Cedar Mountain Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Cedar Mountain Advisors, LLC reported 693 stock positions worth $513.6 million. Its top holding was iShares Russell 1000 Growth (IWF) at 17.8% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 15.9%) and iShares Russell Mid-Cap Grow (IWP, 7.5%). Compared with Q2 2025, it opened 340 new positions, sold out of 5, added to 153 and reduced 44. The biggest buy was a new position in iShares MSCI Eafe ETF (EFA) and the biggest sale iShares Russell 1000 Value E (IWD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $513.6M (Q3 2025)
- SEC Filing
- 0001798986-25-000006 ↗ filed Oct 24, 2025
Holdings Value
Holdings 693 stocks · $513.6M
| IWF iShares Russell 1000 Growth | 17.83% | 195,500 | $91.6M | Reduce -4.0% |
| IWD iShares Russell 1000 Value E | 15.89% | 400,966 | $81.6M | Reduce -3.9% |
| IWP iShares Russell Mid-Cap Grow | 7.54% | 272,064 | $38.7M | Reduce -3.8% |
| IWS iShares Russell Mid-Cap Valu | 6.86% | 252,309 | $35.2M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 5.17% | 223,310 | $26.5M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 4.76% | 40,732 | $24.5M | Reduce -3.7% |
| SPSB SS SPDR P St C Corp. ETF | 4.01% | 679,979 | $20.6M | Reduce -2.9% |
| VFH Vanguard Financials ETF | 3.68% | 144,194 | $18.9M | Reduce -2.3% |
| SCHZ Schwab US Aggregate Bond ETF | 2.95% | 645,702 | $15.2M | Add +3.6% |
| VHT Vanguard Health Care ETF | 2.56% | 50,648 | $13.1M | Add +2.3% |
| ILTB iShares Core 10+ Year Usd Bo | 2.38% | 242,214 | $12.2M | Add +6.0% |
| LVHI Franklin International Low V | 2.27% | 336,162 | $11.7M | Reduce -3.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.27% | 137,576 | $11.6M | Add +9.4% |
| SPHQ Invesco S&P 500 Quality ETF | 2.02% | 141,228 | $10.4M | Reduce -17.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.50% | 250,169 | $7.7M | Reduce -2.0% |
| PULS Pgim Ultra Short Bond ETF | 1.50% | 154,564 | $7.7M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 1.42% | 72,545 | $7.3M | Reduce -0.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.26% | 121,935 | $6.5M | Add +18.7% |
| VWO Vanguard Ftse Emerging Marke | 1.21% | 114,632 | $6.2M | Add +2.7% |
| EFA iShares MSCI Eafe ETF | 1.14% | 62,960 | $5.9M | New |
| DIVB iShares Core Dividend ETF | 1.04% | 101,864 | $5.3M | Add +3.4% |
| ADP Automatic Data Processing | 0.97% | 17,023 | $5.0M | Add +31.0% |
| JPIB JPMorgan Intl BND ETF | 0.97% | 101,550 | $5.0M | New |
| JBND JPMorgan Active Bond ETF | 0.63% | 59,335 | $3.2M | Add +11.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 8,767 | $2.9M | No change |
| XLP SS Consumer Staples Sel Sect | 0.54% | 35,374 | $2.8M | Reduce -8.6% |
| MSFT Microsoft Corp. | 0.49% | 4,817 | $2.5M | Add +6.5% |
| AAPL Apple Inc. | 0.46% | 9,325 | $2.4M | Add +10.0% |
| CSX CSX Corp. | 0.44% | 63,392 | $2.3M | Add +0.1% |
| MINT PIMCO Enhanced Short Maturit | 0.41% | 20,916 | $2.1M | Add +24.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 3,505 | $1.7M | Add +0.9% |
| TSLA Tesla Inc. | 0.31% | 3,525 | $1.6M | Add +28.4% |
| BR Broadridge Financial Solutio | 0.25% | 5,358 | $1.3M | Add +44.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 5,606 | $1.0M | No change |
| IWM iShares Russell 2000 ETF | 0.19% | 4,058 | $982K | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,882 | $946K | Add +1.6% |
| BND Vanguard Total Bond Market | 0.16% | 10,768 | $801K | No change |
| NVDA Nvidia Corp. | 0.15% | 4,256 | $794K | Add +24.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 15,516 | $777K | No change |
