Cedar Mountain Advisors

LAKE OSWEGO, ORfiles as Cedar Mountain Advisors, LLC

$581m in 1,175 US stocks at the end of 30 June 2026. The top 10 are 69.7% of the money. It changed about 3.6% of the portfolio this quarter.

Value

$581m

Stocks

1,175

Top 10 share

69.7%

Turnover

3.6%

What changed this quarter

New

Bought for the first time this quarter.

J P Morgan Exchange Traded FJFLX
0.2% of the fund
Putnam ETF TrustPVAL
0.1% of the fund
Fidelity Covington TrustFBCG
<0.1% of the fund
J P Morgan Exchange Traded FJSCP
<0.1% of the fund
BlackstoneBX
<0.1% of the fund
Ishares TRSOXX
<0.1% of the fund
Pimco ETF TRPYLD
<0.1% of the fund
Alliant EnergyLNT
<0.1% of the fund
Stifel FinancialSF
<0.1% of the fund
ExproXPRO
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Rocket LabRKLB
<0.1% of the fund
Tema ETF TrustNASA
<0.1% of the fund
Vanguard Tax-Managed FDSVEA
<0.1% of the fund
FS Specialty Lending FundFSSL
<0.1% of the fund
Oncolytics BiotechONCY
<0.1% of the fund
InfleqtionINFQ
<0.1% of the fund
United STS Oil FD LPUSO
<0.1% of the fund
J P Morgan Exchange Traded FJIVE
<0.1% of the fund
Entrepreneurshares Series TRXOVR
<0.1% of the fund
Molina HealthcareMOH
<0.1% of the fund
Paycom SoftwarePAYC
<0.1% of the fund
ARM HoldingsARM
<0.1% of the fund
Corcept TherapeuticsCORT
<0.1% of the fund
EtsyETSY
<0.1% of the fund

Added

Bought more of a stock they already held.

Blackrock ETF Trust IIBINC
1.2% of the fund
+2%
J P Morgan Exchange Traded FJPIB
0.9% of the fund
+3%
J P Morgan Exchange Traded FJBND
0.8% of the fund
+34%
AppleAAPL
0.5% of the fund
+3%
J P Morgan Exchange Traded FJIRE
0.3% of the fund
+454%
Vanguard Index FDSVUG
0.3% of the fund
+20%
Ishares TRIXUS
0.3% of the fund
+6235%
TeslaTSLA
0.3% of the fund
+4%
Berkshire HathawayBRK-B
0.2% of the fund
+3%
NvidiaNVDA
0.2% of the fund
+3%
J P Morgan Exchange Traded FJPLD
0.1% of the fund
+1190%
ExxonMobil HoldingsXOM
<0.1% of the fund
+10%
Amazon.comAMZN
<0.1% of the fund
+4%
Ishares TRIWN
<0.1% of the fund
+375%
Southern CompanySO
<0.1% of the fund
+124%
Ishares TRIWO
<0.1% of the fund
+372%
State STR Spdr S&P 500 ETF TSPY
<0.1% of the fund
+99%
Meta PlatformsMETA
<0.1% of the fund
+43%
Ishares TRIVV
<0.1% of the fund
+13%
BoeingBA
<0.1% of the fund
+24%
AT&TT
<0.1% of the fund
+28%
Morgan StanleyMS
<0.1% of the fund
+540%
Cisco SystemsCSCO
<0.1% of the fund
+68%
AbbVieABBV
<0.1% of the fund
+63%
AlphabetGOOG
<0.1% of the fund
+5%

Cut

Sold some of their stake.

