2026 Q2 Portfolio Activity
In 2026 Q2, Cedar Mountain Advisors, LLC maintained a portfolio of 1231 distinct positions. The most significant new addition was JPMORGAN FLEXIBLE DEBT ETF, now representing 0.18% of the total fund value. They heavily accumulated shares in ISHARES RUSSELL 1000 GROWTH ET, increasing the position by 300.3%.
Position History
hover any row below to update
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Total Positions
1231
Quarter
2026 Q2
Top Holding
IWD (16.5%)
Top 10 Concentration
69.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1231
Cedar Mountain Advisors, LLC Full Holdings List — 2026 Q2
| 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 | 16.50% | 16.51% |
#1
Prev: #1
|
6.5 |
—
|
104 | 0.0% |
P
S
|
395,280 | $95,827,637 |
$123.01
+100.2%
|
2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | ||
|
IWF
ISHARES RUSSELL...
|
ETF | 16.49% | 16.07% |
#2
Prev: #2
|
8.5 |
—
|
578,636 | 300.3% |
P
S
|
771,325 | $95,775,416 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
IWS
ISHARES RUSSELL...
|
ETF | 7.16% | 7.17% |
#3
Prev: #3
|
4.4 |
—
|
1,131 | 0.4% |
P
S
|
252,713 | $41,596,503 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
IWP
ISHARES RUSSELL...
|
ETF | 6.96% | 6.85% |
#4
Prev: #4
|
3.8 |
—
|
2,898 | 1.1% |
P
S
|
276,200 | $40,438,512 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
IJR
ISHARES CORE S&...
|
ETF | 5.70% | 5.42% |
#5
Prev: #5
|
3.3 |
—
|
158 | 0.1% |
P
S
|
223,326 | $33,121,538 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 5.07% | 4.51% |
#6
Prev: #6
|
2.5 |
—
|
29 | 0.1% |
P
S
|
39,980 | $29,440,979 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VFH
VANGUARD FINANC...
|
ETF | 3.32% | 3.43% |
#7
1
Prev: #8
|
1.8 |
—
|
1,318 | 0.9% |
P
S
|
146,558 | $19,287,061 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
SPSB
STATE STREET SP...
|
ETF | 3.27% | 3.71% |
#8
1
Prev: #7
|
1.8 |
—
|
1,599 | 0.3% |
P
S
|
632,890 | $18,993,015 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VHT
VANGUARD HEALTH...
|
ETF | 2.69% | 2.76% |
#9
1
Prev: #10
|
1.6 |
—
|
320 | 0.6% |
P
S
|
52,193 | $15,606,113 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
SCHZ
SCHWAB US AGGRE...
|
ETF | 2.55% | 2.91% |
#10
1
Prev: #9
|
1.5 |
—
|
955 | 0.1% |
P
S
|
641,351 | $14,834,440 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VYMI
VANGUARD INTERN...
|
ETF | 2.38% | 2.55% |
#11
1
Prev: #12
|
1.5 |
—
|
2,156 | 1.6% |
P
S
|
140,798 | $13,826,373 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
LVHI
FRANKLIN INTERN...
|
ETF | 2.31% | 2.64% |
#12
1
Prev: #11
|
1.4 |
—
|
-2,577 | -0.8% |
P
S
|
330,016 | $13,393,684 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
SPHQ
INVESCO S&P 500...
|
ETF | 2.20% | 2.08% |
#13
1
Prev: #14
|
1.4 |
—
|
550 | 0.4% |
P
S
|
141,770 | $12,773,494 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
ILTB
ISHARES CORE 10...
|
ETF | 2.08% | 2.34% |
#14
1
Prev: #13
|
1.3 |
—
|
1,173 | 0.5% |
P
S
|
245,120 | $12,072,389 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
PULS
PGIM ULTRA SHOR...
|
ETF | 1.29% | 1.44% |
#15
1
Prev: #16
|
1.0 |
—
|
2,618 | 1.8% |
P
S
|
151,096 | $7,486,810 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
FLRN
STATE STREET SP...
|
ETF | 1.28% | 1.44% |
#16
1
Prev: #15
|
1.0 |
—
|
688 | 0.3% |
P
S
|
240,255 | $7,411,860 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
AGG
ISHARES CORE U....
|
ETF | 1.26% | 1.43% |
#17
Prev: #17
|
1.0 |
—
|
264 | 0.4% |
P
S
|
73,919 | $7,316,470 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 1.17% | 1.20% |
#18
2
Prev: #20
|
1.0 |
—
|
278 | 0.2% |
P
S
|
114,285 | $6,821,662 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
BINC
ISHARES FLEXIBL...
|
ETF | 1.16% | 1.28% |
#19
1
Prev: #18
|
1.0 |
—
|
2,632 | 2.1% |
P
S
|
129,010 | $6,752,380 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 1.16% | 1.21% |
#20
1
Prev: #19
|
1.0 |
—
|
1,088 | 1.7% |
P
S
|
64,770 | $6,728,288 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
DIVB
ISHARES CORE DI...
|
ETF | 1.11% | 1.10% |
#21
Prev: #21
|
0.9 |
—
|
415 | 0.4% |
P
S
|
104,443 | $6,433,711 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
JPIB
JPMORGAN INTERN...
