Cedar Mountain Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 2, 2026), Cedar Mountain Advisors, LLC reported 1,175 stock positions worth $580.7 million. Its top holding was iShares Russell 1000 Value E (IWD) at 16.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 16.5%) and iShares Russell Mid-Cap Valu (IWS, 7.2%). Compared with Q1 2026, it opened 76 new positions, sold out of 53, added to 193 and reduced 80. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +0%) and the biggest sale Franklin International Low V (LVHI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $580.7M (Q2 2026)
- SEC Filing
- 0001798986-26-000003 ↗ filed Jul 2, 2026
Holdings Value
Holdings 1,175 stocks · $580.7M
| IWD iShares Russell 1000 Value E | 16.50% | 395,280 | $95.8M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 16.49% | 771,325 | $95.8M | No change |
| IWS iShares Russell Mid-Cap Valu | 7.16% | 252,713 | $41.6M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 6.96% | 276,200 | $40.4M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 5.70% | 223,326 | $33.1M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.07% | 39,980 | $29.4M | Add +0.1% |
| VFH Vanguard Financials ETF | 3.32% | 146,558 | $19.3M | Add +0.9% |
| SPSB SS SPDR P St C Corp. ETF | 3.27% | 632,890 | $19.0M | Add +0.3% |
| VHT Vanguard Health Care ETF | 2.69% | 52,193 | $15.6M | Add +0.6% |
| SCHZ Schwab US Aggregate Bond ETF | 2.55% | 641,351 | $14.8M | Add +0.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.38% | 140,798 | $13.8M | Add +1.6% |
| LVHI Franklin International Low V | 2.31% | 330,016 | $13.4M | Reduce -0.8% |
| SPHQ Invesco S&P 500 Quality ETF | 2.20% | 141,770 | $12.8M | Add +0.4% |
| ILTB iShares Core 10+ Year Usd Bo | 2.08% | 245,120 | $12.1M | Add +0.5% |
| PULS Pgim Ultra Short Bond ETF | 1.29% | 151,096 | $7.5M | Add +1.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.28% | 240,255 | $7.4M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 1.26% | 73,919 | $7.3M | Add +0.4% |
| VWO Vanguard Ftse Emerging Marke | 1.17% | 114,285 | $6.8M | Add +0.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.16% | 129,010 | $6.8M | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 1.16% | 64,770 | $6.7M | Add +1.7% |
| DIVB iShares Core Dividend ETF | 1.11% | 104,443 | $6.4M | Add +0.4% |
| JPIB JPMorgan Intl BND ETF | 0.90% | 108,113 | $5.2M | Add +2.5% |
| JBND JPMorgan Active Bond ETF | 0.75% | 81,627 | $4.4M | Add +34.3% |
| ADP Automatic Data Processing | 0.65% | 16,866 | $3.8M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 8,768 | $3.2M | Add +0.0% |
| AAPL Apple Inc. | 0.52% | 10,453 | $3.0M | Add +3.3% |
| CSX CSX Corp. | 0.52% | 63,391 | $3.0M | No change |
| XLP SS Consumer Staples Sel Sect | 0.52% | 36,177 | $3.0M | Add +1.1% |
| MINT PIMCO Enhanced Short Maturit | 0.38% | 22,020 | $2.2M | Add +1.2% |
| JIRE JPMorgan Int Res Enh Eqty | 0.33% | 23,071 | $1.9M | Add +454.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 21,465 | $1.8M | Add +19.7% |
| IXUS iShares Core Intl Stock ETF | 0.28% | 17,104 | $1.6M | Add +6234.8% |
| TSLA Tesla Inc. | 0.25% | 3,515 | $1.5M | Add +3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,600 | $1.2M | No change |
| AMAT Applied Materials Inc. | 0.20% | 1,639 | $1.2M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.18% | 2,759 | $1.0M | Reduce -35.9% |
| JFLX JPMorgan Flexible Debt ETF | 0.18% | 20,383 | $1.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,966 | $984K | Add +2.9% |
