Cedar Mountain Advisors, LLC holds a focused book of 1175 stocks worth $580.7M as of Q2 2026 (disclosed Jul 2, 2026, a ~2-day 13F lag). This quarter they opened JPMorgan Flexible Debt ETF and trimmed Franklin International Low V. Their largest long position is Ishares Russell 1000 Value E at 17% of the equity book.
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.
7% 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
Other tracked managers holding the same core names as Cedar Mountain Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $511.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $457.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $143.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $139.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $87.9B |
| LPL Financial LLC | 79 / 80 | $84.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $81.3B |
| Cetera Investment Advisers | 79 / 80 | $26.0B |
Ranked by how many of Cedar Mountain Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.