Cedar Mountain Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$511.4M
Q ending 2026-03-31
Prior quarter
$518.4M
Q ending 2025-12-31
Change
-1.4% QoQ · +14.5% YoY
Positions
1,152
reported holdings
Largest positions
Top 100 of 1,152 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Russell 1000 Value Etf | IWD | Shares | $84.4M | 395K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $82.2M | 193K |
| Ishares Russell Mid-Cap Value Etf | IWS | Shares | $36.7M | 252K |
| Ishares Russell Mid-Cap Growth Etf | IWP | Shares | $35.0M | 273K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $27.7M | 223K |
| Invesco Qqq Trust Series I | QQQ | Shares | $23.1M | 40K |
| State Street Spdr Portfolio Short | SPSB | Shares | $19.0M | 631K |
| Vanguard Financials Etf | VFH | Shares | $17.5M | 145K |
| Schwab Us Aggregate Bond Etf | SCHZ | Shares | $14.9M | 640K |
| Vanguard Health Care Etf | VHT | Shares | $14.1M | 52K |
| Franklin International Low Volatil | LVHI | Shares | $13.5M | 333K |
| Vanguard International High Divide | VYMI | Shares | $13.1M | 139K |
| Ishares Core 10 Year Usd Bond Etf | ILTB | Shares | $11.9M | 244K |
| Invesco S&P 500 Quality Etf | SPHQ | Shares | $10.6M | 141K |
| State Street Spdr Bloomberg Invest | FLRN | Shares | $7.4M | 240K |
| Pgim Ultra Short Bond Etf | PULS | Shares | $7.3M | 148K |
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $7.3M | 74K |
| Ishares Flexible Income Active Etf | BINC | Shares | $6.6M | 126K |
| Ishares Msci Eafe Etf | EFA | Shares | $6.2M | 64K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $6.2M | 114K |
| Ishares Core Dividend Etf | DIVB | Shares | $5.6M | 104K |
| Jpmorgan International Bond Opport | JPIB | Shares | $5.0M | 105K |
| Automatic Data Processing Inc Com | ADP | Shares | $3.4M | 17K |
| Jpmorgan Active Bond Etf | JBND | Shares | $3.3M | 61K |
| State Street Consumer Staples Sele | XLP | Shares | $2.9M | 36K |
| Vanguard Total Stock Market Etf | VTI | Shares | $2.8M | 9K |
| Csx Corp Com | CSX | Shares | $2.6M | 63K |
| Apple Inc Com | AAPL | Shares | $2.6M | 10K |
| Pimco Enhanced Short Maturity Acti | MINT | Shares | $2.2M | 22K |
| Microsoft Corp Com | MSFT | Shares | $1.6M | 4K |
| Vanguard Growth Etf | VUG | Shares | $1.3M | 3K |
| Tesla Inc Com | TSLA | Shares | $1.3M | 3K |
| Vanguard Value Etf | VTV | Shares | $1.1M | 6K |
| Ishares Russell 2000 Etf | IWM | Shares | $1.0M | 4K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $915K | 2K |
| Broadridge Finl Solutions Inc Com | BR | Shares | $875K | 5K |
| Nike Inc Cl B | NKE | Shares | $848K | 16K |
| Vanguard Total Bond Market Etf | BND | Shares | $793K | 11K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $774K | 16K |
| Nvidia Corporation Com | NVDA | Shares | $761K | 4K |
| Applied Matls Inc Com | AMAT | Shares | $574K | 2K |
| Target Corp Com | TGT | Shares | $572K | 5K |
| Hennessy Sustainable Etf | Shares | $516K | 15K | |
| Exxon Mobil Corp Com | XOM | Shares | $507K | 3K |
| Mcdonalds Corp Com | MCD | Shares | $451K | 1K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $416K | 7K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $414K | 8K |
| Costco Wholesale Corporation Com | COST | Shares | $391K | 392 |
| Vanguard Extended Market Etf | VXF | Shares | $383K | 2K |
| Bank New York Mellon Corp Com | BNY | Shares | $379K | 3K |
| Amazon Com Inc Com | AMZN | Shares | $326K | 2K |
| Jpmorgan International Research En | JIRE | Shares | $315K | 4K |
| Starbucks Corp Com | SBUX | Shares | $292K | 3K |
| Jpmorgan Nasdaq Equity Premium Inc | JEPQ | Shares | $283K | 5K |
| Spire Inc Com | SR | Shares | $270K | 3K |
| Intuit Com | INTU | Shares | $261K | 603 |
| Albertsons Companies Inc Common St | ACI | Shares | $253K | 15K |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $230K | 969 |
| Walmart Inc Com | WMT | Shares | $223K | 2K |
| Union Pac Corp Com | UNP | Shares | $221K | 911 |
| Procter & Gamble Co Com | PG | Shares | $214K | 1K |
| Home Depot Inc Com | HD | Shares | $210K | 640 |
| Church & Dwight Co Inc Com | CHD | Shares | $208K | 2K |
| At&T Inc Com | T | Shares | $208K | 7K |
| Northwest Nat Hldg Co Com | NWN | Shares | $202K | 4K |
| Spdr Gold Shares | GLD | Shares | $190K | 442 |
| Jpmorgan Hedged Equity Laddered Ov | HELO | Shares | $189K | 3K |
| Meta Platforms Inc Cl A | META | Shares | $183K | 320 |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $179K | 623 |
| Ishares Core S&P 500 Etf | IVV | Shares | $176K | 269 |
| Boeing Co Com | BA | Shares | $164K | 825 |
| Lumentum Hldgs Inc Com | LITE | Shares | $161K | 229 |
| Southern Co Com | SO | Shares | $149K | 2K |
| Unitil Corp Com | UTL | Shares | $140K | 3K |
| Intel Corp Com | INTC | Shares | $140K | 3K |
| Broadcom Inc Com | AVGO | Shares | $133K | 430 |
| Jpmorgan Chase & Co Com | JPM | Shares | $132K | 448 |
| State Street Spdr S&P 500 Etf | SPY | Shares | $132K | 203 |
| Ishares Russell 1000 Etf | IWB | Shares | $131K | 368 |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $121K | 421 |
| Clean Harbors Inc Com | CLH | Shares | $116K | 405 |
| Johnson & Johnson Com | JNJ | Shares | $115K | 470 |
| Merck & Co Inc Com | MRK | Shares | $110K | 918 |
| Coreweave Inc Com Cl A | CRWV | Shares | $110K | 1K |
| Visa Inc Com Cl A | V | Shares | $108K | 358 |
| Capital One Finl Corp Com | COF | Shares | $107K | 585 |
| Keysight Technologies Inc Com | KEYS | Shares | $106K | 375 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $106K | 3K |
| Coterra Energy Inc Com | CTRA | Shares | $101K | 3K |
| Vanguard Total International Stock | VXUS | Shares | $101K | 1K |
| Netflix Inc. Com | NFLX | Shares | $101K | 1K |
| Regal Rexnord Corporation Com | RRX | Shares | $99K | 527 |
| Waste Mgmt Inc Del Com | WM | Shares | $98K | 425 |
| Ishares Morningstar Growth Etf | ILCG | Shares | $97K | 1K |
| International Business Machs Com | IBM | Shares | $97K | 401 |
| Chevron Corporation Com | CVX | Shares | $96K | 465 |
| Rtx Corporation Com | RTX | Shares | $96K | 496 |
| Verizon Communications Inc Com | VZ | Shares | $94K | 2K |
| First Trust Dorsey Wright Focus 5 | FV | Shares | $93K | 2K |
| Us Bancorp Com New | USB | Shares | $90K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.