Cedar Mountain Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Cedar Mountain Advisors, LLC reported 757 stock positions worth $518.4 million. Its top holding was iShares Russell 1000 Growth (IWF) at 17.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 16.3%) and iShares Russell Mid-Cap Grow (IWP, 7.2%). Compared with Q3 2025, it opened 110 new positions, sold out of 47, added to 166 and reduced 101. The biggest buy was iShares Russell 1000 Value E (IWD, shares +0%) and the biggest sale SS SPDR P St C Corp. ETF (SPSB, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $518.4M (Q4 2025)
- SEC Filing
- 0001798986-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 757 stocks · $518.4M
| IWF iShares Russell 1000 Growth | 17.72% | 194,083 | $91.9M | Reduce -0.7% |
| IWD iShares Russell 1000 Value E | 16.33% | 402,552 | $84.7M | Add +0.4% |
| IWP iShares Russell Mid-Cap Grow | 7.23% | 273,518 | $37.5M | Add +0.5% |
| IWS iShares Russell Mid-Cap Valu | 6.91% | 254,035 | $35.8M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 5.23% | 225,413 | $27.1M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 4.80% | 40,507 | $24.9M | Reduce -0.6% |
| VFH Vanguard Financials ETF | 3.76% | 146,030 | $19.5M | Add +1.3% |
| SPSB SS SPDR P St C Corp. ETF | 3.72% | 638,181 | $19.3M | Reduce -6.2% |
| VHT Vanguard Health Care ETF | 2.90% | 52,266 | $15.0M | Add +3.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.83% | 627,593 | $14.7M | Reduce -2.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.41% | 138,847 | $12.5M | Add +0.9% |
| LVHI Franklin International Low V | 2.40% | 337,224 | $12.4M | Add +0.3% |
| ILTB iShares Core 10+ Year Usd Bo | 2.28% | 238,334 | $11.8M | Reduce -1.6% |
| SPHQ Invesco S&P 500 Quality ETF | 2.05% | 141,386 | $10.6M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 1.41% | 73,346 | $7.3M | Add +1.1% |
| PULS Pgim Ultra Short Bond ETF | 1.40% | 145,967 | $7.2M | Reduce -5.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.40% | 235,448 | $7.2M | Reduce -5.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.28% | 126,058 | $6.7M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 1.19% | 115,011 | $6.2M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 1.17% | 62,922 | $6.0M | Reduce -0.1% |
| DIVB iShares Core Dividend ETF | 1.06% | 103,024 | $5.5M | Add +1.1% |
| JPIB JPMorgan Intl BND ETF | 0.97% | 103,468 | $5.0M | Add +1.9% |
| ADP Automatic Data Processing | 0.85% | 17,104 | $4.4M | Add +0.5% |
| JBND JPMorgan Active Bond ETF | 0.63% | 60,307 | $3.3M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 8,767 | $2.9M | No change |
| XLP SS Consumer Staples Sel Sect | 0.53% | 35,694 | $2.8M | Add +0.9% |
| AAPL Apple Inc. | 0.49% | 9,329 | $2.5M | Add +0.0% |
| CSX CSX Corp. | 0.44% | 63,393 | $2.3M | Add +0.0% |
| MSFT Microsoft Corp. | 0.42% | 4,535 | $2.2M | Reduce -5.8% |
| MINT PIMCO Enhanced Short Maturit | 0.42% | 21,476 | $2.2M | Add +2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 3,493 | $1.7M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.31% | 3,525 | $1.6M | No change |
| BR Broadridge Financial Solutio | 0.23% | 5,380 | $1.2M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,606 | $1.1M | No change |
| IWM iShares Russell 2000 ETF | 0.19% | 4,058 | $999K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,882 | $946K | No change |
| BND Vanguard Total Bond Market | 0.15% | 10,768 | $798K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 15,516 | $780K | No change |
| NVDA Nvidia Corp. | 0.15% | 4,074 | $760K | Reduce -4.3% |
| RBB FD INC | 0.10% | 15,204 | $504K | No change |
| AMAT Applied Materials Inc. | 0.09% | 1,863 | $479K | Reduce -4.0% |
| MCD McDonald's Corp. | 0.09% | 1,543 | $472K | Add +0.1% |
| TGT Target Corp. | 0.09% | 4,691 | $459K | No change |
| VTIP Vanguard Short-Term Tips | 0.08% | 8,285 | $410K | Reduce -0.2% |
| INTU Intuit Inc. | 0.07% | 587 | $389K | Add +0.2% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,859 | $389K | No change |
| BA The Boeing Co. | 0.07% | 1,757 | $382K | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 555 | $379K | Add +0.2% |
| NKE Nike Inc. Class B | 0.07% | 5,762 | $367K | Reduce -15.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 2,957 | $343K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 2,830 | $341K | Reduce -3.4% |
| AMZN Amazon.com Inc. | 0.06% | 1,426 | $329K | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.06% | 379 | $327K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.06% | 4,021 | $301K | No change |
| SO The Southern Co. | 0.06% | 3,438 | $300K | Add +0.4% |
| SBUX Starbucks Corp. | 0.05% | 3,240 | $273K | Add +0.5% |
| ACI Albertsons Cos Inc. Class A | 0.05% | 14,559 | $250K | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.05% | 969 | $245K | No change |
| SR Spire Inc. | 0.05% | 2,880 | $238K | Add +1.0% |
| HD Home Depot Inc. | 0.04% | 630 | $217K | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.04% | 911 | $211K | Reduce -6.8% |
| PG The Procter & Gamble Co. | 0.04% | 1,420 | $204K | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.04% | 302 | $199K | Add +0.7% |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 2,955 | $196K | No change |
| WMT Walmart Inc. | 0.04% | 1,738 | $194K | No change |
| CHD Church & Dwight Co. Inc. | 0.04% | 2,234 | $187K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 268 | $184K | Add +0.4% |
| MS Morgan Stanley | 0.03% | 971 | $172K | Add +0.4% |
| GLD SPDR Gold Shares | 0.03% | 408 | $162K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 477 | $149K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 368 | $137K | No change |
| NWN Northwest Natural Holding Co. | 0.03% | 2,904 | $136K | Add +1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.02% | 2,251 | $129K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 2,556 | $127K | Add +7.5% |
| ILCG iShares Morningstar Growth E | 0.02% | 1,170 | $122K | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 0.02% | 370 | $116K | No change |
| V Visa Inc. Class A | 0.02% | 315 | $111K | No change |
| AVGO Broadcom Inc. | 0.02% | 316 | $109K | Reduce -1.3% |
| INTC Intel Corp. | 0.02% | 2,931 | $108K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 361 | $107K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.02% | 322 | $104K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 707 | $101K | No change |
| VXUS Vanguard Total Intl Stock | 0.02% | 1,310 | $99K | Add +1.9% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,529 | $96K | Add +0.2% |
| WM Waste Management Inc. | 0.02% | 424 | $93K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 302 | $93K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 1,593 | $93K | No change |
| T AT&T Inc. | 0.02% | 3,723 | $92K | Reduce -0.9% |
| USB US Bancorp | 0.02% | 1,723 | $92K | Add +4.1% |
| WES Western Midstream Partners L | 0.02% | 2,133 | $84K | Add +2.4% |
| IVE iShares S&P 500 Value ETF | 0.02% | 378 | $80K | Add +220.3% |
| BIV Vanguard Intermediate-Term B | 0.01% | 992 | $77K | Add +1.3% |
| JNJ Johnson & Johnson | 0.01% | 372 | $77K | Add +0.8% |
| RTX RTX Corp. | 0.01% | 420 | $77K | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 417 | $74K | No change |
| ABBV Abbvie Inc. | 0.01% | 319 | $73K | Add +0.6% |
| CW Curtiss-Wright Corp. | 0.01% | 128 | $71K | No change |
| MRK Merck & Co. Inc. | 0.01% | 670 | $71K | No change |
| WY Weyerhaeuser Co. | 0.01% | 2,913 | $69K | Add +0.8% |
| LLY Eli Lilly & Co. | 0.01% | 62 | $67K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SPSB SS SPDR P St C Corp. ETF | Reduce -6.2% | 3.72% | −0.29 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.8% | 2.83% | −0.12 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 17.72% | −0.11 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -5.9% | 1.40% | −0.11 |
| PULS Pgim Ultra Short Bond ETF | Reduce -5.6% | 1.40% | −0.10 |
| ILTB iShares Core 10+ Year Usd Bo | Reduce -1.6% | 2.28% | −0.10 |
| MSFT Microsoft Corp. | Reduce -5.8% | 0.42% | −0.06 |
| NKE Nike Inc. Class B | Reduce -15.0% | 0.07% | −0.02 |
| NVDA Nvidia Corp. | Reduce -4.3% | 0.15% | −0.01 |
| HD Home Depot Inc. | Reduce -0.2% | 0.04% | −0.01 |
| URI United Rentals Inc. | Reduce -97.1% | 0.00% | −0.01 |
| FISV Fiserv Inc. | Reduce -96.9% | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -6.8% | 0.04% | −0.00 |
| NFLX Netflix Inc. | Reduce -18.8% | 0.01% | −0.00 |
| ORCL Oracle Corp. | Reduce -7.4% | 0.01% | −0.00 |
| HON Honeywell International Inc. | Reduce -46.1% | 0.00% | −0.00 |
| XIGDX Voya GLBL Eqty DVD & PRM Opp | Sold out | 0.00% | −0.00 |
| SYK Stryker Corp. | Reduce -83.7% | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -0.9% | 0.02% | −0.00 |
| EIPI FT Energy Income ETF | Sold out | 0.00% | −0.00 |
| PHK PIMCO High Income Fund | Sold out | 0.00% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -0.2% | 0.08% | −0.00 |
| ACN Accenture PLC Class A | Reduce -75.3% | 0.00% | −0.00 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.00 |
| ETH Grayscale Ethereum Staking M | Reduce -24.0% | 0.00% | −0.00 |
| RIOT Riot Platforms Inc. | Reduce -44.2% | 0.00% | −0.00 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Sold out | 0.00% | −0.00 |
| HYT BlackRock Corp. Hi YLD | Sold out | 0.00% | −0.00 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.00 |
| TSN Tyson Foods Inc. Class A | Reduce -58.3% | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.00 |
| VTRS Viatris Inc. | Reduce -45.1% | 0.00% | −0.00 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.00 |
| BA The Boeing Co. | Reduce -1.4% | 0.07% | −0.00 |
| MGM MGM Resorts International | Reduce -28.9% | 0.00% | −0.00 |
| AGCO Agco Corp. | Reduce -81.7% | 0.00% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -13.7% | 0.01% | −0.00 |
| COP Conocophillips | Reduce -13.6% | 0.00% | −0.00 |
| ILCG iShares Morningstar Growth E | Reduce -2.5% | 0.02% | −0.00 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.00 |
| ABT Abbott Laboratories | Reduce -2.7% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -7.3% | 0.01% | −0.00 |
| DCI Donaldson Co. Inc. | Reduce -77.6% | 0.00% | −0.00 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.00 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.00 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.00 |
| MP MP Materials Corp. | Reduce -18.6% | 0.00% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -28.9% | 0.00% | −0.00 |
| PEG Public Service Enterprise GP | Reduce -6.0% | 0.00% | −0.00 |
| VBTX Veritex Holdings Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IWD iShares Russell 1000 Value E | Add +0.4% | 16.33% | +0.44 |
| VHT Vanguard Health Care ETF | Add +3.2% | 2.90% | +0.34 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.9% | 2.41% | +0.14 |
| LVHI Franklin International Low V | Add +0.3% | 2.40% | +0.12 |
| VFH Vanguard Financials ETF | Add +1.3% | 3.76% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 5.23% | +0.06 |
| IWS iShares Russell Mid-Cap Valu | Add +0.7% | 6.91% | +0.05 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.1% | 2.05% | +0.03 |
| AAPL Apple Inc. | Add +0.0% | 0.49% | +0.03 |
| DIVB iShares Core Dividend ETF | Add +1.1% | 1.06% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +3.4% | 1.28% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +220.3% | 0.02% | +0.01 |
| JPLD JPMorgan Ltd. Duration ETF | New | 0.01% | +0.01 |
| MINT PIMCO Enhanced Short Maturit | Add +2.7% | 0.42% | +0.01 |
| CSX CSX Corp. | Add +0.0% | 0.44% | +0.01 |
| PWR Quanta Services Inc. | Add +321.4% | 0.00% | +0.00 |
| JBND JPMorgan Active Bond ETF | Add +1.6% | 0.63% | +0.00 |
| MS Morgan Stanley | Add +0.4% | 0.03% | +0.00 |
| JPIB JPMorgan Intl BND ETF | Add +1.9% | 0.97% | +0.00 |
| USB US Bancorp | Add +4.1% | 0.02% | +0.00 |
| M Macy's Inc. | Add +1.0% | 0.01% | +0.00 |
| CTRA Coterra Energy Inc. | Add +40.5% | 0.00% | +0.00 |
| COF Capital One Financial Corp. | Add +6.4% | 0.01% | +0.00 |
| JNJ Johnson & Johnson | Add +0.8% | 0.01% | +0.00 |
| GRNY Fundstr Gran SH US LRG Cap | Add +27.3% | 0.01% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.07% | +0.00 |
| NWN Northwest Natural Holding Co. | Add +1.0% | 0.03% | +0.00 |
| CRM Salesforce Inc. | Add +8.8% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +4.0% | 0.01% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.02% | +0.00 |
| SR Spire Inc. | Add +1.0% | 0.05% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +1.9% | 0.02% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +246.2% | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.4% | 0.04% | +0.00 |
| OIH Vaneck Oil Services ETF | Add +1.8% | 0.01% | +0.00 |
| CAT Caterpillar Inc. | Add +3.7% | 0.00% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +18.0% | 0.00% | +0.00 |
| SHOO Steven Madden Ltd. | Add +4.0% | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +0.1% | 0.01% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | Add +2.2% | 0.01% | +0.00 |
| SHOP Shopify Inc. Class A | Add +7.5% | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.2% | 0.00% | +0.00 |
| UPS United Parcel Service Class B | Add +0.7% | 0.00% | +0.00 |
| AES AES Corp. | Add +92.4% | 0.00% | +0.00 |
| AXP American Express Co. | Add +11.8% | 0.00% | +0.00 |
| BCC Boise Cascade Co. | Add +1800.0% | 0.00% | +0.00 |
| FMC FMC Corp. | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.02% | +0.00 |
| LHX L3HARRIS Technologies Inc. | New | 0.00% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.01% | +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 |