Top Institutional Investors

Cedar Mountain Advisors, LLC — 13F Holdings & Portfolio

CIK 1798986 · latest 13F-HR filed 2026-10-15

Backtest portfolio

Cedar Mountain Advisors, LLC manages $589.9M in 13F-reported U.S. long-equity assets across 1,163 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IWF (16.09%), IWD (15.71%), IWS (6.58%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 68 new positions and exited 80; 285 existing positions rose in reported value and 566 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$589.9M

Long-equity book

Holdings
1,163

Distinct positions

Period
2026-09-30

Filed 2026-10-15

Q/Q Activity
+68 / −80 / ↑285 / ↓566

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IWF16.1% · -2%IWD15.7% · -6%IWS6.6% · -4%IWP6.4% · -1%IJR5.0% · -2%QQQ4.8% · -4%SPSB3.3% · +3%VFH3.2% · -2%VHT2.7% · -4%VYMI2.5% · +2%SCHZ2.4% · +2%LVHI2.2% · -6%ILTB2.0% · +5%SPHQ1.9% · -6%PULS1.7% · +37%FLRN1.7% · +35%JPIB1.3% · +54%BINC1.3% · +13%AGG1.2% · +2%EFA1.1% · +0%DIVB1.1% · -5%JPLD1.0% · +811%IEMG0.9% · +8288%JBND0.9% · +26%ADP0.7% · +0%VWO0.7% · -42%IXUS0.7% · +139%JIRE0.7% · +104%AAPL0.6% · +0%JFLX0.6% · +230%VTI0.6% · 0%CSX0.5% · 0%PVAL0.5% · +281%FBCG0.5% · +394%XLP0.5% · -5%MINT0.3% · -10%VUG0.3% · +1%MSFT0.2% · -8%TSLA0.2% · +0%VTV0.2% · -0%LFST0.2% · newNVDA0.2% · +2%BRK.B0.2% · 0%BR0.1% · +0%AMAT0.1% · -0%BND0.1% · 0%TGT0.1% · 0%IWN0.1% · +90%XOM0.1% · +13%IWO0.1% · +99%NKE0.1% · -1%STNC0.1% · 0%BNY0.1% · newVTIP0.1% · 0%VXF0.1% · -11%COST0.1% · -3%INTC0.1% · +1%AMZN0.1% · -18%META0.1% · -2%SPY0.1% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 66.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 24, 2026.

