Cedar Mountain Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Cedar Mountain Advisors, LLC reported 357 stock positions worth $481.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 18.0% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 16.8%) and iShares Russell Mid-Cap Grow (IWP, 8.2%). Compared with Q1 2025, it opened 22 new positions, sold out of 8, added to 97 and reduced 28. The biggest buy was iShares Russell 1000 Growth (IWF, shares +0%) and the biggest sale SS SPDR P St C Corp. ETF (SPSB, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $481.2M (Q2 2025)
- SEC Filing
- 0001798986-25-000003 ↗ filed Jul 22, 2025
Holdings Value
Holdings 357 stocks · $481.2M
| IWF iShares Russell 1000 Growth | 17.97% | 203,692 | $86.5M | Add +0.0% |
| IWD iShares Russell 1000 Value E | 16.84% | 417,125 | $81.0M | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 8.15% | 282,810 | $39.2M | Reduce -0.1% |
| IWS iShares Russell Mid-Cap Valu | 7.06% | 257,168 | $34.0M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 5.08% | 223,686 | $24.4M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 4.85% | 42,303 | $23.3M | Add +1.5% |
| SPSB SS SPDR P St C Corp. ETF | 4.39% | 700,164 | $21.1M | Reduce -4.3% |
| VFH Vanguard Financials ETF | 3.90% | 147,534 | $18.8M | Add +0.9% |
| SCHZ Schwab US Aggregate Bond ETF | 3.01% | 623,079 | $14.5M | Add +1.7% |
| VHT Vanguard Health Care ETF | 2.56% | 49,518 | $12.3M | Add +2.0% |
| SPHQ Invesco S&P 500 Quality ETF | 2.53% | 170,539 | $12.2M | Add +1.9% |
| ILTB iShares Core 10+ Year Usd Bo | 2.35% | 228,570 | $11.3M | Add +2.0% |
| LVHI Franklin International Low V | 2.34% | 346,485 | $11.3M | Add +1.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.09% | 125,710 | $10.1M | Add +2.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.64% | 255,241 | $7.9M | Add +0.0% |
| PULS Pgim Ultra Short Bond ETF | 1.63% | 157,638 | $7.8M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 1.50% | 72,969 | $7.2M | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 1.15% | 111,643 | $5.5M | Add +3.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.13% | 102,720 | $5.4M | Add +2.7% |
| DIVB iShares Core Dividend ETF | 1.03% | 98,487 | $5.0M | Add +3.1% |
| ADP Automatic Data Processing | 0.83% | 12,995 | $4.0M | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.65% | 38,696 | $3.1M | Add +2.3% |
| JBND JPMorgan Active Bond ETF | 0.59% | 53,096 | $2.8M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 8,767 | $2.7M | No change |
| MSFT Microsoft Corp. | 0.47% | 4,522 | $2.2M | Reduce -0.9% |
| CSX CSX Corp. | 0.43% | 63,320 | $2.1M | No change |
| AAPL Apple Inc. | 0.36% | 8,480 | $1.7M | Reduce -3.2% |
| MINT PIMCO Enhanced Short Maturit | 0.35% | 16,859 | $1.7M | Add +1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 3,473 | $1.5M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,606 | $991K | No change |
| BR Broadridge Financial Solutio | 0.19% | 3,709 | $901K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.19% | 4,174 | $901K | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,853 | $900K | Reduce -2.6% |
| TSLA Tesla Inc. | 0.18% | 2,746 | $872K | Add +4.2% |
| BND Vanguard Total Bond Market | 0.16% | 10,768 | $793K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 15,516 | $761K | No change |
| NKE Nike Inc. Class B | 0.12% | 7,960 | $565K | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.11% | 3,421 | $540K | Add +0.3% |
| STNC Hennessy Sustainable ETF | 0.10% | 15,204 | $469K | No change |
| TGT Target Corp. | 0.10% | 4,703 | $464K | Add +1.8% |
| INTU Intuit Inc. | 0.10% | 581 | $458K | Add +0.2% |
| MCD McDonald's Corp. | 0.09% | 1,487 | $434K | No change |
| BA The Boeing Co. | 0.08% | 1,793 | $376K | Reduce -1.4% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,859 | $358K | No change |
| COST Costco Wholesale Corp. | 0.07% | 361 | $357K | No change |
