We are live on ! Find out more
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 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
XP icon
601
XP
XP
$10.1B
$6.89K ﹤0.01%
424
– –
PENN icon
602
PENN Entertainment
PENN
$2.29B
$6.86K ﹤0.01%
321
– –
UHAL icon
603
U-Haul Holding Co
UHAL
$13.1B
$6.81K ﹤0.01%
104
– –
DKS icon
604
Dick's Sporting Goods
DKS
$12.4B
$6.8K ﹤0.01%
30
– –
HQY icon
605
HealthEquity
HQY
$7.95B
$6.77K ﹤0.01%
75
– –
U icon
606
Unity
U
$18.3B
$6.72K ﹤0.01%
235
– –
NSA
607
DELISTED
National Storage Affiliates Trust
NSA
$6.71K ﹤0.01%
151
– –
PII icon
608
Polaris
PII
$3.56B
$6.71K ﹤0.01%
98
– –
SNX icon
609
TD Synnex
SNX
$21B
$6.68K ﹤0.01%
25
– –
WTRG icon
610
Essential Utilities
WTRG
$11.8B
$6.68K ﹤0.01%
174
+1
+0.6% +$38
MTB icon
611
M&T Bank
MTB
$34.6B
$6.66K ﹤0.01%
28
– –
APO icon
612
Apollo Global Management
APO
$78.9B
$6.63K ﹤0.01%
56
– –
FHB icon
613
First Hawaiian
FHB
$3.17B
$6.56K ﹤0.01%
224
– –
EVER icon
614
EverQuote
EVER
$878M
$6.54K ﹤0.01%
275
– –
DLTR icon
615
Dollar Tree
DLTR
$24.7B
$6.53K ﹤0.01%
54
– –
QRVO icon
616
Qorvo
QRVO
$9.07B
$6.53K ﹤0.01%
70
– –
HPQ icon
617
HP
HPQ
$29.4B
$6.53K ﹤0.01%
297
+2
+0.7% +$44
FTDR icon
618
Frontdoor
FTDR
$5.69B
$6.52K ﹤0.01%
84
+3
+4% +$192
VCSH icon
619
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$6.5K ﹤0.01%
82
+1
+1% +$79
AVY icon
620
Avery Dennison
AVY
$13.3B
$6.49K ﹤0.01%
40
– –
FNB icon
621
FNB Corp
FNB
$6.65B
$6.49K ﹤0.01%
340
– –
PNFP icon
622
Pinnacle Financial Partners Inc
PNFP
$15.3B
$6.46K ﹤0.01%
64
– –
PSA icon
623
Public Storage
PSA
$55.6B
$6.37K ﹤0.01%
20
– –
CBSH icon
624
Commerce Bancshares
CBSH
$8.37B
$6.35K ﹤0.01%
110
– –
ESAB icon
625
ESAB
ESAB
$4.66B
$6.31K ﹤0.01%
64
– –
23 24
25
26 27

Similar funds

RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return
SC
Stempoint Capital New York $581M AUM 373.68% 1-Year Est. Return
GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
MIP
Marietta Investment Partners Milwaukee, Wisconsin $582M AUM 54.15% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

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.