Top Institutional Investors

Cedar Mountain Advisors, LLC — 13F Holdings & Portfolio

CIK 1798986 · latest 13F-HR filed 2026-04-30

Backtest portfolio

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

$511.4M

Long-equity book

Holdings

1,152

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+462 / −67 / ↑359 / ↓191

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF$1.1M +8.6%
  • NIKE INC CL B$480.6K +130.9%
  • CSX CORP COM$304.2K +13.2%
  • JPMORGAN EQUITY PREMIUM INCOME ETF$286.7K +222.5%
  • JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$190.5K +205.7%
Show all 359 →

Top Trims

  • ISHARES RUSSELL 1000 GROWTH ETF-$9.7M -10.6%
  • ISHARES RUSSELL MID-CAP GROWTH ETF-$2.4M -6.5%
  • VANGUARD FINANCIALS ETF-$1.9M -10.0%
  • INVESCO QQQ TRUST SERIES I-$1.8M -7.3%
  • AUTOMATIC DATA PROCESSING INC COM-$967.3K -22.0%
Show all 191 →

New Positions

  • LUMENTUM HLDGS INC COM$160.9K
  • UNITIL CORP COM$140.4K
  • CLEAN HARBORS INC COM$116.1K
  • KEYSIGHT TECHNOLOGIES INC COM$105.9K
  • REGAL REXNORD CORPORATION COM$98.7K
Show all 462 →

Exited Positions

  • EXACT SCIENCES CORP COM$40.6K
  • VANECK OIL SERVICES ETF$32.2K
  • GARMIN LTD SHS$29.9K
  • RIOT PLATFORMS INC COM$7.6K
  • ASTRAZENECA PLC SPONSORED ADR$4.1K
Show all 67 →
All Holdings

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 VALUE ETF IWD 464287598 $84.4M 16.51% 395,176 SH
2 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $82.2M 16.07% 192,689 SH
3 ISHARES RUSSELL MID-CAP VALUE ETF IWS 464287473 $36.7M 7.17% 251,582 SH
4 ISHARES RUSSELL MID-CAP GROWTH ETF IWP 464287481 $35.0M 6.85% 273,302 SH
5 ISHARES CORE S&P SMALL CAP ETF IJR 464287804 $27.7M 5.42% 223,168 SH
6 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $23.1M 4.51% 39,951 SH
7 STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF SPSB 78464A474 $19.0M 3.71% 631,291 SH
8 VANGUARD FINANCIALS ETF VFH 92204A405 $17.5M 3.43% 145,240 SH
9 SCHWAB US AGGREGATE BOND ETF SCHZ 808524839 $14.9M 2.91% 640,396 SH
10 VANGUARD HEALTH CARE ETF VHT 92204A504 $14.1M 2.76% 51,873 SH
11 FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF LVHI 52468L505 $13.5M 2.64% 332,593 SH
12 VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF VYMI 921946794 $13.1M 2.55% 138,642 SH
13 ISHARES CORE 10 YEAR USD BOND ETF ILTB 464289479 $11.9M 2.34% 243,947 SH
14 INVESCO S&P 500 QUALITY ETF SPHQ 46137V241 $10.6M 2.08% 141,220 SH
15 STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF FLRN 78468R200 $7.4M 1.44% 239,567 SH
16 PGIM ULTRA SHORT BOND ETF PULS 69344A107 $7.3M 1.44% 148,478 SH
17 ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 $7.3M 1.43% 73,655 SH
18 ISHARES FLEXIBLE INCOME ACTIVE ETF BINC 092528603 $6.6M 1.28% 126,378 SH
19 ISHARES MSCI EAFE ETF EFA 464287465 $6.2M 1.21% 63,682 SH
20 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $6.2M 1.20% 114,007 SH
21 ISHARES CORE DIVIDEND ETF DIVB 46435U861 $5.6M 1.10% 104,028 SH
22 JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST JPIB 46641Q852 $5.0M 0.99% 105,457 SH
23 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $3.4M 0.67% 16,893 SH
24 JPMORGAN ACTIVE BOND ETF JBND 46654Q716 $3.3M 0.64% 60,772 SH
25 STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF XLP 81369Y308 $2.9M 0.57% 35,771 SH
26 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $2.8M 0.55% 8,767 SH
27 CSX CORP COM CSX 126408103 $2.6M 0.51% 63,391 SH
28 APPLE INC COM AAPL 037833100 $2.6M 0.50% 10,123 SH
29 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND MINT 72201R833 $2.2M 0.43% 21,765 SH
30 MICROSOFT CORP COM MSFT 594918104 $1.6M 0.31% 4,305 SH
31 VANGUARD GROWTH ETF VUG 922908736 $1.3M 0.26% 2,989 SH
32 TESLA INC COM TSLA 88160R101 $1.3M 0.25% 3,394 SH
33 VANGUARD VALUE ETF VTV 922908744 $1.1M 0.21% 5,600 SH
34 ISHARES RUSSELL 2000 ETF IWM 464287655 $1.0M 0.20% 4,058 SH
35 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $915.3K 0.18% 1,910 SH
36 BROADRIDGE FINL SOLUTIONS INC COM BR 11133T103 $874.6K 0.17% 5,383 SH
37 NIKE INC CL B NKE 654106103 $847.8K 0.17% 16,050 SH
38 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $793.0K 0.16% 10,768 SH
39 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $774.1K 0.15% 15,516 SH
40 NVIDIA CORPORATION COM NVDA 67066G104 $761.1K 0.15% 4,364 SH
41 APPLIED MATLS INC COM AMAT 038222105 $574.1K 0.11% 1,680 SH
42 TARGET CORP COM TGT 87612E106 $572.4K 0.11% 4,723 SH
43 HENNESSY SUSTAINABLE ETF STNC 74933W759 $516.4K 0.10% 15,204 SH
44 EXXON MOBIL CORP COM XOM 30231G102 $506.6K 0.10% 2,986 SH
45 MCDONALDS CORP COM MCD 580135101 $451.3K 0.09% 1,452 SH
46 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $415.6K 0.08% 7,332 SH
47 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF VTIP 922020805 $413.8K 0.08% 8,285 SH
48 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $390.7K 0.08% 392 SH
49 VANGUARD EXTENDED MARKET ETF VXF 922908652 $382.6K 0.07% 1,859 SH
50 BANK NEW YORK MELLON CORP COM BK 064058100 $379.5K 0.07% 3,199 SH
Filing History
Period Filed AUM Holdings Accession
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