| NVDA Nvidia Corp. | 0.15% | 4,477 | $896K | Add +2.6% |
| BND Vanguard Total Bond Market | 0.14% | 10,768 | $790K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 15,516 | $785K | No change |
| IWM iShares Russell 2000 ETF | 0.13% | 2,598 | $781K | Reduce -36.0% |
| BR Broadridge Financial Solutio | 0.13% | 5,387 | $738K | Add +0.1% |
| PVAL Putnam Focused LRG Cap Value | 0.12% | 14,166 | $722K | New |
| NKE Nike Inc. Class B | 0.11% | 15,817 | $649K | Reduce -1.4% |
| JPLD JPMorgan Ltd. Duration ETF | 0.11% | 12,267 | $640K | Add +1189.9% |
| TGT Target Corp. | 0.11% | 4,739 | $619K | Add +0.3% |
| RBB FD INC | 0.10% | 15,204 | $586K | No change |
| FBCG Fidelity Blue Chip Grow ETF | 0.09% | 8,832 | $549K | New |
| BNY Bank of New York Mellon Corp. | 0.08% | 3,199 | $463K | No change |
| VXF Vanguard Extended Market ETF | 0.08% | 1,863 | $459K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.08% | 3,287 | $449K | Add +10.1% |
| VTIP Vanguard Short-Term Tips | 0.07% | 8,285 | $416K | No change |
| AMZN Amazon.com Inc. | 0.07% | 1,629 | $388K | Add +4.0% |
| IWN iShares Russell 2000 Value E | 0.07% | 1,754 | $388K | Add +375.3% |
| INTC Intel Corp. | 0.07% | 2,763 | $386K | Reduce -12.7% |
| COST Costco Wholesale Corp. | 0.06% | 392 | $367K | No change |
| MCD McDonald's Corp. | 0.06% | 1,321 | $357K | Reduce -9.0% |
| SBUX Starbucks Corp. | 0.06% | 3,271 | $334K | Add +0.5% |
| SO The Southern Co. | 0.06% | 3,460 | $331K | Add +123.8% |
| IWO iShares Russell 2000 Growth | 0.06% | 821 | $323K | Add +371.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 404 | $302K | Add +99.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.05% | 969 | $294K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 456 | $257K | Add +42.5% |
| UNP Union Pacific Corp. | 0.04% | 911 | $248K | No change |
| SR Spire Inc. | 0.04% | 3,006 | $235K | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.04% | 303 | $227K | Add +12.6% |
| HD Home Depot Inc. | 0.04% | 640 | $226K | No change |
| BA The Boeing Co. | 0.04% | 1,025 | $222K | Add +24.2% |
| GOOGL Alphabet Inc. Class A | 0.04% | 616 | $220K | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.04% | 1,493 | $219K | Add +0.7% |
| CHD Church & Dwight Co. Inc. | 0.04% | 2,234 | $216K | No change |
| WMT Walmart Inc. | 0.04% | 1,794 | $203K | Add +0.1% |
| ACI Albertsons Cos Inc. Class A | 0.03% | 14,854 | $201K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.03% | 2,955 | $200K | No change |
| LITE Lumentum Holdings Inc. | 0.03% | 229 | $196K | No change |
| T AT&T Inc. | 0.03% | 9,167 | $190K | Add +27.6% |
| NWN Northwest Natural Holding Co. | 0.03% | 3,559 | $175K | Reduce -6.2% |
| MS Morgan Stanley | 0.03% | 832 | $174K | Add +540.0% |
| CSCO Cisco Systems Inc. | 0.03% | 1,479 | $174K | Add +68.1% |
| AVGO Broadcom Inc. | 0.03% | 434 | $164K | Add +0.9% |
| GLD SPDR Gold Shares | 0.03% | 442 | $163K | No change |
| ABBV Abbvie Inc. | 0.03% | 630 | $159K | Add +62.8% |
| GOOG Alphabet Inc. Class C | 0.03% | 444 | $157K | Add +5.5% |
| MRK Merck & Co. Inc. | 0.03% | 1,215 | $156K | Add +32.4% |
| IWB iShares Russell 1000 ETF | 0.03% | 368 | $151K | No change |
| INTU Intuit Inc. | 0.03% | 577 | $151K | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.03% | 459 | $150K | Add +2.5% |
| CRWV Coreweave Inc. Class A | 0.02% | 1,425 | $142K | No change |
| UTL Unitil Corp. | 0.02% | 2,688 | $142K | No change |
| JPST JPMorgan Ultra-Short Income | 0.02% | 2,796 | $141K | Add +10255.6% |