| RBB FD INC | 0.10% | 15,204 | $497K | New |
| NKE Nike Inc. Class B | 0.09% | 6,780 | $473K | Reduce -14.8% |
| MCD McDonald's Corp. | 0.09% | 1,542 | $469K | Add +3.7% |
| TGT Target Corp. | 0.08% | 4,691 | $421K | Reduce -0.3% |
| VTIP Vanguard Short-Term Tips | 0.08% | 8,298 | $420K | Add +32.7% |
| INTU Intuit Inc. | 0.08% | 586 | $400K | Add +0.9% |
| AMAT Applied Materials Inc. | 0.08% | 1,941 | $397K | Add +3.0% |
| VXF Vanguard Extended Market ETF | 0.08% | 1,859 | $389K | No change |
| BA The Boeing Co. | 0.07% | 1,782 | $385K | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 554 | $369K | Add +2.8% |
| COST Costco Wholesale Corp. | 0.07% | 379 | $351K | Add +5.0% |
| XOM Exxon Mobil Corp. | 0.06% | 2,929 | $330K | Add +130.4% |
| SO The Southern Co. | 0.06% | 3,425 | $325K | Add +2.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.06% | 2,957 | $322K | New |
| AMZN Amazon.com Inc. | 0.06% | 1,450 | $318K | Add +52.0% |
| JIRE JPMorgan Int Res Enh Eqty | 0.06% | 4,021 | $296K | Add +538.3% |
| SBUX Starbucks Corp. | 0.05% | 3,223 | $273K | Add +0.7% |
| HD Home Depot Inc. | 0.05% | 631 | $256K | Add +4.0% |
| ACI Albertsons Cos Inc. Class A | 0.05% | 14,559 | $255K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.05% | 969 | $239K | Add +0.4% |
| SR Spire Inc. | 0.05% | 2,852 | $232K | No change |
| UNP Union Pacific Corp. | 0.04% | 978 | $231K | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.04% | 300 | $220K | Add +21.9% |
| PG The Procter & Gamble Co. | 0.04% | 1,406 | $216K | Add +16.0% |
| CHD Church & Dwight Co. Inc. | 0.04% | 2,234 | $196K | Add +1.6% |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 2,955 | $192K | No change |
| WMT Walmart Inc. | 0.03% | 1,738 | $179K | Add +7.0% |
| IVV iShares Core S&P 500 ETF | 0.03% | 267 | $179K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 2,377 | $155K | Add +1.3% |
| MS Morgan Stanley | 0.03% | 967 | $154K | Add +13.2% |
| GLD SPDR Gold Shares | 0.03% | 408 | $145K | Add +43.2% |
| IWB iShares Russell 1000 ETF | 0.03% | 368 | $134K | No change |
| NWN Northwest Natural Holding Co. | 0.03% | 2,875 | $129K | Add +101.0% |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 2,251 | $129K | No change |
| ILCG iShares Morningstar Growth E | 0.02% | 1,200 | $125K | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 0.02% | 477 | $116K | Add +34.0% |
| V Visa Inc. Class A | 0.02% | 315 | $108K | Add +94.4% |
| T AT&T Inc. | 0.02% | 3,757 | $106K | Add +48.2% |
| AVGO Broadcom Inc. | 0.02% | 320 | $106K | Add +87.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 360 | $102K | Add +8.4% |
| JPM JPMorgan Chase & Co. | 0.02% | 321 | $101K | Add +47.3% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 707 | $100K | New |
| INTC Intel Corp. | 0.02% | 2,931 | $98K | Reduce -13.3% |
| VXUS Vanguard Total Intl Stock | 0.02% | 1,286 | $94K | Reduce -33.4% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,526 | $94K | Add +0.2% |
| WM Waste Management Inc. | 0.02% | 423 | $93K | Add +7.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 1,593 | $92K | Reduce -7.5% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 302 | $91K | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 0.02% | 370 | $90K | Add +11.8% |
| WES Western Midstream Partners L | 0.02% | 2,084 | $82K | Add +2.4% |
| USB US Bancorp | 0.02% | 1,655 | $80K | Add +63.2% |
| BIV Vanguard Intermediate-Term B | 0.01% | 979 | $76K | New |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 417 | $76K | Add +4.3% |
