§ 13F · FUND PROFILE
Cedar Mountain Advisors, LLC.
AUM · $581M (13F)Positions · 1175Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 395K | $96M | 16.5% | ±0% |
| 2 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 771K | $96M | 16.5% | +300% |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 253K | $42M | 7.2% | ±0% |
| 4 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 276K | $40M | 7.0% | +1% |
| 5 | IJR | ISHARES CORE S&P SMALL CAP ETF | 223K | $33M | 5.7% | ±0% |
| 6 | QQQ | INVESCO QQQ TRUST SERIES I | 40K | $29M | 5.1% | ±0% |
| 7 | VFH | VANGUARD FINANCIALS ETF | 147K | $19M | 3.3% | +1% |
| 8 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 633K | $19M | 3.3% | ±0% |
| 9 | VHT | VANGUARD HEALTH CARE ETF | 52K | $16M | 2.7% | +1% |
| 10 | SCHZ | SCHWAB US AGGREGATE BOND ETF | 641K | $15M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CEDAR SIGNAL
AC read
Cedar Mountain Advisors, LLC is a Other fund managing $581 million in assets. The fund runs a massive portfolio of 1,175 positions.
Read the full dossier →