| JSCP JPMorgan Short Duration Core | 0.02% | 2,939 | $139K | New |
| KEYS Keysight Technologies Inc. | 0.02% | 375 | $131K | No change |
| SNDK Sandisk Corp. | 0.02% | 57 | $130K | No change |
| RRX Regal Rexnord Corp. | 0.02% | 527 | $126K | No change |
| V Visa Inc. Class A | 0.02% | 361 | $124K | Add +0.8% |
| RTX RTX Corp. | 0.02% | 648 | $123K | Add +30.6% |
| JNJ Johnson & Johnson | 0.02% | 482 | $123K | Add +2.5% |
| CLH Clean Harbors Inc. | 0.02% | 405 | $121K | No change |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,592 | $121K | Add +4.0% |
Portfolio Sells Q1 2026 → Q2 2026
| LVHI Franklin International Low V | Reduce -0.8% | 2.31% | −0.33 |
| MSFT Microsoft Corp. | Reduce -35.9% | 0.18% | −0.13 |
| JEPI JPMorgan Equity Premium Inco | Reduce -98.8% | 0.00% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -36.0% | 0.13% | −0.06 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -98.5% | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Reduce -1.4% | 0.11% | −0.05 |
| MCD McDonald's Corp. | Reduce -9.0% | 0.06% | −0.03 |
| INTU Intuit Inc. | Reduce -4.3% | 0.03% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.65% | −0.02 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.02 |
| NWN Northwest Natural Holding Co. | Reduce -6.2% | 0.03% | −0.01 |
| EXPRO GROUP HOLDINGS NV COM | Sold out | 0.00% | −0.00 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -28.6% | 0.01% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -37.7% | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -45.0% | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -8.3% | 0.00% | −0.00 |
| NVRI Enviri Corp. | Sold out | 0.00% | −0.00 |
| DOW Dow Inc. | Reduce -11.6% | 0.00% | −0.00 |
| EPAM Epam Systems Inc. | Reduce -1.9% | 0.00% | −0.00 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.00 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.00 |
| ORCL Oracle Corp. | Reduce -6.6% | 0.01% | −0.00 |
| DHR Danaher Corp. | Reduce -6.5% | 0.01% | −0.00 |
| PBH Prestige Consumer Healthcare | Reduce -0.7% | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -18.0% | 0.00% | −0.00 |
| IBP Installed Building Products | Reduce -4.7% | 0.00% | −0.00 |
| VLO Valero Energy Corp. | Reduce -2.0% | 0.01% | −0.00 |
| EXLS Exlservice Holdings Inc. | Reduce -8.8% | 0.00% | −0.00 |
| OSIS Osi Systems Inc. | Reduce -2.2% | 0.00% | −0.00 |
| ECL Ecolab Inc. | Reduce -60.0% | 0.00% | −0.00 |
| DRIV Global X Autonomous&elec-ETF | Sold out | 0.00% | −0.00 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.00 |
| HE Hawaiian Electric Inds | Reduce -1.6% | 0.00% | −0.00 |
| IDCC Interdigital Inc. | Reduce -5.1% | 0.00% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Reduce -29.4% | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -14.4% | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -7.0% | 0.00% | −0.00 |
| BCE Bce Inc. | Reduce -8.3% | 0.00% | −0.00 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.00 |
| CWEN Clearway Energy Inc. Class C | Reduce -0.6% | 0.00% | −0.00 |
| CLB Core Laboratories Inc. | Reduce -52.3% | 0.00% | −0.00 |
| AZN Astrazeneca PLC | Reduce -24.0% | 0.00% | −0.00 |
| TEL Te Connectivity PLC | Reduce -41.2% | 0.00% | −0.00 |
| SPOT Spotify Technology SA | Reduce -20.0% | 0.00% | −0.00 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.00 |
| AEO American Eagle Outfitters | Sold out | 0.00% | −0.00 |
| BOOT Boot Barn Holdings Inc. | Reduce -8.1% | 0.00% | −0.00 |
