Institutional Fund
Cedar Mountain Advisors, LLC
Lake Oswego, ORCIK 17989865 filings on record
Portfolio Value
$511.38M
Q1 2026
Holdings
1,152
Reported positions
New Buys
462
Opened this quarter
QoQ Change
-1.4%
from $518.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.5%
- Ishares Tr16.1%
- Ishares Tr7.2%
- Ishares Tr6.8%
- Ishares Tr5.4%
- Invesco Qqq Tr4.5%
- Other43.5%
Portfolio Holdings
1,152 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 395.2K | $84.44M | 16.5% | −7.4K | Reduced |
| 2 | Ishares Tr | 192.7K | $82.16M | 16.1% | −1.4K | Reduced |
| 3 | Ishares Tr | 251.6K | $36.67M | 7.2% | −2.5K | Reduced |
| 4 | Ishares Tr | 273.3K | $35.02M | 6.8% | −216 | Reduced |
| 5 | Ishares Tr | 223.2K | $27.74M | 5.4% | −2.2K | Reduced |
| 6 | Invesco Qqq Tr | 40.0K | $23.06M | 4.5% | −556 | Reduced |
| 7 | Spdr Series Trust | 631.3K | $18.98M | 3.7% | −6.9K | Reduced |
| 8 | Vanguard World Fd | 145.2K | $17.55M | 3.4% | −790 | Reduced |
| 9 | Schwab Strategic Tr | 640.4K | $14.87M | 2.9% | +12.8K | Added |
| 10 | Vanguard World Fd | 51.9K | $14.13M | 2.8% | −393 | Reduced |
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