|
ETF | 0.90% | 0.99% |
#22
Prev: #22
|
0.9 |
—
|
2,656 | 2.5% |
P
S
|
108,113 | $5,227,281 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
JBND
JPMORGAN ACTIVE...
|
ETF | 0.75% | 0.64% |
#23
1
Prev: #24
|
2.8 |
—
|
20,855 | 34.3% |
P
S
|
81,627 | $4,367,045 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.65% | 0.67% |
#24
1
Prev: #23
|
0.8 |
—
|
-27 | -0.2% |
P
S
|
16,866 | $3,777,071 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.56% | 0.55% |
#25
1
Prev: #26
|
0.7 |
—
|
1 | 0.0% |
P
S
|
8,768 | $3,244,365 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.52% | 0.50% |
#26
2
Prev: #28
|
0.7 |
—
|
330 | 3.3% |
P
S
|
10,453 | $3,024,678 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
CSX
CSX CORP COM
|
Industrials | 0.52% | 0.51% |
#27
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
63,391 | $3,012,994 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
XLP
STATE STREET CO...
|
ETF | 0.52% | 0.57% |
#28
3
Prev: #25
|
0.7 |
—
|
406 | 1.1% |
P
S
|
36,177 | $3,005,204 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
MINT
PIMCO ENHANCED ...
|
ETF | 0.38% | 0.43% |
#29
Prev: #29
|
0.7 |
—
|
255 | 1.2% |
P
S
|
22,020 | $2,219,828 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
JIRE
JPMORGAN INTERN...
|
ETF | 0.33% | 0.06% |
#30
22
Prev: #52
|
3.1 |
—
|
18,908 | 454.2% |
P
S
|
23,071 | $1,903,127 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 0.32% | 0.26% |
#31
Prev: #31
|
3.1 |
—
|
18,476 | 618.1% |
P
S
|
21,465 | $1,848,974 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
IXUS
ISHARES CORE MS...
|
ETF | 0.28% | 0.00% |
#32
228
Prev: #260
|
3.1 |
—
|
16,834 | 6234.8% |
P
S
|
17,104 | $1,632,406 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.25% | 0.25% |
#33
1
Prev: #32
|
0.6 |
—
|
121 | 3.6% |
P
S
|
3,515 | $1,478,409 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 0.21% | 0.21% |
#34
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
5,600 | $1,220,409 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.20% | 0.11% |
#35
6
Prev: #41
|
0.6 |
—
|
-41 | -2.4% |
P
S
|
1,639 | $1,185,114 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.18% | 0.31% |
#36
6
Prev: #30
|
0.1 |
—
|
-1,546 | -35.9% |
P
S
|
2,759 | $1,029,200 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
JFLX
JPMORGAN FLEXIB...
|
ETF | 0.18% | — |
#37
Prev: #—
|
3.6 |
—
|
20,383 | — |
NEW
|
20,383 | $1,027,303 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.17% | 0.18% |
#38
3
Prev: #35
|
0.6 |
—
|
56 | 2.9% |
P
S
|
1,966 | $983,767 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.15% | 0.15% |
#39
1
Prev: #40
|
0.6 |
—
|
113 | 2.6% |
P
S
|
4,477 | $895,883 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 0.14% | 0.16% |
#40
2
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
10,768 | $790,479 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 0.14% | 0.15% |
#41
2
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
15,516 | $784,799 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 0.13% | 0.20% |
#42
8
Prev: #34
|
0.1 |
—
|
-1,460 | -36.0% |
P
S
|
2,598 | $780,569 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
BR
BROADRIDGE FINL...
|
Technology | 0.13% | 0.17% |
#43
7
Prev: #36
|
0.6 |
—
|
4 | 0.1% |
P
S
|
5,387 | $737,712 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
PVAL
PUTNAM FOCUSED ...
|
ETF | 0.12% | — |
#44
Prev: #—
|
3.5 |
—
|
14,166 | — |
NEW
|
14,166 | $721,758 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
NKE
NIKE INC CL B
|
Consumer Cyclical | 0.11% | 0.17% |
#45
8
Prev: #37
|
0.5 |
—
|
-233 | -1.5% |
P
S
|
15,817 | $649,298 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
JPLD
JPMORGAN LIMITE...
|
ETF | 0.11% | 0.01% |
#46
105
Prev: #151
|
3.0 |
—
|
11,316 | 1189.9% |
P
S
|
12,267 | $640,215 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
TGT
TARGET CORP COM
|
Consumer Defensive | 0.11% | 0.11% |
#47
5
Prev: #42
|
0.5 |
—
|
16 | 0.3% |
P
S
|
4,739 | $618,961 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
N/A
HENNESSY SUSTAI...
|
|
ETF | 0.10% | 0.10% |
#48
5
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
15,204 | $585,547 | — | 13F Filing | 2026-06-30 | 2026-07-02 | ||
|
FBCG
FIDELITY BLUE C...
|
ETF | 0.09% | — |
#49
Prev: #—
|
3.5 |
—
|
8,832 | — |
NEW
|
8,832 | $548,556 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-02 | |||
|
BK
BANK OF NY MELL...
|
Financial Services | 0.08% | 0.07% |
#50
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
3,199 | $462,607 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-02 |
Showing 1-50 of 1231 holdings