Cedar Mountain Advisors, LLC
CIK 1798986
13F filing for Q2 2026・No. 3,576
- Holdings
- US$580.73M
- Quarter change
- +US$69.35M
- Entries
- 1,175
- Net bought (estimate)
- +US$9.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 81
- Sold out 58
- Cut 77
- Added 195
- Corporate actions 2
- Unchanged 822
Largest holdings
1,175 stocks worth US$580.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETFETF | Added | 395,280 | US$95.83M | 16.50% |
| IWFISHARES RUSSELL 1000 GROWTH ETFETF | AddedSplit 4:1 | 771,325 | US$95.78M | 16.49% |
| ISHARES RUSSELL MID-CAP VALUE ETFETF | Added | 252,713 | US$41.6M | 7.16% |
| ISHARES RUSSELL MID-CAP GROWTH ETFETF | Added | 276,200 | US$40.44M | 6.96% |
| ISHARES CORE S&P SMALL CAP ETFETF | Added | 223,326 | US$33.12M | 5.70% |
| QQQInvesco QQQETF | Added | 39,980 | US$29.44M | 5.07% |
| VFHVANGUARD FINANCIALS ETFETF | Added | 146,558 | US$19.29M | 3.32% |
| SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFETF | Added | 632,890 | US$18.99M | 3.27% |
| VANGUARD HEALTH CARE ETFETF | Added | 52,193 | US$15.61M | 2.69% |
| SCHWAB US AGGREGATE BOND ETFETF | Added | 641,351 | US$14.83M | 2.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 2, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.