Data as of Q4 2025 (Dec 31, 2025)

Cedar Mountain Advisors, LLC

โ€ขCIK: 1798986โ€ขFiling: Q4 2025

**Cedar Mountain Advisors, LLC** manages $518M across a diverse portfolio of 757 positions. The fund exhibits significant concentration in the iShares Russell 1000 Growth ETF (IWF) at $91.9M, followed by IWD ($84.7M) and IWP ($37.5M). Notable allocations also include IWS ($35.8M) and IJR ($27.1M), suggesting a tactical focus on large-cap growth and broad market exposure. This positioning indicates a conviction in established, high-growth equity segments.

Total AUM
$518.4M
QoQ Performance
+0.9%
Positions
757
Top 10 Concentration
71.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IWF
IWD
IWP
IWS
IJR
IWF17.7%
IWD16.3%
IWP7.2%
IWS6.9%
IJR5.2%
NDQ4.8%
VFH3.8%
SPSB3.7%

๐Ÿ“ˆ Biggest Buys

VHT
VANGUARD HEALTH CARE ETF
+3.2%
2.9% of portfolio
IWD
ISHARES RUSSELL 1000 VALUE ETF
+0.4%
16.3% of portfolio
IJR
ISHARES CORE S&P SMALL CAP ETF
+0.9%
5.2% of portfolio
VFH
VANGUARD FINANCIALS ETF
+1.3%
3.8% of portfolio
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+0.7%
6.9% of portfolio

๐Ÿ“‰ Biggest Sells

SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-6.1%
3.7% of portfolio
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-0.7%
17.7% of portfolio
FLRN
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-5.9%
1.4% of portfolio
PULS
PGIM ULTRA SHORT BOND ETF
-5.6%
1.4% of portfolio
SCHZ
SCHWAB US AGGREGATE BOND ETF
-2.8%
2.8% of portfolio

Sector Breakdown

Other97.1%
Technology1.3%
Consumer0.7%
Financial0.3%
Industrial0.2%
ETF0.1%
Healthcare0.1%
Utilities0.1%

๐Ÿšช Exited Positionssold since Q3 2025

HON
HONEYWELL INTL INC COM
SOLD
$32.8K
URI
UNITED RENTALS INC COM
SOLD
$32.5K
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
SOLD
$29.4K
FISV
FISERV INC COM
SOLD
$25.3K
VTRS
VIATRIS INC COM
SOLD
$24.3K
+489 more exited positions

Changes from Q3 2025

NEW1 new position
โ†‘76 increased
โ†“32 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023