Assets Under Management
$1.20B
Discretionary
$891.9M
Employees
10
Accounts
2,433
Address
5285 MEADOWS RD
SUITE 360
LAKE OSWEGO, OR 97035
Phone
(503) 224-6868
Website
Name Title / Status Ownership Type
BRAD AND GINA PATRICK REVOCABLE TRUST, DATED OCTOBER 11, 2018 ControlMANAGING MEMBER
since Oct 2018
50–75%Domestic Entity
PATRICK, BRADLEY, DEAN ControlCHIEF COMPLIANCE OFFICER
since Apr 2019
Less than 5%Individual
WOODS, ADAM, LEE ControlMANAGING MEMBER
since Jul 2006
50–75%Individual
PATRICK, BRADLEY, DEAN Control
Indirect owner via BRAD AND GINA PATRICK REVOCABLE TRUST, DATED OCTOBER 11, 2018
TRUSTEE
since Oct 2018
50–75%Individual
PATRICK, GINA Control
Indirect owner via BRAD AND GINA PATRICK REVOCABLE TRUST, DATED OCTOBER 11, 2018
TRUSTEE
since Oct 2018
50–75%Individual
Ownership & leadership changes · 2 filings with changes since Dec 7, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 4, 2022 filing
  • AddedBRAD AND GINA PATRICK REVOCABLE TRUST, DATED OCTOBER 11, 2018 · MANAGING MEMBER · 50–75% · control person
  • AddedPATRICK, BRADLEY, DEAN · TRUSTEE · 50–75% · indirect via BRAD AND GINA PATRICK REVOCABLE TRUST, DATED OCTOBER 11, 2018 · control person
  • AddedPATRICK, GINA · TRUSTEE · 50–75% · indirect via BRAD AND GINA PATRICK REVOCABLE TRUST, DATED OCTOBER 11, 2018 · control person
  • ChangedPATRICK, BRADLEY, DEAN · title MANAGING MEMBER, CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER; ownership 50–75% → Less than 5%
Apr 10, 2019 filing
  • ChangedPATRICK, BRADLEY, DEAN · title MANAGING MEMBER → MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
  • ChangedWOODS, ADAM, LEE · title MANAGING MEMBER, CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Dec 7, 2011 filing (earliest on record)
  • ListedPATRICK, BRADLEY, DEAN · MANAGING MEMBER · 50–75% · control person
  • ListedWOODS, ADAM, LEE · MANAGING MEMBER, CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Cedar Mountain Advisors, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $94.9M 16.09% 757,655 SH
2 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $92.7M 15.71% 373,720 SH
3 ISHARES RUSSELL MID-CAP VALUE ETF IWS 464287473 $38.8M 6.58% 241,344 SH
4 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $37.6M 6.37% 272,997 SH
5 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $29.7M 5.03% 218,228 SH
6 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $28.3M 4.80% 38,249 SH
7 STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF SPSB 78464A474 $19.3M 3.26% 650,921 SH
8 VANGUARD FINANCIALS ETF VFH 92204A405 $18.7M 3.17% 143,861 SH
9 VANGUARD HEALTH CARE ETF VHT 92204A504 $15.9M 2.69% 50,259 SH
10 VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF VYMI 921946794 $14.5M 2.45% 143,186 SH
11 SCHWAB US AGGREGATE BOND ETF SCHZ 808524839 $14.4M 2.44% 651,335 SH
12 FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF LVHI 52468L505 $12.9M 2.19% 310,001 SH
13 ISHARES CORE 10 YEAR USD BOND ETF ILTB 464289479 $11.6M 1.96% 257,651 SH
14 INVESCO S&P 500 QUALITY ETF SPHQ 46137V241 $11.2M 1.91% 133,741 SH
15 PGIM ULTRA SHORT BOND ETF PULS 69344A107 $10.2M 1.73% 206,790 SH
16 STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF FLRN 78468R200 $10.0M 1.70% 325,389 SH
17 JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND JPIB 46641Q852 $7.8M 1.32% 166,361 SH
18 ISHARES FLEXIBLE INCOME ACTIVE ETF BINC 092528603 $7.4M 1.25% 145,469 SH
19 ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 $7.1M 1.20% 75,188 SH
20 ISHARES MSCI EAFE ETF EFA 464287465 $6.7M 1.14% 64,913 SH
21 ISHARES CORE DIVIDEND ETF DIVB 46435U861 $6.4M 1.08% 98,948 SH
22 JPMORGAN LIMITED DURATION BOND ETF JPLD 46654Q773 $5.7M 0.97% 111,757 SH
23 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $5.4M 0.92% 66,598 SH
24 JPMORGAN ACTIVE BOND ETF JBND 46654Q716 $5.3M 0.89% 103,018 SH
25 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $4.4M 0.74% 16,875 SH
26 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $3.9M 0.67% 66,485 SH
27 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF IXUS 46432F834 $3.9M 0.66% 40,884 SH
28 JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF JIRE 46641Q134 $3.9M 0.66% 47,041 SH
29 APPLE INC COM AAPL 037833100 $3.5M 0.59% 10,487 SH
30 JPMORGAN FLEXIBLE DEBT ETF JFLX 46654Q559 $3.3M 0.56% 67,283 SH
31 VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF VTI 922908769 $3.3M 0.56% 8,768 SH
32 CSX CORP COM CSX 126408103 $2.9M 0.50% 63,393 SH
33 PUTNAM FOCUSED LARGE CAP VALUE ETF PVAL 746729300 $2.8M 0.48% 53,999 SH
34 FIDELITY BLUE CHIP GROWTH ETF FBCG 316092352 $2.8M 0.47% 43,640 SH
35 STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP 81369Y308 $2.8M 0.47% 34,220 SH
36 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND MINT 72201R833 $2.0M 0.34% 19,858 SH
37 VANGUARD MORNINGSTAR GROWTH ETF VUG 922908736 $2.0M 0.33% 21,661 SH
38 MICROSOFT CORP COM MSFT 594918104 $1.3M 0.22% 2,530 SH
39 TESLA INC COM TSLA 88160R101 $1.2M 0.21% 3,520 SH
40 VANGUARD MORNINGSTAR VALUE ETF VTV 922908744 $1.2M 0.20% 5,572 SH
41 LIFESTANCE HEALTH GROUP INC COM LFST 53228F101 $1.1M 0.18% 87,717 SH
42 NVIDIA CORPORATION COM NVDA 67066G104 $1.0M 0.18% 4,577 SH
43 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $979.0K 0.17% 1,966 SH
44 BROADRIDGE FINL SOLUTIONS INC COM BR 11133T103 $868.4K 0.15% 5,391 SH
45 APPLIED MATLS INC COM AMAT 038222105 $836.1K 0.14% 1,635 SH
46 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $755.4K 0.13% 10,769 SH
47 TARGET CORP COM TGT 87612E106 $742.6K 0.13% 4,739 SH
48 ISHARES RUSSELL 2000 VALUE ETF IWN 464287630 $697.4K 0.12% 3,330 SH
49 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $603.5K 0.10% 3,708 SH
50 ISHARES RUSSELL 2000 GROWTH ETF IWO 464287648 $584.4K 0.10% 1,637 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-15 $589.9M 1,163 0001798986-26-000005
2026-06-30 2026-07-02 $580.7M 1,175 0001798986-26-000003
2026-03-31 2026-04-30 $511.4M 1,152 0001798986-26-000002
2025-12-31 2026-02-11 $518.4M 757 0001798986-26-000001
Filer Information
Address
5285 MEADOWS ROAD SUITE 360
LAKE OSWEGO, OR 97035
Phone
(503) 224-6868
Filing Manager
Cedar Mountain Advisors, LLC
LAKE OSWEGO, OR
Signatory
Bradley D. Patrick
Chief Compliance Officer