Filed: 2/11/2026ACC: 0001798986-26-000001
📋 What this filing means
CEDAR MOUNTAIN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 757 equity positions with a total reported market value of $518.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
757
Positions
$518.39M
Total AUM (reported)
5.16M
Total Shares
Allocation by class
ETF$490.43M94.6%
STOCK$27.71M5.3%
REIT$149.7K0.0%
ADR$101.4K0.0%
CEF$1.8K0.0%
Portfolio Concentration
Top 3$213.99M41.3%
4–10$156.28M30.1%
11–25$109.16M21.1%
Rest$38.96M7.5%
Top 3 weight
41.3%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 5.16M
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
5.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole757
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings757
Rows:
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares194.08K
TypeSH
Market value$91.86M
17.72%
Sole
0.00
Shared
0.00
None
194.08K
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares402.55K
TypeSH
Market value$84.67M
16.33%
Sole
0.00
Shared
0.00
None
402.55K
ISHARES RUSSELL MID-CAP GROWTH ETF
SOLEShares273.52K
TypeSH
Market value$37.46M
7.23%
Sole
0.00
Shared
0.00
None
273.52K
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares254.03K
TypeSH
Market value$35.83M
6.91%
Sole
0.00
Shared
0.00
None
254.03K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares225.41K
TypeSH
Market value$27.09M
5.23%
Sole
0.00
Shared
0.00
None
225.41K
INVESCO QQQ TRUST SERIES I
SOLEShares40.51K
TypeSH
Market value$24.88M
4.80%
Sole
0.00
Shared
0.00
None
40.51K
VANGUARD FINANCIALS ETF
SOLEShares146.03K
TypeSH
Market value$19.49M
3.76%
Sole
0.00
Shared
0.00
None
146.03K
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
SOLEShares638.18K
TypeSH
Market value$19.27M
3.72%
Sole
0.00
Shared
0.00
None
638.18K
VANGUARD HEALTH CARE ETF
SOLEShares52.27K
TypeSH
Market value$15.04M
2.90%
Sole
0.00
Shared
0.00
None
52.27K
SCHWAB US AGGREGATE BOND ETF
SOLEShares627.59K
TypeSH
Market value$14.67M
2.83%
Sole
0.00
Shared
0.00
None
627.59K
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
SOLEShares138.85K
TypeSH
Market value$12.50M
2.41%
Sole
0.00
Shared
0.00
None
138.85K
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
SOLEShares337.22K
TypeSH
Market value$12.42M
2.40%
Sole
0.00
Shared
0.00
None
337.22K
ISHARES CORE 10 YEAR USD BOND ETF
SOLEShares238.33K
TypeSH
Market value$11.85M
2.28%
Sole
0.00
Shared
0.00
None
238.33K
INVESCO S&P 500 QUALITY ETF
SOLEShares141.39K
TypeSH
Market value$10.61M
2.05%
Sole
0.00
Shared
0.00
None
141.39K
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares73.35K
TypeSH
Market value$7.33M
1.41%
Sole
0.00
Shared
0.00
None
73.35K
PGIM ULTRA SHORT BOND ETF
SOLEShares145.97K
TypeSH
Market value$7.24M
1.40%
Sole
0.00
Shared
0.00
None
145.97K
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
SOLEShares235.45K
TypeSH
Market value$7.24M
1.40%
Sole
0.00
Shared
0.00
None
235.45K
ISHARES FLEXIBLE INCOME ACTIVE ETF
SOLEShares126.06K
TypeSH
Market value$6.65M
1.28%
Sole
0.00
Shared
0.00
None
126.06K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares115.01K
TypeSH
Market value$6.18M
1.19%
Sole
0.00
Shared
0.00
None
115.01K
ISHARES MSCI EAFE ETF
SOLEShares62.92K
TypeSH
Market value$6.04M
1.17%
Sole
0.00
Shared
