Cedar Mountain Advisors, LLC

Registered adviser

CIK

1798986

Location

LAKE OSWEGO, OR

Portfolio Value

Small $246,178,139

Diversification

Diversified

Filing Date

Global Rank

#5,263 / 8,807 ▲ 102 · as of Jun 2026

Top Industry

Software - Application 12.0%

Period ended 20 days ago

Filed Oct 15, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 140339

Roster of Oct 1, 2026

Regulatory AUM

$1,197,759,928

Main clients

Individuals and high net worth (68% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,197,759,928	Individuals and high net worth (68%)
Apr 2025 to Mar 2026	$1,064,447,606	Individuals and high net worth (69%)
Apr 2024 to Mar 2025	$870,055,587	Individuals and high net worth (69%)
May 2023 to Mar 2024	$726,914,201	Individuals and high net worth (70%)
Mar 2023 to Apr 2023	$726,914,201	Individuals and high net worth (70%)
Apr 2022 to Feb 2023	$863,778,428	Individuals and high net worth (69%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.4% of the book (60%+)

Turnover

Low turnover

5.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.5 quarters (12+), a floor since 66.1% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 85.0%; sector active share 74.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,160 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

14.1%

−0.4 pts

Top 5

54.0%

+2.2 pts

Top 10

76.8%

+3.4 pts

HHI

748

Diversified+38

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.9%	$206,620,153	117
Technology	6.2%	$15,312,225	166
Industrials	2.5%	$6,242,636	159
Financial Services	1.6%	$3,990,644	154
Consumer Cyclical	1.6%	$3,956,153	132
Healthcare	1.2%	$2,960,247	126
Consumer Defensive	0.9%	$2,231,890	49
Energy	0.6%	$1,476,514	58
Utilities	0.5%	$1,332,852	42
Communication Services	0.5%	$1,280,431	45
Basic Materials	0.2%	$428,784	60
Real Estate	0.1%	$345,610	52

