Cedar Mountain Advisors
Cedar Mountain Advisors reported 1,163 stocks worth $590M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IWF (16.1%), IWD (15.7%) and IWS (6.6%). Compared with Q2 2026, the fund opened new positions in LFST, XOM and SPCX, added to SPSB, VYMI and SCHZ, trimmed IWF, IWD and IWS and sold out of VTEB, XOM and HELO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $94.9M | 16.1% | 758K | −14K (−2%) | 8 of 8 | |
| 2 |  IWD Ishares TR | $92.7M | 15.7% | 374K | −22K (−5%) | 8 of 8 | |
| 3 |  IWS Ishares TR | $38.8M | 6.6% | 241K | −11K (−4%) | 8 of 8 | |
| 4 |  IWP Ishares TR | $37.6M | 6.4% | 273K | −3,203 (−1%) | 8 of 8 | |
| 5 |  IJR Ishares TR | $29.7M | 5.0% | 218K | −5,098 (−2%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $28.3M | 4.8% | 38K | −1,731 (−4%) | 8 of 8 | |
| 7 |  SPSB State Street | $19.3M | 3.3% | 651K | +18K (+3%) | 8 of 8 | |
| 8 |  VFH Vanguard Financials ETF | $18.7M | 3.2% | 144K | −2,697 (−2%) | 8 of 8 | |
| 9 |  VHT Vanguard World FD | $15.9M | 2.7% | 50K | −1,934 (−4%) | 8 of 8 | |
| 10 |  VYMI Vanguard Whitehall Fds | $14.5M | 2.5% | 143K | +2,388 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VTEB Vanguard Mun BD Fds | $785K | 16K |
 XOM Exxon Mobil Corp | $449K | 3,287 |
 HELO J P Morgan Exchange Traded F | $200K | 2,955 |
 JSCP J P Morgan Exchange Traded F | $139K | 2,939 |
WEBSTER FINL CORP | $61K | 799 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cedar Mountain Advisors 13F FAQ
What does Cedar Mountain Advisors own?
Cedar Mountain Advisors reported 1,163 stocks worth $590M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IWF (16.1%), IWD (15.7%) and IWS (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Cedar Mountain Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 68 new positions, 129 added to, 127 trimmed and 80 sold out. New positions include LFST, XOM and SPCX. It sold all of VTEB, XOM and HELO.
When will Cedar Mountain Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cedar Mountain Advisors's portfolio worth?
The Q3 2026 filing reports $590M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.