← Back to Discover
Cedar Mountain Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $589,932,889
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES RUSSELL 1000 GROWTH ETF · ETF · 464287614 · shares: $94,903,912
- ISHARES RUSSELL 1000 VALUE ETF · ETF · 464287598 · shares: $92,656,343
- ISHARES RUSSELL MID-CAP VALUE ETF · ETF · 464287473 · shares: $38,793,688
- ISHARES RUSSELL MID-CAP GROWTH ETF · ETF · 464287481 · shares: $37,586,254
- ISHARES CORE S&P SMALL CAP ETF · ETF · 464287804 · shares: $29,687,756
- INVESCO QQQ TRUST SERIES I · ETF · 46090E103 · shares: $28,295,696
- STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF · ETF · 78464A474 · shares: $19,260,759
- VANGUARD FINANCIALS ETF · ETF · 92204A405 · shares: $18,714,938
- VANGUARD HEALTH CARE ETF · ETF · 92204A504 · shares: $15,885,850
- VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF · ETF · 921946794 · shares: $14,480,422
Reported holdings
1,163 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | — | 757,655 shares | $94,903,912 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | — | 373,720 shares | $92,656,343 |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 464287473 | — | 241,344 shares | $38,793,688 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 464287481 | — | 272,997 shares | $37,586,254 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 464287804 | — | 218,228 shares | $29,687,756 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | — | 38,249 shares | $28,295,696 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | ETF | 78464A474 | — | 650,921 shares | $19,260,759 |
| VANGUARD FINANCIALS ETF | ETF | 92204A405 | — | 143,861 shares | $18,714,938 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 | — | 50,259 shares | $15,885,850 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | ETF | 921946794 | — | 143,186 shares | $14,480,422 |
| SCHWAB US AGGREGATE BOND ETF | ETF | 808524839 | — | 651,335 shares | $14,394,502 |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | ETF | 52468L505 | — | 310,001 shares | $12,930,122 |
| ISHARES CORE 10 YEAR USD BOND ETF | ETF | 464289479 | — | 257,651 shares | $11,555,660 |
| INVESCO S&P 500 QUALITY ETF | ETF | 46137V241 | — | 133,741 shares | $11,244,905 |
| PGIM ULTRA SHORT BOND ETF | ETF | 69344A107 | — | 206,790 shares | $10,227,814 |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | ETF | 78468R200 | — | 325,389 shares | $10,035,004 |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | ETF | 46641Q852 | — | 166,361 shares | $7,769,074 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | ETF | 092528603 | — | 145,469 shares | $7,388,352 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | — | 75,188 shares | $7,108,283 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 | — | 64,913 shares | $6,743,821 |
| ISHARES CORE DIVIDEND ETF | ETF | 46435U861 | — | 98,948 shares | $6,383,129 |
| JPMORGAN LIMITED DURATION BOND ETF | ETF | 46654Q773 | — | 111,757 shares | $5,745,444 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | — | 66,598 shares | $5,405,065 |
| JPMORGAN ACTIVE BOND ETF | ETF | 46654Q716 | — | 103,018 shares | $5,266,255 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 | — | 16,875 shares | $4,354,767 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | — | 66,485 shares | $3,943,248 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 | — | 40,884 shares | $3,883,605 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 46641Q134 | — | 47,041 shares | $3,864,883 |
| APPLE INC COM | Stock | 037833100 | — | 10,487 shares | $3,492,368 |
| JPMORGAN FLEXIBLE DEBT ETF | ETF | 46654Q559 | — | 67,283 shares | $3,286,774 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | 922908769 | — | 8,768 shares | $3,281,252 |
| CSX CORP COM | Stock | 126408103 | — | 63,393 shares | $2,948,400 |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | ETF | 746729300 | — | 53,999 shares | $2,841,403 |
| FIDELITY BLUE CHIP GROWTH ETF | ETF | 316092352 | — | 43,640 shares | $2,758,471 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | ETF | 81369Y308 | — | 34,220 shares | $2,758,170 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R833 | — | 19,858 shares | $1,996,704 |
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | 922908736 | — | 21,661 shares | $1,951,842 |
| MICROSOFT CORP COM | Stock | 594918104 | — | 2,530 shares | $1,297,508 |
| TESLA INC COM | Stock | 88160R101 | — | 3,520 shares | $1,248,931 |
| VANGUARD MORNINGSTAR VALUE ETF | ETF | 922908744 | — | 5,572 shares | $1,203,998 |
| LIFESTANCE HEALTH GROUP INC COM | Stock | 53228F101 | — | 87,717 shares | $1,055,236 |