Applied MaterialsAMAT
0.2% of the fund
-2%
MicrosoftMSFT
0.2% of the fund
-36%
Ishares TRIWM
0.1% of the fund
-36%
IntelINTC
<0.1% of the fund
-13%
McDonald'sMCD
<0.1% of the fund
-9%
Northwest Natural HoldingNWN
<0.1% of the fund
-6%
IntuitINTU
<0.1% of the fund
-4%
KLAKLAC
<0.1% of the fund
-8%
Palo Alto NetworksPANW
<0.1% of the fund
-2%
Quanta ServicesPWR
<0.1% of the fund
-3%
Texas InstrumentsTXN
<0.1% of the fund
-6%
Select Sector Spdr TRXLV
<0.1% of the fund
-29%
CrowdStrike HoldingsCRWD
<0.1% of the fund
-2%
OracleORCL
<0.1% of the fund
-7%
DanaherDHR
<0.1% of the fund
-7%
ComcastCMCSA
<0.1% of the fund
-8%
Analog DevicesADI
<0.1% of the fund
-5%
Ichor HoldingsICHR
<0.1% of the fund
-9%
Select Sector Spdr TRXLK
<0.1% of the fund
-20%
Ishares TRACWX
<0.1% of the fund
-38%
Installed Building ProductsIBP
<0.1% of the fund
-5%
USA Rare EarthUSAR
<0.1% of the fund
-15%
InterDigitalIDCC
<0.1% of the fund
-5%
Healthpeak PropertiesDOC
<0.1% of the fund
-3%
OSI SystemsOSIS
<0.1% of the fund
-2%

Sold out

Sold their entire stake.

Coterra EnergyCTRA
-100%
Expro Group Holdings NV.com
-100%
Honeywell InternationalHON
-100%
EnviriNVRI
-100%
Carnival
-100%
On Holding AGONON
-100%
Hologic
-100%
Oncolytics Biotech
-100%
Peakstone Realty TrustPKST
-100%
Global X FDSDRIV
-100%
ChewyCHWY
-100%
Winnebago IndustriesWGO
-100%
Sun Ctry Airls HldgsSNCY
-100%
American Eagle OutfittersAEO
-100%
Primoris ServicesPRIM
-100%
Uniti GroupUNIT
-100%
Virtus Total Return FundZTR
-100%
Air Lease
-100%
Apellis Pharmaceuticals
-100%
Hafnia LTD SHS
-100%
CSG SYS Intl
-100%
Waystar HoldingWAY
-100%
Energizer HoldingsENR
-100%
Veris Residential INC.com
-100%
Gibraltar IndustriesROCK
-100%

