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CMA

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
+12.49%
1 Year Est. Return
+11.27%
3 Year Est. Return
+57.69%
5 Year Est. Return
+53.01%
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
Avg Time Held
1.6 years
Top 10 Avg Time Held
5.5 years
Top 20 Avg Time Held
4.5 years

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 icon
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 Miscellaneous 93.29%
2 Technology 2.47%
3 Industrials 1.1%
4 Consumer Discretionary 0.8%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VXF icon
51
Vanguard Extended Market ETF
VXF
$29.5B
$459K 0.08%
1,863
+4
+0.2% +$917
2024 Q3
7 quarters
XOM icon
52
ExxonMobil
XOM
$730B
$449K 0.08%
3,287
+301
+10% +$45K
2019 Q4
26 quarters
VTIP icon
53
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
$416K 0.07%
8,285
– –
2024 Q3
7 quarters
AMZN icon
54
Amazon
AMZN
$2.7T
$388K 0.07%
1,629
+63
+4% +$15.8K
2019 Q4
26 quarters
IWN icon
55
iShares Russell 2000 Value ETF
IWN
$13.7B
$388K 0.07%
1,754
+1,385
+375% +$290K
2024 Q4
6 quarters
INTC icon
56
Intel
INTC
$480B
$386K 0.07%
2,763
-400
-13% -$40.5K
2025 Q1
5 quarters
COST icon
57
Costco
COST
$439B
$367K 0.06%
392
– –
2019 Q4
26 quarters
MCD icon
58
McDonald's
MCD
$172B
$357K 0.06%
1,321
-131
-9% -$37.6K
2019 Q4
26 quarters
SBUX icon
59
Starbucks
SBUX
$110B
$334K 0.06%
3,271
+15
+0.5% +$1.51K
2019 Q4
26 quarters
SO icon
60
Southern Company
SO
$104B
$331K 0.06%
3,460
+1,914
+124% +$180K
2019 Q4
26 quarters
IWO icon
61
iShares Russell 2000 Growth ETF
IWO
$13.4B
$323K 0.06%
821
+647
+372% +$236K
2024 Q4
6 quarters
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$302K 0.05%
404
+201
+99% +$146K
2020 Q1
25 quarters
QQQM icon
63
Invesco NASDAQ 100 ETF
QQQM
$107B
$294K 0.05%
969
– –
2025 Q2
4 quarters
META icon
64
Meta Platforms (Facebook)
META
$1.81T
$257K 0.04%
456
+136
+43% +$83.2K
2019 Q4
26 quarters
UNP icon
65
Union Pacific
UNP
$171B
$248K 0.04%
911
– –
2019 Q4
26 quarters
SR icon
66
Spire
SR
$4.83B
$235K 0.04%
3,006
+26
+0.9% +$2.23K
2019 Q4
26 quarters
IVV icon
67
iShares Core S&P 500 ETF
IVV
$880B
$227K 0.04%
303
+34
+13% +$24.8K
2024 Q4
6 quarters
HD icon
68
Home Depot
HD
$310B
$226K 0.04%
640
– –
2019 Q4
26 quarters
BA icon
69
Boeing
BA
$149B
$222K 0.04%
1,025
+200
+24% +$44.5K
2019 Q4
26 quarters
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.18T
$220K 0.04%
616
-7
-1% -$2.52K
2019 Q4
26 quarters
PG icon
71
Procter & Gamble
PG
$368B
$219K 0.04%
1,493
+10
+0.7% +$1.46K
2019 Q4
26 quarters
CHD icon
72
Church & Dwight Co
CHD
$24.5B
$216K 0.04%
2,234
– –
2019 Q4
26 quarters
WMT icon
73
Walmart Inc
WMT
$941B
$203K 0.04%
1,794
+1
+0.1% +$124
2019 Q4
26 quarters
ACI icon
74
Albertsons Companies
ACI
$6.3B
$201K 0.03%
14,854
– –
2020 Q3
23 quarters
HELO icon
75
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.85B
$200K 0.03%
2,955
– –
2024 Q4
6 quarters
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 Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Industrials.

  • 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.