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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
LCII icon
701
LCI Industries
LCII
$2.63B
$121 ﹤0.01%
+1
New +$106
MTUS icon
702
Metallus
MTUS
$807M
$120 ﹤0.01%
7
– –
BEPC icon
703
Brookfield Renewable
BEPC
$6.18B
$115 ﹤0.01%
3
– –
CABO icon
704
Cable One
CABO
$223M
$113 ﹤0.01%
+1
New +$136
ORA icon
705
Ormat Technologies
ORA
$6.43B
$113 ﹤0.01%
1
– –
SMP icon
706
Standard Motor Products
SMP
$859M
$111 ﹤0.01%
3
-1
-25% -$38
INDV icon
707
Indivior Pharmaceuticals
INDV
$4.79B
$108 ﹤0.01%
+3
New +$92
CTKB icon
708
Cytek Biosciences
CTKB
$597M
$106 ﹤0.01%
+21
New +$98
XVV icon
709
iShares ESG Screened S&P 500 ETF
XVV
$645M
$105 ﹤0.01%
2
– –
MYGN icon
710
Myriad Genetics
MYGN
$584M
$98 ﹤0.01%
16
-16
-50% -$116
ANGI icon
711
Angi Inc
ANGI
$248M
$91 ﹤0.01%
+7
New +$90
NXRT
712
NexPoint Residential Trust
NXRT
$678M
$90 ﹤0.01%
+3
New +$92
TRIP icon
713
TripAdvisor
TRIP
$1.7B
$87 ﹤0.01%
+6
New +$91
CWEN icon
714
Clearway Energy Class C
CWEN
$5.2B
$83 ﹤0.01%
2
– –
GM icon
715
General Motors
GM
$68.6B
$82 ﹤0.01%
1
– –
ACLS icon
716
Axcelis
ACLS
$4.19B
$80 ﹤0.01%
+1
New +$84
BFH icon
717
Bread Financial
BFH
$4.01B
$74 ﹤0.01%
1
-8
-89% -$526
SDGR icon
718
Schrodinger
SDGR
$1.14B
$72 ﹤0.01%
+4
New +$76
STRZ
719
Starz Entertainment Corp
STRZ
$449M
$70 ﹤0.01%
6
– –
MTH icon
720
Meritage Homes
MTH
$4.95B
$66 ﹤0.01%
+1
New +$69
LRN icon
721
Stride
LRN
$3.71B
$65 ﹤0.01%
+1
New +$91
PHIN icon
722
Phinia Inc
PHIN
$2.97B
$63 ﹤0.01%
1
– –
TWI icon
723
Titan International
TWI
$493M
$63 ﹤0.01%
8
-139
-95% -$1.09K
OMFL icon
724
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.71B
$62 ﹤0.01%
1
– –
SLVM icon
725
Sylvamo
SLVM
$1.52B
$48 ﹤0.01%
+1
New +$46
27 28
29
30 31

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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.