🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 744.78 -0.1% NASDAQ 100: 712.60 -1.7% Dow Jones: 527.88 +1.1%

Cedar Mountain Advisors - Q2 2026 13F Filings

CE

Cedar Mountain Advisors, LLC

CIK: 0001798986
Address: Oregon Lake Oswego 5285 Meadows Road Suite 360
$580.73 M
Portfolio Value
1175
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IWF Ishares Russell 1000 Growth Etf
+$71.85 M
2. IXUS Ishares Core Msci Total International Stock Etf
+$1.61 M
3. VUG Vanguard Growth Etf
+$1.59 M
4. JIRE Jpmorgan Int Res Enh Eqty
+$1.56 M
5. JBND Jpmorgan Active Bond Etf
+$1.12 M

Top Sells

Q2 2026
1. MSFT Microsoft Corporation
−$576,710.11
2. IWM Ishares Russell 2000 Etf
−$438,656.94
3. JEPI Jpmorgan Equity Premium Income Etf
−$409,012.07
4. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
−$308,772.32
5. LVHI Franklin International Low Volatility High Dividend Index Etf
−$104,587.43

Asset Allocation

Stocks/ETFs
+13.58%
$579.47 M 99.78%
Options
$0 0.00%
Debt
$0 0.00%
Other
+6.28%
$1.26 M 0.22%

Sector Allocation (Stocks)

Cedar Mountain Advisors Q2 2026 Filing Summary

Cedar Mountain Advisors, LLC filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 580.73 M reflecting a +13.56% change from the prior quarter, spanning 1,175 assets. The top 10 holdings comprised 69.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 76 new positions and 53 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cedar Mountain Advisors’s Q2 2026 Filing

Cedar Mountain Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cedar Mountain Advisors reported a managed portfolio value of 580.73 M, consisting of 1,175 individual positions.

This page displays the raw filing documents. To see which stocks Cedar Mountain Advisors bought or sold during Q2 2026, please visit Cedar Mountain Advisors's Portfolio Analysis page.