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Cedar Mountain Advisors

Cedar Mountain Advisors Portfolio holdings

AUM $590M Turnover 11.07%
1-Year Est. Return 11.27%
This Fund
S&P 500
This Quarter Est. Return
-0.6%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
10 Year Est. Return
–
AUM
$590M
AUM Growth
+$9.21M
Cap. Flow
+$14.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
66.15%
Holding
1,238
New
63
Increased
136
Reduced
129
Closed
74
Avg Time Held
1.8 years
Top 10 Avg Time Held
5.6 years
Top 20 Avg Time Held
4.6 years

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.29M
2
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$5.16M
3
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$2.78M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.76M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.62M

Top Sells

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.45M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
3
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.91M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.67M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.24M

Sector Composition

Rank Sector Weight
1 Miscellaneous 93.29%
2 Technology 2.6%
3 Industrials 1.06%
4 Financials 0.68%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NKE icon
51
Nike
NKE
$57.4B
$556K 0.09%
15,709
-108
-0.7% -$4.34K
2019 Q4
27 quarters
STNC icon
52
Hennessy Sustainable ETF
STNC
$93M
$538K 0.09%
15,204
– –
2024 Q1
10 quarters
BNY icon
53
Bank of New York Mellon
BNY
$99B
$463K 0.08%
3,199
– –
2025 Q3
4 quarters
VTIP icon
54
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.8B
$408K 0.07%
8,285
– –
2024 Q3
8 quarters
VXF icon
55
Vanguard Extended Market ETF
VXF
$30B
$383K 0.06%
1,652
-211
-11% -$50.7K
2024 Q3
8 quarters
COST icon
56
Costco
COST
$449B
$345K 0.06%
379
-13
-3% -$12.1K
2019 Q4
27 quarters
INTC icon
57
Intel
INTC
$350B
$335K 0.06%
2,783
+20
+0.7% +$2.04K
2025 Q1
6 quarters
AMZN icon
58
Amazon
AMZN
$2.6T
$334K 0.06%
1,342
-287
-18% -$72.9K
2019 Q4
27 quarters
META icon
59
Meta Platforms (Facebook)
META
$1.6T
$324K 0.05%
446
-10
-2% -$6.24K
2019 Q4
27 quarters
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$802B
$309K 0.05%
405
+1
+0.2% +$760
2020 Q1
26 quarters
SBUX icon
61
Starbucks
SBUX
$118B
$309K 0.05%
3,285
+14
+0.4% +$1.44K
2019 Q4
27 quarters
SPCX icon
62
SpaceX
SPCX
$1.83T
$298K 0.05%
+1,977
New +$274K
2026 Q3
0 quarters
QQQM icon
63
Invesco NASDAQ 100 ETF
QQQM
$105B
$295K 0.05%
969
– –
2025 Q2
5 quarters
MCD icon
64
McDonald's
MCD
$183B
$291K 0.05%
1,260
-61
-5% -$16.1K
2019 Q4
27 quarters
SO icon
65
Southern Company
SO
$108B
$288K 0.05%
3,472
+12
+0.3% +$1.09K
2019 Q4
27 quarters
UNP icon
66
Union Pacific
UNP
$181B
$248K 0.04%
912
+1
+0.1% +$291
2019 Q4
27 quarters
IVV icon
67
iShares Core S&P 500 ETF
IVV
$869B
$233K 0.04%
304
+1
+0.3% +$763
2024 Q4
7 quarters
T icon
68
AT&T
T
$144B
$225K 0.04%
9,205
+38
+0.4% +$917
2019 Q4
27 quarters
LITE icon
69
Lumentum
LITE
$76.2B
$222K 0.04%
229
– –
2026 Q1
2 quarters
CHD icon
70
Church & Dwight Co
CHD
$25.3B
$210K 0.04%
2,234
– –
2019 Q4
27 quarters
PG icon
71
Procter & Gamble
PG
$374B
$205K 0.03%
1,411
-82
-5% -$12K
2019 Q4
27 quarters
BA icon
72
Boeing
BA
$136B
$191K 0.03%
1,025
– –
2019 Q4
27 quarters
GOOGL icon
73
Alphabet (Google) Class A
GOOGL
$3.44T
$186K 0.03%
540
-76
-12% -$26.4K
2019 Q4
27 quarters
MRK icon
74
Merck
MRK
$369B
$177K 0.03%
1,216
+1
+0.1% +$138
2024 Q1
10 quarters
HD icon
75
Home Depot
HD
$328B
$176K 0.03%
618
-22
-3% -$7.22K
2019 Q4
27 quarters
1 2
3
4 5

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Cedar Mountain Advisors's Q3 2026 Portfolio in Review

As of Q3 2026, Cedar Mountain Advisors held 1,238 positions worth $590M, up 1.6% from $581M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Cedar Mountain Advisors's Q3 2026 filing shows 63 new, 136 increased, 129 reduced and 74 closed positions. Its largest new stake was Lifestance Health: 87,717 shares worth $1.06M. The largest sale was iShares Russell 1000 Value ETF, an estimated $5.45M.

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 Q3 2026 buy was Lifestance Health: 87,717 shares worth $1.06M.
  • Cedar Mountain Advisors added most to iShares Core MSCI Emerging Markets ETF in Q3 2026, an estimated $5.29M increase.
  • Cedar Mountain Advisors's biggest Q3 2026 reduction was iShares Russell 1000 Value ETF, cutting an estimated $5.45M.
  • Cedar Mountain Advisors fully exited Vanguard Tax-Exempt Bond Index Fund in Q3 2026, selling an estimated $785K.
  • Cedar Mountain Advisors's ten largest holdings make up 66% of its $590M portfolio in Q3 2026.
  • Cedar Mountain Advisors opened 63 new positions and closed 74 in Q3 2026.
  • Cedar Mountain Advisors's portfolio value rose 1.6% quarter-over-quarter to $590M.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.