Sign In
test

Bradley D. Patrick

Cedar Mountain Advisors, Llc

Assets Managed
$511.378M
Holdings
1152
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-1.35%(2Q avg: -0.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cedar Mountain Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1152 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 511.378M in assets, with a quarterly growth rate of -1.35% and a 2-quarter average growth rate of -0.21%. The portfolio is managed by Bradley D. Patrick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -1.83%
16.52%
$84.437M
395,176 shares@ $213.67 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -0.71%
16.07%
$82.163M
192,689 shares@ $426.41 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -0.96%
7.17%
$36.666M
251,582 shares@ $145.74 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Decreased -0.07%
6.85%
$35.015M
273,302 shares@ $128.13 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.99%
5.43%
$27.742M
223,168 shares@ $124.31 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.37%
4.51%
$23.059M
39,951 shares@ $577.19 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Decreased -1.07%
3.72%
$18.983M
631,291 shares@ $30.07 avg price
VFH
Vanguard Financials Etf
Recent Activity
Decreased -0.54%
3.44%
$17.546M
145,240 shares@ $120.81 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 2.05%
2.91%
$14.87M
640,396 shares@ $23.23 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Decreased -0.75%
2.77%
$14.127M
51,873 shares@ $272.34 avg price

1-10 of 1152