Holdings

Ishares TRIWD
Share
16.5%
Value
$96m
Shares
395,280
Held
Ishares TRIWF
Share
16.5%
Value
$96m
Shares
771,325
Held
Ishares TRIWS
Share
7.2%
Value
$42m
Shares
252,713
Held
Ishares TRIWP
Share
7.0%
Value
$40m
Shares
276,200
Held
Ishares TRIJR
Share
5.7%
Value
$33m
Shares
223,326
Held
Invesco QQQ TRQQQ
Share
5.1%
Value
$29m
Shares
39,980
Held
Vanguard World FDVFH
Share
3.3%
Value
$19m
Shares
146,558
Held
Spdr Series TrustSPSB
Share
3.3%
Value
$19m
Shares
632,890
Held
Vanguard World FDVHT
Share
2.7%
Value
$16m
Shares
52,193
Held
Schwab Strategic TRSCHZ
Share
2.6%
Value
$15m
Shares
641,351
Held
Vanguard Whitehall FDSVYMI
Share
2.4%
Value
$14m
Shares
140,798
Held
Legg Mason ETF InvtLVHI
Share
2.3%
Value
$13m
Shares
330,016
Held
Invesco Exchange Traded FD TSPHQ
Share
2.2%
Value
$13m
Shares
141,770
Held
Ishares TRILTB
Share
2.1%
Value
$12m
Shares
245,120
Held
Pgim ETF TRPULS
Share
1.3%
Value
$7m
Shares
151,096
Held
Spdr Series TrustFLRN
Share
1.3%
Value
$7m
Shares
240,255
Held
Ishares TRAGG
Share
1.3%
Value
$7m
Shares
73,919
Held
Vanguard Intl Equity Index FVWO
Share
1.2%
Value
$7m
Shares
114,285
Held
Blackrock ETF Trust IIBINC
Share
1.2%
Value
$7m
Shares
129,010
+2%
Ishares TREFA
Share
1.2%
Value
$7m
Shares
64,770
Held
Ishares TRDIVB
Share
1.1%
Value
$6m
Shares
104,443
Held
J P Morgan Exchange Traded FJPIB
Share
0.9%
Value
$5m
Shares
108,113
+3%
J P Morgan Exchange Traded FJBND
Share
0.8%
Value
$4m
Shares
81,627
+34%
Automatic Data ProcessingADP
Share
0.7%
Value
$4m
Shares
16,866
Held
Vanguard Index FDSVTI
Share
0.6%
Value
$3m
Shares
8,768
Held
AppleAAPL
Share
0.5%
Value
$3m
Shares
10,453
+3%
CSXCSX
Share
0.5%
Value
$3m
Shares
63,391
Held
Select Sector Spdr TRXLP
Share
0.5%
Value
$3m
Shares
36,177
Held
Pimco ETF TRMINT
Share
0.4%
Value
$2m
Shares
22,020
Held
J P Morgan Exchange Traded FJIRE
Share
0.3%
Value
$2m
Shares
23,071
+454%
Vanguard Index FDSVUG
Share
0.3%
Value
$2m
Shares
21,465
+20%
Ishares TRIXUS
Share
0.3%
Value
$2m
Shares
17,104
+6235%
TeslaTSLA
Share
0.3%
Value
$1m
Shares
3,515
+4%
Vanguard Index FDSVTV
Share
0.2%
Value
$1m
Shares
5,600
Held
Applied MaterialsAMAT
Share
0.2%
Value
$1m
Shares
1,639
-2%
MicrosoftMSFT
Share
0.2%
Value
$1m
Shares
2,759
-36%
J P Morgan Exchange Traded FJFLX
Share
0.2%
Value
$1m
Shares
20,383
New
Berkshire HathawayBRK-B
Share
0.2%
Value
$983,767
Shares
1,966
+3%
NvidiaNVDA
Share
0.2%
Value
$895,883
Shares
4,477
+3%
Vanguard BD Index FDSBND
Share
0.1%
Value
$790,479
Shares
10,768
Held
Vanguard MUN BD FDSVTEB
Share
0.1%
Value
$784,799
Shares
15,516
Held
Ishares TRIWM
Share
0.1%
Value
$780,569
Shares
2,598
-36%
Broadridge Financial SolutionsBR
Share
0.1%
Value
$737,712
Shares
5,387
Held
Putnam ETF TrustPVAL
Share
0.1%
Value
$721,758
Shares
14,166
New
NikeNKE
Share
0.1%
Value
$649,298
Shares
15,817
Held
J P Morgan Exchange Traded FJPLD
Share
0.1%
Value
$640,215
Shares
12,267
+1190%
TargetTGT
Share
0.1%
Value
$618,961
Shares
4,739
Held
Hennessy Sustainable ETF
Share
0.1%
Value
$585,547
Shares
15,204
Held
Fidelity Covington TrustFBCG
Share
<0.1%
Value
$548,556
Shares
8,832
New
Bank of New York MellonBNY
Share
<0.1%
Value
$462,607
Shares