| NVIDIA CORPORATION COM | Stock | 67066G104 | — | 4,577 shares | $1,045,387 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 | — | 1,966 shares | $978,970 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 | — | 5,391 shares | $868,418 |
| APPLIED MATLS INC COM | Stock | 038222105 | — | 1,635 shares | $836,084 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | — | 10,769 shares | $755,446 |
| TARGET CORP COM | Stock | 87612E106 | — | 4,739 shares | $742,554 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 464287630 | — | 3,330 shares | $697,367 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | 30233Q108 | — | 3,708 shares | $603,492 |
| ISHARES RUSSELL 2000 GROWTH ETF | ETF | 464287648 | — | 1,637 shares | $584,407 |
| NIKE INC CL B | Stock | 654106103 | — | 15,709 shares | $556,099 |
| HENNESSY SUSTAINABLE ETF | ETF | 74933W759 | — | 15,204 shares | $538,051 |
| BANK OF NY MELLON CORP COM | Stock | 064058100 | — | 3,199 shares | $462,671 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 | — | 8,285 shares | $407,788 |
| VANGUARD EXTENDED MARKET ETF | ETF | 922908652 | — | 1,652 shares | $382,629 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 | — | 379 shares | $345,366 |
| INTEL CORP COM | Stock | 458140100 | — | 2,783 shares | $334,640 |
| AMAZON COM INC COM | Stock | 023135106 | — | 1,342 shares | $334,359 |
| META PLATFORMS INC CL A | Stock | 30303M102 | — | 446 shares | $323,653 |
| STATE STREET SPDR S&P 500 ETF | ETF | 78462F103 | — | 405 shares | $308,658 |
| STARBUCKS CORP COM | Stock | 855244109 | — | 3,285 shares | $308,641 |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | Stock | 84615Q103 | — | 1,977 shares | $298,250 |
| INVESCO NASDAQ 100 ETF | ETF | 46138G649 | — | 969 shares | $295,204 |
| MCDONALDS CORP COM | Stock | 580135101 | — | 1,260 shares | $290,992 |
| SOUTHERN CO COM | Stock | 842587107 | — | 3,472 shares | $287,787 |
| UNION PAC CORP COM | Stock | 907818108 | — | 912 shares | $248,051 |
| ISHARES CORE S&P 500 ETF | ETF | 464287200 | — | 304 shares | $232,523 |
| AT&T INC COM | Stock | 00206R102 | — | 9,205 shares | $224,613 |
| LUMENTUM HLDGS INC COM | Stock | 55024U109 | — | 229 shares | $222,419 |
| CHURCH & DWIGHT CO INC COM | Stock | 171340102 | — | 2,234 shares | $210,487 |
| PROCTER & GAMBLE CO COM | Stock | 742718109 | — | 1,411 shares | $204,967 |
| BOEING CO COM | Stock | 097023105 | — | 1,025 shares | $190,731 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 | — | 540 shares | $185,921 |
| MERCK & CO INC COM | Stock | 58933Y105 | — | 1,216 shares | $176,633 |
| HOME DEPOT INC COM | Stock | 437076102 | — | 618 shares | $175,868 |
| SPDR GOLD SHARES | ETF | 78463V107 | — | 456 shares | $173,663 |
| ALBERTSONS COMPANIES INC COMMON STOCK | Stock | 013091103 | — | 14,854 shares | $172,455 |
| NORTHWEST NAT HLDG CO COM | Stock | 66765N105 | — | 3,593 shares | $167,667 |
| WALMART INC COM | Stock | 931142103 | — | 1,575 shares | $163,636 |
| INTUIT COM | Stock | 461202103 | — | 579 shares | $159,733 |
| CISCO SYS INC COM | Stock | 17275R102 | — | 1,471 shares | $158,348 |
| ABBVIE INC COM | Stock | 00287Y109 | — | 600 shares | $157,049 |
| MORGAN STANLEY COM NEW | Stock | 617446448 | — | 827 shares | $155,565 |
| JPMORGAN CHASE & CO COM | Stock | 46625H100 | — | 460 shares | $152,088 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 | — | 444 shares | $151,289 |
| BROADCOM INC COM | Stock | 11135F101 | — | 422 shares | $148,202 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | 49338L103 | — | 375 shares | $136,515 |
| UNITIL CORP COM | Stock | 913259107 | — | 2,688 shares | $136,443 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | — | 5,317 shares | $135,007 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 | — | 2,781 shares | $131,653 |
| JOHNSON & JOHNSON COM | Stock | 478160104 | — | 483 shares | $127,858 |
| CLEAN HARBORS INC COM | Stock | 184496107 | — | 405 shares | $125,643 |
| COREWEAVE INC COM CL A | Stock | 21873S108 | — | 1,425 shares | $124,146 |
| RTX CORPORATION COM | Stock | 75513E101 | — | 661 shares | $122,727 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | ETF | 33738R605 | — | 1,592 shares | $116,854 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 | — | 585 shares | $112,946 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 | — | 103 shares | $110,006 |
| ISHARES MORNINGSTAR GROWTH ETF | ETF | 464287119 | — | 936 shares | $109,484 |
| ENCOMPASS HEALTH CORP COM | Stock | 29261A100 | — | 898 shares | $109,098 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 | — | 2,274 shares | $104,694 |