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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

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
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 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
AAL icon
501
American Airlines Group
AAL
$10.1B
$9.78K ﹤0.01%
541
– –
DOC icon
502
Healthpeak Properties
DOC
$15.6B
$9.72K ﹤0.01%
454
-12
-3% -$224
JBL icon
503
Jabil
JBL
$33.4B
$9.64K ﹤0.01%
25
– –
RF icon
504
Regions Financial
RF
$26.3B
$9.63K ﹤0.01%
319
– –
OSIS icon
505
OSI Systems
OSIS
$3.47B
$9.62K ﹤0.01%
44
-1
-2% -$245
EXLS icon
506
EXL Service
EXLS
$4.18B
$9.62K ﹤0.01%
372
-36
-9% -$1.06K
PRU icon
507
Prudential Financial
PRU
$41.2B
$9.52K ﹤0.01%
88
– –
PINS icon
508
Pinterest
PINS
$12.8B
$9.44K ﹤0.01%
449
– –
IFF icon
509
International Flavors & Fragrances
IFF
$19.5B
$9.43K ﹤0.01%
119
– –
BOOT icon
510
Boot Barn
BOOT
$4.52B
$9.36K ﹤0.01%
57
-5
-8% -$811
MTUM icon
511
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$9.32K ﹤0.01%
27
– –
STAG icon
512
STAG Industrial
STAG
$7.99B
$9.29K ﹤0.01%
244
– –
AFL icon
513
Aflac
AFL
$62.9B
$9.26K ﹤0.01%
79
– –
UL icon
514
Unilever
UL
$131B
$9.2K ﹤0.01%
153
+40
+35% +$2.31K
B
515
Barrick Mining
B
$60.9B
$9.18K ﹤0.01%
250
– –
LMT icon
516
Lockheed Martin
LMT
$117B
$9.17K ﹤0.01%
18
– –
ACHC icon
517
Acadia Healthcare
ACHC
$3.27B
$9.15K ﹤0.01%
310
+1
+0.3% +$26
RKLB icon
518
Rocket Lab Corp
RKLB
$43.2B
$9.15K ﹤0.01%
+90
New +$8.97K
SHOP icon
519
Shopify
SHOP
$160B
$9.13K ﹤0.01%
80
-6
-7% -$685
NASA
520
Tema Space Innovators ETF
NASA
$1.17B
$9.11K ﹤0.01%
+300
New +$9.59K
SLV icon
521
iShares Silver Trust
SLV
$28.4B
$9.09K ﹤0.01%
170
– –
LOW icon
522
Lowe's Companies
LOW
$114B
$9.04K ﹤0.01%
41
+11
+37% +$2.5K
MEDP icon
523
Medpace
MEDP
$15.2B
$9K ﹤0.01%
17
– –
KFY icon
524
Korn Ferry
KFY
$3.97B
$8.99K ﹤0.01%
135
– –
DOW icon
525
Dow Inc
DOW
$22B
$8.96K ﹤0.01%
327
-43
-12% -$1.56K
19 20
21
22 23

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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.