Latest Cedar Mountain Advisors, LLC Stock Portfolio
$589Million | No. of Holdings #1163
Cedar Mountain Advisors, LLC Performance
2026 Q3-0.89%
YTD-17.94%
2025+11.41%
About Cedar Mountain Advisors, LLC and 13F Hedge Fund Stock Holdings
Cedar Mountain Advisors, LLC is a hedge fund based in Lake Oswego, OR. On 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cedar Mountain Advisors, LLC reported an equity portfolio of $589.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Cedar Mountain Advisors, LLC are IJR, IJR, IJR. The fund has invested 16.1% of it's portfolio in ISHARES RUSSELL 1000 GROWTH ETF and 15.7% of portfolio in ISHARES RUSSELL 1000 VALUE ETF. <br><br> The fund managers got completely rid off VANGUARD TAX-EXEMPT BOND ETF (VTEB), EXXON MOBIL CORP COM (XOM) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF stocks. They significantly reduced their stock positions in LAMB WESTON HLDGS INC COM (LW), ISHARES RUSSELL 2000 ETF (IJR) and EXELON CORP COM (EXC). Cedar Mountain Advisors, LLC opened new stock positions in LIFESTANCE HEALTH GROUP INC COM (LFST), EXXONMOBIL HOLDINGS CORP COM SHS and BANCO SANTANDER SA ADR (SAN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES CORE MSCI EMERGING MARKETS ETF (EMGF), APPLOVIN CORP COM CL A (APP) and UNDER ARMOUR INC CL C (UA).
Cedar Mountain Advisors, LLC Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$589Million
as of Oct 15, 2026Cedar Mountain Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Cedar Mountain Advisors, LLC made a return of -0.89% in the last quarter. In trailing 12 months, it's portfolio return was -16.61%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| lifestance health group inc com | 1,055,240 |
| exxonmobil holdings corp com shs | 603,492 |
| space exploration techn corp class a com stk | 298,250 |
| banco santander sa adr | 22,695 |
| expro ltd ord shs | 17,836 |
| gates indl corp ltd com shs | 17,109 |
| roundhill memory etf | 12,072 |
| kratos defense & sec solutions com new | 8,794 |
New stocks bought by Cedar Mountain Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares core msci emerging markets etf | 8,287 |
| applovin corp com cl a | 1,850 |
| jpmorgan limited duration bond etf | 811 |
| fidelity blue chip growth etf | 394 |
| putnam focused large cap value etf | 281 |
| pimco multisector bond active exchange-traded fund | 267 |
| jpmorgan flexible debt etf | 230 |
| vertiv holdings co com cl a | 178 |
Additions to existing portfolio by Cedar Mountain Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares russell 2000 etf | -96.81 |
| vanguard total international stock etf | -87.62 |
| pimco active bond exchange-traded fund | -82.22 |
| vanguard s&p 500 etf | -81.82 |
| ishares russell 1000 etf | -75.00 |
| ishares russell midcap etf | -73.87 |
| blackstone inc com | -72.49 |
| spire inc com | -69.13 |
Cedar Mountain Advisors, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Cedar Mountain Advisors, LLC
Sector Distribution
Cedar Mountain Advisors, LLC has about 93.8% of it's holdings in Others sector.
- Others
- Technology
- Industrials
| Sector | % |
|---|---|
| Others | 93.8 |
| Technology | 1.8 |
| Industrials | 1.7 |
Market Cap. Distribution
Cedar Mountain Advisors, LLC has about 5.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 93.8 |
| LARGE-CAP | 3.3 |
| MEGA-CAP | 2.2 |
Stocks belong to which Index?
About 5.1% of the stocks held by Cedar Mountain Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.4 |
| S&P 500 | 5.1 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares core s&p small cap etf | -2.7 M |
| IJR | ishares russell mid-cap growth etf | -2.4 M |
| AOA | ishares core 10 year usd bond etf | -1.1 M |
| IJR | ishares russell mid-cap value etf | -1.0 M |
| CSD | invesco s&p 500 quality etf | -0.8 M |
Cedar Mountain Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Cedar Mountain Advisors, LLC
Cedar Mountain Advisors, LLC has 1163 stocks in it's portfolio. About 66.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Cedar Mountain Advisors, LLC last quarter.
