Portfolio (Quarterly) Guide ↗

Cedar Mountain Advisors, LLC

· CIK 0001798986

13F Portfolio $581M AUM 1,175 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds

Q2 2026 · All 1175 New

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	IWD	ISHARES RUSSELL 1000 VALUE ETF	—	395,280.0	$95.8M	16.50%	NEW	—	$242.43	+6.1%
2	IWF	ISHARES RUSSELL 1000 GROWTH ETF	—	771,325.0	$95.8M	16.49%	NEW	—	$124.17	-1.4%
3	IWS	ISHARES RUSSELL MID-CAP VALUE ETF	—	252,713.0	$41.6M	7.16%	NEW	—	$164.60	+4.5%
4	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	—	276,200.0	$40.4M	6.96%	NEW	—	$146.41	-1.9%
5	IJR	ISHARES CORE S&P SMALL CAP ETF	—	223,326.0	$33.1M	5.70%	NEW	—	$148.31	-0.7%
6	QQQ	INVESCO QQQ TRUST SERIES I	Financial Services	39,980.0	$29.4M	5.07%	NEW	—	$736.39	-3.1%
7	VFH	VANGUARD FINANCIALS ETF	—	146,558.0	$19.3M	3.32%	NEW	—	$131.60	+6.9%
8	SPSB	STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	—	632,890.0	$19.0M	3.27%	NEW	—	$30.01	-0.2%
9	VHT	VANGUARD HEALTH CARE ETF	—	52,193.0	$15.6M	2.69%	NEW	—	$299.01	+9.6%
10	SCHZ	SCHWAB US AGGREGATE BOND ETF	—	641,351.0	$14.8M	2.55%	NEW	—	$23.13	-1.6%
11	VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	—	140,798.0	$13.8M	2.38%	NEW	—	$98.20	+7.2%
12	LVHI	FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF	—	330,016.0	$13.4M	2.31%	NEW	—	$40.59	+5.9%
13	SPHQ	INVESCO S&P 500 QUALITY ETF	—	141,770.0	$12.8M	2.20%	NEW	—	$90.10	-4.6%
14	ILTB	ISHARES CORE 10 YEAR USD BOND ETF	—	245,120.0	$12.1M	2.08%	NEW	—	$49.25	-4.4%
15	PULS	PGIM ULTRA SHORT BOND ETF	—	151,096.0	$7.5M	1.29%	NEW	—	$49.55	+0.2%
16	FLRN	STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF	—	240,255.0	$7.4M	1.28%	NEW	—	$30.85	-0.1%
17	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	—	73,919.0	$7.3M	1.26%	NEW	—	$98.98	-1.6%
18	VWO	VANGUARD FTSE EMERGING MARKETS ETF	—	114,285.0	$6.8M	1.18%	NEW	—	$59.69	+1.3%
19	BINC	ISHARES FLEXIBLE INCOME ACTIVE ETF	—	129,010.0	$6.8M	1.16%	NEW	—	$52.34	-0.6%
20	EFA	ISHARES MSCI EAFE ETF	—	64,770.0	$6.7M	1.16%	NEW	—	$103.88	+4.2%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 49.4%

Technology 15.5%

Industrials 15.1%

Consumer Cyclical 6.7%

Consumer Defensive 3.4%

Healthcare 2.6%

Utilities 2.5%

Energy 1.9%

Communication Services 1.6%

Real Estate 0.7%