Cedar Mountain Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
1,152
Total value ($000)
$511,378
Net value change ($000)
-7,016 (-1.4%)
New positions
462
Sold out positions
67
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LVHI 1,066 8.6%
IWS 834 2.3%
IJR 652 2.4%
VYMI 570 4.6%
NKE 481 131.1%
CSX 304 13.2%
JEPI 287 222.5%
SCHZ 203 1.4%
JEPQ 190 204.3%
XOM 166 48.7%
Top Reduces (Value $000, Stocks/ETFs)
IWF -9,696 -10.6%
IWP -2,441 -6.5%
VFH -1,947 -10.0%
QQQ -1,825 -7.3%
ADP -968 -22.0%
VHT -918 -6.1%
MSFT -599 -27.3%
VUG -398 -23.4%
BR -326 -27.1%
TSLA -323 -20.4%
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