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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

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

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

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
VXF icon
51
Vanguard Extended Market ETF
VXF
$30.5B
$459K 0.08%
1,863
+4
+0.2% +$917
XOM icon
52
ExxonMobil
XOM
$611B
$449K 0.08%
3,287
+301
+10% +$45K
VTIP icon
53
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$416K 0.07%
8,285
– –
AMZN icon
54
Amazon
AMZN
$2.66T
$388K 0.07%
1,629
+63
+4% +$15.8K
IWN icon
55
iShares Russell 2000 Value ETF
IWN
$14.4B
$388K 0.07%
1,754
+1,385
+375% +$290K
INTC icon
56
Intel
INTC
$478B
$386K 0.07%
2,763
-400
-13% -$40.5K
COST icon
57
Costco
COST
$417B
$367K 0.06%
392
– –
MCD icon
58
McDonald's
MCD
$190B
$357K 0.06%
1,321
-131
-9% -$37.6K
SBUX icon
59
Starbucks
SBUX
$120B
$334K 0.06%
3,271
+15
+0.5% +$1.51K
SO icon
60
Southern Company
SO
$107B
$331K 0.06%
3,460
+1,914
+124% +$180K
IWO icon
61
iShares Russell 2000 Growth ETF
IWO
$14.7B
$323K 0.06%
821
+647
+372% +$236K
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$302K 0.05%
404
+201
+99% +$146K
QQQM icon
63
Invesco NASDAQ 100 ETF
QQQM
$96.3B
$294K 0.05%
969
– –
META icon
64
Meta Platforms (Facebook)
META
$1.64T
$257K 0.04%
456
+136
+43% +$83.2K
UNP icon
65
Union Pacific
UNP
$179B
$248K 0.04%
911
– –
SR icon
66
Spire
SR
$4.81B
$235K 0.04%
3,006
+26
+0.9% +$2.23K
IVV icon
67
iShares Core S&P 500 ETF
IVV
$881B
$227K 0.04%
303
+34
+13% +$24.8K
HD icon
68
Home Depot
HD
$338B
$226K 0.04%
640
– –
BA icon
69
Boeing
BA
$169B
$222K 0.04%
1,025
+200
+24% +$44.5K
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.23T
$220K 0.04%
616
-7
-1% -$2.52K
PG icon
71
Procter & Gamble
PG
$349B
$219K 0.04%
1,493
+10
+0.7% +$1.46K
CHD icon
72
Church & Dwight Co
CHD
$23.2B
$216K 0.04%
2,234
– –
WMT icon
73
Walmart Inc
WMT
$909B
$203K 0.04%
1,794
+1
+0.1% +$124
ACI icon
74
Albertsons Companies
ACI
$7.4B
$201K 0.03%
14,854
– –
HELO icon
75
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.95B
$200K 0.03%
2,955
– –
1 2
3
4 5

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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.