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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
CLOV icon
326
Clover Health Investments
CLOV
$2.28B
$4.7K ﹤0.01%
2,000
– –
COLB icon
327
Columbia Banking Systems
COLB
$8.81B
$4.65K ﹤0.01%
166
+2
+1% +$54
SPOT icon
328
Spotify
SPOT
$99.2B
$4.65K ﹤0.01%
8
– –
CME icon
329
CME Group
CME
$92.2B
$4.64K ﹤0.01%
17
– –
GILD icon
330
Gilead Sciences
GILD
$161B
$4.54K ﹤0.01%
37
+6
+19% +$729
UPST icon
331
Upstart Holdings
UPST
$2.58B
$4.37K ﹤0.01%
100
– –
R icon
332
Ryder
R
$10.3B
$4.21K ﹤0.01%
22
– –
ETR icon
333
Entergy
ETR
$54.1B
$4.16K ﹤0.01%
45
– –
AZN icon
334
AstraZeneca
AZN
$263B
$4.14K ﹤0.01%
23
+16
+229% +$2.81K
ECL icon
335
Ecolab
ECL
$75.6B
$3.94K ﹤0.01%
15
– –
GEHC icon
336
GE HealthCare
GEHC
$27.6B
$3.94K ﹤0.01%
48
– –
TEL icon
337
TE Connectivity
TEL
$58.8B
$3.87K ﹤0.01%
17
+2
+13% +$463
LIN icon
338
Linde
LIN
$237B
$3.84K ﹤0.01%
9
– –
VLTO icon
339
Veralto
VLTO
$22.6B
$3.82K ﹤0.01%
38
– –
DEO icon
340
Diageo
DEO
$46.2B
$3.8K ﹤0.01%
44
– –
LH icon
341
Labcorp
LH
$24.3B
$3.76K ﹤0.01%
15
– –
SNPS icon
342
Synopsys
SNPS
$71.5B
$3.76K ﹤0.01%
8
– –
IEO icon
343
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$3.71K ﹤0.01%
42
+1
+2% +$91
IEMG icon
344
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$3.63K ﹤0.01%
54
– –
ULTA icon
345
Ulta Beauty
ULTA
$20.4B
$3.63K ﹤0.01%
6
– –
TT icon
346
Trane Technologies
TT
$106B
$3.5K ﹤0.01%
9
– –
DVN icon
347
Devon Energy
DVN
$51.9B
$3.45K ﹤0.01%
94
– –
NEWP
348
New Pacific Metals
NEWP
$833M
$3.44K ﹤0.01%
981
– –
IEZ icon
349
iShares US Oil Equipment & Services ETF
IEZ
$367M
$3.44K ﹤0.01%
165
+1
+0.6% +$20
NOC icon
350
Northrop Grumman
NOC
$77B
$3.42K ﹤0.01%
6
-2
-25% -$1.16K
12 13
14
15 16

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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.