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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
WHD icon
376
Cactus
WHD
$3.72B
$17.3K ﹤0.01%
338
– –
ZBH icon
377
Zimmer Biomet
ZBH
$17.4B
$17.1K ﹤0.01%
199
– –
MTZ icon
378
MasTec
MTZ
$26.6B
$17.1K ﹤0.01%
41
– –
LNC icon
379
Lincoln National
LNC
$7.96B
$16.9K ﹤0.01%
479
– –
VOYA icon
380
Voya Financial
VOYA
$8.94B
$16.9K ﹤0.01%
187
– –
GFI icon
381
Gold Fields
GFI
$28B
$16.8K ﹤0.01%
500
– –
SHOO icon
382
Steven Madden
SHOO
$3.16B
$16.8K ﹤0.01%
398
– –
XPRO icon
383
Expro Ltd
XPRO
$1.82B
$16.7K ﹤0.01%
1,131
– –
NVS icon
384
Novartis
NVS
$285B
$16.5K ﹤0.01%
105
+19
+22% +$2.85K
EG icon
385
Everest Group
EG
$15B
$16.4K ﹤0.01%
46
– –
IYW icon
386
iShares US Technology ETF
IYW
$24.1B
$16.4K ﹤0.01%
65
– –
MET icon
387
MetLife
MET
$59.8B
$16.4K ﹤0.01%
194
– –
LYB icon
388
LyondellBasell Industries
LYB
$19.6B
$16.4K ﹤0.01%
311
+175
+129% +$12.1K
UAL icon
389
United Airlines
UAL
$38.1B
$16.2K ﹤0.01%
119
– –
AU icon
390
AngloGold Ashanti
AU
$37.9B
$16.2K ﹤0.01%
200
– –
AXSM icon
391
Axsome Therapeutics
AXSM
$11.4B
$16.2K ﹤0.01%
66
– –
DFIN icon
392
Donnelley Financial Solutions
DFIN
$1.22B
$16.2K ﹤0.01%
385
– –
CDNS icon
393
Cadence Design Systems
CDNS
$91B
$16.1K ﹤0.01%
43
– –
FBK icon
394
FB Financial Corp
FBK
$2.97B
$16K ﹤0.01%
289
– –
SLAB icon
395
Silicon Laboratories
SLAB
$7.17B
$16K ﹤0.01%
73
– –
VIG icon
396
Vanguard Dividend Appreciation ETF
VIG
$110B
$15.9K ﹤0.01%
67
– –
PSX icon
397
Phillips 66
PSX
$83.7B
$15.9K ﹤0.01%
94
– –
SYK icon
398
Stryker
SYK
$122B
$15.7K ﹤0.01%
50
+3
+6% +$945
CWST icon
399
Casella Waste Systems
CWST
$5.95B
$15.7K ﹤0.01%
162
+11
+7% +$940
NXT icon
400
Nextpower Inc
NXT
$15.2B
$15.6K ﹤0.01%
131
– –
14 15
16
17 18

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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.