AI Portfolio Summary
In 2026 Q1, Cedar Mountain Advisors, LLC maintained a portfolio of 1218 distinct positions. They heavily accumulated shares in SCHWAB US AGGREGATE , increasing their position by 2.0%. The fund also reduced its exposure to VANGUARD GROWTH ETF by 14.4%.
Total Positions
1218
Quarter
2026 Q1
Top Holding
IWD (16.5%)
Top 10 Concentration
69.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1218
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWD
ISHARES RUSSELL...
|
ETF | 16.51% | 16.33% |
#1
1
Prev: #2
|
6.5 | -7,376 | -1.8% |
P
S
|
395,176 | $84,437,165 |
$123.37
+74.7%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
IWF
ISHARES RUSSELL...
|
ETF | 16.07% | 17.72% |
#2
1
Prev: #1
|
6.0 | -1,394 | -0.7% |
P
S
|
192,689 | $82,162,596 |
$42.91
+150.6%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
IWS
ISHARES RUSSELL...
|
ETF | 7.17% | 6.91% |
#3
1
Prev: #4
|
4.4 | -2,453 | -1.0% |
P
S
|
251,582 | $36,665,535 |
$86.25
+71.0%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
IWP
ISHARES RUSSELL...
|
ETF | 6.85% | 7.23% |
#4
1
Prev: #3
|
3.7 | -216 | -0.1% |
P
S
|
273,302 | $35,015,455 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 5.42% | 5.23% |
#5
Prev: #5
|
3.2 | -2,245 | -1.0% |
P
S
|
223,168 | $27,742,013 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 4.51% | 4.80% |
#6
Prev: #6
|
2.3 | -556 | -1.4% |
P
S
|
39,951 | $23,059,203 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPSB
STATE STREET SP...
|
ETF | 3.71% | 3.72% |
#7
1
Prev: #8
|
2.0 | -6,890 | -1.1% |
P
S
|
631,291 | $18,982,918 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VFH
VANGUARD FINANC...
|
ETF | 3.43% | 3.76% |
#8
1
Prev: #7
|
1.9 | -790 | -0.5% |
P
S
|
145,240 | $17,546,420 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SCHZ
SCHWAB US AGGRE...
|
ETF | 2.91% | 2.83% |
#9
1
Prev: #10
|
1.7 | 12,803 | 2.0% |
P
S
|
640,396 | $14,870,004 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VHT
VANGUARD HEALTH...
|
ETF | 2.76% | 2.90% |
#10
1
Prev: #9
|
1.6 | -393 | -0.8% |
P
S
|
51,873 | $14,126,662 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LVHI
FRANKLIN INTERN...
|
ETF | 2.64% | 2.40% |
#11
1
Prev: #12
|
1.6 | -4,631 | -1.4% |
P
S
|
332,593 | $13,483,331 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VYMI
VANGUARD INTERN...
|
ETF | 2.55% | 2.41% |
#12
1
Prev: #11
|
1.5 | -205 | -0.1% |
P
S
|
138,642 | $13,065,653 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ILTB
ISHARES CORE 10...
|
ETF | 2.34% | 2.28% |
#13
Prev: #13
|
1.4 | 5,613 | 2.4% |
P
S
|
243,947 | $11,948,510 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPHQ
INVESCO S&P 500...
|
ETF | 2.08% | 2.05% |
#14
Prev: #14
|
1.3 | -166 | -0.1% |
P
S
|
141,220 | $10,618,319 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FLRN
STATE STREET SP...
|
ETF | 1.44% | 1.40% |
#15
2
Prev: #17
|
1.1 | 4,119 | 1.7% |
P
S
|
239,567 | $7,373,868 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PULS
PGIM ULTRA SHOR...
|
ETF | 1.44% | 1.40% |
#16
Prev: #16
|
1.1 | 2,511 | 1.7% |
P
S
|
148,478 | $7,349,669 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AGG
ISHARES CORE U....
|
ETF | 1.43% | 1.41% |
#17
2
Prev: #15
|
1.1 | 309 | 0.4% |
P
S
|
73,655 | $7,311,781 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BINC
ISHARES FLEXIBL...
|
ETF | 1.28% | 1.28% |
#18
Prev: #18
|
1.0 | 320 | 0.3% |
P
S
|
126,378 | $6,562,829 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 1.21% | 1.17% |
#19
1
Prev: #20
|
1.0 | 760 | 1.2% |
P
S
|
63,682 | $6,185,433 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 1.20% | 1.19% |
#20
1
Prev: #19
|
1.0 | -1,004 | -0.9% |
P
S
|
114,007 | $6,162,054 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DIVB
ISHARES CORE DI...
|
ETF | 1.10% | 1.06% |
#21
Prev: #21
|
0.9 | 1,004 | 1.0% |
P
S
|
104,028 | $5,612,330 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JPIB
JPMORGAN INTERN...
