Filed: 10/24/2025ACC: 0001798986-25-000006
📋 What this filing means
CEDAR MOUNTAIN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 693 equity positions with a total reported market value of $513.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
693
Positions
$513.63M
Total AUM (reported)
5.24M
Total Shares
Allocation by class
ETF$484.75M94.4%
STOCK$28.56M5.6%
REIT$156.0K0.0%
ADR$97.4K0.0%
CEF$67.3K0.0%
Portfolio Concentration
Top 3$211.95M41.3%
4–10$154.05M30.0%
11–25$108.58M21.1%
Rest$39.05M7.6%
Top 3 weight
41.3%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 5.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole693
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings693
Rows:
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares195.50K
TypeSH
Market value$91.57M
17.83%
Sole
0.00
Shared
0.00
None
195.50K
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares400.97K
TypeSH
Market value$81.63M
15.89%
Sole
0.00
Shared
0.00
None
400.97K
ISHARES RUSSELL MID-CAP GROWTH ETF
SOLEShares272.06K
TypeSH
Market value$38.74M
7.54%
Sole
0.00
Shared
0.00
None
272.06K
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares252.31K
TypeSH
Market value$35.24M
6.86%
Sole
0.00
Shared
0.00
None
252.31K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares223.31K
TypeSH
Market value$26.54M
5.17%
Sole
0.00
Shared
0.00
None
223.31K
INVESCO QQQ TRUST SERIES I
SOLEShares40.73K
TypeSH
Market value$24.45M
4.76%
Sole
0.00
Shared
0.00
None
40.73K
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
SOLEShares679.98K
TypeSH
Market value$20.60M
4.01%
Sole
0.00
Shared
0.00
None
679.98K
VANGUARD FINANCIALS ETF
SOLEShares144.19K
TypeSH
Market value$18.92M
3.68%
Sole
0.00
Shared
0.00
None
144.19K
SCHWAB US AGGREGATE BOND ETF
SOLEShares645.70K
TypeSH
Market value$15.15M
2.95%
Sole
0.00
Shared
0.00
None
645.70K
VANGUARD HEALTH CARE ETF
SOLEShares50.65K
TypeSH
Market value$13.15M
2.56%
Sole
0.00
Shared
0.00
None
50.65K
ISHARES CORE 10 YEAR USD BOND ETF
SOLEShares242.21K
TypeSH
Market value$12.23M
2.38%
Sole
0.00
Shared
0.00
None
242.21K
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
SOLEShares336.16K
TypeSH
Market value$11.68M
2.27%
Sole
0.00
Shared
0.00
None
336.16K
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
SOLEShares137.58K
TypeSH
Market value$11.65M
2.27%
Sole
0.00
Shared
0.00
None
137.58K
INVESCO S&P 500 QUALITY ETF
SOLEShares141.23K
TypeSH
Market value$10.35M
2.02%
Sole
0.00
Shared
0.00
None
141.23K
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
SOLEShares250.17K
TypeSH
Market value$7.72M
1.50%
Sole
0.00
Shared
0.00
None
250.17K
PGIM ULTRA SHORT BOND ETF
SOLEShares154.56K
TypeSH
Market value$7.70M
1.50%
Sole
0.00
Shared
0.00
None
154.56K
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares72.55K
TypeSH
Market value$7.27M
1.42%
Sole
0.00
Shared
0.00
None
72.55K
ISHARES FLEXIBLE INCOME ACTIVE ETF
SOLEShares121.94K
TypeSH
Market value$6.49M
1.26%
Sole
0.00
Shared
0.00
None
121.94K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares114.63K
TypeSH
Market value$6.21M
1.21%
Sole
0.00
Shared
0.00
None
114.63K
ISHARES MSCI EAFE ETF
SOLEShares62.96K
TypeSH
Market value$5.88M
1.14%
Sole
0.00
Shared
0.00
None
62.96K
ISHARES CORE DIVIDEND ETF
