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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
PLXS icon
351
Plexus
PLXS
$6.76B
$18.9K ﹤0.01%
63
– –
VDC icon
352
Vanguard Consumer Staples ETF
VDC
$7.93B
$18.9K ﹤0.01%
84
– –
ES icon
353
Eversource Energy
ES
$27.8B
$18.9K ﹤0.01%
262
– –
AIR icon
354
AAR Corp
AIR
$5.4B
$18.9K ﹤0.01%
132
– –
CEG icon
355
Constellation Energy
CEG
$90.5B
$18.9K ﹤0.01%
76
– –
TFLO icon
356
iShares Treasury Floating Rate Bond ETF
TFLO
$6.55B
$18.8K ﹤0.01%
372
+4
+1% +$202
BDX icon
357
Becton Dickinson
BDX
$42.6B
$18.8K ﹤0.01%
124
+9
+8% +$1.35K
SSB icon
358
SouthState Bank Corp
SSB
$10B
$18.7K ﹤0.01%
187
– –
MRCY icon
359
Mercury Systems
MRCY
$5.69B
$18.6K ﹤0.01%
152
– –
NMRK icon
360
Newmark Group
NMRK
$2.75B
$18.6K ﹤0.01%
1,229
– –
PHIN icon
361
Phinia Inc
PHIN
$2.86B
$18.5K ﹤0.01%
225
– –
PIPR icon
362
Piper Sandler
PIPR
$5.15B
$18.5K ﹤0.01%
256
– –
BG icon
363
Bunge Global
BG
$23.4B
$18.4K ﹤0.01%
172
– –
GTES icon
364
Gates Industrial
GTES
$6.53B
$18.3K ﹤0.01%
653
– –
ROBO icon
365
ROBO Global Robotics & Automation Index ETF
ROBO
$1.89B
$18.2K ﹤0.01%
212
+141
+199% +$11.6K
WCBR
366
WisdomTree Cybersecurity Fund
WCBR
$111M
$18.1K ﹤0.01%
500
– –
TFC icon
367
Truist Financial
TFC
$62.3B
$18.1K ﹤0.01%
363
+51
+16% +$2.51K
NEE icon
368
NextEra Energy
NEE
$184B
$18.1K ﹤0.01%
206
+36
+21% +$3.26K
TTWO icon
369
Take-Two Interactive
TTWO
$44.4B
$18K ﹤0.01%
72
+68
+1,700% +$15K
CRDO icon
370
Credo Technology Group
CRDO
$39.5B
$17.9K ﹤0.01%
66
+5
+8% +$988
SEB icon
371
Seaboard Corp
SEB
$4.34B
$17.9K ﹤0.01%
4
– –
IONS icon
372
Ionis Pharmaceuticals
IONS
$8.75B
$17.7K ﹤0.01%
223
– –
GM icon
373
General Motors
GM
$68.3B
$17.7K ﹤0.01%
229
– –
UPS icon
374
United Parcel Service
UPS
$96.2B
$17.6K ﹤0.01%
163
+14
+9% +$1.46K
EFAX icon
375
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$490M
$17.3K ﹤0.01%
320
– –
13 14
15
16 17

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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.