Cedar Mountain Advisors, LLC holds a focused book of 1175 stocks worth $580.7M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). This quarter they opened JPMORGAN FLEXIBLE DEBT ETF and trimmed FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF. Their largest long position is ISHARES RUSSELL 1000 VALUE ETF at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1798986/holdings"
Use Arkolith to show Cedar Mountain Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Russell 1000 Value ETF ETF | $95.8M | 395.3K | 16.5% | ▲~0% Added · +104 sh | |
| 2 | Ishares Russell 1000 Growth ETF ETF | $95.8M | 771.3K | 16.5% | ▲+300% Added · +579K sh | |
| 3 | Ishares Russell Mid-Cap Value ETF ETF | $41.6M | 252.7K | 7.2% | ▲+0.4% Added · +1K sh | |
| 4 | Ishares Russell Mid-Cap Growth ETF ETF | $40.4M | 276.2K | 7.0% | ▲+1.1% Added · +3K sh | |
| 5 | Ishares Core S&P Small Cap ETF ETF | $33.1M | 223.3K | 5.7% | ▲+0.1% Added · +158 sh | |
| 6 | Invesco QQQ Trust Series I ETF | $29.4M | 40.0K | 5.1% | ▲+0.1% Added · +29 sh | |
| 7 | Vanguard Financials ETF ETF | $19.3M | 146.6K | 3.3% | ▲+0.9% Added · +1K sh | |
| 8 | State Street SPDR Portfolio Short Term Corporate Bond ETF ETF | $19.0M | 632.9K | 3.3% | ▲+0.3% Added · +2K sh | |
| 9 | Vanguard Health Care ETF ETF | $15.6M | 52.2K | 2.7% | ▲+0.6% Added · +320 sh | |
| 10 | Schwab US Aggregate Bond ETF ETF | $14.8M | 641.4K | 2.6% | ▲+0.1% Added · +955 sh | |
| 11 | Vanguard International High Dividend Yield ETF ETF | $13.8M | 140.8K | 2.4% | ▲+1.6% Added · +2K sh | |
| 12 | Franklin International Low Volatility High Dividend Index ETF ETF | $13.4M | 330.0K | 2.3% | ▼−0.8% Reduced · −3K sh | |
| 13 | Invesco S&P 500 Quality ETF ETF | $12.8M | 141.8K | 2.2% | ▲+0.4% Added · +550 sh | |
| 14 | Ishares Core 10 Year Usd Bond ETF ETF | $12.1M | 245.1K | 2.1% | ▲+0.5% Added · +1K sh | |
| 15 | Pgim Ultra Short Bond ETF ETF | $7.5M | 151.1K | 1.3% | ▲+1.8% Added · +3K sh | |
| 16 | State Street SPDR Bloomberg Investment Grade Floating Rate ETF ETF | $7.4M | 240.3K | 1.3% | ▲+0.3% Added · +688 sh | |
| 17 | Ishares Core U.S. Aggregate Bond ETF ETF | $7.3M | 73.9K | 1.3% | ▲+0.3% Added · +264 sh | |
| 18 | Vanguard Ftse Emerging Markets ETF ETF | $6.8M | 114.3K | 1.2% | ▲+0.2% Added · +278 sh | |
| 19 | Ishares Flexible Income Active ETF ETF | $6.8M | 129.0K | 1.2% | ▲+2.1% Added · +3K sh | |
| 20 | Ishares Msci Eafe ETF ETF | $6.7M | 64.8K | 1.2% | ▲+1.7% Added · +1K sh | |
| 21 | Ishares Core Dividend ETF ETF | $6.4M | 104.4K | 1.1% | ▲+0.4% Added · +415 sh | |
| 22 | JPMorgan International Bond Opportunities Fund ETF | $5.2M | 108.1K | 0.9% | ▲+2.5% Added · +3K sh | |
| 23 | JPMorgan Active Bond ETF ETF | $4.4M | 81.6K | 0.8% | ▲+34% Added · +21K sh | |
| 24 | Automatic Data Processing Inc Com Stock | $3.8M | 16.9K | 0.7% | ▼−0.1% Reduced · −27 sh | |
