Cedar Mountain Advisors, LLC

All 13F Filings

Location
Lake Oswego, OR
Most recent 13F
Q2 2026
Holdings value ($000)
580,726
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/2/2026 1,175 580,726 13F-HR Cedar Mountain Advisors, LLC
Q1 2026 4/30/2026 1,152 511,378 13F-HR Cedar Mountain Advisors, LLC
Q4 2025 2/11/2026 757 518,394 13F-HR Cedar Mountain Advisors, LLC
Q3 2025 10/24/2025 693 513,628 13F-HR Cedar Mountain Advisors, LLC
Q2 2025 7/22/2025 366 481,215 13F-HR Cedar Mountain Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 38.96 K 6.7% 4.397 K 0 4.397 K
ETFs 541.7 K 93.3% 64.96 K 0 64.96 K
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Fund Snapshot

Q2 2026
Latest filed
7/2/2026
Total value ($000)
580,726
Holdings
1175
QoQ value change ($000)
69,348 (13.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.