Cedar Mountain Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
1,163
Total value ($000)
$589,933
Net value change ($000)
+9,207 (1.6%)
New positions
68
Sold out positions
80
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IEMG 5,339 8089.4%
JPLD 5,105 797.7%
PULS 2,741 36.6%
FLRN 2,623 35.4%
JPIB 2,542 48.6%
JFLX 2,260 220.1%
IXUS 2,252 138.0%
FBCG 2,209 402.4%
PVAL 2,119 293.5%
JIRE 1,962 103.1%
Top Reduces (Value $000, Stocks/ETFs)
IJR -3,434 -10.4%
IWD -3,172 -3.3%
VWO -2,879 -42.2%
IWP -2,853 -7.1%
IWS -2,803 -6.7%
SPHQ -1,528 -12.0%
QQQ -1,145 -3.9%
IWF -871 -0.9%
VTEB -785 -100.0%
IWM -758 -97.1%
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