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Cedar Mountain Advisors Portfolio holdings
AUM
$590M
Turnover
11.07%
1-Year Est. Return
11.27%
This Fund
S&P 500
This Quarter Est. Return
-0.6%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
10 Year Est. Return
–
AUM
$590M
AUM Growth
+$9.21M
(+1.6%)
Cap. Flow
+$14.2M
Cap. Flow % of AUM
Cap. Flow %
2.42%
Top 10 Holdings %
Top 10 Hldgs %
66.15%
Holding
1,238
New
63
Increased
136
Reduced
129
Closed
74
Avg Time Held
1.8
years
Top 10 Avg Time Held
5.6
years
Top 20 Avg Time Held
4.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.29M |
| 2 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$5.16M |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$2.78M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$2.76M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.62M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$5.45M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.85M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$1.91M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.67M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.29% |
| 2 | Technology | 2.6% |
| 3 | Industrials | 1.06% |
| 4 | Financials | 0.68% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
401
Amplify Blockchain Technology ETF
BLOK
$849M
| $13K | ﹤0.01% |
212
| – | – |
2021 Q1
22 quarters
|
|
402
Cardinal Health
CAH
$65B
| $12.9K | ﹤0.01% |
58
| – | – |
2025 Q3
4 quarters
|
|
403
Credo Technology Group
CRDO
$24.7B
| $12.9K | ﹤0.01% |
66
| – | – |
2026 Q1
2 quarters
|
|
404
EXL Service
EXLS
$6.52B
| $12.8K | ﹤0.01% |
372
| – | – |
2025 Q3
4 quarters
|
|
405
Atmus Filtration Technologies
ATMU
$4.49B
| $12.7K | ﹤0.01% |
293
| – | – |
2026 Q1
2 quarters
|
|
406
Genuine Parts
GPC
$17B
| $12.7K | ﹤0.01% |
101
| – | – |
2025 Q3
4 quarters
|
|
407
Moelis & Co
MC
$4.14B
| $12.7K | ﹤0.01% |
220
| – | – |
2026 Q1
2 quarters
|
|
408
Mercury Systems
MRCY
$4.96B
| $12.6K | ﹤0.01% |
152
| – | – |
2026 Q1
2 quarters
|
|
409
Salesforce
CRM
$179B
| $12.6K | ﹤0.01% |
55
| – | – |
2019 Q4
27 quarters
|
|
410
Old National Bancorp
ONB
$9.48B
| $12.6K | ﹤0.01% |
510
| – | – |
2026 Q1
2 quarters
|
|
411
Dave Inc
DAVE
$3.54B
| $12.5K | ﹤0.01% |
39
+1
| +3% | +$371 |
2026 Q1
2 quarters
|
|
412
Schwab U.S Small- Cap ETF
SCHA
$22B
| $12.5K | ﹤0.01% |
384
| – | – |
2019 Q4
27 quarters
|
|
413
Kemper
KMPR
$2.01B
| $12.5K | ﹤0.01% |
500
| – | – |
2019 Q4
27 quarters
|
|
414
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.91B
| $12.4K | ﹤0.01% |
352
| – | – |
2025 Q1
6 quarters
|
|
415
Installed Building Products
IBP
$6.09B
| $12.3K | ﹤0.01% |
64
+3
| +5% | +$677 |
2025 Q3
4 quarters
|
|
416
Rambus
RMBS
$8.81B
| $12.3K | ﹤0.01% |
115
| – | – |
2026 Q1
2 quarters
|
|
417
Booking.com
BKNG
$119B
| $12.2K | ﹤0.01% |
75
| – | – |
2025 Q3
4 quarters
|
|
418
Intuitive Surgical
ISRG
$154B
| $12.2K | ﹤0.01% |
30
| – | – |
2024 Q3
8 quarters
|
|
419
Axsome Therapeutics
AXSM
$7.45B
| $12.2K | ﹤0.01% |
66
| – | – |
2026 Q1
2 quarters
|
|
420
Roundhill Memory ETF
DRAM
$19.9B
| $12.1K | ﹤0.01% |
+200
| New | +$11.4K |
2026 Q3
0 quarters
|
|
421
InterDigital
IDCC
$7.43B
| $12.1K | ﹤0.01% |
37
| – | – |
2026 Q1
2 quarters
|
|
422
Restaurant Brands International
QSR
$26.3B
| $11.9K | ﹤0.01% |
168
| – | – |
2025 Q1
6 quarters
|
|
423
United Therapeutics
UTHR
$25.2B
| $11.9K | ﹤0.01% |
22
| – | – |
2026 Q1
2 quarters
|
|
424
Shopify
SHOP
$189B
| $11.9K | ﹤0.01% |
80
| – | – |
2025 Q2
5 quarters
|
|
425
Synchrony
SYF
$22.5B
| $11.9K | ﹤0.01% |
167
| – | – |
2026 Q1
2 quarters
|
|
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Cedar Mountain Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Cedar Mountain Advisors held 1,238 positions worth $590M, up 1.6% from $581M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Cedar Mountain Advisors's Q3 2026 filing shows 63 new, 136 increased, 129 reduced and 74 closed positions. Its largest new stake was Lifestance Health: 87,717 shares worth $1.06M. The largest sale was iShares Russell 1000 Value ETF, an estimated $5.45M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.
- Cedar Mountain Advisors's largest Q3 2026 buy was Lifestance Health: 87,717 shares worth $1.06M.
- Cedar Mountain Advisors added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $5.29M increase.
- Cedar Mountain Advisors's biggest Q3 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $5.45M.
- Cedar Mountain Advisors fully exited Vanguard Tax-Exempt Bond Index Fund in Q3 2026, selling an estimated $785K.
- Cedar Mountain Advisors's ten largest holdings make up 66% of its $590M portfolio in Q3 2026.
- Cedar Mountain Advisors opened 63 new positions and closed 74 in Q3 2026.
- Cedar Mountain Advisors's portfolio value rose 1.6% quarter-over-quarter to $590M.
Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.