Cedar Mountain Advisors, LLC: 13F holdings

CIK 17989862026Q2

Positions1,175
Reported value$580.7m
Filed2026-07-02

Change since last quarter

Positions1,175 (+23 vs prior quarter)
Reported value$580.7m (+13.6%)

Top 10 holdings

SecuritySharesValueWeight
IWD ISHARES RUSSELL 1000 VALUE ETF395,280$95.8m16.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF771,325$95.8m16.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF252,713$41.6m7.2%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF276,200$40.4m7.0%
IJR ISHARES CORE S&P SMALL CAP ETF223,326$33.1m5.7%
QQQ INVESCO QQQ TRUST SERIES I39,980$29.4m5.1%
VFH VANGUARD FINANCIALS ETF146,558$19.3m3.3%
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF632,890$19.0m3.3%
VHT VANGUARD HEALTH CARE ETF52,193$15.6m2.7%
SCHZ SCHWAB US AGGREGATE BOND ETF641,351$14.8m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1798986")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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