| AMAT Applied Materials Inc. | 0.07% | 1,885 | $345K | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 539 | $333K | Add +16.2% |
| VTIP Vanguard Short-Term Tips | 0.07% | 6,253 | $314K | Reduce -24.5% |
| ACI Albertsons Cos Inc. Class A | 0.07% | 14,559 | $313K | No change |
| SO The Southern Co. | 0.06% | 3,341 | $307K | Add +0.8% |
| SBUX Starbucks Corp. | 0.06% | 3,200 | $293K | Add +0.6% |
| HD Home Depot Inc. | 0.05% | 607 | $223K | No change |
| UNP Union Pacific Corp. | 0.05% | 961 | $221K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.05% | 965 | $219K | New |
| CHD Church & Dwight Co. Inc. | 0.04% | 2,200 | $211K | No change |
| AMZN Amazon.com Inc. | 0.04% | 954 | $209K | Add +11.7% |
| SR Spire Inc. | 0.04% | 2,852 | $208K | No change |
| PG The Procter & Gamble Co. | 0.04% | 1,212 | $193K | Add +0.7% |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 2,955 | $185K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 246 | $181K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 267 | $166K | Add +0.4% |
| WMT Walmart Inc. | 0.03% | 1,625 | $159K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 2,347 | $144K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 1,271 | $137K | Reduce -7.0% |
| VXUS Vanguard Total Intl Stock | 0.03% | 1,931 | $133K | Reduce -13.6% |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 2,251 | $128K | No change |
| ILCG iShares Morningstar Growth E | 0.03% | 1,320 | $128K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 368 | $125K | No change |
| VNQ Vanguard Real Estate ETF | 0.03% | 1,396 | $124K | Add +0.3% |
| MS Morgan Stanley | 0.03% | 854 | $120K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 332 | $98K | Reduce -23.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 1,723 | $94K | No change |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,523 | $90K | Add +0.1% |
| WM Waste Management Inc. | 0.02% | 393 | $90K | Add +0.3% |
| GLD SPDR Gold Shares | 0.02% | 285 | $87K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.02% | 702 | $84K | Add +47.2% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 313 | $81K | No change |
| WES Western Midstream Partners L | 0.02% | 2,036 | $79K | Add +2.3% |
| INTC Intel Corp. | 0.02% | 3,381 | $76K | Add +17.4% |
| WY Weyerhaeuser Co. | 0.02% | 2,867 | $74K | Add +0.7% |
| T AT&T Inc. | 0.02% | 2,535 | $73K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.01% | 218 | $63K | No change |
| GOOGL Alphabet Inc. Class A | 0.01% | 356 | $63K | Reduce -36.0% |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $63K | No change |
| COIN Coinbase Global Inc. Class A | 0.01% | 177 | $62K | No change |
| MMM 3M Co. | 0.01% | 404 | $62K | No change |
| GOOG Alphabet Inc. Class C | 0.01% | 331 | $59K | No change |
| V Visa Inc. Class A | 0.01% | 162 | $58K | Reduce -3.0% |
| NWN Northwest Natural Holding Co. | 0.01% | 1,430 | $57K | Add +6.2% |
| BOND PIMCO Active Bond Exchange-T | 0.01% | 609 | $56K | Add +7.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 673 | $56K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 400 | $55K | No change |
| AEE Ameren Corporation | 0.01% | 556 | $53K | No change |
| BLK BlackRock Inc. | 0.01% | 51 | $53K | Add +2.0% |
| RTX RTX Corp. | 0.01% | 350 | $51K | No change |
| XLV SS Health Care Select Sector | 0.01% | 378 | $51K | No change |
| ITA iShares U.S. Aerospace & Def | 0.01% | 269 | $51K | Add +16.4% |
| BROS Dutch Bros Inc. Class A | 0.01% | 741 | $51K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 378 | $50K | Add +0.3% |
| PAYX Paychex Inc. | 0.01% | 329 | $48K | Add +0.9% |
Lines left out (3) · $4 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | 0 | $2 |
| IGIB iShares 5-10Y Inv Grade Corp. | ISHS 5-10YR INVT | 0 | $1 |
| XNTK SS SPDR Nyse Tech ETF | ST STR NYSE TECH | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $481.2M.
