Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares Russell 1000 Value ETFETF | ETF | $95.8M | 16.5% |
| iShares Russell 1000 Growth ETFETF | ETF | $95.8M | 16.5% |
| iShares Russell Mid-cap Value ETFETF | ETF | $41.6M | 7.2% |
| iShares Russell Mid-cap Growth ETFETF | ETF | $40.4M | 7.0% |
| iShares Core S&P Small Cap ETFETF | ETF | $33.1M | 5.7% |
| Invesco Qqq Trust Series IETF | ETF | $29.4M | 5.1% |
| Vanguard Financials ETFETF | ETF | $19.3M | 3.3% |
| State Street SPDR Portfolio Short Term Corporate Bond ETFETF | ETF | $19M | 3.3% |
| Vanguard Health Care ETFETF | ETF | $15.6M | 2.7% |
| Schwab US Aggregate Bond ETFETF | ETF | $14.8M | 2.6% |
| Vanguard International High Dividend Yield ETFETF | ETF | $13.8M | 2.4% |
| Franklin International Low Volatility High Dividend Index ETFETF | ETF | $13.4M | 2.3% |
| Invesco S&P 500 Quality ETFETF | ETF | $12.8M | 2.2% |
| iShares Core 10 Year Usd Bond ETFETF | ETF | $12.1M | 2.1% |
| Pgim Ultra Short Bond ETFETF | ETF | $7.49M | 1.3% |
| State Street SPDR Bloomberg Investment Grade Floating Rate ETFETF | ETF | $7.41M | 1.3% |
| iShares Core U.S. Aggregate Bond ETFETF | ETF | $7.32M | 1.3% |
| Vanguard FTSE Emerging Markets ETFETF | ETF | $6.82M | 1.2% |
| iShares Flexible Income Active ETFETF | ETF | $6.75M | 1.2% |
| iShares MSCI Eafe ETFETF | ETF | $6.73M | 1.2% |
| iShares Core Dividend ETFETF | ETF | $6.43M | 1.1% |
| JPMORGAN International Bond Opportunities FundETF | ETF | $5.23M | 0.9% |
| JPMORGAN Active Bond ETFETF | ETF | $4.37M | 0.8% |
| Automatic Data Processing Inc.Stock | Stock | $3.78M | 0.7% |
| Vanguard Total Stock Market ETFETF | ETF | $3.24M | 0.6% |
| Apple Inc.Stock | Stock | $3.02M | 0.5% |
| CSX Corp.Stock | Stock | $3.01M | 0.5% |
| State Street Consumer Staples Select Sector SPDR ETFETF | ETF | $3.01M | 0.5% |
| Pimco Enhanced Short Maturity Active Exchange-traded FundETF | ETF | $2.22M | 0.4% |
| JPMORGAN International Research Enhanced Equity ETFETF | ETF | $1.9M | 0.3% |
| Vanguard Growth ETFETF | ETF | $1.85M | 0.3% |
| iShares Core MSCI Total International Stock ETFETF | ETF | $1.63M | 0.3% |
| Tesla Inc.Stock | Stock | $1.48M | 0.3% |
| Vanguard Value ETFETF | ETF | $1.22M | 0.2% |
| Applied Matls Inc.Stock | Stock | $1.19M | 0.2% |
| Microsoft Corp.Stock | Stock | $1.03M | 0.2% |
| JPMORGAN Flexible Debt ETFETF | ETF | $1.03M | 0.2% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $984K | 0.2% |
| Nvidia CorporationStock | Stock | $896K | 0.2% |
| Vanguard Total Bond Market ETFETF | ETF | $790K | 0.1% |
| Vanguard Tax-exempt Bond ETFETF | ETF | $785K | 0.1% |
| iShares Russell 2000 ETFETF | ETF | $781K | 0.1% |
| Broadridge Finl Solutions Inc.Stock | Stock | $738K | 0.1% |
| Putnam Focused Large Cap Value ETFETF | ETF | $722K | 0.1% |
| Nike Inc. CL BStock | Stock | $649K | 0.1% |
| JPMORGAN Limited Duration Bond ETFETF | ETF | $640K | 0.1% |
| Target Corp.Stock | Stock | $619K | 0.1% |
| Hennessy Sustainable ETFETF | ETF | $586K | 0.1% |
| Fidelity Blue Chip Growth ETFETF | ETF | $549K | 0.1% |
| Bank OF NY Mellon Corp.Stock | Stock | $463K | 0.1% |
iShares Russell 1000 Value ETFETF$95.8M
- Class
- ETF
- Share
- 16.5%
iShares Russell 1000 Growth ETFETF$95.8M
- Class
- ETF
- Share
- 16.5%
iShares Russell Mid-cap Value ETFETF$41.6M
- Class
- ETF
- Share
- 7.2%
iShares Russell Mid-cap Growth ETFETF$40.4M
- Class
- ETF
- Share
- 7.0%
iShares Core S&P Small Cap ETFETF$33.1M
- Class
- ETF
- Share
- 5.7%
Invesco Qqq Trust Series IETF$29.4M
- Class
- ETF
- Share
- 5.1%
Vanguard Financials ETFETF$19.3M
- Class
- ETF
- Share
- 3.3%
State Street SPDR Portfolio Short Term Corporate Bond ETFETF$19M
- Class
- ETF
- Share
- 3.3%
Vanguard Health Care ETFETF$15.6M
- Class
- ETF
- Share
- 2.7%
Schwab US Aggregate Bond ETFETF$14.8M
- Class
- ETF
