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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
HUM icon
701
Humana
HUM
$46.4B
$4.77K ﹤0.01%
12
– –
IEX icon
702
IDEX
IEX
$16.9B
$4.77K ﹤0.01%
21
– –
NMIH icon
703
NMI Holdings
NMIH
$3.23B
$4.77K ﹤0.01%
116
– –
PPLI
704
People Inc
PPLI
$3.39B
$4.75K ﹤0.01%
103
– –
MXL icon
705
MaxLinear
MXL
$6.66B
$4.74K ﹤0.01%
37
-1
-3% -$71
REYN icon
706
Reynolds Consumer Products
REYN
$5.59B
$4.7K ﹤0.01%
175
– –
VRT icon
707
Vertiv
VRT
$113B
$4.69K ﹤0.01%
14
+2
+17% +$634
AMCR icon
708
Amcor
AMCR
$20.7B
$4.68K ﹤0.01%
108
– –
FIVE icon
709
Five Below
FIVE
$10.9B
$4.67K ﹤0.01%
26
– –
WRBY icon
710
Warby Parker
WRBY
$3.39B
$4.67K ﹤0.01%
154
– –
HLNE icon
711
Hamilton Lane
HLNE
$3.75B
$4.65K ﹤0.01%
59
– –
MIDD icon
712
Middleby
MIDD
$6.25B
$4.64K ﹤0.01%
27
– –
CME icon
713
CME Group
CME
$89B
$4.64K ﹤0.01%
21
+2
+11% +$553
IEO icon
714
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$4.61K ﹤0.01%
42
– –
HRB icon
715
H&R Block
HRB
$5.3B
$4.61K ﹤0.01%
121
– –
SSD icon
716
Simpson Manufacturing
SSD
$7.97B
$4.61K ﹤0.01%
22
– –
CRUS icon
717
Cirrus Logic
CRUS
$6.91B
$4.6K ﹤0.01%
31
– –
GTLB icon
718
GitLab
GTLB
$5.36B
$4.58K ﹤0.01%
150
– –
KRC icon
719
Kilroy Realty
KRC
$4.7B
$4.57K ﹤0.01%
122
– –
ECHO
720
EchoStar
ECHO
$26.5B
$4.57K ﹤0.01%
45
– –
BN icon
721
Brookfield
BN
$109B
$4.56K ﹤0.01%
107
– –
CXT icon
722
Crane NXT
CXT
$2.99B
$4.55K ﹤0.01%
89
– –
HAL icon
723
Halliburton
HAL
$29.3B
$4.55K ﹤0.01%
134
– –
JEPQ icon
724
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.1B
$4.55K ﹤0.01%
74
-5,024
-99% -$298K
DXYZ
725
Destiny Tech100
DXYZ
$827M
$4.51K ﹤0.01%
175
– –
27 28
29
30 31

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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.