0.00
None
62.92K
ISHARES CORE DIVIDEND ETF
SOLEShares103.02K
TypeSH
Market value$5.48M
1.06%
Sole
0.00
Shared
0.00
None
103.02K
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
SOLEShares103.47K
TypeSH
Market value$5.04M
0.97%
Sole
0.00
Shared
0.00
None
103.47K
AUTOMATIC DATA PROCESSING INC COM
SOLEShares17.10K
TypeSH
Market value$4.40M
0.85%
Sole
0.00
Shared
0.00
None
17.10K
JPMORGAN ACTIVE BOND ETF
SOLEShares60.31K
TypeSH
Market value$3.26M
0.63%
Sole
0.00
Shared
0.00
None
60.31K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares8.77K
TypeSH
Market value$2.94M
0.57%
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 | 194.08K | SH | $91.86M 17.72% | 0.00 | 0.00 | 194.08K |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 402.55K | SH | $84.67M 16.33% | 0.00 | 0.00 | 402.55K |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 273.52K | SH | $37.46M 7.23% | 0.00 | 0.00 | 273.52K |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 254.03K | SH | $35.83M 6.91% | 0.00 | 0.00 | 254.03K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 225.41K | SH | $27.09M 5.23% | 0.00 | 0.00 | 225.41K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 40.51K | SH | $24.88M 4.80% | 0.00 | 0.00 | 40.51K |
VANGUARD FINANCIALS ETFSOLE | ETF | 146.03K | SH | $19.49M 3.76% | 0.00 | 0.00 | 146.03K |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 638.18K | SH | $19.27M 3.72% | 0.00 | 0.00 | 638.18K |
VANGUARD HEALTH CARE ETFSOLE | ETF | 52.27K | SH | $15.04M 2.90% | 0.00 | 0.00 | 52.27K |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 627.59K | SH | $14.67M 2.83% | 0.00 | 0.00 | 627.59K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 138.85K | SH | $12.50M 2.41% | 0.00 | 0.00 | 138.85K |
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFSOLE | ETF | 337.22K | SH | $12.42M 2.40% | 0.00 | 0.00 | 337.22K |
ISHARES CORE 10 YEAR USD BOND ETFSOLE | ETF | 238.33K | SH | $11.85M 2.28% | 0.00 | 0.00 | 238.33K |
INVESCO S&P 500 QUALITY ETFSOLE | ETF | 141.39K | SH | $10.61M 2.05% | 0.00 | 0.00 | 141.39K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 73.35K | SH | $7.33M 1.41% | 0.00 | 0.00 | 73.35K |
PGIM ULTRA SHORT BOND ETFSOLE | ETF | 145.97K | SH | $7.24M 1.40% | 0.00 | 0.00 | 145.97K |
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFSOLE | ETF | 235.45K | SH | $7.24M 1.40% | 0.00 | 0.00 | 235.45K |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 126.06K | SH | $6.65M 1.28% | 0.00 | 0.00 | 126.06K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 115.01K | SH | $6.18M 1.19% | 0.00 | 0.00 | 115.01K |
ISHARES MSCI EAFE ETFSOLE | ETF | 62.92K | SH | $6.04M 1.17% | 0.00 | 0.00 | 62.92K |
ISHARES CORE DIVIDEND ETFSOLE | ETF | 103.02K | SH | $5.48M 1.06% | 0.00 | 0.00 | 103.02K |
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTERESTSOLE | ETF | 103.47K | SH | $5.04M 0.97% | 0.00 | 0.00 | 103.47K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Stock | 17.10K | SH | $4.40M 0.85% | 0.00 | 0.00 | 17.10K |
JPMORGAN ACTIVE BOND ETFSOLE | ETF | 60.31K | SH | $3.26M 0.63% | 0.00 | 0.00 | 60.31K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 8.77K | SH | $2.94M 0.57% | 0.00 | 0.00 | 8.77K |
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