Filed: 7/2/2026ACC: 0001798986-26-000003
📋 What this filing means
CEDAR MOUNTAIN ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1175 equity positions with a total reported market value of $580.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1175
Positions
$580.73M
Total AUM (reported)
6.04M
Total Shares
Allocation by class
ETF$541.75M93.3%
STOCK$38.35M6.6%
REIT$447.4K0.1%
ADR$157.1K0.0%
CEF$13.0K0.0%
Portfolio Concentration
Top 3$233.20M40.2%
4–10$171.72M29.6%
11–25$117.63M20.3%
Rest$58.17M10.0%
Top 3 weight
40.2%
Top 10 weight
69.7%
Voting Authority Distribution
Total shares with voting rights: 6.04M
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
6.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1175
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1175
Rows:
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares395.28K
TypeSH
Market value$95.83M
16.50%
Sole
0.00
Shared
0.00
None
395.28K
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares771.33K
TypeSH
Market value$95.78M
16.49%
Sole
0.00
Shared
0.00
None
771.33K
ISHARES RUSSELL MID-CAP VALUE ETF
SOLEShares252.71K
TypeSH
Market value$41.60M
7.16%
Sole
0.00
Shared
0.00
None
252.71K
ISHARES RUSSELL MID-CAP GROWTH ETF
SOLEShares276.20K
TypeSH
Market value$40.44M
6.96%
Sole
0.00
Shared
0.00
None
276.20K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares223.33K
TypeSH
Market value$33.12M
5.70%
Sole
0.00
Shared
0.00
None
223.33K
INVESCO QQQ TRUST SERIES I
SOLEShares39.98K
TypeSH
Market value$29.44M
5.07%
Sole
0.00
Shared
0.00
None
39.98K
VANGUARD FINANCIALS ETF
SOLEShares146.56K
TypeSH
Market value$19.29M
3.32%
Sole
0.00
Shared
0.00
None
146.56K
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
SOLEShares632.89K
TypeSH
Market value$18.99M
3.27%
Sole
0.00
Shared
0.00
None
632.89K
VANGUARD HEALTH CARE ETF
SOLEShares52.19K
TypeSH
Market value$15.61M
2.69%
Sole
0.00
Shared
0.00
None
52.19K
SCHWAB US AGGREGATE BOND ETF
SOLEShares641.35K
TypeSH
Market value$14.83M
2.55%
Sole
0.00
Shared
0.00
None
641.35K
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
SOLEShares140.80K
TypeSH
Market value$13.83M
2.38%
Sole
0.00
Shared
0.00
None
140.80K
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
SOLEShares330.02K
TypeSH
Market value$13.39M
2.31%
Sole
0.00
Shared
0.00
None
330.02K
INVESCO S&P 500 QUALITY ETF
SOLEShares141.77K
TypeSH
Market value$12.77M
2.20%
Sole
0.00
Shared
0.00
None
141.77K
ISHARES CORE 10 YEAR USD BOND ETF
SOLEShares245.12K
TypeSH
Market value$12.07M
2.08%
Sole
0.00
Shared
0.00
None
245.12K
PGIM ULTRA SHORT BOND ETF
SOLEShares151.10K
TypeSH
Market value$7.49M
1.29%
Sole
0.00
Shared
0.00
None
151.10K
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
SOLEShares240.25K
TypeSH
Market value$7.41M
1.28%
Sole
0.00
Shared
0.00
None
240.25K
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLEShares73.92K
TypeSH
Market value$7.32M
1.26%
Sole
0.00
Shared
0.00
None
73.92K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares114.28K
TypeSH
Market value$6.82M
1.17%
Sole
0.00
Shared
0.00
None
114.28K
ISHARES FLEXIBLE INCOME ACTIVE ETF
SOLEShares129.01K
TypeSH
Market value$6.75M
1.16%
Sole
0.00
Shared
0.00
None
129.01K
ISHARES MSCI EAFE ETF
SOLEShares64.77K
TypeSH
Market value$6.73M
1.16%
Sole
0.00
