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Cedar Mountain Advisors, LLC
RIA/Wealth
Cedar Mountain Advisors, LLC is a RIA/Wealth based in Lake Oswego, OR led by Adam Lee Woods, reporting $1.1B in AUM as of Q3 2025 with 93% ETF concentration, 71% concentrated in top 10 holdings, 18% allocation to IWF, and minimal technology exposure.
Managing PartnerAdam Lee Woods
- Portfolio Value
- $513.6M
- Positions
- 691
- Top Holding
- IWF at 17.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cedar Mountain Advisors, LLC's portfolio (71.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $91.6M | 17.83% | -$3.8M Sold | — 195.5K shares | |
ETF ETF | $81.6M | 15.89% | -$3.3M Sold | — 401.0K shares | |
ETF ETF | $38.7M | 7.54% | -$1.5M Sold | — 272.1K shares | |
ETF ETF | $35.2M | 6.86% | -$678.7K Sold | — 252.3K shares | |
ETF ETF | $26.5M | 5.17% | -$44.7K Sold | — 223.3K shares | |
ETF ETF | $24.5M | 4.76% | -$943.2K Sold | — 40.7K shares | |
ETF ETF | $20.6M | 4.01% | -$611.4K Sold | — 680.0K shares | |
ETF ETF | $18.9M | 3.68% | -$438.3K Sold | — 144.2K shares | |
ETF ETF | $15.2M | 2.95% | +$531.0K Bought | — 645.7K shares | |
ETF ETF | $13.1M | 2.56% | +$293.4K Bought | — 50.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cedar Mountain Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Cedar Mountain Advisors, LLC
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