3,199
Held
Vanguard Index FDSVXF
Share
<0.1%
Value
$458,689
Shares
1,863
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$449,356
Shares
3,287
+10%
Vanguard Malvern FDSVTIP
Share
<0.1%
Value
$416,156
Shares
8,285
Held
Amazon.comAMZN
Share
<0.1%
Value
$388,256
Shares
1,629
+4%
Ishares TRIWN
Share
<0.1%
Value
$387,985
Shares
1,754
+375%
IntelINTC
Share
<0.1%
Value
$385,844
Shares
2,763
-13%
Costco WholesaleCOST
Share
<0.1%
Value
$366,945
Shares
392
Held
McDonald'sMCD
Share
<0.1%
Value
$356,952
Shares
1,321
-9%
StarbucksSBUX
Share
<0.1%
Value
$334,235
Shares
3,271
Held
Southern CompanySO
Share
<0.1%
Value
$331,110
Shares
3,460
+124%
Ishares TRIWO
Share
<0.1%
Value
$323,441
Shares
821
+372%
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$301,940
Shares
404
+99%
Invesco Exch Traded FD TR IIQQQM
Share
<0.1%
Value
$293,584
Shares
969
Held
Meta PlatformsMETA
Share
<0.1%
Value
$256,938
Shares
456
+43%
Union PacificUNP
Share
<0.1%
Value
$247,918
Shares
911
Held
SpireSR
Share
<0.1%
Value
$234,732
Shares
3,006
Held
Ishares TRIVV
Share
<0.1%
Value
$226,790
Shares
303
+13%
Home DepotHD
Share
<0.1%
Value
$225,725
Shares
640
Held
BoeingBA
Share
<0.1%
Value
$221,916
Shares
1,025
+24%
AlphabetGOOGL
Share
<0.1%
Value
$220,253
Shares
616
Held
Procter & GamblePG
Share
<0.1%
Value
$218,874
Shares
1,493
Held
Church & DwightCHD
Share
<0.1%
Value
$216,430
Shares
2,234
Held
WalmartWMT
Share
<0.1%
Value
$203,139
Shares
1,794
Held
Albertsons CompaniesACI
Share
<0.1%
Value
$200,975
Shares
14,854
Held
J P Morgan Exchange Traded FHELO
Share
<0.1%
Value
$199,699
Shares
2,955
Held
Lumentum HoldingsLITE
Share
<0.1%
Value
$196,496
Shares
229
Held
AT&TT
Share
<0.1%
Value
$189,756
Shares
9,167
+28%
Northwest Natural HoldingNWN
Share
<0.1%
Value
$174,600
Shares
3,559
-6%
Morgan StanleyMS
Share
<0.1%
Value
$173,946
Shares
832
+540%
Cisco SystemsCSCO
Share
<0.1%
Value
$173,760
Shares
1,479
+68%
BroadcomAVGO
Share
<0.1%
Value
$163,944
Shares
434
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$162,824
Shares
442
Held
AbbVieABBV
Share
<0.1%
Value
$158,514
Shares
630
+63%
AlphabetGOOG
Share
<0.1%
Value
$156,879
Shares
444
+5%
MerckMRK
Share
<0.1%
Value
$156,178
Shares
1,215
+32%
Ishares TRIWB
Share
<0.1%
Value
$150,696
Shares
368
Held
IntuitINTU
Share
<0.1%
Value
$150,616
Shares
577
-4%
JPMorgan ChaseJPM
Share
<0.1%
Value
$150,379
Shares
459
+2%
CoreWeaveCRWV
Share
<0.1%
Value
$141,845
Shares
1,425
Held
UnitilUTL
Share
<0.1%
Value
$141,631
Shares
2,688
Held
J P Morgan Exchange Traded FJPST
Share
<0.1%
Value
$141,394
Shares
2,796
+10256%
J P Morgan Exchange Traded FJSCP
Share
<0.1%
Value
$138,559
Shares
2,939
New
Keysight TechnologiesKEYS
Share
<0.1%
Value
$131,276
Shares
375
Held
SandiskSNDK
Share
<0.1%
Value
$129,603
Shares
57
Held
Regal RexnordRRX
Share
<0.1%
Value
$125,526
Shares
527
Held
VisaV
Share
<0.1%
Value
$123,986
Shares
361
Held
RTXRTX
Share
<0.1%
Value
$123,004
Shares
648
+31%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$122,529
Shares
482
+3%
Clean HarborsCLH
Share
<0.1%
Value
$120,994
Shares
405
Held
First TR Exchange Traded FDFV
Share
<0.1%
Value
$120,810
Shares
1,592
+4%