Shared
0.00
None
64.77K
ISHARES CORE DIVIDEND ETF
SOLEShares104.44K
TypeSH
Market value$6.43M
1.11%
Sole
0.00
Shared
0.00
None
104.44K
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
SOLEShares108.11K
TypeSH
Market value$5.23M
0.90%
Sole
0.00
Shared
0.00
None
108.11K
JPMORGAN ACTIVE BOND ETF
SOLEShares81.63K
TypeSH
Market value$4.37M
0.75%
Sole
0.00
Shared
0.00
None
81.63K
AUTOMATIC DATA PROCESSING INC COM
SOLEShares16.87K
TypeSH
Market value$3.78M
0.65%
Sole
0.00
Shared
0.00
None
16.87K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares8.77K
TypeSH
Market value$3.24M
0.56%
Sole
0.00
Shared
0.00
None
8.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 395.28K | SH | $95.83M 16.50% | 0.00 | 0.00 | 395.28K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 771.33K | SH | $95.78M 16.49% | 0.00 | 0.00 | 771.33K |
ISHARES RUSSELL MID-CAP VALUE ETFSOLE | ETF | 252.71K | SH | $41.60M 7.16% | 0.00 | 0.00 | 252.71K |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 276.20K | SH | $40.44M 6.96% | 0.00 | 0.00 | 276.20K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 223.33K | SH | $33.12M 5.70% | 0.00 | 0.00 | 223.33K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 39.98K | SH | $29.44M 5.07% | 0.00 | 0.00 | 39.98K |
VANGUARD FINANCIALS ETFSOLE | ETF | 146.56K | SH | $19.29M 3.32% | 0.00 | 0.00 | 146.56K |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 632.89K | SH | $18.99M 3.27% | 0.00 | 0.00 | 632.89K |
VANGUARD HEALTH CARE ETFSOLE | ETF | 52.19K | SH | $15.61M 2.69% | 0.00 | 0.00 | 52.19K |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 641.35K | SH | $14.83M 2.55% | 0.00 | 0.00 | 641.35K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 140.80K | SH | $13.83M 2.38% | 0.00 | 0.00 | 140.80K |
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFSOLE | ETF | 330.02K | SH | $13.39M 2.31% | 0.00 | 0.00 | 330.02K |
INVESCO S&P 500 QUALITY ETFSOLE | ETF | 141.77K | SH | $12.77M 2.20% | 0.00 | 0.00 | 141.77K |
ISHARES CORE 10 YEAR USD BOND ETFSOLE | ETF | 245.12K | SH | $12.07M 2.08% | 0.00 | 0.00 | 245.12K |
PGIM ULTRA SHORT BOND ETFSOLE | ETF | 151.10K | SH | $7.49M 1.29% | 0.00 | 0.00 | 151.10K |
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFSOLE | ETF | 240.25K | SH | $7.41M 1.28% | 0.00 | 0.00 | 240.25K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 73.92K | SH | $7.32M 1.26% | 0.00 | 0.00 | 73.92K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 114.28K | SH | $6.82M 1.17% | 0.00 | 0.00 | 114.28K |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 129.01K | SH | $6.75M 1.16% | 0.00 | 0.00 | 129.01K |
ISHARES MSCI EAFE ETFSOLE | ETF | 64.77K | SH | $6.73M 1.16% | 0.00 | 0.00 | 64.77K |
ISHARES CORE DIVIDEND ETFSOLE | ETF | 104.44K | SH | $6.43M 1.11% | 0.00 | 0.00 | 104.44K |
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUNDSOLE | ETF | 108.11K | SH | $5.23M 0.90% | 0.00 | 0.00 | 108.11K |
JPMORGAN ACTIVE BOND ETFSOLE | ETF | 81.63K | SH | $4.37M 0.75% | 0.00 | 0.00 | 81.63K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Stock | 16.87K | SH | $3.78M 0.65% | 0.00 | 0.00 | 16.87K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 8.77K | SH | $3.24M 0.56% | 0.00 | 0.00 | 8.77K |
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