StockDriftsStockDriftsTop 50 Cedar Mountain Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 16.5% | 395.3K | $95.8M | +0.03%(+104) | $135.42(+90.03%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 16.49% | 771.3K | $95.8M | +0.07%(+569) | $43.09(+186.33%) | 2026-06-30 | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 7.16% | 252.7K | $41.6M | +0.45%(+1.13K) | $94.31(+82.86%) | 2026-06-30 | |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 6.96% | 276.2K | $40.4M | +1.06%(+2.90K) | $76.87(+92.43%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 5.7% | 223.3K | $33.1M | +0.07%(+158) | $85.14(+76.13%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 5.07% | 40.0K | $29.4M | +0.07%(+29) | $209.86(+249.05%) | 2026-06-30 | |
| VFH | VANGUARD FINANCIALS ETF | 3.32% | 146.6K | $19.3M | +0.91%(+1.32K) | $80.50(+77.18%) | 2026-06-30 | |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 3.27% | 632.9K | $19.0M | +0.25%(+1.60K) | $30.82(-2.81%) | 2026-06-30 | |
| VHT | VANGUARD HEALTH CARE ETF | 2.69% | 52.2K | $15.6M | +0.62%(+320) | $253.07(+24.35%) | 2026-06-30 | |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 2.55% | 641.4K | $14.8M | +0.15%(+955) | $23.24(-2.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.16% | +48.79% | +7.49% | +43.52% |
| Top 20 Holdings Unweighted | +11.00% | +36.77% | +6.04% | +34.08% |
Cedar Mountain Advisors, LLC reports $580.73M in US-listed equity holdings across 1,175 positions in its most recent 13F filing. Its largest disclosed positions are IWD (16.5%), IWF (16.5%) and IWS (7.2%). The top 20 holdings account for 86% of reported assets. Its disclosed equity book has returned +48.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cedar Mountain Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1798986). View Cedar Mountain Advisors, LLC’s 13F filings on SEC