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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $590M Turnover 11.07%
1-Year Est. Return 11.27%
This Fund
S&P 500
This Quarter Est. Return
-0.6%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
10 Year Est. Return
–
AUM
$590M
AUM Growth
+$9.21M
Cap. Flow
+$14.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
66.15%
Holding
1,238
New
63
Increased
136
Reduced
129
Closed
74
Avg Time Held
1.8 years
Top 10 Avg Time Held
5.6 years
Top 20 Avg Time Held
4.6 years

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.29M
2
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$5.16M
3
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$2.78M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.76M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.62M

Top Sells

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.45M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.91M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.67M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 93.29%
2 Technology 2.6%
3 Industrials 1.06%
4 Financials 0.68%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IWF icon
1
iShares Russell 1000 Growth ETF
IWF
$126B
$94.9M 16.09%
757,655
-13,670
-2% -$1.67M
2019 Q4
27 quarters
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$83.6B
$92.7M 15.71%
373,720
-21,560
-5% -$5.45M
2019 Q4
27 quarters
IWS icon
3
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
$38.8M 6.58%
241,344
-11,369
-4% -$1.91M
2019 Q4
27 quarters
IWP icon
4
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$37.6M 6.37%
272,997
-3,203
-1% -$450K
2019 Q4
27 quarters
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$102B
$29.7M 5.03%
218,228
-5,098
-2% -$738K
2019 Q4
27 quarters
QQQ icon
6
Invesco QQQ Trust
QQQ
$485B
$28.3M 4.8%
38,249
-1,731
-4% -$1.24M
2020 Q1
26 quarters
SPSB icon
7
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$19.3M 3.26%
650,921
+18,031
+3% +$538K
2019 Q4
27 quarters
VFH icon
8
Vanguard Financials ETF
VFH
$13.1B
$18.7M 3.17%
143,861
-2,697
-2% -$374K
2019 Q4
27 quarters
VHT icon
9
Vanguard Health Care ETF
VHT
$19.7B
$15.9M 2.69%
50,259
-1,934
-4% -$606K
2019 Q4
27 quarters
VYMI icon
10
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
$14.5M 2.45%
143,186
+2,388
+2% +$247K
2022 Q1
18 quarters
SCHZ icon
11
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$14.4M 2.44%
651,335
+9,984
+2% +$227K
2019 Q4
27 quarters
LVHI icon
12
Franklin International Low Volatility High Dividend Index ETF
LVHI
$6.1B
$12.9M 2.19%
310,001
-20,015
-6% -$848K
2022 Q3
16 quarters
ILTB icon
13
iShares Core 10+ Year USD Bond ETF
ILTB
$597M
$11.6M 1.96%
257,651
+12,531
+5% +$592K
2024 Q3
8 quarters
SPHQ icon
14
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
$11.2M 1.91%
133,741
-8,029
-6% -$687K
2020 Q1
26 quarters
PULS icon
15
PGIM Ultra Short Bond ETF
PULS
$19.7B
$10.2M 1.73%
206,790
+55,694
+37% +$2.76M
2022 Q1
18 quarters
FLRN icon
16
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.14B
$10M 1.7%
325,389
+85,134
+35% +$2.62M
2022 Q1
18 quarters
JPIB icon
17
JPMorgan International Bond Opportunities ETF
JPIB
$2.27B
$7.77M 1.32%
166,361
+58,248
+54% +$2.78M
2025 Q3
4 quarters
BINC icon
18
BlackRock Flexible Income ETF
BINC
$16.5B
$7.39M 1.25%
145,469
+16,459
+13% +$852K
2024 Q3
8 quarters
AGG icon
19
iShares Core US Aggregate Bond ETF
AGG
$138B
$7.11M 1.2%
75,188
+1,269
+2% +$123K
2024 Q3
8 quarters
EFA icon
20
iShares MSCI EAFE ETF
EFA
$76.4B
$6.74M 1.14%
64,913
+143
+0.2% +$15.1K
2025 Q3
4 quarters
DIVB icon
21
iShares Core Dividend ETF
DIVB
$2.12B
$6.38M 1.08%
98,948
-5,495
-5% -$365K
2022 Q1
18 quarters
JPLD icon
22
JPMorgan Limited Duration Bond ETF
JPLD
$4.06B
$5.75M 0.97%
111,757
+99,490
+811% +$5.16M
2025 Q4
3 quarters
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$5.41M 0.92%
66,598
+65,804
+8,288% +$5.29M
2024 Q4
7 quarters
JBND icon
24
JPMorgan Active Bond ETF
JBND
$8.88B
$5.27M 0.89%
103,018
+21,391
+26% +$1.12M
2024 Q4
7 quarters
ADP icon
25
Automatic Data Processing
ADP
$114B
$4.35M 0.74%
16,875
+9
+0.1% +$2.39K
2019 Q4
27 quarters
1
2 3 4 5

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Cedar Mountain Advisors's Q3 2026 Portfolio in Review

As of Q3 2026, Cedar Mountain Advisors held 1,238 positions worth $590M, up 1.6% from $581M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Cedar Mountain Advisors's Q3 2026 filing shows 63 new, 136 increased, 129 reduced and 74 closed positions. Its largest new stake was Lifestance Health: 87,717 shares worth $1.06M. The largest sale was iShares Russell 1000 Value ETF, an estimated $5.45M.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.

  • Cedar Mountain Advisors's largest Q3 2026 buy was Lifestance Health: 87,717 shares worth $1.06M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $5.29M increase.
  • Cedar Mountain Advisors's biggest Q3 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $5.45M.
  • Cedar Mountain Advisors fully exited Vanguard Tax-Exempt Bond Index Fund in Q3 2026, selling an estimated $785K.
  • Cedar Mountain Advisors's ten largest holdings make up 66% of its $590M portfolio in Q3 2026.
  • Cedar Mountain Advisors opened 63 new positions and closed 74 in Q3 2026.
  • Cedar Mountain Advisors's portfolio value rose 1.6% quarter-over-quarter to $590M.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.