Cedar Mountain Advisors, LLC
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.6ptsvs SPY
Invested
$511.4M
Holdings
1,148
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWD
ISHARES RUSSELL 1000 VALUE ETF
Held since at least Q1 2024
16.5%
02
$IWF
ISHARES RUSSELL 1000 GROWTH ETF
Held since at least Q1 2024
16.1%
03
$IWS
ISHARES RUSSELL MID-CAP VALUE ETF
Held since at least Q1 2024
7.2%
04
$IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
Held since at least Q1 2024
6.9%
05
$IJR
ISHARES CORE S&P SMALL CAP ETF
Held since at least Q1 2024
5.4%
06
$NDQ
INVESCO QQQ TRUST SERIES I
Held since at least Q1 2024
4.5%
07
$SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Held since at least Q1 2024
3.7%
08
$VFH
VANGUARD FINANCIALS ETF
Held since at least Q1 2024
3.4%
09
$SCHZ
SCHWAB US AGGREGATE BOND ETF
Held since at least Q1 2024
2.9%
10
$VHT
VANGUARD HEALTH CARE ETF
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:24 UTC.