Cedar Mountain Advisors, LLC - Portfolio overview

Cedar Mountain Advisors, LLC has 1224 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. IWD - ISHARES RUSSELL 1000 VALUE ETF, 16.50%
  2. IWF - ISHARES RUSSELL 1000 GROWTH ETF, 16.06%
  3. IWS - ISHARES RUSSELL MID-CAP VALUE ETF, 7.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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