CEDAR MOUNTAIN ADVISORS, LLC

Filed: 7/22/2025ACC: 0001798986-25-000003

📋 What this filing means

CEDAR MOUNTAIN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 366 equity positions with a total reported market value of $481.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

366

Positions

$481.22M

Total AUM (reported)

5.07M

Total Shares

Allocation by class

RUS 1000 GRW ETF$86.48M18.0%

RUS 1000 VAL ETF$81.02M16.8%

RUS MD CP GR ETF$39.22M8.2%

RUS MDCP VAL ETF$33.98M7.1%

CORE S&P SCP ETF$24.45M5.1%

UNIT SER 1$23.34M4.8%

PORTFOLIO SHORT$21.14M4.4%

Portfolio Concentration

Top 3$206.72M43.0%

4–10$148.46M30.9%

11–25$98.55M20.5%

Rest$27.48M5.7%

Top 3 weight

43.0%

Top 10 weight

73.8%

Voting Authority Distribution

Total shares with voting rights: 5.07M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.07M

% of voting shares100.0%

Investment Discretion (by position count)

Sole366

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings366

Rows:

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares203.69K

TypeSH

Market value$86.48M

17.97%

Sole

0.00

Shared

0.00

None

203.69K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares417.13K

TypeSH

Market value$81.02M

16.84%

Sole

0.00

Shared

0.00

None

417.13K

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares282.81K

TypeSH

Market value$39.22M

8.15%

Sole

0.00

Shared

0.00

None

282.81K

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares257.17K

TypeSH

Market value$33.98M

7.06%

Sole

0.00

Shared

0.00

None

257.17K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares223.69K

TypeSH

Market value$24.45M

5.08%

Sole

0.00

Shared

0.00

None

223.69K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares42.30K

TypeSH

Market value$23.34M

4.85%

Sole

0.00

Shared

0.00

None

42.30K

SPDR SERIES TRUST

SOLE

PORTFOLIO SHORT

Shares700.16K

TypeSH

Market value$21.14M

4.39%

Sole

0.00

Shared

0.00

None

700.16K

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares147.53K

TypeSH

Market value$18.78M

3.90%

Sole

0.00

Shared

0.00

None

147.53K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares623.08K

TypeSH

Market value$14.48M

3.01%

Sole

0.00

Shared

0.00

None

623.08K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares49.52K

TypeSH

Market value$12.30M

2.56%

Sole

0.00

Shared

0.00

None

49.52K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 QUALITY

Shares170.54K

TypeSH

Market value$12.15M

2.53%

Sole

0.00

Shared

0.00

None

170.54K

ISHARES TR

SOLE

CORE LT USDB ETF

Shares228.57K

TypeSH

Market value$11.30M

2.35%

Sole

0.00

Shared

0.00

None

228.57K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares346.49K

TypeSH

Market value$11.28M

2.34%

Sole

0.00

Shared

0.00

None

346.49K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares125.71K

TypeSH

Market value$10.07M

2.09%

Sole

0.00

Shared

0.00

None

125.71K

SPDR SERIES TRUST

SOLE

BLOOMBERG INVT

Shares255.24K

TypeSH

Market value$7.87M

1.64%

Sole

0.00

Shared

0.00

None

255.24K

PGIM ETF TR

SOLE

PGIM ULTRA SH BD

Shares157.64K

TypeSH

Market value$7.84M

1.63%

Sole

0.00

Shared

0.00

None

157.64K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares72.97K

TypeSH

Market value$7.24M

1.50%

Sole

0.00

Shared

0.00

None

72.97K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares111.64K

TypeSH

Market value$5.52M

1.15%

Sole

0.00

Shared

0.00

None

111.64K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares102.72K

TypeSH

Market value$5.43M

1.13%

Sole

0.00

Shared

0.00

None

102.72K

ISHARES TR

SOLE

CORE DIVID ETF

Shares98.49K

TypeSH

Market value$4.96M

1.03%

Sole

0.00

Shared

0.00

None

98.49K

AUTOMATIC DATA PROCESSING IN

SOLE

COM

Shares12.99K

TypeSH

Market value$4.01M

0.83%

Sole

0.00

Shared

0.00

None

12.99K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares38.70K

TypeSH

Market value$3.13M

0.65%

Sole

0.00

Shared

0.00

None

38.70K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares53.10K

TypeSH

Market value$2.85M

0.59%

Sole

0.00

Shared

0.00

None

53.10K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares8.77K

TypeSH

Market value$2.66M

0.55%

Sole

0.00

Shared

0.00

None

8.77K

MICROSOFT CORP

SOLE

COM

Shares4.52K

TypeSH

Market value$2.25M

0.47%

Sole

0.00

Shared

0.00

None

4.52K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	RUS 1000 GRW ETF	203.69K	SH	$86.48M 17.97%	203.69K
ISHARES TRSOLE	RUS 1000 VAL ETF	417.13K	SH	$81.02M 16.84%	417.13K
ISHARES TRSOLE	RUS MD CP GR ETF	282.81K	SH	$39.22M 8.15%	282.81K
ISHARES TRSOLE	RUS MDCP VAL ETF	257.17K	SH	$33.98M 7.06%	257.17K
ISHARES TRSOLE	CORE S&P SCP ETF	223.69K	SH	$24.45M 5.08%	223.69K
INVESCO QQQ TRSOLE	UNIT SER 1	42.30K	SH	$23.34M 4.85%	42.30K
SPDR SERIES TRUSTSOLE	PORTFOLIO SHORT	700.16K	SH	$21.14M 4.39%	700.16K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	147.53K	SH	$18.78M 3.90%	147.53K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	623.08K	SH	$14.48M 3.01%	623.08K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	49.52K	SH	$12.30M 2.56%	49.52K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 QUALITY	170.54K	SH	$12.15M 2.53%	170.54K
ISHARES TRSOLE	CORE LT USDB ETF	228.57K	SH	$11.30M 2.35%	228.57K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	346.49K	SH	$11.28M 2.34%	346.49K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	125.71K	SH	$10.07M 2.09%	125.71K
SPDR SERIES TRUSTSOLE	BLOOMBERG INVT	255.24K	SH	$7.87M 1.64%	255.24K
PGIM ETF TRSOLE	PGIM ULTRA SH BD	157.64K	SH	$7.84M 1.63%	157.64K
ISHARES TRSOLE	CORE US AGGBD ET	72.97K	SH	$7.24M 1.50%	72.97K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	111.64K	SH	$5.52M 1.15%	111.64K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	102.72K	SH	$5.43M 1.13%	102.72K
ISHARES TRSOLE	CORE DIVID ETF	98.49K	SH	$4.96M 1.03%	98.49K
AUTOMATIC DATA PROCESSING INSOLE	COM	12.99K	SH	$4.01M 0.83%	12.99K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	38.70K	SH	$3.13M 0.65%	38.70K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	53.10K	SH	$2.85M 0.59%	53.10K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	8.77K	SH	$2.66M 0.55%	8.77K
MICROSOFT CORPSOLE	COM	4.52K	SH	$2.25M 0.47%	4.52K

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