Cedar Mountain Advisors, LLC
CIK 1798986 · Holdings on Sep 30, 2025 · First reported Oct 24, 2025
Top ten holdings
Q3 2025- IWF17.83%
- IWD15.89%
- IWP7.54%
- IWS6.86%
- IJR5.17%
- QQQ4.76%
- SPSB4.01%
- VFH3.68%
- SCHZ2.95%
- VHT2.56%
Share classes counted separately71.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWDWeight decreased · -0.95 pp16.84% → 15.89%Shares -16.16K (-3.87%)
- IWPWeight decreased · -0.61 pp8.15% → 7.54%Shares -10.75K (-3.80%)
- SPHQWeight decreased · -0.51 pp2.53% → 2.02%Shares -29.31K (-17.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 GROWTHETF View history and evidence | $91.57M | 17.83% | 195.50K shares | 17.97% → 17.83%-0.14 pp -8.19K (-4.02%) | Reduced | ↗▾ |
| 02 | IWDISHARES RUSSELL 1000 VALUE EETF View history and evidence | $81.63M | 15.89% | 400.97K shares | 16.84% → 15.89%-0.95 pp -16.16K (-3.87%) | Reduced | ↗▾ |
| 03 | IWPISHARES RUSSELL MID-CAP GROWETF View history and evidence | $38.74M | 7.54% | 272.06K shares | 8.15% → 7.54%-0.61 pp -10.75K (-3.80%) | Reduced | ↗▾ |
| 04 | IWSISHARES RUSSELL MID-CAP VALUETF View history and evidence | $35.24M | 6.86% | 252.31K shares | 7.06% → 6.86%-0.20 pp -4.86K (-1.89%) | Reduced | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $26.54M | 5.17% | 223.31K shares | 5.08% → 5.17%+0.09 pp -376 (-0.17%) | Reduced | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $24.45M | 4.76% | 40.73K shares | 4.85% → 4.76%-0.09 pp -1.57K (-3.71%) | Reduced | ↗▾ |
| 07 | SPSBSS SPDR P ST C CORP ETFETF View history and evidence | $20.60M | 4.01% | 679.98K shares | 4.39% → 4.01%-0.38 pp -20.18K (-2.88%) | Reduced | ↗▾ |
| 08 | VFHVANGUARD FINANCIALS ETFETF View history and evidence | $18.92M | 3.68% | 144.19K shares | 3.90% → 3.68%-0.22 pp -3.34K (-2.26%) | Reduced | ↗▾ |
| 09 | SCHZSCHWAB US AGGREGATE BOND ETFETF View history and evidence | $15.15M | 2.95% | 645.70K shares | 3.01% → 2.95%-0.06 pp +22.62K (+3.63%) | Added | ↗▾ |
| 10 | VHTVANGUARD HEALTH CARE ETFETF View history and evidence | $13.15M | 2.56% | 50.65K shares | 2.56% → 2.56%+0.00 pp +1.13K (+2.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HYFM HYDROFARM HOLDINGS GROUP INC | Non-derivative | -7,051 | -$26.37K | SEC filing ↗ | SEC filing ↗ |
| HUM HUMANA INC | Non-derivative | -49 | -$11.98K | SEC filing ↗ | SEC filing ↗ |
| ANGI ANGI INC | Non-derivative | -42 | -$641.00 | SEC filing ↗ | SEC filing ↗ |
3 / 13 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 513628008
}Research all 693 reported holdings.
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