Filed: 4/30/2026ACC: 0001798986-26-000002
📋 What this filing means
CEDAR MOUNTAIN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1152 equity positions with a total reported market value of $511.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1152
Positions
$511.38M
Total AUM (reported)
5.31M
Total Shares
Allocation by class
ETF$476.79M93.2%
STOCK$34.07M6.7%
REIT$406.6K0.1%
ADR$104.2K0.0%
CEF$6.5K0.0%
Portfolio Concentration
Top 3$203.27M39.7%
4–10$151.34M29.6%
11–25$110.35M21.6%
Rest$46.42M9.1%
Top 3 weight
39.7%
Top 10 weight
69.3%
Voting Authority Distribution
Total shares with voting rights: 5.31M
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
5.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1152
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1152
Rows:
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares395.18K
TypeSH
Market value$84.44M
16.51%
Sole
0.00
Shared
0.00
None
395.18K
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares192.69K
TypeSH
Market value$82.16M
16.07%
Sole
0.00
Shared
0.00
None
192.69K
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares251.58K
TypeSH
Market value$36.67M
7.17%
Sole
0.00
Shared
0.00
None
251.58K
ISHARES RUSSELL MID-CAP GROWTH ETF
SOLEShares273.30K
TypeSH
Market value$35.02M
6.85%
Sole
0.00
Shared
0.00
None
273.30K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares223.17K
TypeSH
Market value$27.74M
5.42%
Sole
0.00
Shared
0.00
None
223.17K
INVESCO QQQ TRUST SERIES I
SOLEShares39.95K
TypeSH
Market value$23.06M
4.51%
Sole
0.00
Shared
0.00
None
39.95K
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
SOLEShares631.29K
TypeSH
Market value$18.98M
3.71%
Sole
0.00
Shared
0.00
None
631.29K
VANGUARD FINANCIALS ETF
SOLEShares145.24K
TypeSH
Market value$17.55M
3.43%
Sole
0.00
Shared
0.00
None
145.24K
SCHWAB US AGGREGATE BOND ETF
SOLEShares640.40K
TypeSH
Market value$14.87M
2.91%
Sole
0.00
Shared
0.00
None
640.40K
VANGUARD HEALTH CARE ETF
SOLEShares51.87K
TypeSH
Market value$14.13M
2.76%
Sole
0.00
Shared
0.00
None
51.87K
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
SOLEShares332.59K
TypeSH
Market value$13.48M
2.64%
Sole
0.00
Shared
0.00
None
332.59K
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
SOLEShares138.64K
TypeSH
Market value$13.07M
2.55%
Sole
0.00
Shared
0.00
None
138.64K
ISHARES CORE 10 YEAR USD BOND ETF
SOLEShares243.95K
TypeSH
Market value$11.95M
2.34%
Sole
0.00
Shared
0.00
None
243.95K
INVESCO S&P 500 QUALITY ETF
SOLEShares141.22K
TypeSH
Market value$10.62M
2.08%
Sole
0.00
Shared
0.00
None
141.22K
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
SOLEShares239.57K
TypeSH
Market value$7.37M
1.44%
Sole
0.00
Shared
0.00
None
239.57K
PGIM ULTRA SHORT BOND ETF
SOLEShares148.48K
TypeSH
Market value$7.35M
1.44%
Sole
0.00
Shared
0.00
None
148.48K
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares73.66K
TypeSH
Market value$7.31M
1.43%
Sole
0.00
Shared
0.00
None
73.66K
ISHARES FLEXIBLE INCOME ACTIVE ETF
SOLEShares126.38K
TypeSH
Market value$6.56M
1.28%
Sole
0.00
Shared
0.00
None
126.38K
ISHARES MSCI EAFE ETF
SOLEShares63.68K
TypeSH
Market value$6.19M
1.21%
Sole
0.00
Shared
0.00
None
63.68K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares114.01K
TypeSH
Market value$6.16M
1.20%
Sole
0.00
Shared
0.00
None