Portfolio Sells Q1 2025 → Q2 2025
| SPSB SS SPDR P St C Corp. ETF | Reduce -4.3% | 4.39% | −0.54 |
| AGG iShares Core U.S. Aggregate | Reduce -3.6% | 1.50% | −0.17 |
| AAPL Apple Inc. | Reduce -3.2% | 0.36% | −0.07 |
| JBND JPMorgan Active Bond ETF | Reduce -2.8% | 0.59% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.19% | −0.04 |
| VTIP Vanguard Short-Term Tips | Reduce -24.5% | 0.07% | −0.03 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.02 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -7.0% | 0.03% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -3.9% | 0.19% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -36.0% | 0.01% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -16.9% | 0.00% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -23.1% | 0.02% | −0.00 |
| IWN iShares Russell 2000 Value E | Reduce -51.0% | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -13.6% | 0.03% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -50.9% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -61.5% | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -13.7% | 0.01% | −0.00 |
| CI The Cigna Group | Reduce -59.6% | 0.00% | −0.00 |
| X United States Steel Corp. | Sold out | 0.00% | −0.00 |
| HUM Humana Inc. | Reduce -31.9% | 0.00% | −0.00 |
| RIOT Riot Platforms Inc. | Sold out | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -3.0% | 0.01% | −0.00 |
| DGX Quest Diagnostics Inc. | Reduce -45.9% | 0.00% | −0.00 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -13.6% | 0.00% | −0.00 |
| AYRO INC | Sold out | 0.00% | 0.00 |
| DAL Delta Air Lines Inc. | Reduce -1.1% | 0.00% | 0.00 |
| NKE Nike Inc. Class B | Reduce -1.3% | 0.12% | +0.00 |
| BA The Boeing Co. | Reduce -1.4% | 0.08% | +0.01 |
| AMAT Applied Materials Inc. | Reduce -0.9% | 0.07% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 0.32% | +0.02 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.47% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.1% | 8.15% | +0.70 |
Portfolio Buys Q1 2025 → Q2 2025
| IWF iShares Russell 1000 Growth | Add +0.0% | 17.97% | +1.50 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.5% | 4.85% | +0.47 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +2.8% | 2.09% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +3.1% | 1.15% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.05% | +0.05 |
| SPHQ Invesco S&P 500 Quality ETF | Add +1.9% | 2.53% | +0.04 |
| NVDA Nvidia Corp. | Add +0.3% | 0.11% | +0.03 |
| TSLA Tesla Inc. | Add +4.2% | 0.18% | +0.03 |
| INTU Intuit Inc. | Add +0.2% | 0.10% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.2% | 0.07% | +0.01 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +11.7% | 0.04% | +0.01 |
| AVGO Broadcom Inc. | Add +140.8% | 0.01% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +47.2% | 0.02% | +0.00 |
| NVTS Navitas Semiconductor Corp. | New | 0.00% | +0.00 |
| NFLX Netflix Inc. | Add +36.4% | 0.01% | +0.00 |
| F Ford Motor Co. | New | 0.00% | +0.00 |
| NRG NRG Energy Inc. | Add +500.0% | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| BITO Proshares Bitcoin ETF-Usd | Add +43.7% | 0.01% | +0.00 |
| MU Micron Technology Inc. | Add +222.2% | 0.00% | +0.00 |
| MS Morgan Stanley | Add +0.6% | 0.03% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Add +16.4% | 0.01% | +0.00 |
| MO Altria Group Inc. | Add +1333.3% | 0.00% | +0.00 |
| SEB Seaboard Corp. | New | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | New | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
| QUBT Quantum Computing Inc. | New | 0.00% | +0.00 |
| BG Bunge Global SA | New | 0.00% | +0.00 |
| USB US Bancorp | Add +26.0% | 0.01% | +0.00 |
| CEG Constellation Energy | Add +1.3% | 0.01% | +0.00 |
| ADM Archer-Daniels-Midland Co. | New | 0.00% | +0.00 |
| CTRA Coterra Energy Inc. | New | 0.00% | +0.00 |
| IREN Iren Ltd. | New | 0.00% | +0.00 |
| MGM MGM Resorts International | Add +24.3% | 0.01% | +0.00 |
| DOW Dow Inc. | Add +492.4% | 0.00% | +0.00 |
| ACMR Acm Research Inc. Class A | New | 0.00% | +0.00 |
| B Barrick Mining Corp. | New | 0.00% | +0.00 |
| INTC Intel Corp. | Add +17.4% | 0.02% | +0.00 |
| SYK Stryker Corp. | Add +46.4% | 0.00% | +0.00 |
| DEFT Defi Technologies Inc. | New | 0.00% | +0.00 |
| ISRG Intuitive Surgical Inc. | Add +36.4% | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 0.03% | +0.00 |
| USAR USA Rare Earth Inc. | New | 0.00% | +0.00 |
| HPQ HP Inc. | New | 0.00% | +0.00 |
| MP MP Materials Corp. | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | Add +2.0% | 0.01% | +0.00 |
| CARR Carrier Global Corp. | Add +0.3% | 0.01% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +208.3% | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +0.3% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| VBR Vngrd Mrngst SL-CP Val ETF-U | SM CP VAL ETF | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |