Cedar Mountain Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Cedar Mountain Advisors, LLC reported 1,152 stock positions worth $511.4 million. Its top holding was iShares Russell 1000 Value E (IWD) at 16.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 16.1%) and iShares Russell Mid-Cap Valu (IWS, 7.2%). Compared with Q4 2025, it opened 459 new positions, sold out of 65, added to 287 and reduced 93. The biggest buy was Nike Class B (NKE, shares +179%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001798986
- Portfolio Value
- $511.4M (Q1 2026)
- SEC Filing
- 0001798986-26-000002 ↗ filed Apr 30, 2026
Holdings Value
Holdings 1,152 stocks · $511.4M
| IWD iShares Russell 1000 Value E | 16.51% | 395,176 | $84.4M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 16.07% | 192,689 | $82.2M | Reduce -0.7% |
| IWS iShares Russell Mid-Cap Valu | 7.17% | 251,582 | $36.7M | Reduce -1.0% |
| IWP iShares Russell Mid-Cap Grow | 6.85% | 273,302 | $35.0M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 5.42% | 223,168 | $27.7M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 4.51% | 39,951 | $23.1M | Reduce -1.4% |
| SPSB SS SPDR P St C Corp. ETF | 3.71% | 631,291 | $19.0M | Reduce -1.1% |
| VFH Vanguard Financials ETF | 3.43% | 145,240 | $17.5M | Reduce -0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 2.91% | 640,396 | $14.9M | Add +2.0% |
| VHT Vanguard Health Care ETF | 2.76% | 51,873 | $14.1M | Reduce -0.8% |
| LVHI Franklin International Low V | 2.64% | 332,593 | $13.5M | Reduce -1.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.56% | 138,642 | $13.1M | Reduce -0.1% |
| ILTB iShares Core 10+ Year Usd Bo | 2.34% | 243,947 | $11.9M | Add +2.4% |
| SPHQ Invesco S&P 500 Quality ETF | 2.08% | 141,220 | $10.6M | Reduce -0.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.44% | 239,567 | $7.4M | Add +1.8% |
| PULS Pgim Ultra Short Bond ETF | 1.44% | 148,478 | $7.3M | Add +1.7% |
| AGG iShares Core U.S. Aggregate | 1.43% | 73,655 | $7.3M | Add +0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.28% | 126,378 | $6.6M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 1.21% | 63,682 | $6.2M | Add +1.2% |
| VWO Vanguard Ftse Emerging Marke | 1.21% | 114,007 | $6.2M | Reduce -0.9% |
| DIVB iShares Core Dividend ETF | 1.10% | 104,028 | $5.6M | Add +1.0% |
| JPIB JPMorgan Intl BND ETF | 0.99% | 105,457 | $5.0M | Add +1.9% |
| ADP Automatic Data Processing | 0.67% | 16,893 | $3.4M | Reduce -1.2% |
| JBND JPMorgan Active Bond ETF | 0.64% | 60,772 | $3.3M | Add +0.8% |
| XLP SS Consumer Staples Sel Sect | 0.57% | 35,771 | $2.9M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 8,767 | $2.8M | No change |
| CSX CSX Corp. | 0.51% | 63,391 | $2.6M | Reduce 0.0% |
| AAPL Apple Inc. | 0.50% | 10,123 | $2.6M | Add +8.5% |
| MINT PIMCO Enhanced Short Maturit | 0.43% | 21,765 | $2.2M | Add +1.4% |
| MSFT Microsoft Corp. | 0.31% | 4,305 | $1.6M | Reduce -5.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 2,989 | $1.3M | Reduce -14.4% |
| TSLA Tesla Inc. | 0.25% | 3,394 | $1.3M | Reduce -3.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 5,600 | $1.1M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.20% | 4,058 | $1.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 1,910 | $915K | Add +1.5% |
| BR Broadridge Financial Solutio | 0.17% | 5,383 | $875K | Add +0.1% |
| NKE Nike Inc. Class B | 0.17% | 16,050 | $848K | Add +178.6% |
| BND Vanguard Total Bond Market | 0.16% | 10,768 | $793K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 15,516 | $774K | No change |
| NVDA Nvidia Corp. | 0.15% | 4,364 | $761K | Add +7.1% |
| AMAT Applied Materials Inc. | 0.11% | 1,680 | $574K | Reduce -9.8% |
| TGT Target Corp. | 0.11% | 4,723 | $572K | Add +0.7% |
| RBB FD INC | 0.10% | 15,204 | $516K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 2,986 | $507K | Add +5.5% |
| MCD McDonald's Corp. | 0.09% | 1,452 | $451K | Reduce -5.9% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 7,332 | $416K | Add +225.7% |
| VTIP Vanguard Short-Term Tips | 0.08% | 8,285 | $414K | No change |
| COST Costco Wholesale Corp. | 0.08% | 392 | $391K | Add +3.4% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,859 | $383K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 3,199 | $379K | Add +8.2% |
| AMZN Amazon.com Inc. | 0.06% | 1,566 | $326K | Add +9.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.06% | 4,163 | $315K | Add +3.5% |
| SBUX Starbucks Corp. | 0.06% | 3,256 | $292K | Add +0.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 5,098 | $283K | Add +220.0% |
| SR Spire Inc. | 0.05% | 2,980 | $270K | Add +3.5% |
| INTU Intuit Inc. | 0.05% | 603 | $261K | Add +2.7% |
| ACI Albertsons Cos Inc. Class A | 0.05% | 14,854 | $253K | Add +2.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 969 | $230K | No change |
| WMT Walmart Inc. | 0.04% | 1,793 | $223K | Add +3.2% |
| UNP Union Pacific Corp. | 0.04% | 911 | $221K | No change |
| PG The Procter & Gamble Co. | 0.04% | 1,483 | $214K | Add +4.4% |
| HD Home Depot Inc. | 0.04% | 640 | $210K | Add +1.6% |
| CHD Church & Dwight Co. Inc. | 0.04% | 2,234 | $208K | No change |
| T AT&T Inc. | 0.04% | 7,185 | $208K | Add +93.0% |
| NWN Northwest Natural Holding Co. | 0.04% | 3,793 | $202K | Add +30.6% |
| GLD SPDR Gold Shares | 0.04% | 442 | $190K | Add +8.3% |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 2,955 | $189K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 320 | $183K | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.04% | 623 | $179K | Add +30.6% |
| IVV iShares Core S&P 500 ETF | 0.03% | 269 | $176K | Add +0.4% |
| BA The Boeing Co. | 0.03% | 825 | $164K | Reduce -53.0% |
| LITE Lumentum Holdings Inc. | 0.03% | 229 | $161K | New |
| SO The Southern Co. | 0.03% | 1,546 | $149K | Reduce -55.0% |
| UTL Unitil Corp. | 0.03% | 2,688 | $140K | New |
| INTC Intel Corp. | 0.03% | 3,163 | $140K | Add +7.9% |
| AVGO Broadcom Inc. | 0.03% | 430 | $133K | Add +36.1% |
| JPM JPMorgan Chase & Co. | 0.03% | 448 | $132K | Add +39.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 203 | $132K | Reduce -63.4% |
| IWB iShares Russell 1000 ETF | 0.03% | 368 | $131K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 421 | $121K | Add +13.8% |
| CLH Clean Harbors Inc. | 0.02% | 405 | $116K | New |
| JNJ Johnson & Johnson | 0.02% | 470 | $115K | Add +26.3% |
| MRK Merck & Co. Inc. | 0.02% | 918 | $110K | Add +37.0% |
| CRWV Coreweave Inc. Class A | 0.02% | 1,425 | $110K | Add +128.0% |
| V Visa Inc. Class A | 0.02% | 358 | $108K | Add +13.7% |
| COF Capital One Financial Corp. | 0.02% | 585 | $107K | Add +194.0% |
| KEYS Keysight Technologies Inc. | 0.02% | 375 | $106K | New |
| IBIT iShares Bitcoin Trust ETF | 0.02% | 2,746 | $106K | Add +7.4% |
| CTRA Coterra Energy Inc. | 0.02% | 2,879 | $101K | Add +229.0% |
| VXUS Vanguard Total Intl Stock | 0.02% | 1,311 | $101K | Add +0.1% |
| NFLX Netflix Inc. | 0.02% | 1,048 | $101K | Add +222.5% |
| RRX Regal Rexnord Corp. | 0.02% | 527 | $99K | New |
| WM Waste Management Inc. | 0.02% | 425 | $98K | Add +0.2% |
| ILCG iShares Morningstar Growth E | 0.02% | 1,020 | $97K | Reduce -12.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 401 | $97K | Add +11.1% |
| CVX Chevron Corp. | 0.02% | 465 | $96K | Add +14.8% |
| RTX RTX Corp. | 0.02% | 496 | $96K | Add +18.1% |
| VZ Verizon Communications Inc. | 0.02% | 1,874 | $94K | Add +56.6% |
| FV First Trust DW Focus 5 Fund | 0.02% | 1,531 | $93K | Add +0.1% |
| USB US Bancorp | 0.02% | 1,724 | $90K | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 16.07% | −1.65 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.1% | 6.85% | −0.38 |
| VFH Vanguard Financials ETF | Reduce -0.5% | 3.43% | −0.33 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.4% | 4.51% | −0.29 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.67% | −0.18 |
| VHT Vanguard Health Care ETF | Reduce -0.8% | 2.76% | −0.14 |
| MSFT Microsoft Corp. | Reduce -5.1% | 0.31% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.4% | 0.26% | −0.07 |
| TSLA Tesla Inc. | Reduce -3.7% | 0.25% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -63.4% | 0.03% | −0.05 |
| BA The Boeing Co. | Reduce -53.0% | 0.03% | −0.04 |
| MS Morgan Stanley | Reduce -86.6% | 0.00% | −0.03 |
| SO The Southern Co. | Reduce -55.0% | 0.03% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -71.2% | 0.00% | −0.01 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.01 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.01 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.1% | 3.71% | −0.01 |
| ILCG iShares Morningstar Growth E | Reduce -12.8% | 0.02% | −0.00 |
| GRNY Fundstr Gran SH US LRG Cap | Reduce -57.1% | 0.00% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.0% | 0.01% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -18.1% | 0.02% | −0.00 |
| MCD McDonald's Corp. | Reduce -5.9% | 0.09% | −0.00 |
| CRM Salesforce Inc. | Reduce -18.7% | 0.00% | −0.00 |
| BOTZ Global X Robotics & Artifici | Reduce -84.6% | 0.00% | −0.00 |
| COIN Coinbase Global Inc. Class A | Reduce -5.7% | 0.01% | −0.00 |
| ROBO Robo Global Robotics and Aut | Reduce -66.5% | 0.00% | −0.00 |
| BN Brookfield Corp. | Reduce -64.0% | 0.00% | −0.00 |
| ETH Grayscale Ethereum Staking M | Reduce -29.8% | 0.00% | −0.00 |
| RIOT Riot Platforms Inc. | Sold out | 0.00% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -38.1% | 0.00% | −0.00 |
| NOW ServiceNow Inc. | Reduce -3.6% | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -5.0% | 0.01% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -9.1% | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.1% | 0.00% | −0.00 |
| KBE SS SPDR S&P Bank ETF | Reduce -16.8% | 0.00% | −0.00 |
| SPGI S&P Global Inc. | Reduce -9.1% | 0.00% | −0.00 |
| MEDP Medpace Holdings Inc. | Reduce -10.5% | 0.00% | −0.00 |
| NRG NRG Energy Inc. | Reduce -10.7% | 0.00% | −0.00 |
| HI Hillenbrand Inc. | Sold out | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -6.7% | 0.00% | −0.00 |
| TTE Totalenergies SE | Sold out | 0.00% | −0.00 |
| CUBI Customers Bancorp Inc. | Reduce -52.8% | 0.00% | −0.00 |
| DFH Dream Finders Homes Inc. Class A | Reduce -76.5% | 0.00% | −0.00 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -1.1% | 0.01% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -8.1% | 0.00% | −0.00 |
| SONO Sonos Inc. | Sold out | 0.00% | −0.00 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.00 |
| AHRT Ah Realty Trust Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| NKE Nike Inc. Class B | Add +178.6% | 0.17% | +0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.0% | 2.91% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +225.7% | 0.08% | +0.06 |
| ILTB iShares Core 10+ Year Usd Bo | Add +2.4% | 2.34% | +0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +1.8% | 1.44% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +1.2% | 1.21% | +0.04 |
| DIVB iShares Core Dividend ETF | Add +1.0% | 1.10% | +0.04 |
| PULS Pgim Ultra Short Bond ETF | Add +1.7% | 1.44% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +0.2% | 0.57% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +220.0% | 0.06% | +0.04 |
| XOM Exxon Mobil Corp. | Add +5.5% | 0.10% | +0.03 |
| LITE Lumentum Holdings Inc. | New | 0.03% | +0.03 |
| UTL Unitil Corp. | New | 0.03% | +0.03 |
| TGT Target Corp. | Add +0.7% | 0.11% | +0.02 |
| T AT&T Inc. | Add +93.0% | 0.04% | +0.02 |
| CLH Clean Harbors Inc. | New | 0.02% | +0.02 |
| KEYS Keysight Technologies Inc. | New | 0.02% | +0.02 |
| RRX Regal Rexnord Corp. | New | 0.02% | +0.02 |
| EHC Encompass Health Corp. | New | 0.02% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +0.4% | 1.43% | +0.02 |
| CTRA Coterra Energy Inc. | Add +229.0% | 0.02% | +0.02 |
| FHN First Horizon Corp. | New | 0.02% | +0.02 |
| JPIB JPMorgan Intl BND ETF | Add +1.9% | 0.99% | +0.01 |
| NFLX Netflix Inc. | Add +222.5% | 0.02% | +0.01 |
| WAB Wabtec Corp. | Add +5520.0% | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +3.4% | 0.08% | +0.01 |
| NWN Northwest Natural Holding Co. | Add +30.6% | 0.04% | +0.01 |
| AAPL Apple Inc. | Add +8.5% | 0.50% | +0.01 |
| CRWV Coreweave Inc. Class A | Add +128.0% | 0.02% | +0.01 |
| CASY Casey's General Stores Inc. | Add +4400.0% | 0.01% | +0.01 |
| COR Cencora Inc. | New | 0.01% | +0.01 |
| MINT PIMCO Enhanced Short Maturit | Add +1.4% | 0.43% | +0.01 |
| ETR Entergy Corp. | Add +1224.4% | 0.01% | +0.01 |
| INGR Ingredion Inc. | New | 0.01% | +0.01 |
| SLB SLB Ltd. | New | 0.01% | +0.01 |
| WCC Wesco International Inc. | New | 0.01% | +0.01 |
| SNA Snap-on Inc. | New | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +194.0% | 0.02% | +0.01 |
| RGA Reinsurance Group of America | New | 0.01% | +0.01 |
| BWA Borgwarner Inc. | New | 0.01% | +0.01 |
| WBS Webster Financial Corp. | New | 0.01% | +0.01 |
| CNP Centerpoint Energy Inc. | New | 0.01% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +3050.0% | 0.01% | +0.01 |
| DOV Dover Corp. | New | 0.01% | +0.01 |
| JBND JPMorgan Active Bond ETF | Add +0.8% | 0.64% | +0.01 |
| PH Parker Hannifin Corp. | Add +712.5% | 0.01% | +0.01 |
| MCHP Microchip Technology Inc. | New | 0.01% | +0.01 |
| AIG American International Group | New | 0.01% | +0.01 |
| VIAV Viavi Solutions Inc. | New | 0.01% | +0.01 |
| EVR Evercore Inc. Class A | New | 0.01% | +0.01 |
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 |