ETF Holders

Cedar Mountain Advisors, LLC ETF holdings

Lake Oswego, OR

Reported $541.2M in 132 ETFs in its Form 13F for June 30, 2026.

ETF value
$541.2M
ETFs held
132
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
93.2%
of $580.7M

Top 10 of 132 ETF holdings

TickerFundValueSharesChange
IWDiShares Russell 1000 Value ETF$95.8M395,280+104 shares
IWFiShares Russell 1000 Growth ETF$95.8M771,325+578,636 shares
IWSiShares Russell Mid-Cap Value ETF$41.6M252,713+1,131 shares
IWPiShares Russell Mid-Cap Growth ETF$40.4M276,200+2,898 shares
IJRiShares Core S&P Small-Cap ETF$33.1M223,326+158 shares
QQQInvesco QQQ Trust$29.4M39,980+29 shares
VFHVanguard Financials ETF$19.3M146,558+1,318 shares
SPSBState Street SPDR Portfolio Short Term Corporate Bond Index ETF$19.0M632,890+1,599 shares
VHTVanguard Health Care ETF$15.6M52,193+320 shares
SCHZSchwab U.S. Aggregate Bond ETF$14.8M641,351+955 shares
122 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001798986. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Cedar Mountain Advisors, LLC own?

Cedar Mountain Advisors, LLC reported 132 ETF positions worth $541.2M in its Form 13F for June 30, 2026. The largest was IWD, at $95.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.