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPLD	JPMorgan Limited Duration Bond ETF	+99,490	111,757	$5,745,427
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	+85,134	325,389	$10,034,996
IEMG	iShares Trust	+65,804	66,598	$0
JPIB	JPMorgan International Bond Opportunities ETF	+58,248	166,361	$7,769,058
PULS	PGIM Ultra Short Bond ETF	+55,694	206,790	$10,227,833
JFLX	JPMorgan Flexible Debt ETF	+46,900	67,283	$3,286,774
FBCG	Fidelity Covington Trust	+34,808	43,640	$2,758,484
JIRE	JPMorgan International Research Enhanced Equity ETF	+23,970	47,041	$3,864,888
IXUS	iShares Core MSCI Total International Stock ETF	+23,780	40,884	$0
JBND	JPMorgan Active Bond ETF	+21,391	103,018	$5,266,280
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+18,031	650,921	$19,260,752
BINC		+16,459	145,469	$7,388,370
ILTB	iShares Core 10+ Year USD Bond ETF	+12,531	257,651	$0
SCHZ	Schwab U.S. Aggregate Bond ETF	+9,984	651,335	$14,394,503
PYLD		+3,872	5,317	$134,998
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+2,388	143,186	$14,480,400
UA	Under Armour, Inc.	+1,619	1,719	$7,477
—		+1,576	3,330	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+1,269	75,188	$0
IWO	iShares Russell 2000 Growth ETF	+816	1,637	$0
XOM	ExxonMobil Holdings Corp	+421	3,708	$603,477
APH	Amphenol Corp /De/	+249	473	$39,873
VUG	VANGUARD GROWTH INDEX FUND	+196	21,661	$1,951,872
CRWD	CrowdStrike Holdings, Inc.	+144	189	$50,037
EFA	iShares MSCI EAFE ETF	+143	64,913	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−47,800	66,485	$3,943,225
IWD	iShares Russell 1000 Value ETF	−21,560	373,720	$0
LVHI	Franklin International Low Volatility High Dividend Index ETF	−20,015	310,001	$12,930,141
IWF	iShares Russell 1000 Growth ETF	−13,670	757,655	$0
IWS	iShares Russell Mid-Cap Value ETF	−11,369	241,344	$0
SPHQ	Invesco S&P 500 Quality ETF	−8,029	133,741	$11,244,943
DIVB	BlackRock, Inc.	−5,495	98,948	$0
IJR	iShares Core S&P Small-Cap ETF	−5,098	218,228	$0
—		−3,203	272,997	$0
VFH	VANGUARD FINANCIALS INDEX FUND	−2,697	143,861	$18,714,877
SVC	Service Properties Trust	−2,547	636	$4,095
IWM	iShares Russell 2000 ETF	−2,515	83	$0
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	−2,162	19,858	$1,996,721
SR	Spire Inc	−2,078	928	$70,611
—		−1,957	34,220	$0
VHT	VANGUARD HEALTH CARE INDEX FUND	−1,934	50,259	$15,885,864
QQQ	Invesco Qqq Trust, Series 1	−1,731	38,249	$28,295,462
VXUS	Vanguard Total International Stock ETF	−1,154	163	$13,848
JPST	JPMorgan Ultra-Short Income ETF	−763	2,033	$102,402
NBHC	National Bank Holdings Corp	−559	34	$1,332
BOND	PIMCO Active Bond Exchange-Traded Fund	−527	114	$9,916
LW	Lamb Weston Holdings, Inc.	−450	8	$333
BX	Blackstone Inc.	−440	167	$18,719
C	Citigroup Inc	−396	302	$39,102
IWR	iShares Russell Mid-Cap ETF	−376	133	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LFST	LifeStance Health Group, Inc.	87,717	$1,055,235
SPCX	Space Exploration Technologies Corp	1,977	$298,250
SAN	Banco Santander, S.A.	1,641	$22,695
KTOS	Kratos Defense & Security Solutions, Inc.	206	$8,794
EXE	EXPAND ENERGY Corp	75	$6,306
RIO	Rio Tinto PLC	55	$5,179
FDXF	FedEx Freight Holding Company, Inc.	46	$5,031
QXO	QXO, Inc.	343	$4,009
NVRI	Enviri Corp	172	$3,359
VMRK	Vivmark Residential	32	$1,944
ALGM	Allegro Microsystems, Inc.	50	$1,817
HON	Honeywell International Inc	8	$1,687
GT	Goodyear Tire & Rubber Co /Oh/	285	$1,416
MFP	Midera Food Processing, Inc.	27	$1,102
BKE	Buckle Inc	23	$987
GPOR	Gulfport Energy Corp	6	$902
MGY	Magnolia Oil & Gas Corp	37	$869
MKTX	Marketaxess Holdings Inc	5	$819
POOL	Pool Corp	5	$809
SIG	Signet Jewelers Ltd	7	$716
BLKB	Blackbaud Inc	17	$707
LAZ	Lazard, Inc.	19	$688
PRIM	Primoris Services Corp	9	$670
AADX	Applied Aerospace & Defense, Inc.	52	$625
SGI	Somnigroup International Inc.	10	$621
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	15,516	$784,799
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	2,955	$199,698
JSCP	JPMorgan Short Duration Core Plus ETF	2,939	$138,559
—		799	$61,059
INGR	Ingredion Inc	550	$52,090
—		1,250	$37,950
PFGC	Performance Food Group Co	324	$36,219
DYNF	iShares U.S. Equity Factor Rotation Active ETF	398	$27,067
GNTX	Gentex Corp	890	$22,490
LFUS	Littelfuse Inc /De	49	$22,311
ESS	Essex Property Trust, Inc.	67	$19,536
CEG	Constellation Energy Corp	76	$18,876
IYW	iShares, Inc.	65	$16,394
LEGR	First Trust Indxx Innovative Transaction & Process ETF	139	$8,930
OWL	Blue Owl Capital Inc.	982	$8,592
FSSL	FS Specialty Lending Fund	675	$7,526
—		17	$6,027
INFQ	Infleqtion, Inc.	400	$5,328
—		99	$5,143
JIVE	JPMorgan International Value ETF	53	$4,873
GTLB	Gitlab Inc.	150	$4,579
DXYZ	Destiny Tech100 Inc.	175	$4,508
TEL	TE Connectivity plc	10	$2,016
MOH	Molina Healthcare, Inc.	8	$1,829
—		134	$1,569
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,160 tracked positions · $246,178,139 total · filing declares 1,163 positions · $589,932,889 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,160 positions by value · page 1 of 24

