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Cedar Mountain Advisors, LLC 13F Filings, Portfolio & Analysis

CIK: 0001798986
Lake Oswego 5285 Meadows Road Suite 360
Zip Code: 97035
Latest Portfolio Value
$580.73 M
+13.56%
Total Holdings
1,175
23
Latest Report Date
Q2 2026
Top 10 Concentration
69.88%

Cedar Mountain Advisors, LLC — Portfolio Overview & Company Profile

Cedar Mountain Advisors, LLC (CIK: 0001798986) is a financial institution headquartered at 5285 Meadows Road Suite 360, , Lake Oswego, Oregon 97035. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $580.73 M, comprising 1,175 distinct securities. Over its filing history, it has submitted 28 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 69.9%. Quarterly turnover: 0.4%. ▲ 76 new, +192 added, −77 reduced, ×53 exited.

Portfolio Summary (Q2 2026)

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)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
395,280 $95.83 M 16.50% ▲ 104 Add 0.0%
771,325 $95.78 M 16.49% ▲ 578,636 Add 300.3%
252,713 $41.6 M 7.16% ▲ 1,131 Add 0.5%
276,200 $40.44 M 6.96% ▲ 2,898 Add 1.1%
223,326 $33.12 M 5.70% ▲ 158 Add 0.1%
39,980 $29.44 M 5.07% ▲ 29 Add 0.1%
146,558 $19.29 M 3.32% ▲ 1,318 Add 0.9%
632,890 $18.99 M 3.27% ▲ 1,599 Add 0.3%
52,193 $15.61 M 2.69% ▲ 320 Add 0.6%
641,351 $14.83 M 2.55% ▲ 955 Add 0.2%

Historical Portfolio Charts