# Cedar Mountain Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1798986. Source: https://holderbook.com/funds/1798986-cedar-mountain-advisors-llc/

- Reported value: $580.7M
- Positions: 1,175
- Weight of the ten largest: 69.7%
- Filed: 2026-07-02

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $95.8M | 395,280 | 16.5% | 27 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $95.8M | 771,325 | 16.5% | 27 |
| ISHARES TR | [IWS](https://holderbook.com/stocks/IWS/) | $41.6M | 252,713 | 7.2% | 27 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $40.4M | 276,200 | 7.0% | 27 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $33.1M | 223,326 | 5.7% | 27 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $29.4M | 39,980 | 5.1% | 27 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $19.3M | 146,558 | 3.3% | 27 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $19.0M | 632,890 | 3.3% | 27 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $15.6M | 52,193 | 2.7% | 27 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $14.8M | 641,351 | 2.6% | 27 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $13.8M | 140,798 | 2.4% | 18 |
| LEGG MASON ETF INVT | [LVHI](https://holderbook.com/stocks/LVHI/) | $13.4M | 330,016 | 2.3% | 16 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $12.8M | 141,770 | 2.2% | 26 |
| ISHARES TR | [ILTB](https://holderbook.com/stocks/ILTB/) | $12.1M | 245,120 | 2.1% | 8 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $7.5M | 151,096 | 1.3% | 18 |
| SPDR SERIES TRUST | [FLRN](https://holderbook.com/stocks/FLRN/) | $7.4M | 240,255 | 1.3% | 18 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $7.3M | 73,919 | 1.3% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $6.8M | 114,285 | 1.2% | 27 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $6.8M | 129,010 | 1.2% | 8 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $6.7M | 64,770 | 1.2% | 4 |
| ISHARES TR | [DIVB](https://holderbook.com/stocks/DIVB/) | $6.4M | 104,443 | 1.1% | 18 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $5.2M | 108,113 | 0.9% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $4.4M | 81,627 | 0.8% | 7 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $3.8M | 16,866 | 0.7% | 27 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.2M | 8,768 | 0.6% | 8 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.0M | 10,453 | 0.5% | 27 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $3.0M | 63,391 | 0.5% | 27 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $3.0M | 36,177 | 0.5% | 18 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $2.2M | 22,020 | 0.4% | 18 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $1.9M | 23,071 | 0.3% | 5 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.8M | 21,465 | 0.3% | 27 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $1.6M | 17,104 | 0.3% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.5M | 3,515 | 0.3% | 27 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.2M | 5,600 | 0.2% | 27 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.2M | 1,639 | 0.2% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.0M | 2,759 | 0.2% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JFLX](https://holderbook.com/stocks/JFLX/) | $1.0M | 20,383 | 0.2% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $983.8K | 1,966 | 0.2% | 27 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $895.9K | 4,477 | 0.2% | 23 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $790.5K | 10,768 | 0.1% | 15 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $784.8K | 15,516 | 0.1% | 8 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $780.6K | 2,598 | 0.1% | 27 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $737.7K | 5,387 | 0.1% | 27 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $721.8K | 14,166 | 0.1% | 1 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $649.3K | 15,817 | 0.1% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JPLD](https://holderbook.com/stocks/JPLD/) | $640.2K | 12,267 | 0.1% | 3 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $619.0K | 4,739 | 0.1% | 27 |
| RBB FD INC | [STNC](https://holderbook.com/stocks/STNC/) | $585.5K | 15,204 | 0.1% | 4 |
