Managers / Q4 2023 · view latest →
Cedar Mountain Advisors, LLC
CIK 0001798986 · 5285 MEADOWS ROAD SUITE 360, LAKE OSWEGO, OR, 97035 · (503) 224-6868
Reported Value
$369M
Q4 2023
Positions
332
Filings on Record
28
2019–present window
Filed
Jan 16, 2024
original filing
Summary
Cedar Mountain Advisors, Llc reported $369M in U.S.-listed holdings across 332 positions for Q4 2023.
Its largest position, IWF, represents 18.9% of the portfolio.
Compared with Q3 2023, the fund opened 26 new positions and exited 7.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $581M | 1,175 | Jul 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $511M | 1,152 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $518M | 757 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $514M | 693 | Oct 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $481M | 366 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $446M | 353 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $455M | 377 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $444M | 342 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $405M | 348 | Jul 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $398M | 356 | Apr 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $369M | 332 | Jan 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $339M | 320 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $350M | 312 | Jul 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $332M | 310 | Apr 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $318.7B | 319 | Feb 13, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $300M | 331 | Oct 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $292M | 345 | Jul 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $339M | 350 | Apr 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $326M | 339 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $301M | 326 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $303M | 300 | Jul 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $296M | 299 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $280M | 294 | Jan 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $247M | 278 | Oct 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $231M | 271 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $200M | 266 | Apr 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $248M | 268 | Jan 30, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.