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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 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
LYFT icon
651
Lyft
LYFT
$6.33B
$5.68K ﹤0.01%
389
+31
+9% +$433
RYTM icon
652
Rhythm Pharmaceuticals
RYTM
$7.07B
$5.66K ﹤0.01%
51
– –
GPI icon
653
Group 1 Automotive
GPI
$3.59B
$5.53K ﹤0.01%
19
+2
+12% +$656
PYPL icon
654
PayPal
PYPL
$47B
$5.5K ﹤0.01%
127
– –
AFRM icon
655
Affirm
AFRM
$24.4B
$5.46K ﹤0.01%
67
– –
BSV icon
656
Vanguard Short-Term Bond ETF
BSV
$45.4B
$5.45K ﹤0.01%
70
– –
KNX icon
657
Knight Transportation
KNX
$11.7B
$5.45K ﹤0.01%
70
– –
EWBC icon
658
East-West Bancorp
EWBC
$17.9B
$5.42K ﹤0.01%
42
– –
ELV icon
659
Elevance Health
ELV
$88.4B
$5.41K ﹤0.01%
14
– –
DXCM icon
660
DexCom
DXCM
$33.2B
$5.39K ﹤0.01%
80
– –
HWC icon
661
Hancock Whitney
HWC
$6.08B
$5.38K ﹤0.01%
72
– –
SVC
662
Service Properties Trust
SVC
$986M
$5.38K ﹤0.01%
637
– –
ENS icon
663
EnerSys
ENS
$6.56B
$5.38K ﹤0.01%
23
– –
ONCY
664
Oncolytics Biotech
ONCY
$108M
$5.37K ﹤0.01%
5,651
– –
BILL icon
665
BILL Holdings
BILL
$4.19B
$5.35K ﹤0.01%
148
– –
ACGL icon
666
Arch Capital
ACGL
$33.5B
$5.34K ﹤0.01%
55
– –
INFQ
667
Infleqtion Inc
INFQ
$2.9B
$5.33K ﹤0.01%
+400
New +$5.5K
USO icon
668
United States Oil Fund
USO
$1.95B
$5.32K ﹤0.01%
+50
New +$6.55K
CWEN icon
669
Clearway Energy Class C
CWEN
$6.53B
$5.32K ﹤0.01%
156
-1
-0.6% -$39
AROC icon
670
Archrock
AROC
$5.73B
$5.25K ﹤0.01%
129
– –
EQIX icon
671
Equinix
EQIX
$102B
$5.21K ﹤0.01%
5
– –
BKH icon
672
Black Hills Corp
BKH
$5.58B
$5.21K ﹤0.01%
70
– –
LIN icon
673
Linde
LIN
$220B
$5.19K ﹤0.01%
10
– –
SON icon
674
Sonoco
SON
$5.14B
$5.18K ﹤0.01%
92
– –
MRSH
675
Marsh
MRSH
$88.6B
$5.17K ﹤0.01%
31
– –
25 26
27
28 29

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MIP
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MFS
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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.