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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 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BJ icon
576
BJs Wholesale Club
BJ
$11.9B
$630 ﹤0.01%
7
– –
AEIS icon
577
Advanced Energy
AEIS
$12.2B
$628 ﹤0.01%
3
– –
FWRD icon
578
Forward Air
FWRD
$482M
$625 ﹤0.01%
25
-3
-11% -$68
AESI icon
579
Atlas Energy Solutions
AESI
$1.49B
$612 ﹤0.01%
65
-39
-38% -$394
VIR icon
580
Vir Biotechnology
VIR
$1.47B
$609 ﹤0.01%
101
– –
ZM icon
581
Zoom
ZM
$25.8B
$604 ﹤0.01%
7
– –
JBTM
582
JBT Marel
JBTM
$7.14B
$603 ﹤0.01%
+4
New +$564
AMR icon
583
Alpha Metallurgical Resources
AMR
$1.82B
$600 ﹤0.01%
3
+2
+200% +$346
SANM icon
584
Sanmina
SANM
$11.2B
$600 ﹤0.01%
+4
New +$590
SNAP icon
585
Snap
SNAP
$7.32B
$597 ﹤0.01%
74
– –
NOK icon
586
Nokia
NOK
$50.8B
$595 ﹤0.01%
92
– –
CVCO icon
587
Cavco Industries
CVCO
$4.39B
$591 ﹤0.01%
+1
New +$567
VSAT icon
588
Viasat
VSAT
$9.79B
$586 ﹤0.01%
17
+2
+13% +$71
NI icon
589
NiSource
NI
$22.4B
$585 ﹤0.01%
14
– –
NDAQ icon
590
Nasdaq
NDAQ
$51.5B
$583 ﹤0.01%
6
– –
WRLD icon
591
World Acceptance Corp
WRLD
$950M
$562 ﹤0.01%
+4
New +$602
NVRI icon
592
Enviri
NVRI
$621M
$556 ﹤0.01%
31
– –
SLG icon
593
SL Green Realty
SLG
$3.88B
$550 ﹤0.01%
+12
New +$592
SSTK icon
594
Shutterstock
SSTK
$205M
$535 ﹤0.01%
+28
New +$598
CBRL icon
595
Cracker Barrel
CBRL
$1.2B
$533 ﹤0.01%
+21
New +$672
BOOT icon
596
Boot Barn
BOOT
$4.55B
$529 ﹤0.01%
3
– –
CLSK icon
597
CleanSpark
CLSK
$3.73B
$526 ﹤0.01%
52
+21
+68% +$315
RCUS icon
598
Arcus Biosciences
RCUS
$3.57B
$524 ﹤0.01%
22
– –
PSLV icon
599
Sprott Physical Silver Trust
PSLV
$11.9B
$520 ﹤0.01%
+22
New +$403
CCOI icon
600
Cogent Communications
CCOI
$594M
$517 ﹤0.01%
+24
New +$708
22 23
24
25 26

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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 Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • 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.