Q3 2026 13F · SEC CIK 1798986

Cedar Mountain Advisors, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $589.9M
Reported positions: 1,163
Top holdings a year, 3 yrs: +15.1%
Assets under management: $1.2B

Cedar Mountain Advisors, LLC is a wealth manager that reported 1,163 positions worth $589.9M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Ishares Tr (IWF, 16.1%), Ishares Tr (IWD, 15.7%), Ishares Tr (IWS, 6.6%). A portfolio copying its top holdings returned 15.1% a year over the last 3 years, against 20.4% for the S&P 500.

Cedar Mountain Advisors, LLC holdings largest 50 of 1,163 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cedar Mountain Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWFIshares Tr	16.1%	16.5%	757,655	-1.8%	$94.9M
IWDIshares Tr	15.7%	16.5%	373,720	-5.5%	$92.7M
IWSIshares Tr	6.6%	7.2%	241,344	-4.5%	$38.8M
IWPIshares Tr	6.4%	7.0%	272,997	-1.2%	$37.6M
IJRIshares Tr	5.0%	5.7%	218,228	-2.3%	$29.7M
QQQInvesco Qqq Tr	4.8%	5.1%	38,249	-4.3%	$28.3M
SPSBSpdr Series Trust	3.3%	3.3%	650,921	+2.8%	$19.3M
VFHVanguard World Fd	3.2%	3.3%	143,861	-1.8%	$18.7M
VHTVanguard World Fd	2.7%	2.7%	50,259	-3.7%	$15.9M
VYMIVanguard Whitehall Fds	2.5%	2.4%	143,186	+1.7%	$14.5M
SCHZSchwab Strategic Tr	2.4%	2.6%	651,335	+1.6%	$14.4M
LVHILegg Mason ETF Invt	2.2%	2.3%	310,001	-6.1%	$12.9M
ILTBIshares Tr	2.0%	2.1%	257,651	+5.1%	$11.6M
SPHQInvesco Exchange Traded Fd T	1.9%	2.2%	133,741	-5.7%	$11.2M
PULSPgim ETF Tr	1.7%	1.3%	206,790	+36.9%	$10.2M
FLRNSpdr Series Trust	1.7%	1.3%	325,389	+35.4%	$10.0M
JPIBJ P Morgan Exchange Traded F	1.3%	0.9%	166,361	+53.9%	$7.8M
BINCBlackrock ETF Trust II	1.3%	1.2%	145,469	+12.8%	$7.4M
AGGIshares Tr	1.2%	1.3%	75,188	+1.7%	$7.1M
EFAIshares Tr	1.1%	1.2%	64,913	+0.2%	$6.7M
DIVBIshares Tr	1.1%	1.1%	98,948	-5.3%	$6.4M
JPLDJ P Morgan Exchange Traded F	1.0%	0.1%	111,757	+811.0%	$5.7M
IEMGIshares Inc	0.9%	—	66,598	—	$5.4M
JBNDJ P Morgan Exchange Traded F	0.9%	0.8%	103,018	+26.2%	$5.3M
ADPAutomatic Data Processing in	0.7%	0.7%	16,875	+0.1%	$4.4M
VWOVanguard Intl Equity Index F	0.7%	1.2%	66,485	-41.8%	$3.9M
IXUSIshares Tr	0.7%	0.3%	40,884	+139.0%	$3.9M
JIREJpmorgan International Research Enhanced	0.7%	0.3%	47,041	+103.9%	$3.9M
AAPLApple Inc	0.6%	0.5%	10,487	+0.3%	$3.5M
JFLXJ P Morgan Exchange Traded F	0.6%	0.2%	67,283	+230.1%	$3.3M
VTIVanguard Index Fds	0.6%	0.6%	8,768	+0.0%	$3.3M
CSXCsx Corp	0.5%	0.5%	63,393	+0.0%	$2.9M
PVALPutnam Focused Large Capvalue ETF	0.5%	0.1%	53,999	+281.2%	$2.8M
FBCGFidelity Covington Trust	0.5%	0.1%	43,640	+394.1%	$2.8M
XLPSelect Sector Spdr Tr	0.5%	0.5%	34,220	-5.4%	$2.8M
MINTPimco Enhanced Short Maturity Active Exc	0.3%	0.4%	19,858	-9.8%	$2.0M
VUGVanguard Index Fds	0.3%	0.3%	21,661	+0.9%	$2.0M
MSFTMicrosoft Corp	0.2%	0.2%	2,530	-8.3%	$1.3M
TSLATesla Inc	0.2%	0.3%	3,520	+0.1%	$1.2M
VTVVanguard Index Fds	0.2%	0.2%	5,572	-0.5%	$1.2M
LFSTLifestance Health Group Inc	0.2%	—	87,717	—	$1.1M
NVDANvidia Corporation	0.2%	0.2%	4,577	+2.2%	$1.0M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,966	+0.0%	$979K
BRBroadridge Finl Solutions in	0.1%	0.1%	5,391	+0.1%	$868K
AMATApplied Matls Inc	0.1%	0.2%	1,635	-0.2%	$836K
BNDVanguard Bd Index Fds	0.1%	0.1%	10,769	+0.0%	$755K
TGTTarget Corp	0.1%	0.1%	4,739	+0.0%	$743K
IWNIshares Tr	0.1%	—	3,330	—	$697K
XOMExxonmobil Holdings Corp	0.1%	—	3,708	—	$603K
IWOIshares Tr	0.1%	—	1,637	—	$584K

