Universe · entity
Cedar Mountain Advisors, LLC
Institutional manager (13F) · CIK 1798986
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $491M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 VALUE ETF | $84M | 395,176 |
| 2 | ISHARES RUSSELL 1000 GROWTH ETF | $82M | 192,689 |
| 3 | ISHARES RUSSELL MID-CAP VALUE ETF | $37M | 251,582 |
| 4 | ISHARES RUSSELL MID-CAP GROWTH ETF | $35M | 273,302 |
| 5 | ISHARES CORE S&P SMALL CAP ETF | $28M | 223,168 |
| 6 | INVESCO QQQ TRUST SERIES I | $23M | 39,951 |
| 7 | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $19M | 631,291 |
| 8 | VANGUARD FINANCIALS ETF | $18M | 145,240 |
| 9 | SCHWAB US AGGREGATE BOND ETF | $15M | 640,396 |
| 10 | VANGUARD HEALTH CARE ETF | $14M | 51,873 |
| 11 | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $13M | 332,593 |
| 12 | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $13M | 138,642 |
| 13 | ISHARES CORE 10 YEAR USD BOND ETF | $12M | 243,947 |
| 14 | INVESCO S&P 500 QUALITY ETF | $11M | 141,220 |
| 15 | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $7M | 239,567 |
| 16 | PGIM ULTRA SHORT BOND ETF | $7M | 148,478 |
| 17 | ISHARES CORE U.S. AGGREGATE BOND ETF | $7M | 73,655 |
| 18 | ISHARES FLEXIBLE INCOME ACTIVE ETF | $7M | 126,378 |
| 19 | ISHARES MSCI EAFE ETF | $6M | 63,682 |
| 20 | VANGUARD FTSE EMERGING MARKETS ETF | $6M | 114,007 |
| 21 | ISHARES CORE DIVIDEND ETF | $6M | 104,028 |
| 22 | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $5M | 105,457 |
| 23 | AUTOMATIC DATA PROCESSING INC COM | $3M | 16,893 |
| 24 | JPMORGAN ACTIVE BOND ETF | $3M | 60,772 |
| 25 | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3M | 35,771 |
| 26 | VANGUARD TOTAL STOCK MARKET ETF | $3M | 8,767 |
| 27 | CSX CORP COM | $3M | 63,391 |
| 28 | APPLE INC COM | $3M | 10,123 |
| 29 | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2M | 21,765 |
| 30 | MICROSOFT CORP COM | $2M | 4,305 |
| 31 | VANGUARD GROWTH ETF | $1M | 2,989 |
| 32 | TESLA INC COM | $1M | 3,394 |
| 33 | VANGUARD VALUE ETF | $1M | 5,600 |
| 34 | ISHARES RUSSELL 2000 ETF | $1M | 4,058 |
| 35 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $915k | 1,910 |
| 36 | BROADRIDGE FINL SOLUTIONS INC COM | $875k | 5,383 |
| 37 | NIKE INC CL B | $848k | 16,050 |
| 38 | VANGUARD TOTAL BOND MARKET ETF | $793k | 10,768 |
| 39 | VANGUARD TAX-EXEMPT BOND ETF | $774k | 15,516 |
| 40 | NVIDIA CORPORATION COM | $761k | 4,364 |
| 41 | APPLIED MATLS INC COM | $574k | 1,680 |
| 42 | TARGET CORP COM | $572k | 4,723 |
| 43 | HENNESSY SUSTAINABLE ETF | $516k | 15,204 |
| 44 | EXXON MOBIL CORP COM | $507k | 2,986 |
| 45 | MCDONALDS CORP COM | $451k | 1,452 |
| 46 | JPMORGAN EQUITY PREMIUM INCOME ETF | $416k | 7,332 |
| 47 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $414k | 8,285 |
| 48 | COSTCO WHOLESALE CORPORATION COM | $391k | 392 |
| 49 | VANGUARD EXTENDED MARKET ETF | $383k | 1,859 |
| 50 | BANK NEW YORK MELLON CORP COM | $379k | 3,199 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.