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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
AAPL icon
26
Apple
AAPL
$4.9T
$3.02M 0.52%
10,453
+330
+3% +$94.4K
CSX icon
27
CSX Corp
CSX
$94.3B
$3.01M 0.52%
63,391
– –
XLP icon
28
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.01M 0.52%
36,177
+406
+1% +$33.9K
MINT icon
29
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$2.22M 0.38%
22,020
+255
+1% +$25.6K
JIRE icon
30
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$1.9M 0.33%
23,071
+18,908
+454% +$1.52M
VUG icon
31
Vanguard Growth ETF
VUG
$221B
$1.85M 0.32%
21,465
+3,531
+20% +$297K
IXUS icon
32
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$1.63M 0.28%
17,104
+16,834
+6,235% +$1.58M
TSLA icon
33
Tesla
TSLA
$1.43T
$1.48M 0.25%
3,515
+121
+4% +$48.1K
VTV icon
34
Vanguard Value ETF
VTV
$186B
$1.22M 0.21%
5,600
– –
AMAT icon
35
Applied Materials
AMAT
$421B
$1.19M 0.2%
1,639
-41
-2% -$18.9K
MSFT icon
36
Microsoft
MSFT
$2.93T
$1.03M 0.18%
2,759
-1,546
-36% -$626K
JFLX
37
JPMorgan Flexible Debt ETF
JFLX
$1.4B
$1.03M 0.18%
+20,383
New +$1.02M
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$984K 0.17%
1,966
+56
+3% +$26.9K
NVDA icon
39
NVIDIA
NVDA
$4.91T
$896K 0.15%
4,477
+113
+3% +$23.2K
BND icon
40
Vanguard Total Bond Market
BND
$159B
$790K 0.14%
10,768
– –
VTEB icon
41
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$785K 0.14%
15,516
– –
IWM icon
42
iShares Russell 2000 ETF
IWM
$82.2B
$781K 0.13%
2,598
-1,460
-36% -$410K
BR icon
43
Broadridge
BR
$17.3B
$738K 0.13%
5,387
+4
+0.1% +$604
PVAL icon
44
Putnam Focused Large Cap Value ETF
PVAL
$12.4B
$722K 0.12%
+14,166
New +$704K
NKE icon
45
Nike
NKE
$64.9B
$649K 0.11%
15,817
-233
-1% -$10.2K
JPLD icon
46
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$640K 0.11%
12,267
+11,316
+1,190% +$590K
TGT icon
47
Target
TGT
$63.4B
$619K 0.11%
4,739
+16
+0.3% +$2.03K
STNC icon
48
Hennessy Sustainable ETF
STNC
$92.6M
$586K 0.1%
15,204
– –
FBCG icon
49
Fidelity Blue Chip Growth ETF
FBCG
$6.77B
$549K 0.09%
+8,832
New +$524K
BNY
50
Bank of New York Mellon
BNY
$108B
$463K 0.08%
3,199
– –
1
2
3 4 5

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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.