SOLEShares101.86K
TypeSH
Market value$5.32M
1.04%
Sole
0.00
Shared
0.00
None
101.86K
AUTOMATIC DATA PROCESSING INC COM
SOLEShares17.02K
TypeSH
Market value$5.00M
0.97%
Sole
0.00
Shared
0.00
None
17.02K
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
SOLEShares101.55K
TypeSH
Market value$4.98M
0.97%
Sole
0.00
Shared
0.00
None
101.55K
JPMORGAN ACTIVE BOND ETF
SOLEShares59.34K
TypeSH
Market value$3.21M
0.63%
Sole
0.00
Shared
0.00
None
59.34K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares8.77K
TypeSH
Market value$2.88M
0.56%
Sole
0.00
Shared
0.00
None
8.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 195.50K | SH | $91.57M 17.83% | 0.00 | 0.00 | 195.50K |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 400.97K | SH | $81.63M 15.89% | 0.00 | 0.00 | 400.97K |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 272.06K | SH | $38.74M 7.54% | 0.00 | 0.00 | 272.06K |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 252.31K | SH | $35.24M 6.86% | 0.00 | 0.00 | 252.31K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 223.31K | SH | $26.54M 5.17% | 0.00 | 0.00 | 223.31K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 40.73K | SH | $24.45M 4.76% | 0.00 | 0.00 | 40.73K |
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 679.98K | SH | $20.60M 4.01% | 0.00 | 0.00 | 679.98K |
VANGUARD FINANCIALS ETFSOLE | ETF | 144.19K | SH | $18.92M 3.68% | 0.00 | 0.00 | 144.19K |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 645.70K | SH | $15.15M 2.95% | 0.00 | 0.00 | 645.70K |
VANGUARD HEALTH CARE ETFSOLE | ETF | 50.65K | SH | $13.15M 2.56% | 0.00 | 0.00 | 50.65K |
ISHARES CORE 10 YEAR USD BOND ETFSOLE | ETF | 242.21K | SH | $12.23M 2.38% | 0.00 | 0.00 | 242.21K |
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFSOLE | ETF | 336.16K | SH | $11.68M 2.27% | 0.00 | 0.00 | 336.16K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 137.58K | SH | $11.65M 2.27% | 0.00 | 0.00 | 137.58K |
INVESCO S&P 500 QUALITY ETFSOLE | ETF | 141.23K | SH | $10.35M 2.02% | 0.00 | 0.00 | 141.23K |
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFSOLE | ETF | 250.17K | SH | $7.72M 1.50% | 0.00 | 0.00 | 250.17K |
PGIM ULTRA SHORT BOND ETFSOLE | ETF | 154.56K | SH | $7.70M 1.50% | 0.00 | 0.00 | 154.56K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 72.55K | SH | $7.27M 1.42% | 0.00 | 0.00 | 72.55K |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 121.94K | SH | $6.49M 1.26% | 0.00 | 0.00 | 121.94K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 114.63K | SH | $6.21M 1.21% | 0.00 | 0.00 | 114.63K |
ISHARES MSCI EAFE ETFSOLE | ETF | 62.96K | SH | $5.88M 1.14% | 0.00 | 0.00 | 62.96K |
ISHARES CORE DIVIDEND ETFSOLE | ETF | 101.86K | SH | $5.32M 1.04% | 0.00 | 0.00 | 101.86K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Stock | 17.02K | SH | $5.00M 0.97% | 0.00 | 0.00 | 17.02K |
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTERESTSOLE | ETF | 101.55K | SH | $4.98M 0.97% | 0.00 | 0.00 | 101.55K |
JPMORGAN ACTIVE BOND ETFSOLE | ETF | 59.34K | SH | $3.21M 0.63% | 0.00 | 0.00 | 59.34K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 8.77K | SH | $2.88M 0.56% | 0.00 | 0.00 | 8.77K |
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