| FIDELITY COVINGTON TRUST | [FBCG](https://holderbook.com/stocks/FBCG/) | $548.6K | 8,832 | 0.1% | 1 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $462.6K | 3,199 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $458.7K | 1,863 | 0.1% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $449.4K | 3,287 | 0.1% | 27 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $416.2K | 8,285 | 0.1% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $388.3K | 1,629 | 0.1% | 27 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $388.0K | 1,754 | 0.1% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $385.8K | 2,763 | 0.1% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $366.9K | 392 | 0.1% | 27 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $357.0K | 1,321 | 0.1% | 27 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $334.2K | 3,271 | 0.1% | 27 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $331.1K | 3,460 | 0.1% | 27 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $323.4K | 821 | 0.1% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $301.9K | 404 | 0.1% | 26 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $293.6K | 969 | 0.1% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $256.9K | 456 | 0.0% | 27 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $247.9K | 911 | 0.0% | 27 |
| SPIRE INC | [SR](https://holderbook.com/stocks/SR/) | $234.7K | 3,006 | 0.0% | 27 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $226.8K | 303 | 0.0% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $225.7K | 640 | 0.0% | 27 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $221.9K | 1,025 | 0.0% | 27 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $220.3K | 616 | 0.0% | 27 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $218.9K | 1,493 | 0.0% | 27 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $216.4K | 2,234 | 0.0% | 27 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $203.1K | 1,794 | 0.0% | 27 |
| ALBERTSONS COMPANIES INC | [ACI](https://holderbook.com/stocks/ACI/) | $201.0K | 14,854 | 0.0% | 24 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $199.7K | 2,955 | 0.0% | 7 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $196.5K | 229 | 0.0% | 2 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $189.8K | 9,167 | 0.0% | 27 |
| NORTHWEST NAT HLDG CO | [NWN](https://holderbook.com/stocks/NWN/) | $174.6K | 3,559 | 0.0% | 27 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $173.9K | 832 | 0.0% | 26 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $173.8K | 1,479 | 0.0% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $163.9K | 434 | 0.0% | 11 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $162.8K | 442 | 0.0% | 27 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $158.5K | 630 | 0.0% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $156.9K | 444 | 0.0% | 27 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $156.2K | 1,215 | 0.0% | 10 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $150.7K | 368 | 0.0% | 27 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $150.6K | 577 | 0.0% | 27 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $150.4K | 459 | 0.0% | 27 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $141.8K | 1,425 | 0.0% | 4 |
| UNITIL CORP | [UTL](https://holderbook.com/stocks/UTL/) | $141.6K | 2,688 | 0.0% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $141.4K | 2,796 | 0.0% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JSCP](https://holderbook.com/stocks/JSCP/) | $138.6K | 2,939 | 0.0% | 1 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $131.3K | 375 | 0.0% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $129.6K | 57 | 0.0% | 4 |
| REGAL REXNORD CORPORATION | [RRX](https://holderbook.com/stocks/RRX/) | $125.5K | 527 | 0.0% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $124.0K | 361 | 0.0% | 27 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $123.0K | 648 | 0.0% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $122.5K | 482 | 0.0% | 27 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $121.0K | 405 | 0.0% | 2 |
| FIRST TR EXCHANGE-TRADED FD | [FV](https://holderbook.com/stocks/FV/) | $120.8K | 1,592 | 0.0% | 27 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.6% | +14.8% | -3.3% | 100% |
| Q1 2026 | -2.4% | -4.6% | +2.2% | 100% |
| Q4 2025 | +1.2% | +2.4% | -1.2% | 100% |
| Q3 2025 | +5.4% | +7.8% | -2.4% | 100% |
| Q2 2025 | +7.3% | +10.5% | -3.2% | 100% |
| Q1 2025 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2024 | +0.6% | +2.1% | -1.5% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $580.7M | 1,175 |
| Q1 2026 | $511.4M | 1,152 |
| Q4 2025 | $518.4M | 757 |
| Q3 2025 | $513.6M | 693 |
| Q2 2025 | $481.2M | 360 |
| Q1 2025 | $446.4M | 346 |
| Q4 2024 | $455.1M | 371 |
| Q3 2024 | $443.6M | 335 |
| Q2 2024 | $405.0M | 341 |
| Q1 2024 | $397.7M | 349 |
| Q4 2023 | $369.4M | 325 |
| Q3 2023 | $339.2M | 313 |