Cedar Mountain Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
6/30/2026
Date filed
7/2/2026
Form type
13F-HR
Num holdings
1,175
Total value ($000)
$580,726
Net value change ($000)
+69,348 (13.6%)
New positions
81
Sold out positions
58
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWF 13,612 16.6%
IWD 11,391 13.5%
QQQ 6,382 27.7%
IWP 5,424 15.5%
IJR 5,380 19.4%
IWS 4,931 13.4%
SPHQ 2,155 20.3%
VFH 1,741 9.9%
IXUS 1,609 6995.7%
JIRE 1,588 504.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -565 -35.4%
JEPI -411 -98.8%
JEPQ -278 -98.2%
IWM -225 -22.4%
NKE -199 -23.5%
BR -137 -15.7%
INTU -110 -42.1%
CTRA -101 -100.0%
MCD -94 -20.8%
LVHI -89 -0.7%
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