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Bradley D. Patrick

Cedar Mountain Advisors, Llc

Assets Managed
$580.726M
Holdings
1175
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
13.57%(2Q avg: 6.11%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Mountain Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1175 positions.

Assets under management

The assets under management (AUM) of Cedar Mountain Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 580.726M in assets, with a quarterly growth rate of 13.57% and a 2-quarter average growth rate of 6.11%. The portfolio is managed by Bradley D. Patrick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 0.03%
16.51%
$95.828M
395,280 shares@ $242.43 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 300.3%
16.5%
$95.775M
771,325 shares@ $124.17 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Increased 0.45%
7.17%
$41.597M
252,713 shares@ $164.6 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 1.07%
6.97%
$40.439M
276,200 shares@ $146.42 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.08%
5.71%
$33.122M
223,326 shares@ $148.32 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.08%
5.07%
$29.441M
39,980 shares@ $736.4 avg price
VFH
Vanguard Financials Etf
Recent Activity
Increased 0.91%
3.33%
$19.287M
146,558 shares@ $131.61 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 0.26%
3.28%
$18.993M
632,890 shares@ $30.01 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Increased 0.62%
2.69%
$15.606M
52,193 shares@ $299.01 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 0.15%
2.56%
$14.834M
641,351 shares@ $23.13 avg price

1-10 of 1175