| ABBV Abbvie Inc. | 0.01% | 317 | $73K | Add +29.4% |
| WY Weyerhaeuser Co. | 0.01% | 2,889 | $72K | Add +0.8% |
| RTX RTX Corp. | 0.01% | 426 | $71K | Add +21.7% |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $69K | No change |
| JNJ Johnson & Johnson | 0.01% | 369 | $68K | Add +60.4% |
| BLK BlackRock Inc. | 0.01% | 56 | $65K | Add +9.8% |
| CVX Chevron Corp. | 0.01% | 405 | $63K | Add +88.4% |
| MMM 3M Co. | 0.01% | 404 | $63K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IWD iShares Russell 1000 Value E | Reduce -3.9% | 15.89% | −0.94 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.8% | 7.54% | −0.61 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -17.2% | 2.02% | −0.51 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -2.9% | 4.01% | −0.38 |
| VFH Vanguard Financials ETF | Reduce -2.3% | 3.68% | −0.22 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.9% | 6.86% | −0.20 |
| IWF iShares Russell 1000 Growth | Reduce -4.0% | 17.83% | −0.14 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -2.0% | 1.50% | −0.13 |
| PULS Pgim Ultra Short Bond ETF | Reduce -1.9% | 1.50% | −0.13 |
| XLP SS Consumer Staples Sel Sect | Reduce -8.6% | 0.54% | −0.11 |
| STNC Hennessy Sustainable ETF | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.7% | 4.76% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -0.6% | 1.42% | −0.09 |
| LVHI Franklin International Low V | Reduce -3.0% | 2.27% | −0.07 |
| NKE Nike Inc. Class B | Reduce -14.8% | 0.09% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -74.0% | 0.01% | −0.02 |
| TGT Target Corp. | Reduce -0.3% | 0.08% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -33.4% | 0.02% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -32.0% | 0.01% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -67.2% | 0.00% | −0.01 |
| HYFM Hydrofarm Holdings Group Inc. | Sold out | 0.00% | −0.01 |
| FBT First Trust Nyse Arca Biotec | Reduce -63.1% | 0.00% | −0.01 |
| CAT Caterpillar Inc. | Reduce -70.0% | 0.00% | −0.00 |
| ADBE Adobe Inc. | Reduce -93.8% | 0.00% | −0.00 |
| BA The Boeing Co. | Reduce -0.6% | 0.07% | −0.00 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -30.3% | 0.00% | −0.00 |
| HUM Humana Inc. | Sold out | 0.00% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -40.7% | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -90.2% | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Reduce -61.1% | 0.00% | −0.00 |
| ILCG iShares Morningstar Growth E | Reduce -9.1% | 0.02% | −0.00 |
| MU Micron Technology Inc. | Reduce -69.0% | 0.00% | −0.00 |
| NVTS Navitas Semiconductor Corp. | Reduce -42.9% | 0.00% | −0.00 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -7.5% | 0.02% | −0.00 |
| IONQ Ionq Inc. | Reduce -48.0% | 0.00% | −0.00 |
| NRG NRG Energy Inc. | Reduce -14.2% | 0.00% | −0.00 |
| ANGI Angi Inc. | Sold out | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -20.0% | 0.00% | −0.00 |
| SIRI Sirius XM Holdings Inc. | Reduce -5.1% | 0.00% | −0.00 |
| IVT Inventrust Properties Corp. | Reduce -11.9% | 0.00% | 0.00 |
| LCID Lucid Group Inc. | Reduce -2.4% | 0.00% | 0.00 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | 0.00 |
| B Barrick Mining Corp. | Reduce -10.7% | 0.00% | +0.00 |
| GEV GE Vernova Inc. | Reduce -3.9% | 0.01% | +0.00 |
| GE General Electric | Reduce -3.5% | 0.02% | +0.00 |
| IREN Iren Ltd. | Reduce -40.0% | 0.00% | +0.00 |
| INTC Intel Corp. | Reduce -13.3% | 0.02% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -2.8% | 0.19% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 5.17% | +0.09 |
Portfolio Buys Q2 2025 → Q3 2025
