DOSSIER · 13F-HR · Q3 2026

Cedar Mountain Advisors, LLC

$590M in tracked AUM across 1,163 positions as of Q3 2026.

CM
CIK 0001798986 · last filed Sep 30, 2026
Total AUM
$590M
as of Q3 2026
Holdings
1,163
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cedar Mountain Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$95M758K16.1%
02
IWD
ISHARES RUSSELL 1000 VALUE ETF
$93M374K15.7%
03
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
$39M241K6.6%
04
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
$38M273K6.4%
05
IJR
ISHARES CORE S&P SMALL CAP ETF
$30M218K5.0%
06
QQQ
INVESCO QQQ TRUST SERIES I
$28M38K4.8%
07
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$19M651K3.3%
08
VFH
VANGUARD FINANCIALS ETF
$19M144K3.2%
09
VHT
VANGUARD HEALTH CARE ETF
$16M50K2.7%
10
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$14M143K2.5%

Filing history

2026Q3Sep 30
$590M▲ 1.6%
1,163 positionsView →
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 positionsLocked
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
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