| MMSI Merit Medical Systems Inc. | Reduce -9.2% | 0.00% | −0.00 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 5.07% | +0.56 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 5.70% | +0.28 |
| IXUS iShares Core Intl Stock ETF | Add +6234.8% | 0.28% | +0.28 |
| JIRE JPMorgan Int Res Enh Eqty | Add +454.2% | 0.33% | +0.27 |
| JFLX JPMorgan Flexible Debt ETF | New | 0.18% | +0.18 |
| PVAL Putnam Focused LRG Cap Value | New | 0.12% | +0.12 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.4% | 2.20% | +0.12 |
| IWP iShares Russell Mid-Cap Grow | Add +1.1% | 6.96% | +0.12 |
| JBND JPMorgan Active Bond ETF | Add +34.3% | 0.75% | +0.11 |
| JPLD JPMorgan Ltd. Duration ETF | Add +1189.9% | 0.11% | +0.10 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.09% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +19.7% | 0.32% | +0.06 |
| IWN iShares Russell 2000 Value E | Add +375.3% | 0.07% | +0.05 |
| IWO iShares Russell 2000 Growth | Add +371.8% | 0.06% | +0.04 |
| SO The Southern Co. | Add +123.8% | 0.06% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +99.0% | 0.05% | +0.03 |
| MS Morgan Stanley | Add +540.0% | 0.03% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +10255.6% | 0.02% | +0.02 |
| JSCP JPMorgan Short Duration Core | New | 0.02% | +0.02 |
| AAPL Apple Inc. | Add +3.3% | 0.52% | +0.02 |
| CSCO Cisco Systems Inc. | Add +68.1% | 0.03% | +0.02 |
| GLW Corning Inc. | Add +404.9% | 0.02% | +0.02 |
| DVN Devon Energy Corp. | Add +556.6% | 0.02% | +0.01 |
| BX Blackstone Inc. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +62.8% | 0.03% | +0.01 |
| C Citigroup Inc. | Add +139.9% | 0.02% | +0.01 |
| DIVB iShares Core Dividend ETF | Add +0.4% | 1.11% | +0.01 |
| SOXX iShares Semiconductor ETF | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | Add +10.7% | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.56% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +208.7% | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +42.5% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Add +3.6% | 0.25% | +0.01 |
| ALK Alaska Air Group Inc. | Add +963.3% | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +146.6% | 0.01% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +24.2% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +2.6% | 0.15% | +0.01 |
| MRK Merck & Co. Inc. | Add +32.4% | 0.03% | +0.01 |
| AMD Advanced Micro Devices | Add +22.0% | 0.01% | +0.00 |
| MRVL Marvell Technology Inc. | Add +44.8% | 0.01% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +12.6% | 0.04% | +0.00 |
| LNT Alliant Energy Corp. | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +6.7% | 0.01% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.08% | +0.00 |
| SF Stifel Financial Corp. | New | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | Add +1850.0% | 0.00% | +0.00 |
| DELL Dell Technologies -C | Add +2.5% | 0.01% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +5.5% | 0.03% | +0.00 |
| AMZN Amazon.com Inc. | Add +4.0% | 0.07% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,175 | $580.7M | IWD, IWF, IWS, IWP, IJR |
| Q1 2026 | 1,152 | $511.4M | IWD, IWF, IWS, IWP, IJR |
| Q4 2025 | 757 | $518.4M | IWF, IWD, IWP, IWS, IJR |
| Q3 2025 | 693 | $513.6M | IWF, IWD, IWP, IWS, IJR |
| Q2 2025 | 357 | $481.2M | IWF, IWD, IWP, IWS, IJR |
| Q1 2025 | 343 | $446.4M | IWD, IWF, IWP, IWS, IJR |
| Q4 2024 | 368 | $455.1M | IWF, IWD, IWP, IWS, IJR |
| Q3 2024 | 332 | $443.6M | IWD, IWF, IWS, IWP, IJR |
| Q2 2024 | 337 | $405.0M | IWF, IWD, IWP, IWS, IJR |
| Q1 2024 | 345 | $397.7M | IWF, IWD, IWS, IWP, IJR |