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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) |
|---|---|---|---|---|---|
| US BANCORP COM NEW | Stock | 902973304 | — | 1,784 shares | $103,046 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | — | 2,033 shares | $102,402 |
| ATI INC COM | Stock | 01741R102 | — | 535 shares | $101,329 |
| WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | Stock | 958669103 | — | 2,263 shares | $100,431 |
| SANDISK CORP COM | Stock | 80004C200 | — | 57 shares | $99,174 |
| GE AEROSPACE COM NEW | Stock | 369604301 | — | 302 shares | $94,436 |
| CHEVRON CORPORATION COM | Stock | 166764100 | — | 459 shares | $93,650 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | — | 579 shares | $89,861 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | — | 402 shares | $88,442 |
| NETFLIX INC. COM | Stock | 64110L106 | — | 1,260 shares | $87,671 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 | — | 428 shares | $87,368 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | — | 1,901 shares | $87,183 |
| VISA INC COM CL A | Stock | 92826C839 | — | 233 shares | $83,887 |
| REGAL REXNORD CORPORATION COM | Stock | 758750103 | — | 527 shares | $81,743 |
| BANK OF AMER CORP COM | Stock | 060505104 | — | 1,484 shares | $80,771 |
| WABTEC COM | Stock | 929740108 | — | 281 shares | $80,698 |
| WESCO INTL INC COM | Stock | 95082P105 | — | 223 shares | $80,189 |
| ELI LILLY & CO COM | Stock | 532457108 | — | 69 shares | $80,013 |
| FIRST HORIZON CORPORATION COM | Stock | 320517105 | — | 3,405 shares | $78,383 |
| BLOOM ENERGY CORP COM CL A | Stock | 093712107 | — | 279 shares | $77,277 |
| VALERO ENERGY CORP COM | Stock | 91913Y100 | — | 196 shares | $75,972 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 921937819 | — | 1,010 shares | $73,555 |
| GE VERNOVA INC COM | Stock | 36828A101 | — | 77 shares | $73,305 |
| ALLSTATE CORP COM | Stock | 020002101 | — | 325 shares | $72,105 |
| SPIRE INC COM | Stock | 84857L101 | — | 928 shares | $70,597 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 | — | 128 shares | $69,609 |
| REINSURANCE GROUP AMER INC COM NEW | Stock | 759351604 | — | 281 shares | $69,193 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 | — | 367 shares | $68,647 |
| 3M CO COM | Stock | 88579Y101 | — | 404 shares | $66,317 |
| MARATHON PETE CORP COM | Stock | 56585A102 | — | 164 shares | $64,849 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 | — | 71 shares | $64,162 |
| CORNING INC COM | Stock | 219350105 | — | 417 shares | $64,049 |
| VIAVI SOLUTIONS INC COM | Stock | 925550105 | — | 1,498 shares | $62,796 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 | — | 65 shares | $62,102 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 | — | 126 shares | $62,036 |
| BORGWARNER INC COM | Stock | 099724106 | — | 1,021 shares | $61,372 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 464287887 | — | 382 shares | $61,233 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 | — | 171 shares | $60,963 |
| CENCORA INC COM | Stock | 03073E105 | — | 202 shares | $60,651 |
| CHARLES SCHWAB CORP (THE) COM | Stock | 808513105 | — | 618 shares | $60,395 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | 595017104 | — | 776 shares | $60,350 |
| SNAP ON INC COM | Stock | 833034101 | — | 166 shares | $60,316 |
| BLACKROCK INC COM | Stock | 09290D101 | — | 57 shares | $60,186 |
| CONSOLIDATED EDISON INC COM | Stock | 209115104 | — | 586 shares | $59,895 |
| ENTERGY CORP NEW COM | Stock | 29364G103 | — | 596 shares | $59,159 |
| SLB LIMITED COM STK | Stock | 806857108 | — | 1,195 shares | $58,220 |
| DISNEY WALT CO COM | Stock | 254687106 | — | 546 shares | $57,273 |
| AMEREN CORP COM | Stock | 023608102 | — | 576 shares | $57,243 |
| WEYERHAEUSER CO COM NEW | REIT | 962166104 | — | 2,987 shares | $56,911 |