$588.10MTotal Value
500Positions
15 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Agilent Technologies Inc Com Cedar Mountain Advisors, LLC's holding in Agilent Technologies Inc Com over time | 0.01% | 236 | $40.7K 0.01% | 0%unchanged 0 percentunchanged | |
 Apple Inc Com Apple Inc ComAAPL Cedar Mountain Advisors, LLC's holding in Apple Inc Com over time | 0.59% | 10,487 | $3.49M 0.59% | 0.33%increased 0.33 percentadded | |
 AAXJ Ishares U.S. Aerospace & Defense EtfIshares U.S. Aerospace & Defense EtfAAXJ | 0.01% | 270 | $56.0K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Morningstar Small Cap Value EtfIshares Morningstar Small Cap Value EtfAAXJ | 0.01% | 727 | $54.4K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Msci Eafe Growth EtfIshares Msci Eafe Growth EtfAAXJ | 0.01% | 324 | $38.9K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Msci Eafe Value EtfIshares Msci Eafe Value EtfAAXJ | 0.01% | 479 | $37.9K 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Morningstar Mid-Cap Growth EtfIshares Morningstar Mid-Cap Growth EtfAAXJ | 0% | 121 | $11.4K 0% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Com Abbvie Inc ComABBV Cedar Mountain Advisors, LLC's holding in Abbvie Inc Com over time | 0.03% | 600 | $157.0K 0.03% | 4.76%decreased 4.76 percentreduced | |
 Cencora Inc Com Cedar Mountain Advisors, LLC's holding in Cencora Inc Com over time | 0.01% | 202 | $60.7K 0.01% | 0%unchanged 0 percentunchanged | |
 Abbott Laboratories Com Cedar Mountain Advisors, LLC's holding in Abbott Laboratories Com over time | 0% | 253 | $25.1K 0% | 0.4%increased 0.4 percentadded | |
 Albertsons Companies Inc Common Stock Cedar Mountain Advisors, LLC's holding in Albertsons Companies Inc Common Stock over time | 0.03% | 14,854 | $172.5K 0.03% | 0%unchanged 0 percentunchanged | |
 Acm Resh Inc Com Cl A Cedar Mountain Advisors, LLC's holding in Acm Resh Inc Com Cl A over time | 0% | 230 | $18.6K 0% | 0%unchanged 0 percentunchanged | |
 ACSI Fundstrat Granny Shots Us Large Cap EtfFundstrat Granny Shots Us Large Cap EtfACSI | 0% | 701 | $19.5K 0% | 0.14%increased 0.14 percentadded | |
 ACWF Ishares Treasury Floating Rate Bond EtfIshares Treasury Floating Rate Bond EtfACWF | 0% | 375 | $19.0K 0% | 0.81%increased 0.81 percentadded | |
 Agree Rlty Corp Com Cedar Mountain Advisors, LLC's holding in Agree Rlty Corp Com over time | 0.01% | 606 | $40.5K 0.01% | 0%unchanged 0 percentunchanged | |
 Analog Devices Inc Com Cedar Mountain Advisors, LLC's holding in Analog Devices Inc Com over time | 0% | 61.00 | $24.2K 0% | 3.17%decreased 3.17 percentreduced | |
 Archer Daniels Midland Co Com Cedar Mountain Advisors, LLC's holding in Archer Daniels Midland Co Com over time | 0% | 280 | $22.2K 0% | 0%unchanged 0 percentunchanged | |
 Automatic Data Processing Inc Com Cedar Mountain Advisors, LLC's holding in Automatic Data Processing Inc Com over time | 0.74% | 16,875 | $4.35M 0.74% | 0.05%increased 0.05 percentadded | |
 Ameren Corp Com Cedar Mountain Advisors, LLC's holding in Ameren Corp Com over time | 0.01% | 576 | $57.2K 0.01% | 0%unchanged 0 percentunchanged | |
 Advanced Energy Inds Com Cedar Mountain Advisors, LLC's holding in Advanced Energy Inds Com over time | 0% | 53.00 | $14.9K 0% | 0%unchanged 0 percentunchanged | |