- Share
- 2.6%
Vanguard International High Dividend Yield ETFETF$13.8M
- Class
- ETF
- Share
- 2.4%
Franklin International Low Volatility High Dividend Index ETFETF$13.4M
- Class
- ETF
- Share
- 2.3%
Invesco S&P 500 Quality ETFETF$12.8M
- Class
- ETF
- Share
- 2.2%
iShares Core 10 Year Usd Bond ETFETF$12.1M
- Class
- ETF
- Share
- 2.1%
Pgim Ultra Short Bond ETFETF$7.49M
- Class
- ETF
- Share
- 1.3%
State Street SPDR Bloomberg Investment Grade Floating Rate ETFETF$7.41M
- Class
- ETF
- Share
- 1.3%
iShares Core U.S. Aggregate Bond ETFETF$7.32M
- Class
- ETF
- Share
- 1.3%
Vanguard FTSE Emerging Markets ETFETF$6.82M
- Class
- ETF
- Share
- 1.2%
iShares Flexible Income Active ETFETF$6.75M
- Class
- ETF
- Share
- 1.2%
iShares MSCI Eafe ETFETF$6.73M
- Class
- ETF
- Share
- 1.2%
iShares Core Dividend ETFETF$6.43M
- Class
- ETF
- Share
- 1.1%
JPMORGAN International Bond Opportunities FundETF$5.23M
- Class
- ETF
- Share
- 0.9%
JPMORGAN Active Bond ETFETF$4.37M
- Class
- ETF
- Share
- 0.8%
Automatic Data Processing Inc.Stock$3.78M
- Class
- Stock
- Share
- 0.7%
Vanguard Total Stock Market ETFETF$3.24M
- Class
- ETF
- Share
- 0.6%
Apple Inc.Stock$3.02M
- Class
- Stock
- Share
- 0.5%
CSX Corp.Stock$3.01M
- Class
- Stock
- Share
- 0.5%
State Street Consumer Staples Select Sector SPDR ETFETF$3.01M
- Class
- ETF
- Share
- 0.5%
Pimco Enhanced Short Maturity Active Exchange-traded FundETF$2.22M
- Class
- ETF
- Share
- 0.4%
JPMORGAN International Research Enhanced Equity ETFETF$1.9M
- Class
- ETF
- Share
- 0.3%
Vanguard Growth ETFETF$1.85M
- Class
- ETF
- Share
- 0.3%
iShares Core MSCI Total International Stock ETFETF$1.63M
- Class
- ETF
- Share
- 0.3%
Tesla Inc.Stock$1.48M
- Class
- Stock
- Share
- 0.3%
Vanguard Value ETFETF$1.22M
- Class
- ETF
- Share
- 0.2%
Applied Matls Inc.Stock$1.19M
- Class
- Stock
- Share
- 0.2%
Microsoft Corp.Stock$1.03M
- Class
- Stock
- Share
- 0.2%
JPMORGAN Flexible Debt ETFETF$1.03M
- Class
- ETF
- Share
- 0.2%
Berkshire Hathaway Inc. Del CL B NewStock$984K
- Class
- Stock
- Share
- 0.2%
Nvidia CorporationStock$896K
- Class
- Stock
- Share
- 0.2%
Vanguard Total Bond Market ETFETF$790K
- Class
- ETF
- Share
- 0.1%
Vanguard Tax-exempt Bond ETFETF$785K
- Class
- ETF
- Share
- 0.1%
iShares Russell 2000 ETFETF$781K
- Class
- ETF
- Share
- 0.1%
Broadridge Finl Solutions Inc.Stock$738K
- Class
- Stock
- Share
- 0.1%
Putnam Focused Large Cap Value ETFETF$722K
- Class
- ETF
- Share
- 0.1%
Nike Inc. CL BStock$649K
- Class
- Stock
- Share
- 0.1%
JPMORGAN Limited Duration Bond ETFETF$640K
- Class
- ETF
- Share
- 0.1%
Target Corp.Stock$619K
- Class
- Stock
- Share
- 0.1%
Hennessy Sustainable ETFETF$586K
- Class
- ETF
- Share
- 0.1%
Fidelity Blue Chip Growth ETFETF$549K
- Class
- ETF
- Share
- 0.1%
Bank OF NY Mellon Corp.Stock$463K
- Class
- Stock
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 1,175 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1798986
- File number
- 028-19719
- Options
- 0 call, 0 put
- In the 25 largest
- 90.0%
- Prior quarter
- $511M at 31 March 2026
- Positions opened
- 81
- Positions closed
- 58
Common questions
What are Cedar Mountain Advisors’ 13F holdings worth?
$581 million across 1,175 positions for the quarter ended 30 June 2026.
What is Cedar Mountain Advisors’ largest 13F holding?
ISHARES RUSSELL 1000 VALUE ETF (ETF) was the largest position at $95.8 million, or 16.5% of reported 13F value, as of 30 June 2026.
How concentrated is Cedar Mountain Advisors’ 13F portfolio?
The ten largest positions accounted for 69.7% of reported value and the twenty-five largest for 90.0%, across 1,175 positions as of 30 June 2026.
Does Form 13F show everything Cedar Mountain Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cedar Mountain Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.