114.01K
ISHARES CORE DIVIDEND ETF
SOLEShares104.03K
TypeSH
Market value$5.61M
1.10%
Sole
0.00
Shared
0.00
None
104.03K
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
SOLEShares105.46K
TypeSH
Market value$5.04M
0.99%
Sole
0.00
Shared
0.00
None
105.46K
AUTOMATIC DATA PROCESSING INC COM
SOLEShares16.89K
TypeSH
Market value$3.43M
0.67%
Sole
0.00
Shared
0.00
None
16.89K
JPMORGAN ACTIVE BOND ETF
SOLEShares60.77K
TypeSH
Market value$3.27M
0.64%
Sole
0.00
Shared
0.00
None
60.77K
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
SOLEShares35.77K
TypeSH
Market value$2.93M
0.57%
Sole
0.00
Shared
0.00
None
35.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 395.18K | SH | $84.44M 16.51% | 0.00 | 0.00 | 395.18K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 192.69K | SH | $82.16M 16.07% | 0.00 | 0.00 | 192.69K |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 251.58K | SH | $36.67M 7.17% | 0.00 | 0.00 | 251.58K |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 273.30K | SH | $35.02M 6.85% | 0.00 | 0.00 | 273.30K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 223.17K | SH | $27.74M 5.42% | 0.00 | 0.00 | 223.17K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 39.95K | SH | $23.06M 4.51% | 0.00 | 0.00 | 39.95K |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 631.29K | SH | $18.98M 3.71% | 0.00 | 0.00 | 631.29K |
VANGUARD FINANCIALS ETFSOLE | ETF | 145.24K | SH | $17.55M 3.43% | 0.00 | 0.00 | 145.24K |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 640.40K | SH | $14.87M 2.91% | 0.00 | 0.00 | 640.40K |
VANGUARD HEALTH CARE ETFSOLE | ETF | 51.87K | SH | $14.13M 2.76% | 0.00 | 0.00 | 51.87K |
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFSOLE | ETF | 332.59K | SH | $13.48M 2.64% | 0.00 | 0.00 | 332.59K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 138.64K | SH | $13.07M 2.55% | 0.00 | 0.00 | 138.64K |
ISHARES CORE 10 YEAR USD BOND ETFSOLE | ETF | 243.95K | SH | $11.95M 2.34% | 0.00 | 0.00 | 243.95K |
INVESCO S&P 500 QUALITY ETFSOLE | ETF | 141.22K | SH | $10.62M 2.08% | 0.00 | 0.00 | 141.22K |
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFSOLE | ETF | 239.57K | SH | $7.37M 1.44% | 0.00 | 0.00 | 239.57K |
PGIM ULTRA SHORT BOND ETFSOLE | ETF | 148.48K | SH | $7.35M 1.44% | 0.00 | 0.00 | 148.48K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 73.66K | SH | $7.31M 1.43% | 0.00 | 0.00 | 73.66K |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 126.38K | SH | $6.56M 1.28% | 0.00 | 0.00 | 126.38K |
ISHARES MSCI EAFE ETFSOLE | ETF | 63.68K | SH | $6.19M 1.21% | 0.00 | 0.00 | 63.68K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 114.01K | SH | $6.16M 1.20% | 0.00 | 0.00 | 114.01K |
ISHARES CORE DIVIDEND ETFSOLE | ETF | 104.03K | SH | $5.61M 1.10% | 0.00 | 0.00 | 104.03K |
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTERESTSOLE | ETF | 105.46K | SH | $5.04M 0.99% | 0.00 | 0.00 | 105.46K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Stock | 16.89K | SH | $3.43M 0.67% | 0.00 | 0.00 | 16.89K |
JPMORGAN ACTIVE BOND ETFSOLE | ETF | 60.77K | SH | $3.27M 0.64% | 0.00 | 0.00 | 60.77K |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETFSOLE | ETF | 35.77K | SH | $2.93M 0.57% | 0.00 | 0.00 | 35.77K |
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