| EFA iShares MSCI Eafe ETF | New | 1.14% | +1.14 |
| JPIB JPMorgan Intl BND ETF | New | 0.97% | +0.97 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +9.4% | 2.27% | +0.18 |
| ADP Automatic Data Processing | Add +31.0% | 0.97% | +0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +18.7% | 1.26% | +0.14 |
| TSLA Tesla Inc. | Add +28.4% | 0.31% | +0.12 |
| AAPL Apple Inc. | Add +10.0% | 0.46% | +0.10 |
| RBB FD INC | New | 0.10% | +0.10 |
| BNY Bank of New York Mellon Corp. | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 1.21% | +0.06 |
| BR Broadridge Financial Solutio | Add +44.5% | 0.25% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | Add +24.1% | 0.41% | +0.06 |
| JIRE JPMorgan Int Res Enh Eqty | Add +538.3% | 0.06% | +0.05 |
| NVDA Nvidia Corp. | Add +24.4% | 0.15% | +0.04 |
| XOM Exxon Mobil Corp. | Add +130.4% | 0.06% | +0.04 |
| JBND JPMorgan Active Bond ETF | Add +11.8% | 0.63% | +0.03 |
| ILTB iShares Core 10+ Year Usd Bo | Add +6.0% | 2.38% | +0.03 |
| VYM Vanguard High DVD Yield ETF | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +52.0% | 0.06% | +0.02 |
| MSFT Microsoft Corp. | Add +6.5% | 0.49% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +32.7% | 0.08% | +0.02 |
| BIV Vanguard Intermediate-Term B | New | 0.01% | +0.01 |
| NWN Northwest Natural Holding Co. | Add +101.0% | 0.03% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.9% | 0.33% | +0.01 |
| AVGO Broadcom Inc. | Add +87.1% | 0.02% | +0.01 |
| MRK Merck & Co. Inc. | Add +2691.7% | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +43.2% | 0.03% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +34.0% | 0.02% | +0.01 |
| V Visa Inc. Class A | Add +94.4% | 0.02% | +0.01 |
| CSX CSX Corp. | Add +0.1% | 0.44% | +0.01 |
| VOO Vanguard S&P 500 ETF | New | 0.01% | +0.01 |
| CRWV Coreweave Inc. Class A | New | 0.01% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +222.7% | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +214.3% | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +520.0% | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +47.3% | 0.02% | +0.01 |
| DIVB iShares Core Dividend ETF | Add +3.4% | 1.04% | +0.01 |
| URI United Rentals Inc. | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +60.4% | 0.01% | +0.01 |
| USB US Bancorp | Add +63.2% | 0.02% | +0.01 |
| CVX Chevron Corp. | Add +88.4% | 0.01% | +0.01 |
| ETH Grayscale Ethereum Staking M | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | Add +3.0% | 0.08% | +0.01 |
| T AT&T Inc. | Add +48.2% | 0.02% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +11.8% | 0.02% | +0.01 |
| META Meta Platforms Inc. Class A | Add +21.9% | 0.04% | +0.01 |
| PEG Public Service Enterprise GP | New | 0.01% | +0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.00% | +0.00 |
| MS Morgan Stanley | Add +13.2% | 0.03% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| HDV iShares Core High Dividend E | CORE HIGH DV ETF | Sold out | 0 | $2before exit |
| IGIB iShares 5-10Y Inv Grade Corp. | ISHS 5-10YR INVT | Sold out | 0 | $1before exit |
| XNTK SS SPDR Nyse Tech ETF | ST STR NYSE TECH | Sold out | 0 | $1before exit |
| NLY Annaly Capital Management Inc. | COM NEW | Sold out | 0 | $0before exit |
| RS Reliance Inc. | COM | Sold out | 0 | $0before exit |
| RDUS Radius Recycling Inc. Class A | CL A | Sold out | 0 | $0before exit |
| XLF SS Financial Select Sector | ST STR FINL ETF | Sold out | 0 | $0before exit |
| DFE Wisdomtree Eur S/C Dividend | EUROPE SMCP DV | 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 |