DOSSIER · 13F-HR · Q2 2026

Cedar Mountain Advisors, LLC

$581M in tracked AUM across 1,175 positions as of Q2 2026.

CM
CIK 0001798986 · last filed Jun 30, 2026
Total AUM
$581M
as of Q2 2026
Holdings
1,175
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cedar Mountain Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWD
ISHARES RUSSELL 1000 VALUE ETF
$96M395K16.5%
02
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$96M771K16.5%
03
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
$42M253K7.2%
04
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
$40M276K7.0%
05
IJR
ISHARES CORE S&P SMALL CAP ETF
$33M223K5.7%
06
QQQ
INVESCO QQQ TRUST SERIES I
$29M40K5.1%
07
VFH
VANGUARD FINANCIALS ETF
$19M147K3.3%
08
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$19M633K3.3%
09
VHT
VANGUARD HEALTH CARE ETF
$16M52K2.7%
10
SCHZ
SCHWAB US AGGREGATE BOND ETF
$15M641K2.6%

Filing history

2026Q2Jun 30
$581M 13.6%
1,175 positionsView →
2026Q1Mar 31
$511M 1.4%
1,152 positionsView →
2025Q4Dec 31
$518M 336.2%
757 positionsView →
2025Q3Sep 30
$119M 75.3%
331 positionsView →
2025Q2Jun 30
$481M 7.8%
366 positionsLocked
2025Q1Mar 31
$446M 1.9%
353 positionsLocked
2024Q4Dec 31
$455M 2.6%
377 positionsLocked
2024Q3Sep 30
$444M 9.5%
342 positionsLocked
2024Q2Jun 30
$405M 1.8%
348 positionsLocked
2024Q1Mar 31
$398M 7.6%
356 positionsLocked
2023Q4Dec 31
$369M 8.9%
332 positionsLocked
2023Q3Sep 30
$339M 3.1%
320 positionsLocked
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