock698$97.7K<0.1%+407+139.9%AddedHistory
DVNDevon Energy CorpStock2,377$98.2K<0.1%+2,015+556.6%AddedHistory
BEBloom Energy CorpCOM CL A334$101.1K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM409$104.5K<0.1%+328+404.9%AddedHistory
ATIAti IncStock535$105.4K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW1,752$105.8K<0.1%+28+1.6%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F1,317$112.6K<0.1%+6+0.5%Added–
IBMInternational Business Machines CorpStock401$112.8K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock302$112.9K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock585$117.4K<0.1%00.0%UnchangedHistory
iShares Tr464287119MORNINGSTAR GRWT1,020$119.4K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF1,592$120.8K<0.1%+61+4.0%Added–
CLHClean Harbors IncCOM405$121.0K<0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock482$122.5K<0.1%+12+2.6%AddedHistory
RTXRTX CorpStock648$123.0K<0.1%+152+30.6%AddedHistory
VVisa Inc.Stock361$124.0K<0.1%+3+0.8%AddedHistory
RRXRegal Rexnord CorpCOM527$125.5K<0.1%00.0%UnchangedHistory
SNDKSandisk CorpCOM57$129.6K<0.1%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock375$131.3K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q274SHORT DURA CORE2,939$138.6K<0.1%+2,939New–
JPMorgan Ultra-Short Income ETF46641Q837ETF2,796$141.4K<0.1%+2,769+10,255.6%Added–
UTLUnitil CorpCOM2,688$141.6K<0.1%00.0%UnchangedHistory
CRWVCoreWeave, Inc.Stock1,425$141.8K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock459$150.4K<0.1%+11+2.5%AddedHistory
INTUIntuit Inc.Stock577$150.6K<0.1%−26−4.3%ReducedHistory
iShares Tr464287622RUS 1000 ETF368$150.7K<0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock1,215$156.2K<0.1%+297+32.4%AddedHistory
GOOGAlphabet Inc.Stock444$156.9K<0.1%+23+5.5%AddedHistory
ABBVAbbVie Inc.Stock630$158.5K<0.1%+243+62.8%AddedHistory
GLDSPDR Gold TrustETF442$162.8K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock434$163.9K<0.1%+4+0.9%AddedHistory
CSCOCisco Systems, Inc.Stock1,479$173.8K<0.1%+599+68.1%AddedHistory
MSMorgan StanleyStock832$173.9K<0.1%+702+540.0%AddedHistory
NWNNorthwest Natural Holding CoCOM3,559$174.6K<0.1%−234−6.2%ReducedHistory
TAT&T Inc.Stock9,167$189.8K<0.1%+1,982+27.6%AddedHistory
LITELumentum Holdings Inc.COM229$196.5K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (52)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Cedar Mountain Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
CTRACoterra Energy Inc.Stock2,879$101.2K<0.1%History
HONHoneywell International IncCOM83$18.8K<0.1%History
NVRIEnviri CorpCOM517$10.1K<0.1%History
ONONOn Holding AGStock213$7.25K<0.1%History
HOLXHologic IncCOM85$6.42K<0.1%History
PKSTPeakstone Realty TrustCommon Stock129$2.69K<0.1%History
Global X FDS37954Y624AUTONMOUS EV ETF80$2.44K<0.1%–
CHWYChewy, Inc.CL A49$1.32K<0.1%History
WGOWinnebago Industries IncCOM39$1.21K<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM55$909<0.1%History
AEOAmerican Eagle Outfitters IncCOM54$902<0.1%History
PRIMPrimoris Services CorpStock6$858<0.1%History
ZTRVirtus Total Return Fund Inc.COM125$828<0.1%History
ALSumisho Air Lease CorpCL A12$779<0.1%History
APLSApellis Pharmaceuticals, Inc.COM18$724<0.1%History
CSGSCSG Systems International IncCOM9$719<0.1%History
WAYWaystar Holding Corp.COM29$699<0.1%History
ENREnergizer Holdings, Inc.COM40$657<0.1%History
VREVeris Residential, Inc.COM34$642<0.1%History
ROCKGibraltar Industries, Inc.COM15$598<0.1%History
SITCSITE Centers Corp.COM106$572<0.1%History
SEESealed Air CorpCOM12$505<0.1%History
TMDXTransMedics Group, Inc.COM5$497<0.1%History
MKTXMarketaxess Holdings IncCOM3$495<0.1%History
MBCMasterBrand, Inc.COMMON STOCK59$490<0.1%History
KWKennedy-Wilson Holdings, Inc.COM42$454<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW24$452<0.1%History
HNIHni CorpStock13$434<0.1%History
FWRDForward Air CorpCOM25$418<0.1%History
FRPTFreshpet, Inc.Stock7$413<0.1%History
EYENational Vision Holdings, Inc.COM15$389<0.1%History
VRRMVerra Mobility CorpCL A COM STK27$386<0.1%History
RBLXRoblox CorpStock6$339<0.1%History
SIGSignet Jewelers LtdSHS4$339<0.1%History
PLAYDave & Buster's Entertainment, Inc.COM31$336<0.1%History
IIINInsteel Industries IncCOM10$336<0.1%History
DFHDream Finders Homes, Inc.COM CL A24$334<0.1%History
MOG.AMoog Inc.CL A1$293<0.1%History
SHAKShake Shack Inc.CL A3$265<0.1%History
ICUIIcu Medical IncCOM2$258<0.1%History
AMWDAmerican Woodmark CorpCOM6$239<0.1%History
COLLCollegium Pharmaceutical, IncCOM6$198<0.1%History
JACKJack in the Box IncCOM18$174<0.1%History
NEONeogenomics IncCOM NEW23$171<0.1%History
QTWOQ2 Holdings, Inc.COM3$142<0.1%History
CERTCertara, Inc.COM21$120<0.1%History
SBHSally Beauty Holdings, Inc.COM7$97<0.1%History
BLBlackline, Inc.COM2$74<0.1%History
TWITitan International IncCOM8$55<0.1%History
PRGSProgress Software CorpCOM2$51<0.1%History
GSHDGoosehead Insurance, Inc.COM CL A1$43<0.1%History
AMPHAmphastar Pharmaceuticals, Inc.COM1$20<0.1%History