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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
XOM icon
51
ExxonMobil
XOM
$611B
$341K 0.07%
2,830
-99
-3% -$11.5K
AMZN icon
52
Amazon
AMZN
$2.66T
$329K 0.06%
1,426
-24
-2% -$5.49K
COST icon
53
Costco
COST
$417B
$327K 0.06%
379
– –
JIRE icon
54
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$301K 0.06%
4,021
– –
SO icon
55
Southern Company
SO
$107B
$300K 0.06%
3,438
+13
+0.4% +$1.19K
SBUX icon
56
Starbucks
SBUX
$120B
$273K 0.05%
3,240
+17
+0.5% +$1.43K
ACI icon
57
Albertsons Companies
ACI
$7.4B
$250K 0.05%
14,559
– –
QQQM icon
58
Invesco NASDAQ 100 ETF
QQQM
$96.3B
$245K 0.05%
969
– –
SR icon
59
Spire
SR
$4.81B
$238K 0.05%
2,880
+28
+1% +$2.39K
HD icon
60
Home Depot
HD
$338B
$217K 0.04%
630
-1
-0.2% -$366
UNP icon
61
Union Pacific
UNP
$179B
$211K 0.04%
911
-67
-7% -$15.3K
PG icon
62
Procter & Gamble
PG
$349B
$204K 0.04%
1,420
+14
+1% +$2.06K
META icon
63
Meta Platforms (Facebook)
META
$1.64T
$199K 0.04%
302
+2
+0.7% +$1.34K
HELO icon
64
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.95B
$196K 0.04%
2,955
– –
WMT icon
65
Walmart Inc
WMT
$909B
$194K 0.04%
1,738
– –
CHD icon
66
Church & Dwight Co
CHD
$23.2B
$187K 0.04%
2,234
– –
IVV icon
67
iShares Core S&P 500 ETF
IVV
$881B
$184K 0.04%
268
+1
+0.4% +$679
MS icon
68
Morgan Stanley
MS
$339B
$172K 0.03%
971
+4
+0.4% +$667
GLD icon
69
SPDR Gold Trust
GLD
$130B
$162K 0.03%
408
– –
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.23T
$149K 0.03%
477
– –
IWB icon
71
iShares Russell 1000 ETF
IWB
$48B
$137K 0.03%
368
– –
NWN icon
72
Northwest Natural Holdings
NWN
$2.15B
$136K 0.03%
2,904
+29
+1% +$1.35K
JEPI icon
73
JPMorgan Equity Premium Income ETF
JEPI
$45B
$129K 0.02%
2,251
– –
IBIT icon
74
iShares Bitcoin Trust
IBIT
$47B
$127K 0.02%
2,556
+179
+8% +$10.2K
ILCG icon
75
iShares Morningstar Growth ETF
ILCG
$3.12B
$122K 0.02%
1,170
-30
-3% -$3.13K
1 2
3
4 5

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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.