Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cedar Mountain Advisors, LLC (CIK 1798986) reported $511.4M across 1,144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWD ($84.4M, 16.51%), IWF ($82.2M, 16.07%), IWS ($36.7M, 7.17%), IWP ($35.0M, 6.85%), IJR ($27.7M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $84.4M | 16.51% | 395,176 | Trimmed |
| 2 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $82.2M | 16.07% | 192,689 | Trimmed |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $36.7M | 7.17% | 251,582 | Trimmed |
| 4 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $35.0M | 6.85% | 273,302 | Trimmed |
| 5 | IJR | ISHARES CORE S&P SMALL CAP ETF | $27.7M | 5.42% | 223,168 | Trimmed |
| 6 | QQQ | INVESCO QQQ TRUST SERIES I | $23.1M | 4.51% | 39,951 | Trimmed |
| 7 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $19.0M | 3.71% | 631,291 | Trimmed |
| 8 | VFH | VANGUARD FINANCIALS ETF | $17.5M | 3.43% | 145,240 | Trimmed |
| 9 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $14.9M | 2.91% | 640,396 | Added |
| 10 | VHT | VANGUARD HEALTH CARE ETF | $14.1M | 2.76% | 51,873 | Trimmed |
| 11 | LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $13.5M | 2.64% | 332,593 | Trimmed |
| 12 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $13.1M | 2.55% | 138,642 | Trimmed |
| 13 | ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $11.9M | 2.34% | 243,947 | Added |
| 14 | SPHQ | INVESCO S&P 500 QUALITY ETF | $10.6M | 2.08% | 141,220 | Trimmed |
| 15 | FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $7.4M | 1.44% | 239,567 | Added |
| 16 | PULS | PGIM ULTRA SHORT BOND ETF | $7.3M | 1.44% | 148,478 | Added |
| 17 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $7.3M | 1.43% | 73,655 | Added |
| 18 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $6.6M | 1.28% | 126,378 | Added |
| 19 | EFA | ISHARES MSCI EAFE ETF | $6.2M | 1.21% | 63,682 | Added |
| 20 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.2M | 1.20% | 114,007 | Trimmed |
| 21 | DIVB | ISHARES CORE DIVIDEND ETF | $5.6M | 1.10% | 104,028 | Added |
| 22 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $5.0M | 0.99% | 105,457 | Added |
| 23 | ADP | AUTOMATIC DATA PROCESSING INC COM | $3.4M | 0.67% | 16,893 | Trimmed |
| 24 | JBND | JPMORGAN ACTIVE BOND ETF | $3.3M | 0.64% | 60,772 | Added |
| 25 | XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.9M | 0.57% | 35,771 | Added |
Source: SEC Form 13F filings · as of 2026-03-31