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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 Miscellaneous 94.61%
2 Technology 2.52%
3 Industrials 0.73%
4 Consumer Discretionary 0.68%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
26
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$2.77M 0.53%
35,694
+320
+0.9% +$25K
AAPL icon
27
Apple
AAPL
$4.67T
$2.54M 0.49%
9,329
+4
+0% +$1.07K
CSX icon
28
CSX Corp
CSX
$91.5B
$2.3M 0.44%
63,393
+1
+0% +$36
MSFT icon
29
Microsoft
MSFT
$3.71T
$2.19M 0.42%
4,535
-282
-6% -$141K
MINT icon
30
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$2.15M 0.42%
21,476
+560
+3% +$56.3K
VUG icon
31
Vanguard Morningstar Growth ETF
VUG
$228B
$1.7M 0.33%
20,958
-72
-0.3% -$5.84K
TSLA icon
32
Tesla
TSLA
$1.4T
$1.59M 0.31%
3,525
– –
BR icon
33
Broadridge
BR
$19.7B
$1.2M 0.23%
5,380
+22
+0.4% +$5.02K
VTV icon
34
Vanguard Morningstar Value ETF
VTV
$193B
$1.07M 0.21%
5,606
– –
IWM icon
35
iShares Russell 2000 ETF
IWM
$81.2B
$999K 0.19%
4,058
– –
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.08T
$946K 0.18%
1,882
– –
BND icon
37
Vanguard Total Bond Market
BND
$160B
$798K 0.15%
10,768
– –
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$780K 0.15%
15,516
– –
NVDA icon
39
NVIDIA
NVDA
$5.56T
$760K 0.15%
4,074
-182
-4% -$33.9K
STNC icon
40
Hennessy Sustainable ETF
STNC
$92.4M
$504K 0.1%
15,204
– –
AMAT icon
41
Applied Materials
AMAT
$361B
$479K 0.09%
1,863
-78
-4% -$18.7K
MCD icon
42
McDonald's
MCD
$181B
$472K 0.09%
1,543
+1
+0.1% +$306
TGT icon
43
Target
TGT
$74.7B
$459K 0.09%
4,691
– –
VTIP icon
44
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$410K 0.08%
8,285
-13
-0.2% -$650
INTU icon
45
Intuit
INTU
$91B
$389K 0.08%
587
+1
+0.2% +$661
VXF icon
46
Vanguard Extended Market ETF
VXF
$31.3B
$389K 0.08%
1,859
– –
BA icon
47
Boeing
BA
$168B
$382K 0.07%
1,757
-25
-1% -$5.14K
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$379K 0.07%
555
+1
+0.2% +$676
NKE icon
49
Nike
NKE
$57B
$367K 0.07%
5,762
-1,018
-15% -$66.4K
BNY
50
Bank of New York Mellon
BNY
$112B
$343K 0.07%
2,957
– –
1
2
3 4 5

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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 Miscellaneous at 95% of assets, up from 94% a quarter earlier, followed by Technology and Industrials.

  • 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.