| KLA CORP COM NEW | Stock | 482480100 | — | 289 shares | $56,348 |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | 464288760 | — | 270 shares | $55,976 |
| CASEYS GEN STORES INC COM | Stock | 147528103 | — | 90 shares | $54,771 |
| ISHARES MORNINGSTAR SMALL CAP VALUE ETF | ETF | 464288703 | — | 727 shares | $54,384 |
| CONOCOPHILLIPS COM | Stock | 20825C104 | — | 434 shares | $54,268 |
| WELLS FARGO & CO COM | Stock | 949746101 | — | 655 shares | $52,433 |
| MACYS INC COM | Stock | 55616P104 | — | 2,214 shares | $50,405 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 | — | 189 shares | $50,014 |
| PACKAGING CORP AMER COM | Stock | 695156109 | — | 216 shares | $49,520 |
| AMERICAN INTL GROUP INC COM NEW | Stock | 026874784 | — | 658 shares | $48,968 |
| PFIZER INC COM | Stock | 717081103 | — | 1,703 shares | $48,565 |
| PERMIAN RESOURCES CORP CLASS A COM | Stock | 71424F105 | — | 2,251 shares | $47,541 |
| VIATRIS INC COM | Stock | 92556V106 | — | 2,676 shares | $47,413 |
| DOVER CORP COM | Stock | 260003108 | — | 253 shares | $47,324 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 | — | 1,267 shares | $46,626 |
| DARLING INGREDIENTS INC COM | Stock | 237266101 | — | 766 shares | $46,504 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 | — | 150 shares | $46,350 |
| ALTRIA GROUP INC COM | Stock | 02209S103 | — | 687 shares | $46,263 |
| AERCAP HOLDINGS NV SHS | Stock | N00985106 | — | 321 shares | $46,070 |
| ISHARES SEMICONDUCTOR ETF | ETF | 464287523 | — | 80 shares | $45,494 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | — | 67 shares | $45,433 |
| QUANTA SVCS INC COM | Stock | 74762E102 | — | 70 shares | $44,976 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 | — | 113 shares | $44,896 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 | — | 83 shares | $44,650 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 | — | 72 shares | $44,047 |
| AKAMAI TECHNOLOGIES INC COM | Stock | 00971T101 | — | 409 shares | $43,497 |
| CATERPILLAR INC COM | Stock | 149123101 | — | 54 shares | $43,495 |
| AMERICAN ELEC PWR CO INC COM | Stock | 025537101 | — | 360 shares | $42,765 |
| ARAMARK COM | Stock | 03852U106 | — | 796 shares | $42,626 |
| EVERCORE INC CLASS A | Stock | 29977A105 | — | 165 shares | $42,488 |
| FIRSTENERGY CORP COM | Stock | 337932107 | — | 972 shares | $42,126 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 | — | 68 shares | $41,263 |
| LABCORP HOLDINGS INC COM SHS | Stock | 504922105 | — | 133 shares | $40,979 |
| HOST HOTELS & RESORTS INC COM | REIT | 44107P104 | — | 1,830 shares | $40,974 |
| AGILENT TECHNOLOGIES INC COM | Stock | 00846U101 | — | 236 shares | $40,665 |
| AGREE RLTY CORP COM | REIT | 008492100 | — | 606 shares | $40,487 |
| GILEAD SCIENCES INC COM | Stock | 375558103 | — | 271 shares | $40,393 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 | — | 210 shares | $40,145 |
| AMPHENOL CORP CL A | Stock | 032095101 | — | 473 shares | $39,874 |
| STERLING INFRASTRUCTURE INC COM | Stock | 859241101 | — | 81 shares | $39,834 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 | — | 108 shares | $39,684 |
| LAM RESEARCH CORP COM NEW | Stock | 512807306 | — | 120 shares | $39,421 |
| CITIGROUP INC COM NEW | Stock | 172967424 | — | 302 shares | $39,103 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | — | 324 shares | $38,881 |
| HEXCEL CORP NEW COM | Stock | 428291108 | — | 463 shares | $38,855 |
| CVS HEALTH CORP COM | Stock | 126650100 | — | 453 shares | $38,818 |
| EVERGY INC COM | Stock | 30034W106 | — | 493 shares | $38,671 |
| PEPSICO INC COM | Stock | 713448108 | — | 304 shares | $38,523 |
| STEEL DYNAMICS INC COM | Stock | 858119100 | — | 173 shares | $38,339 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 | — | 92 shares | $38,284 |
| VALVOLINE INC COM | Stock | 92047W101 | — | 1,259 shares | $37,946 |