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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
+12.49%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$581M
AUM Growth
+$69.3M
Cap. Flow
+$9.92M
Cap. Flow %
1.71%
Top 10 Hldgs %
69.73%
Holding
1,227
New
75
Increased
194
Reduced
79
Closed
52

Top Buys

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.58M
2
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.52M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.12M
4
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$1.02M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$704K

Top Sells

1
MSFT icon
Microsoft
MSFT
+$626K
2
IWM icon
iShares Russell 2000 ETF
IWM
+$410K
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$409K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$298K
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$105K

Sector Composition

1 Technology 2.47%
2 Industrials 1.1%
3 Consumer Discretionary 0.8%
4 Financials 0.74%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLEX icon
326
Flex
FLEX
$44.4B
$20.9K ﹤0.01%
129
– –
ITT icon
327
ITT
ITT
$17.5B
$20.8K ﹤0.01%
105
– –
SOLV icon
328
Solventum
SOLV
$14.1B
$20.8K ﹤0.01%
269
– –
MAA icon
329
Mid-America Apartment Communities
MAA
$15.7B
$20.6K ﹤0.01%
148
– –
HPE icon
330
Hewlett Packard
HPE
$59.8B
$20.5K ﹤0.01%
454
– –
DE icon
331
Deere & Co
DE
$162B
$20.5K ﹤0.01%
32
– –
CACI icon
332
CACI
CACI
$10.2B
$20.4K ﹤0.01%
44
– –
SPXC icon
333
SPX Corp
SPXC
$10.8B
$20.3K ﹤0.01%
83
– –
IDA icon
334
Idacorp
IDA
$8.37B
$20.3K ﹤0.01%
134
– –
XLK icon
335
State Street Technology Select Sector SPDR ETF
XLK
$114B
$20.2K ﹤0.01%
106
-26
-20% -$4.44K
BITO icon
336
ProShares Bitcoin Strategy ETF
BITO
$1.45B
$19.9K ﹤0.01%
2,495
+223
+10% +$2.19K
ACWX icon
337
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$19.9K ﹤0.01%
261
-158
-38% -$11.8K
LW icon
338
Lamb Weston
LW
$6.48B
$19.8K ﹤0.01%
458
+8
+2% +$345
AEIS icon
339
Advanced Energy
AEIS
$11.4B
$19.8K ﹤0.01%
53
– –
IGM icon
340
iShares Expanded Tech Sector ETF
IGM
$10B
$19.7K ﹤0.01%
121
+1
+0.8% +$150
VMI icon
341
Valmont Industries
VMI
$10.5B
$19.6K ﹤0.01%
34
– –
LASR icon
342
nLIGHT
LASR
$3.71B
$19.6K ﹤0.01%
282
– –
SHW icon
343
Sherwin-Williams
SHW
$83.4B
$19.6K ﹤0.01%
57
– –
ESS icon
344
Essex Property Trust
ESS
$19.1B
$19.5K ﹤0.01%
67
– –
IP icon
345
International Paper
IP
$20.1B
$19.4K ﹤0.01%
508
+5
+1% +$171
GRNY
346
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.33B
$19.4K ﹤0.01%
700
+100
+17% +$2.66K
TER icon
347
Teradyne
TER
$50.5B
$19.4K ﹤0.01%
40
– –
TECK icon
348
Teck Resources
TECK
$27.3B
$19.1K ﹤0.01%
322
– –
FN icon
349
Fabrinet
FN
$16.5B
$19.1K ﹤0.01%
34
– –
UVSP icon
350
Univest Financial
UVSP
$1.26B
$19K ﹤0.01%
434
– –
12 13
14
15 16

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Cedar Mountain Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Cedar Mountain Advisors held 1,227 positions worth $581M, up 14% from $511M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cedar Mountain Advisors's Q2 2026 filing shows 75 new, 194 increased, 79 reduced and 52 closed positions. Its largest new stake was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M. The largest sale was Microsoft, an estimated $626K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.4% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q2 2026 buy was JPMorgan Flexible Debt ETF: 20,383 shares worth $1.03M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Total International Stock ETF in Q2 2026, an estimated $1.58M increase.
  • Cedar Mountain Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $626K.
  • Cedar Mountain Advisors fully exited Coterra Energy in Q2 2026, selling an estimated $101K.
  • Cedar Mountain Advisors's ten largest holdings make up 70% of its $581M portfolio in Q2 2026.
  • Cedar Mountain Advisors opened 75 new positions and closed 52 in Q2 2026.
  • Cedar Mountain Advisors's portfolio value rose 14% quarter-over-quarter to $581M.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.