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 $580.7M across 1,174 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWD ($95.8M, 16.50%), IWF ($95.8M, 16.49%), IWS ($41.6M, 7.16%), IWP ($40.4M, 6.96%), IJR ($33.1M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $95.8M | 16.50% | 395,280 | Added |
| 2 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $95.8M | 16.49% | 771,325 | Added |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $41.6M | 7.16% | 252,713 | Added |
| 4 | IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $40.4M | 6.96% | 276,200 | Added |
| 5 | IJR | ISHARES CORE S&P SMALL CAP ETF | $33.1M | 5.70% | 223,326 | Added |
| 6 | QQQ | INVESCO QQQ TRUST SERIES I | $29.4M | 5.07% | 39,980 | Added |
| 7 | VFH | VANGUARD FINANCIALS ETF | $19.3M | 3.32% | 146,558 | Added |
| 8 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $19.0M | 3.27% | 632,890 | Added |
| 9 | VHT | VANGUARD HEALTH CARE ETF | $15.6M | 2.69% | 52,193 | Added |
| 10 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $14.8M | 2.55% | 641,351 | Added |
| 11 | VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $13.8M | 2.38% | 140,798 | Added |
| 12 | LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $13.4M | 2.31% | 330,016 | Trimmed |
| 13 | SPHQ | INVESCO S&P 500 QUALITY ETF | $12.8M | 2.20% | 141,770 | Added |
| 14 | ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $12.1M | 2.08% | 245,120 | Added |
| 15 | PULS | PGIM ULTRA SHORT BOND ETF | $7.5M | 1.29% | 151,096 | Added |
| 16 | FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $7.4M | 1.28% | 240,255 | Added |
| 17 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $7.3M | 1.26% | 73,919 | Added |
| 18 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.8M | 1.17% | 114,285 | Added |
| 19 | EFA | ISHARES MSCI EAFE ETF | $6.7M | 1.16% | 64,770 | Added |
| 20 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $6.8M | 1.16% | 129,010 | Added |
| 21 | DIVB | ISHARES CORE DIVIDEND ETF | $6.4M | 1.11% | 104,443 | Added |
| 22 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $5.2M | 0.90% | 108,113 | Added |
| 23 | JBND | JPMORGAN ACTIVE BOND ETF | $4.4M | 0.75% | 81,627 | Added |
| 24 | ADP | AUTOMATIC DATA PROCESSING INC COM | $3.8M | 0.65% | 16,866 | Trimmed |
| 25 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $3.2M | 0.56% | 8,768 | Added |
Source: SEC Form 13F filings · as of 2026-06-30