We are live on !
Find out more
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 | |
|---|---|---|---|---|---|---|---|
476
SiriusXM
SIRI
$10.7B
| $9.32K | ﹤0.01% |
360
| – | – |
2019 Q4
27 quarters
|
|
477
Unilever
UL
$142B
| $9.29K | ﹤0.01% |
153
| – | – |
2025 Q3
4 quarters
|
|
478
iShares Silver Trust
SLV
$23.8B
| $9.27K | ﹤0.01% |
170
| – | – |
2021 Q3
20 quarters
|
|
479
Mirion Technologies
MIR
$4.41B
| $9.21K | ﹤0.01% |
652
+11
| +2% | +$174 |
2025 Q3
4 quarters
|
|
480
First American
FAF
$6.58B
| $9.17K | ﹤0.01% |
151
| – | – |
2026 Q1
2 quarters
|
|
481
Lockheed Martin
LMT
$140B
| $9.17K | ﹤0.01% |
18
| – | – |
2025 Q3
4 quarters
|
|
482
TKO Group
TKO
$14.1B
| $9.17K | ﹤0.01% |
51
| – | – |
2026 Q1
2 quarters
|
|
483
US Foods
USFD
$23.2B
| $9.13K | ﹤0.01% |
99
| – | – |
2026 Q1
2 quarters
|
|
484
Healthpeak Properties
DOC
$13.9B
| $9.07K | ﹤0.01% |
454
| – | – |
2025 Q3
4 quarters
|
|
485
Toll Brothers
TOL
$13.6B
| $9.03K | ﹤0.01% |
67
| – | – |
2026 Q1
2 quarters
|
|
486
DT Midstream
DTM
$12.2B
| $8.96K | ﹤0.01% |
75
| – | – |
2026 Q1
2 quarters
|
|
487
Manhattan Associates
MANH
$14.9B
| $8.94K | ﹤0.01% |
45
| – | – |
2026 Q1
2 quarters
|
|
488
Schwab US Large-Cap Growth ETF
SCHG
$61.3B
| $8.91K | ﹤0.01% |
248
| – | – |
2019 Q4
27 quarters
|
|
489
Armstrong World Industries
AWI
$7.31B
| $8.91K | ﹤0.01% |
55
+1
| +2% | +$168 |
2026 Q1
2 quarters
|
|
490
XP
XP
$7.63B
| $8.9K | ﹤0.01% |
424
| – | – |
2026 Q1
2 quarters
|
|
491
IDEAYA Biosciences
IDYA
$3.04B
| $8.88K | ﹤0.01% |
231
| – | – |
2026 Q1
2 quarters
|
|
492
Kohl's
KSS
$2.66B
| $8.86K | ﹤0.01% |
480
+18
| +4% | +$325 |
2025 Q3
4 quarters
|
|
493
Rexford Industrial Realty
REXR
$7.98B
| $8.85K | ﹤0.01% |
244
| – | – |
2023 Q1
14 quarters
|
|
494
Aflac
AFL
$62.6B
| $8.83K | ﹤0.01% |
79
| – | – |
2026 Q1
2 quarters
|
|
495
Freeport-McMoran
FCX
$86.7B
| $8.82K | ﹤0.01% |
126
| – | – |
2019 Q4
27 quarters
|
|
496
Novanta
NOVT
$4.44B
| $8.82K | ﹤0.01% |
62
| – | – |
2026 Q1
2 quarters
|
|
497
Warrior Met Coal
HCC
$4.45B
| $8.81K | ﹤0.01% |
100
| – | – |
2025 Q4
3 quarters
|
|
498
NRG Energy
NRG
$20.6B
| $8.8K | ﹤0.01% |
92
| – | – |
2019 Q4
27 quarters
|
|
499
Kratos Defense & Security Solutions
KTOS
$6.54B
| $8.79K | ﹤0.01% |
+206
| New | +$10.5K |
2026 Q3
0 quarters
|
|
500
Simmons First National
SFNC
$3.37B
| $8.78K | ﹤0.01% |
389
| – | – |
2026 Q1
2 quarters
|
|
Similar funds
SP
RI
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.