Cedar Mountain Advisors, LLC
CIK 1798986 · Holdings on Sep 30, 2023 · First reported Oct 23, 2023
Top ten holdings
Q3 2023- IWF18.33%
- IWD18.07%
- IWS7.53%
- IWP7.33%
- SPSB6.05%
- IJR5.74%
- FLRN5.14%
- QQQ4.84%
- PULS4.35%
- VFH3.38%
Share classes counted separately80.76%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $62.17M | 18.33% | 233.75K shares | — | ↗▾ | |
| 02 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $61.28M | 18.07% | 403.63K shares | — | ↗▾ | |
| 03 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $25.55M | 7.53% | 244.83K shares | — | ↗▾ | |
| 04 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $24.87M | 7.33% | 272.30K shares | — | ↗▾ | |
| 05 | SPSBSS SPDR P ST C CORP ETFPORTFOLIO SHORT View history and evidence | $20.52M | 6.05% | 699.70K shares | — | ↗▾ | |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $19.46M | 5.74% | 206.29K shares | — | ↗▾ | |
| 07 | FLRNSS SPDR BB IG FLOAT RT ETFBLOOMBERG INVT View history and evidence | $17.44M | 5.14% | 567.65K shares | — | ↗▾ | |
| 08 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $16.40M | 4.84% | 45.78K shares | — | ↗▾ | |
| 09 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $14.75M | 4.35% | 298.10K shares | — | ↗▾ | |
| 10 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $11.45M | 3.38% | 142.58K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HE HAWAIIAN ELECTRIC INDS | Non-derivative | — | — | SEC filing ↗ | |
| BOH BANK OF HAWAII CORP | Non-derivative | — | — | SEC filing ↗ | |
| SLB SLB LTD | Non-derivative | — | — | SEC filing ↗ |
3 / 17 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1798986 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 339181466
}Research all 320 reported holdings.
This page includes 30 of 320 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 320 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1798986","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1798986","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.