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CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+1.36%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
-$1.44M
Cap. Flow %
-0.28%
Top 10 Hldgs %
71.43%
Holding
804
New
111
Increased
165
Reduced
100
Closed
47

Top Buys

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$452K
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$328K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.26M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K
3
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

Rank Sector Weight
1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
301
PNC Financial Services
PNC
$100B
$5.84K ﹤0.01%
28
– –
IONQ icon
302
IonQ
IONQ
$12.3B
$5.83K ﹤0.01%
130
– –
CBSH icon
303
Commerce Bancshares
CBSH
$8.5B
$5.76K ﹤0.01%
110
– –
DGX icon
304
Quest Diagnostics
DGX
$25.1B
$5.73K ﹤0.01%
33
– –
MA icon
305
Mastercard
MA
$477B
$5.71K ﹤0.01%
10
– –
GTLB icon
306
GitLab
GTLB
$5.28B
$5.63K ﹤0.01%
150
– –
BSV icon
307
Vanguard Short-Term Bond ETF
BSV
$44.6B
$5.52K ﹤0.01%
70
– –
PSX icon
308
Phillips 66
PSX
$82.9B
$5.42K ﹤0.01%
42
– –
PINS icon
309
Pinterest
PINS
$12.4B
$5.41K ﹤0.01%
209
+11
+6% +$317
BKNG icon
310
Booking.com
BKNG
$138B
$5.36K ﹤0.01%
25
– –
UHAL icon
311
U-Haul Holding Co
UHAL
$14B
$5.24K ﹤0.01%
104
– –
SIRI icon
312
SiriusXM
SIRI
$10B
$5.2K ﹤0.01%
260
– –
RAL
313
Ralliant Corp
RAL
$7.77B
$5.19K ﹤0.01%
102
+4
+4% +$187
CCI icon
314
Crown Castle
CCI
$32.7B
$5.15K ﹤0.01%
58
– –
QUBT icon
315
Quantum Computing Inc
QUBT
$1.68B
$5.13K ﹤0.01%
500
– –
ACN icon
316
Accenture
ACN
$89.9B
$5.1K ﹤0.01%
19
-58
-75% -$14.7K
MRSH
317
Marsh
MRSH
$86.3B
$5.01K ﹤0.01%
27
-11
-29% -$2.06K
OMC icon
318
Omnicom Group
OMC
$22.7B
$5.01K ﹤0.01%
62
– –
ONCY
319
Oncolytics Biotech
ONCY
$96.9M
$4.94K ﹤0.01%
5,651
– –
BCE icon
320
BCE
BCE
$19.9B
$4.91K ﹤0.01%
206
– –
SUN icon
321
Sunoco
SUN
$14.2B
$4.87K ﹤0.01%
93
– –
MP icon
322
MP Materials
MP
$7.35B
$4.85K ﹤0.01%
96
-22
-19% -$1.4K
PRU icon
323
Prudential Financial
PRU
$41.7B
$4.85K ﹤0.01%
43
+1
+2% +$107
GNRC icon
324
Generac Holdings
GNRC
$11.9B
$4.77K ﹤0.01%
35
– –
USAR
325
USA Rare Earth Inc
USAR
$3.46B
$4.76K ﹤0.01%
400
– –
11 12
13
14 15

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Cedar Mountain Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Mountain Advisors held 804 positions worth $518M, up 0.93% from $514M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q4 2025 filing shows 111 new, 165 increased, 100 reduced and 47 closed positions. Its largest new stake was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $1.26M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K.
  • Cedar Mountain Advisors added most to Vanguard Health Care ETF in Q4 2025, an estimated $452K increase.
  • Cedar Mountain Advisors's biggest Q4 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $1.26M.
  • Cedar Mountain Advisors fully exited Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025, selling an estimated $16.2K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $518M portfolio in Q4 2025.
  • Cedar Mountain Advisors opened 111 new positions and closed 47 in Q4 2025.
  • Cedar Mountain Advisors's portfolio value rose 0.93% quarter-over-quarter to $518M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.