Cedar Mountain Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
757
Total value ($000)
$518,394
Net value change ($000)
+4,766 (0.9%)
New positions
113
Sold out positions
49
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IWD 3,040 3.7%
VHT 1,897 14.4%
VYMI 846 7.3%
LVHI 735 6.3%
IWS 592 1.7%
VFH 569 3.0%
IJR 554 2.1%
QQQ 430 1.8%
IWF 285 0.3%
SPHQ 260 2.5%
Top Reduces (Value $000, Stocks/ETFs)
SPSB -1,324 -6.4%
IWP -1,289 -3.3%
ADP -596 -11.9%
SCHZ -488 -3.2%
FLRN -485 -6.3%
PULS -464 -6.0%
ILTB -384 -3.1%
MSFT -302 -12.1%
NKE -106 -22.4%
BR -75 -5.9%
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