Back to funds

Cedar Mountain Advisors, LLC

hedge fundUpdated 4 days ago

Managed by Cedar Mountain Advisors, Llc • Latest filing Q3 2026

Portfolio value
$589.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$513.6M
Q4 2025$518.4M
Q1 2026$511.4M
Q2 2026$580.7M
Q3 2026$589.9M

Top holdings

1,163 positions as of Q3 2026

View filing
E

ISHARES RUSSELL 1000 GROWTH ETF

Value
$94.9M
Shares
757.7K
% Port
16.09%
E

ISHARES RUSSELL 1000 VALUE ETF

Value
$92.7M
Shares
373.7K
% Port
15.71%
E

ISHARES RUSSELL MID-CAP VALUE ETF

Value
$38.8M
Shares
241.3K
% Port
6.58%
E

ISHARES RUSSELL MID-CAP GROWTH ETF

Value
$37.6M
Shares
273.0K
% Port
6.37%
E

ISHARES CORE S&P SMALL CAP ETF

Value
$29.7M
Shares
218.2K
% Port
5.03%
Q

INVESCO QQQ TRUST SERIES I

Value
$28.3M
Shares
38.2K
% Port
4.80%
S

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

Value
$19.3M
Shares
650.9K
% Port
3.26%
V

VANGUARD FINANCIALS ETF

Value
$18.7M
Shares
143.9K
% Port
3.17%
V

VANGUARD HEALTH CARE ETF

Value
$15.9M
Shares
50.3K
% Port
2.69%
V

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

Value
$14.5M
Shares
143.2K
% Port
2.45%
S

SCHWAB US AGGREGATE BOND ETF

Value
$14.4M
Shares
651.3K
% Port
2.44%
B

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

Value
$12.9M
Shares
310.0K
% Port
2.19%
?
13.N/A

ISHARES CORE 10 YEAR USD BOND ETF

Value
$11.6M
Shares
257.7K
% Port
1.96%
E

INVESCO S&P 500 QUALITY ETF

Value
$11.2M
Shares
133.7K
% Port
1.91%
O

PGIM ULTRA SHORT BOND ETF

Value
$10.2M
Shares
206.8K
% Port
1.73%
S

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

Value
$10M
Shares
325.4K
% Port
1.70%
J

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

Value
$7.8M
Shares
166.4K
% Port
1.32%
E

ISHARES FLEXIBLE INCOME ACTIVE ETF

Value
$7.4M
Shares
145.5K
% Port
1.25%
E

ISHARES CORE U.S. AGGREGATE BOND ETF

Value
$7.1M
Shares
75.2K
% Port
1.20%
E

ISHARES MSCI EAFE ETF

Value
$6.7M
Shares
64.9K
% Port
1.14%

Explore