Institutional Investor · CIK 0001798986
CEDAR MOUNTAIN ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,200
Total Value
$574.90B
Total Shares
4.89M
Latest Filing
Jul 2, 2026
CIK
0001798986
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 395,280 | $95.83B | 0.1231% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 771,325 | $95.78B | 0.0726% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 252,713 | $41.60B | 0.2712% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 276,200 | $40.44B | 0.1917% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 223,326 | $33.12B | 0.0291% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 39,980 | $29.44B | 0.0058% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 39,980 | $29.44B | 4.1037% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 146,558 | $19.29B | 0.1456% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 52,193 | $15.61B | 0.0768% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 641,351 | $14.83B | 0.1380% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 140,798 | $13.83B | 0.0703% | SH | — | View | |
Invesco S&P 500 Quality…(SPHQ) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 141,770 | $12.77B | 0.0592% | SH | — | View |
iShares Core 10+ Year…(ILTB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 245,120 | $12.07B | 1.8617% | SH | — | View |
PGIM Ultra Short Bond…(PULS) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 151,096 | $7.49B | 0.0431% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 240,255 | $7.41B | 0.2495% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 73,919 | $7.32B | 0.0052% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 114,285 | $6.82B | 0.0041% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 129,010 | $6.75B | 0.0412% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 64,770 | $6.73B | 0.0087% | SH | — | View | |
JPMorgan Active Bond ETF(JBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 81,627 | $4.37B | 0.1308% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-02 | 16,866 | $3.78B | 0.0042% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 8,768 | $3.24B | 0.0005% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-02 | 10,453 | $3.02B | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-02 | 10,453 | $3.02B | 0.0001% | SH | — | View |
CSX Corporation(CSX) | Industrials | Railroads | 2026-06-30 | 2026-07-02 | 63,391 | $3.01B | 0.0034% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 36,177 | $3.01B | 0.0224% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 23,071 | $1.90B | 0.0171% | SH | — | View | |
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 21,465 | $1.85B | 0.0005% | SH | — | View |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 17,104 | $1.63B | 0.0027% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-02 | 3,515 | $1.48B | 0.0001% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-02 | 3,515 | $1.48B | 0.0001% | SH | — | View |
Vanguard Energy ETF(VDE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 5,600 | $1.22B | 0.0085% | SH | — | View |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 5,600 | $1.22B | 0.0005% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-02 | 1,639 | $1.19B | 0.0002% | SH | — | View |
Applied Materials, Inc.(AMAT) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 1,639 | $1.19B | 0.0002% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-02 | 2,759 | $1.03B | 0.0000% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-02 | 1,966 | $983.77M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 4,477 | $895.88M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 4,477 | $895.88M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 10,768 | $790.48M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 15,516 | $784.80M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 2,598 | $780.57M | 0.0010% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-02 | 5,387 | $737.71M | 0.0047% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 14,166 | $721.76M | 0.0132% | SH | — | View | |
NIKE, Inc.(NKE) | Consumer Cyclical | Apparel - Footwear & Accessories | 2026-06-30 | 2026-07-02 | 15,817 | $649.30M | 0.0011% | SH | — | View |
Target Corporation(TGT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 4,739 | $618.96M | 0.0010% | SH | — | View |
Target Corporation(DYH.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 4,739 | $618.96M | 0.0010% | SH | — | View |
Bank of New York…(BNY) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-02 | 3,199 | $462.61M | 0.0005% | SH | — | View |
The Bank of New…(BK) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-02 | 3,199 | $462.61M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 1,863 | $458.69M | 0.0005% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-02 | 3,287 | $449.36M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 8,285 | $416.16M | 0.0006% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-02 | 1,629 | $388.26M | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-02 | 1,629 | $388.26M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 1,754 | $387.99M | 0.0027% | SH | — | View | |
Intel Corp.(INTC) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 2,763 | $385.84M | 0.0001% | SH | — | View |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 2,763 | $385.84M | 0.0001% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 392 | $366.94M | 0.0001% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 392 | $366.94M | 0.0001% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 1,321 | $356.95M | 0.0002% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 1,321 | $356.95M | 0.0002% | SH | — | View | |
Starbucks Corporation(SBUX) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 3,271 | $334.24M | 0.0003% | SH | — | View |
Starbucks-t(4337.HK) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 3,271 | $334.24M | 0.0003% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-02 | 3,460 | $331.11M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 821 | $323.44M | 0.0021% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 404 | $301.94M | 0.0000% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 969 | $293.58M | 0.0004% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 456 | $256.94M | 0.0000% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 456 | $256.94M | 0.0000% | SH | — | View |
| Industrials | Railroads | 2026-06-30 | 2026-07-02 | 911 | $247.92M | 0.0002% | SH | — | View | |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-02 | 911 | $247.92M | 0.0002% | SH | — | View |
Spire Inc.(SR) | Utilities | Regulated Gas | 2026-06-30 | 2026-07-02 | 3,006 | $234.73M | 0.0051% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 303 | $226.79M | 0.0000% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-02 | 640 | $225.72M | 0.0001% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-02 | 1,025 | $221.92M | 0.0001% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 616 | $220.25M | 0.0000% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-02 | 1,493 | $218.87M | 0.0001% | SH | — | View | |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-02 | 1,493 | $218.87M | 0.0001% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-02 | 2,234 | $216.43M | 0.0009% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 1,794 | $203.14M | 0.0000% | SH | — | View |
| Consumer Defensive | Grocery Stores | 2026-06-30 | 2026-07-02 | 14,854 | $200.97M | 0.0030% | SH | — | View | |
Lumentum Holdings Inc.(LU2.DE) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-02 | 229 | $196.50M | 0.0003% | SH | — | View |
Lumentum Holdings Inc.(LITE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 229 | $196.50M | 0.0003% | SH | — | View |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-02 | 9,167 | $189.76M | 0.0001% | SH | — | View |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-02 | 9,167 | $189.76M | 0.0001% | SH | — | View |
| Utilities | Regulated Gas | 2026-06-30 | 2026-07-02 | 3,559 | $174.60M | 0.0085% | SH | — | View | |
Morgan Stanley(MS) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-02 | 832 | $173.95M | 0.0001% | SH | — | View |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-02 | 832 | $173.95M | 0.0001% | SH | — | View |
Cisco Systems, Inc.(CSCO) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 1,479 | $173.76M | 0.0000% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 1,479 | $173.76M | 0.0000% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 434 | $163.94M | 0.0000% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 434 | $163.94M | 0.0000% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 442 | $162.82M | 0.0001% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 630 | $158.51M | 0.0000% | SH | — | View |
iShares Asia 50 ETF(AIA) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 630 | $158.51M | 0.0065% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 444 | $156.88M | 0.0000% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-02 | 444 | $156.88M | 0.0000% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 1,215 | $156.18M | 0.0000% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 1,215 | $156.18M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 368 | $150.70M | 0.0003% | SH | — | View |
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