account_balance
Investment manager · 13F filer · SEC CIK 1798986
Cedar Mountain Advisors, LLC
Reported value$590Mas of Sep 30, 2026
Positions1,163 63 new, 75 sold out
Top 10 weight66.2%IWF alone is 16%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Russell 1000 Growth ETF
16.1%
IWDiShares Russell 1000 Value ETF
15.7%Trimmed −5%
IWSiShares Russell Mid-Cap Value ETF
6.6%Trimmed −4%
IWPiShares Russell Mid-Cap Growth ETF
6.4%
IJRiShares Core S&P Small Cap ETF
5.0%Trimmed −2%
QQQInvesco QQQ Trust Series I
4.8%Trimmed −4%
SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF
3.3%Added +3%
VFHVanguard Financials ETF
3.2%
VHTVanguard Health Care ETF
2.7%Trimmed −4%
VYMIVanguard International High Dividend Yield ETF
2.5%
SCHZSchwab US Aggregate Bond ETF
2.4%
LVHIFranklin International Low Volatility High Dividend Index ETF
2.2%Trimmed −6%
IWFiShares Russell 1000 Growth ETF
16.1%
IWDiShares Russell 1000 Value ETF
15.7%Trimmed −5%
IWSiShares Russell Mid-Cap Value ETF
6.6%
IWPiShares Russell Mid-Cap Growth ETF
6.4%
IJRiShares Core S&P Small Cap ETF
5.0%−2%
QQQInvesco QQQ Trust Series I
4.8%
SPSB3.3%
VFH3.2%
VHT2.7%
VYMI
SCHZ2.4%
LVHI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Russell 1000 Growth ETF 16.1% Held
IWD iShares Russell 1000 Value ETF 15.7% Trimmed −5%
IWS iShares Russell Mid-Cap Value ETF 6.6% Trimmed −4%
IWP iShares Russell Mid-Cap Growth ETF 6.4% Held
IJR iShares Core S&P Small Cap ETF 5.0% Trimmed −2%
QQQ Invesco QQQ Trust Series I 4.8% Trimmed −4%
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF 3.3% Added +3%
VFH Vanguard Financials ETF 3.2% Held
VHT Vanguard Health Care ETF 2.7% Trimmed −4%
VYMI Vanguard International High Dividend Yield ETF 2.5% Held
SCHZ Schwab US Aggregate Bond ETF 2.4% Held
LVHI Franklin International Low Volatility High Dividend Index ETF 2.2% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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