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	38,249	-1,731	$28,295,462	−3.9%	11.49%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	650,921	+18,031	$19,260,752	+1.4%	7.82%
VFH	VANGUARD FINANCIALS INDEX FUND	Reduced	143,861	-2,697	$18,714,877	−3.0%	7.60%
VHT	VANGUARD HEALTH CARE INDEX FUND	Reduced	50,259	-1,934	$15,885,864	+1.8%	6.45%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	143,186	+2,388	$14,480,400	+4.7%	5.88%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	651,335	+9,984	$14,394,503	−3.0%	5.85%
LVHI	Franklin International Low Volatility High Dividend Index ETF	Reduced	310,001	-20,015	$12,930,141	−3.5%	5.25%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	133,741	-8,029	$11,244,943	−12.0%	4.57%
PULS	PGIM Ultra Short Bond ETF	Added	206,790	+55,694	$10,227,833	+36.6%	4.15%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	Added	325,389	+85,134	$10,034,996	+35.4%	4.08%
JPIB	JPMorgan International Bond Opportunities ETF	Added	166,361	+58,248	$7,769,058	+48.6%	3.16%
BINC		Added	145,469	+16,459	$7,388,370	+9.4%	3.00%
JPLD	JPMorgan Limited Duration Bond ETF	Added	111,757	+99,490	$5,745,427	+797.4%	2.33%
JBND	JPMorgan Active Bond ETF	Added	103,018	+21,391	$5,266,280	+20.6%	2.14%
ADP	Automatic Data Processing Inc Technology	Added	16,875	+9	$4,354,762	+15.3%	1.77%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	66,485	-47,800	$3,943,225	−42.2%	1.60%
JIRE	JPMorgan International Research Enhanced Equity ETF	Added	47,041	+23,970	$3,864,888	+103.1%	1.57%
AAPL	Apple Inc. Technology	Added	10,487	+34	$3,492,380	+15.5%	1.42%
JFLX	JPMorgan Flexible Debt ETF	Added	67,283	+46,900	$3,286,774	+219.9%	1.34%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	8,768	0	$3,281,336	+1.1%	1.33%
CSX	Csx Corp Industrials	Added	63,393	+2	$2,948,408	−2.1%	1.20%
FBCG	Fidelity Covington Trust	Added	43,640	+34,808	$2,758,484	+402.9%	1.12%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Reduced	19,858	-2,162	$1,996,721	−10.1%	0.81%
VUG	VANGUARD GROWTH INDEX FUND	Added	21,661	+196	$1,951,872	+5.6%	0.79%
MSFT	Microsoft Corp Technology	Reduced	2,530	-229	$1,297,637	+26.1%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,520	+5	$1,248,931	−15.5%	0.51%
VTV	VANGUARD VALUE INDEX FUND	Reduced	5,572	-28	$1,203,997	−1.3%	0.49%
LFST	LifeStance Health Group, Inc. Healthcare	NEW	87,717	NEW	$1,055,235	NEW	0.43%
NVDA	Nvidia Corp Technology	Added	4,577	+100	$1,045,295	+16.7%	0.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,966	0	$978,969	−0.5%	0.40%
BR	Broadridge Financial Solutions, Inc. Technology	Added	5,391	+4	$868,490	+17.7%	0.35%
AMAT	Applied Materials Inc /De Technology	Reduced	1,635	-4	$836,106	−29.4%	0.34%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	10,769	+1	$755,445	−4.4%	0.31%
TGT	Target Corp Consumer Defensive	Held	4,739	0	$742,553	+20.0%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Added	3,708	+421	$603,477	+34.3%	0.25%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	15,709	-108	$556,098	−14.4%	0.23%
BNY	Bank of New York Mellon Corp Financial Services	Held	3,199	0	$462,671	+0.0%	0.19%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Held	8,285	0	$407,787	−2.0%	0.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	379	-13	$345,018	−5.9%	0.14%
INTC	Intel Corp Technology	Added	2,783	+20	$334,600	−13.3%	0.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,342	-287	$334,359	−13.9%	0.14%
META	Meta Platforms, Inc. Communication Services	Reduced	446	-10	$323,430	+25.9%	0.13%
SPY	Spdr S&P 500 ETF Trust	Added	405	+1	$308,865	+2.4%	0.13%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,285	+14	$308,658	−7.7%	0.13%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,977	NEW	$298,250	NEW	0.12%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,260	-61	$290,984	−18.5%	0.12%
SO	Southern Co Utilities	Added	3,472	+12	$287,794	−13.1%	0.12%
UNP	Union Pacific Corp Industrials	Added	912	+1	$248,182	+0.2%	0.10%
T	At&T Inc. Communication Services	Added	9,205	+38	$224,602	+18.4%	0.09%
LITE	Lumentum Holdings Inc. Technology	Held	229	0	$222,418	+13.2%	0.09%

Showing the top 50 of 1,160 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.