Cedar Mountain Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
693
Total value ($000)
$513,628
Net value change ($000)
+32,413 (6.7%)
New positions
342
Sold out positions
14
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFA 5,879 NEW
IWF 5,091 5.9%
JPIB 4,979 NEW
JBND 3,214 NEW
IJR 2,089 8.5%
VYMI 1,579 15.7%
IWS 1,258 3.7%
QQQ 1,118 4.8%
BINC 1,064 19.6%
ADP 988 24.7%
Top Reduces (Value $000, Stocks/ETFs)
SPHQ -1,802 -14.8%
SPSB -541 -2.6%
IWP -475 -1.2%
STNC -469 -100.0%
XLP -361 -11.5%
FLRN -149 -1.9%
PULS -142 -1.8%
NKE -92 -16.3%
VNQ -91 -73.4%
ACI -58 -18.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type