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CMA

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
+12.49%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
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
Avg Time Held
1.6 years
Top 10 Avg Time Held
5.5 years
Top 20 Avg Time Held
4.5 years

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 icon
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 Miscellaneous 93.29%
2 Technology 2.47%
3 Industrials 1.1%
4 Consumer Discretionary 0.8%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AAPL icon
26
Apple
AAPL
$5T
$3.02M 0.52%
10,453
+330
+3% +$94.4K
2019 Q4
26 quarters
CSX icon
27
CSX Corp
CSX
$89.7B
$3.01M 0.52%
63,391
– –
2019 Q4
26 quarters
XLP icon
28
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$3.01M 0.52%
36,177
+406
+1% +$33.9K
2022 Q1
17 quarters
MINT icon
29
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.6B
$2.22M 0.38%
22,020
+255
+1% +$25.6K
2022 Q1
17 quarters
JIRE icon
30
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$1.9M 0.33%
23,071
+18,908
+454% +$1.52M
2025 Q2
4 quarters
VUG icon
31
Vanguard Morningstar Growth ETF
VUG
$228B
$1.85M 0.32%
21,465
+3,531
+20% +$297K
2019 Q4
26 quarters
IXUS icon
32
iShares Core MSCI Total International Stock ETF
IXUS
$57.8B
$1.63M 0.28%
17,104
+16,834
+6,235% +$1.58M
2026 Q1
1 quarter
TSLA icon
33
Tesla
TSLA
$1.39T
$1.48M 0.25%
3,515
+121
+4% +$48.1K
2019 Q4
26 quarters
VTV icon
34
Vanguard Morningstar Value ETF
VTV
$190B
$1.22M 0.21%
5,600
– –
2019 Q4
26 quarters
AMAT icon
35
Applied Materials
AMAT
$331B
$1.19M 0.2%
1,639
-41
-2% -$18.9K
2019 Q4
26 quarters
MSFT icon
36
Microsoft
MSFT
$3.91T
$1.03M 0.18%
2,759
-1,546
-36% -$626K
2019 Q4
26 quarters
JFLX icon
37
JPMorgan Flexible Debt ETF
JFLX
$1.52B
$1.03M 0.18%
+20,383
New +$1.02M
2026 Q2
0 quarters
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.13T
$984K 0.17%
1,966
+56
+3% +$26.9K
2019 Q4
26 quarters
NVDA icon
39
NVIDIA
NVDA
$5.21T
$896K 0.15%
4,477
+113
+3% +$23.2K
2020 Q4
22 quarters
BND icon
40
Vanguard Total Bond Market
BND
$163B
$790K 0.14%
10,768
– –
2022 Q4
14 quarters
VTEB icon
41
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50.4B
$785K 0.14%
15,516
– –
2024 Q3
7 quarters
IWM icon
42
iShares Russell 2000 ETF
IWM
$76.2B
$781K 0.13%
2,598
-1,460
-36% -$410K
2019 Q4
26 quarters
BR icon
43
Broadridge
BR
$19.5B
$738K 0.13%
5,387
+4
+0.1% +$604
2019 Q4
26 quarters
PVAL icon
44
Putnam Focused Large Cap Value ETF
PVAL
$14.8B
$722K 0.12%
+14,166
New +$704K
2026 Q2
0 quarters
NKE icon
45
Nike
NKE
$55.4B
$649K 0.11%
15,817
-233
-1% -$10.2K
2019 Q4
26 quarters
JPLD icon
46
JPMorgan Limited Duration Bond ETF
JPLD
$4.06B
$640K 0.11%
12,267
+11,316
+1,190% +$590K
2025 Q4
2 quarters
TGT icon
47
Target
TGT
$70.2B
$619K 0.11%
4,739
+16
+0.3% +$2.03K
2019 Q4
26 quarters
STNC icon
48
Hennessy Sustainable ETF
STNC
$92.2M
$586K 0.1%
15,204
– –
2024 Q1
9 quarters
FBCG icon
49
Fidelity Blue Chip Growth ETF
FBCG
$7.35B
$549K 0.09%
+8,832
New +$524K
2026 Q2
0 quarters
BNY icon
50
Bank of New York Mellon
BNY
$96.4B
$463K 0.08%
3,199
– –
2025 Q3
3 quarters
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 Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.

  • 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.