Company	Share of fund	Value	Shares	Change
Ishares TRIWD	16.5%	$96m	395,280	Held
Ishares TRIWF	16.5%	$96m	771,325	Held
Ishares TRIWS	7.2%	$42m	252,713	Held
Ishares TRIWP	7.0%	$40m	276,200	Held
Ishares TRIJR	5.7%	$33m	223,326	Held
Invesco QQQ TRQQQ	5.1%	$29m	39,980	Held
Vanguard World FDVFH	3.3%	$19m	146,558	Held
Spdr Series TrustSPSB	3.3%	$19m	632,890	Held
Vanguard World FDVHT	2.7%	$16m	52,193	Held
Schwab Strategic TRSCHZ	2.6%	$15m	641,351	Held
Vanguard Whitehall FDSVYMI	2.4%	$14m	140,798	Held
Legg Mason ETF InvtLVHI	2.3%	$13m	330,016	Held
Invesco Exchange Traded FD TSPHQ	2.2%	$13m	141,770	Held
Ishares TRILTB	2.1%	$12m	245,120	Held
Pgim ETF TRPULS	1.3%	$7m	151,096	Held
Spdr Series TrustFLRN	1.3%	$7m	240,255	Held
Ishares TRAGG	1.3%	$7m	73,919	Held
Vanguard Intl Equity Index FVWO	1.2%	$7m	114,285	Held
Blackrock ETF Trust IIBINC	1.2%	$7m	129,010	+2%
Ishares TREFA	1.2%	$7m	64,770	Held
Ishares TRDIVB	1.1%	$6m	104,443	Held
J P Morgan Exchange Traded FJPIB	0.9%	$5m	108,113	+3%
J P Morgan Exchange Traded FJBND	0.8%	$4m	81,627	+34%
Automatic Data ProcessingADP	0.7%	$4m	16,866	Held
Vanguard Index FDSVTI	0.6%	$3m	8,768	Held
AppleAAPL	0.5%	$3m	10,453	+3%
CSXCSX	0.5%	$3m	63,391	Held
Select Sector Spdr TRXLP	0.5%	$3m	36,177	Held
Pimco ETF TRMINT	0.4%	$2m	22,020	Held
J P Morgan Exchange Traded FJIRE	0.3%	$2m	23,071	+454%
Vanguard Index FDSVUG	0.3%	$2m	21,465	+20%
Ishares TRIXUS	0.3%	$2m	17,104	+6235%
TeslaTSLA	0.3%	$1m	3,515	+4%
Vanguard Index FDSVTV	0.2%	$1m	5,600	Held
Applied MaterialsAMAT	0.2%	$1m	1,639	-2%
MicrosoftMSFT	0.2%	$1m	2,759	-36%
J P Morgan Exchange Traded FJFLX	0.2%	$1m	20,383	New
Berkshire HathawayBRK-B	0.2%	$983,767	1,966	+3%
NvidiaNVDA	0.2%	$895,883	4,477	+3%
Vanguard BD Index FDSBND	0.1%	$790,479	10,768	Held
Vanguard MUN BD FDSVTEB	0.1%	$784,799	15,516	Held
Ishares TRIWM	0.1%	$780,569	2,598	-36%
Broadridge Financial SolutionsBR	0.1%	$737,712	5,387	Held
Putnam ETF TrustPVAL	0.1%	$721,758	14,166	New
NikeNKE	0.1%	$649,298	15,817	Held
J P Morgan Exchange Traded FJPLD	0.1%	$640,215	12,267	+1190%
TargetTGT	0.1%	$618,961	4,739	Held
Hennessy Sustainable ETF	0.1%	$585,547	15,204	Held
Fidelity Covington TrustFBCG	<0.1%	$548,556	8,832	New
Bank of New York MellonBNY	<0.1%	$462,607	3,199	Held
Vanguard Index FDSVXF	<0.1%	$458,689	1,863	Held
ExxonMobil HoldingsXOM	<0.1%	$449,356	3,287	+10%
Vanguard Malvern FDSVTIP	<0.1%	$416,156	8,285	Held