| 25 | Vanguard Total Stock Market ETF ETF | $3.2M | 8.8K | 0.6% | ▲~0% Added · +1 sh | |
| 26 | Apple Inc Com Stock | $3.0M | 10.5K | 0.5% | ▲+3.3% Added · +330 sh | |
| 27 | CSX Corp Com Stock | $3.0M | 63.4K | 0.5% | —Held | |
| 28 | State Street Consumer Staples Select Sector SPDR ETF ETF | $3.0M | 36.2K | 0.5% | ▲+1.1% Added · +406 sh | |
| 29 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $2.2M | 22.0K | 0.4% | ▲+1.2% Added · +255 sh | |
| 30 | JPMorgan International Research Enhanced Equity ETF ETF | $1.9M | 23.1K | 0.3% | ▲+454% Added · +19K sh | |
| 31 | Vanguard Growth ETF ETF | $1.8M | 21.5K | 0.3% | ▲+618% Added · +18K sh | |
| 32 | Ishares Core Msci Total International Stock ETF ETF | $1.6M | 17.1K | 0.3% | ▲63× Added · +17K sh | |
| 33 | Tesla Inc Com Stock | $1.5M | 3.5K | 0.3% | ▲+3.6% Added · +121 sh | |
| 34 | Vanguard Value ETF ETF | $1.2M | 5.6K | 0.2% | —Held | |
| 35 | Applied Matls Inc Com Stock | $1.2M | 1.6K | 0.2% | ▼−2.4% Reduced · −41 sh | |
| 36 | Microsoft Corp Com Stock | $1.0M | 2.8K | 0.2% | ▼−36% Reduced · −2K sh | |
| 37 | JPMorgan Flexible Debt ETF ETF | $1.0M | 20.4K | 0.2% | ▲New New position | |
| 38 | Berkshire Hathaway Inc Del CL B New Stock | $984K | 2.0K | 0.2% | ▲+2.9% Added · +56 sh | |
| 39 | Nvidia Corporation Com Stock | $896K | 4.5K | 0.2% | ▲+2.6% Added · +113 sh | |
| 40 | Vanguard Total Bond Market ETF ETF | $790K | 10.8K | 0.1% | —Held | |
| 41 | Vanguard Tax-Exempt Bond ETF ETF | $785K | 15.5K | 0.1% | —Held | |
| 42 | Ishares Russell 2000 ETF ETF | $781K | 2.6K | 0.1% | ▼−36% Reduced · −1K sh | |
| 43 | Broadridge Finl Solutions Inc Com Stock | $738K | 5.4K | 0.1% | ▲+0.1% Added · +4 sh | |
| 44 | Putnam Focused Large Cap Value ETF ETF | $722K | 14.2K | 0.1% | ▲New New position | |
| 45 | Nike Inc CL B Stock | $649K | 15.8K | 0.1% | ▼−1.4% Reduced · −233 sh | |
| 46 | JPMorgan Limited Duration Bond ETF ETF | $640K | 12.3K | 0.1% | ▲13× Added · +11K sh | |
| 47 | Target Corp Com Stock | $619K | 4.7K | 0.1% | ▲+0.3% Added · +16 sh | |
| 48 | Hennessy Sustainable ETF ETF | $586K | 15.2K | 0.1% | —Held | |
| 49 | Fidelity Blue Chip Growth ETF ETF | $549K | 8.8K | 0.1% | ▲New New position | |
| 50 | Bank Of Ny Mellon Corp Com Stock | $463K | 3.2K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 2, 2026 | 1,175 | $580.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 1,152 | $511.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 757 | $518.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 693 | $513.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 366 | $481.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 353 | $446.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 377 | $455.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 342 | $443.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.