What Cedar Mountain Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +15.1% /yr; S&P 500 +20.4%
5 years: +7.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$589.9M	1,163
Q2 2026	$580.7M	1,175
Q1 2026	$511.4M	1,152
Q4 2025	$518.4M	757
Q3 2025	$513.6M	693
Q2 2025	$481.2M	360
Q1 2025	$446.4M	346
Q4 2024	$455.1M	371
Q3 2024	$443.6M	335
Q2 2024	$405.0M	341
Q1 2024	$397.7M	349
Q4 2023	$369.4M	325

Questions about Cedar Mountain Advisors, LLC's portfolio

What stocks does Cedar Mountain Advisors, LLC own?

Cedar Mountain Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 1,163 positions worth $589.9M. The largest are Ishares Tr (IWF) at 16.1%, Ishares Tr (IWD) at 15.7%, Ishares Tr (IWS) at 6.6%, Ishares Tr (IWP) at 6.4% and Ishares Tr (IJR) at 5.0%.

What did Cedar Mountain Advisors, LLC buy last quarter?

In Q3 2026, Cedar Mountain Advisors, LLC added J P Morgan Exchange Traded F (JPLD) (+811.0% shares), Fidelity Covington Trust (FBCG) (+394.1% shares) and Putnam Focused Large Capvalue ETF (PVAL) (+281.2% shares), compared with its Q2 2026 filing.

What did Cedar Mountain Advisors, LLC sell last quarter?

In Q3 2026, Cedar Mountain Advisors, LLC cut from its top 50 Vanguard Mun Bd Fds (VTEB), cut from its top 50 Ishares Tr (IWM), cut from its top 50 Nike Inc (NKE), cut from its top 50 Hennessy Sustainable ETF, cut from its top 50 Bank of Ny Mellon Corp (BNY), Vanguard Intl Equity Index F (VWO) (-41.8% shares), Pimco Enhanced Short Maturity Active Exc (MINT) (-9.8% shares) and Microsoft Corp (MSFT) (-8.3% shares), compared with its Q2 2026 filing.

How has Cedar Mountain Advisors, LLC's portfolio performed?

A portfolio copying Cedar Mountain Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is Cedar Mountain Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cedar Mountain Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cedar Mountain Advisors, LLC manage?

Cedar Mountain Advisors, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $589.9M.