Amazon.comAMZN	<0.1%	$388,256	1,629	+4%
Ishares TRIWN	<0.1%	$387,985	1,754	+375%
IntelINTC	<0.1%	$385,844	2,763	-13%
Costco WholesaleCOST	<0.1%	$366,945	392	Held
McDonald'sMCD	<0.1%	$356,952	1,321	-9%
StarbucksSBUX	<0.1%	$334,235	3,271	Held
Southern CompanySO	<0.1%	$331,110	3,460	+124%
Ishares TRIWO	<0.1%	$323,441	821	+372%
State STR Spdr S&P 500 ETF TSPY	<0.1%	$301,940	404	+99%
Invesco Exch Traded FD TR IIQQQM	<0.1%	$293,584	969	Held
Meta PlatformsMETA	<0.1%	$256,938	456	+43%
Union PacificUNP	<0.1%	$247,918	911	Held
SpireSR	<0.1%	$234,732	3,006	Held
Ishares TRIVV	<0.1%	$226,790	303	+13%
Home DepotHD	<0.1%	$225,725	640	Held
BoeingBA	<0.1%	$221,916	1,025	+24%
AlphabetGOOGL	<0.1%	$220,253	616	Held
Procter & GamblePG	<0.1%	$218,874	1,493	Held
Church & DwightCHD	<0.1%	$216,430	2,234	Held
WalmartWMT	<0.1%	$203,139	1,794	Held
Albertsons CompaniesACI	<0.1%	$200,975	14,854	Held
J P Morgan Exchange Traded FHELO	<0.1%	$199,699	2,955	Held
Lumentum HoldingsLITE	<0.1%	$196,496	229	Held
AT&TT	<0.1%	$189,756	9,167	+28%
Northwest Natural HoldingNWN	<0.1%	$174,600	3,559	-6%
Morgan StanleyMS	<0.1%	$173,946	832	+540%
Cisco SystemsCSCO	<0.1%	$173,760	1,479	+68%
BroadcomAVGO	<0.1%	$163,944	434	Held
Spdr Gold TRGLD	<0.1%	$162,824	442	Held
AbbVieABBV	<0.1%	$158,514	630	+63%
AlphabetGOOG	<0.1%	$156,879	444	+5%
MerckMRK	<0.1%	$156,178	1,215	+32%
Ishares TRIWB	<0.1%	$150,696	368	Held
IntuitINTU	<0.1%	$150,616	577	-4%
JPMorgan ChaseJPM	<0.1%	$150,379	459	+2%
CoreWeaveCRWV	<0.1%	$141,845	1,425	Held
UnitilUTL	<0.1%	$141,631	2,688	Held
J P Morgan Exchange Traded FJPST	<0.1%	$141,394	2,796	+10256%
J P Morgan Exchange Traded FJSCP	<0.1%	$138,559	2,939	New
Keysight TechnologiesKEYS	<0.1%	$131,276	375	Held
SandiskSNDK	<0.1%	$129,603	57	Held
Regal RexnordRRX	<0.1%	$125,526	527	Held
VisaV	<0.1%	$123,986	361	Held
RTXRTX	<0.1%	$123,004	648	+31%
Johnson & JohnsonJNJ	<0.1%	$122,529	482	+3%
Clean HarborsCLH	<0.1%	$120,994	405	Held
First TR Exchange Traded FDFV	<0.1%	$120,810	1,592	+4%

Showing the largest 100 of 1,175.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.7% since 30 June 2025.

Where the money is

Industrials1.9%

Technology1.7%

Retail & consumer0.8%

Financial services0.8%

Everyday goods0.4%

Health care0.3%

Utilities0.3%

Media & telecom0.2%

Energy0.2%

Materials0.1%

Real estate0.1%

Other93.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.