|
ETF | 0.99% | 0.97% |
#22
Prev: #22
|
0.9 | 1,989 | 1.9% |
P
S
|
105,457 | $5,042,975 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.67% | 0.85% |
#23
Prev: #23
|
0.8 | -211 | -1.2% |
P
S
|
16,893 | $3,432,398 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JBND
JPMORGAN ACTIVE...
|
ETF | 0.64% | 0.63% |
#24
Prev: #24
|
0.8 | 465 | 0.8% |
P
S
|
60,772 | $3,267,710 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
XLP
STATE STREET CO...
|
ETF | 0.57% | 0.53% |
#25
1
Prev: #26
|
0.7 | 77 | 0.2% |
P
S
|
35,771 | $2,932,477 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.55% | 0.57% |
#26
1
Prev: #25
|
1.2 | no change | no change |
P
S
|
8,767 | $2,812,676 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CSX
CSX CORP COM
|
Industrials | 0.51% | 0.44% |
#27
1
Prev: #28
|
0.7 | -2 | -0.0% |
P
S
|
63,391 | $2,602,201 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.50% | 0.49% |
#28
1
Prev: #27
|
2.2 | 794 | 8.5% |
P
S
|
10,123 | $2,569,060 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MINT
PIMCO ENHANCED ...
|
ETF | 0.43% | 0.42% |
#29
1
Prev: #30
|
0.7 | 289 | 1.3% |
P
S
|
21,765 | $2,188,937 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.31% | 0.42% |
#30
1
Prev: #29
|
0.6 | -230 | -5.1% |
P
S
|
4,305 | $1,593,691 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 0.26% | 0.33% |
#31
Prev: #31
|
0.6 | -504 | -14.4% |
P
S
|
2,989 | $1,305,512 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.25% | 0.31% |
#32
Prev: #32
|
0.6 | -131 | -3.7% |
P
S
|
3,394 | $1,261,720 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 0.21% | 0.21% |
#33
1
Prev: #34
|
0.6 | -6 | -0.1% |
P
S
|
5,600 | $1,098,720 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 0.20% | 0.19% |
#34
1
Prev: #35
|
1.1 | no change | no change |
P
S
|
4,058 | $1,006,384 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.18% | 0.18% |
#35
1
Prev: #36
|
0.6 | 28 | 1.5% |
P
S
|
1,910 | $915,272 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BR
BROADRIDGE FINL...
|
Technology | 0.17% | 0.23% |
#36
3
Prev: #33
|
0.6 | 3 | 0.1% |
P
S
|
5,383 | $874,603 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.17% | 0.07% |
#37
12
Prev: #49
|
3.1 | 10,288 | 178.5% |
P
S
|
16,050 | $847,768 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 0.16% | 0.15% |
#38
1
Prev: #37
|
1.1 | no change | no change |
P
S
|
10,768 | $792,956 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 0.15% | 0.15% |
#39
1
Prev: #38
|
1.1 | no change | no change |
P
S
|
15,516 | $774,093 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.15% | 0.15% |
#40
1
Prev: #39
|
2.1 | 290 | 7.1% |
P
S
|
4,364 | $761,073 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.11% | 0.09% |
#41
Prev: #41
|
0.5 | -183 | -9.8% |
P
S
|
1,680 | $574,077 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TGT
TARGET CORP COM
|
Consumer Defensive | 0.11% | 0.09% |
#42
1
Prev: #43
|
0.5 | 32 | 0.7% |
P
S
|
4,723 | $572,428 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
N/A
HENNESSY SUSTAI...
|
—
|
ETF | 0.10% | 0.10% |
#43
3
Prev: #40
|
1.0 | no change | no change |
P
S
|
15,204 | $516,358 | — | 13F Filing | 2026-03-31 | 2026-04-30 | ||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.10% | 0.07% |
#44
7
Prev: #51
|
2.0 | 156 | 5.5% |
P
S
|
2,986 | $506,640 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.09% | 0.09% |
#45
3
Prev: #42
|
0.5 | -91 | -5.9% |
P
S
|
1,452 | $451,296 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JEPI
JPMORGAN EQUITY...
|
ETF | 0.08% | 0.02% |
#46
27
Prev: #73
|
3.0 | 5,081 | 225.7% |
P
S
|
7,332 | $415,578 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VTIP
VANGUARD SHORT-...
|
ETF | 0.08% | 0.08% |
#47
3
Prev: #44
|
1.0 | no change | no change |
P
S
|
8,285 | $413,836 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.08% | 0.06% |
#48
5
Prev: #53
|
0.5 | 13 | 3.4% |
P
S
|
392 | $390,744 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VXF
VANGUARD EXTEND...
|
ETF | 0.07% | 0.07% |
#49
3
Prev: #46
|
1.0 | no change | no change |
P
S
|
1,859 | $382,582 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 0.07% | 0.07% |
#50
Prev: #50
|
2.0 | 242 | 8.2% |
P
S
|
3,199 | $379,497 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 1218 holdings