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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

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
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
ADUS icon
751
Addus HomeCare
ADUS
$2.22B
$4.02K ﹤0.01%
40
– –
UGI icon
752
UGI
UGI
$8.14B
$4.01K ﹤0.01%
116
– –
EPAC icon
753
Enerpac Tool Group
EPAC
$1.91B
$3.94K ﹤0.01%
110
-4
-4% -$140
NEWP
754
New Pacific Metals
NEWP
$1.15B
$3.94K ﹤0.01%
981
– –
SJM icon
755
J.M. Smucker
SJM
$13.5B
$3.94K ﹤0.01%
35
– –
SWKS icon
756
Skyworks Solutions
SWKS
$11.1B
$3.93K ﹤0.01%
58
– –
AN icon
757
AutoNation
AN
$7.02B
$3.9K ﹤0.01%
21
– –
BEPC icon
758
Brookfield Renewable
BEPC
$5.89B
$3.86K ﹤0.01%
104
– –
EXPE icon
759
Expedia Group
EXPE
$35.8B
$3.84K ﹤0.01%
15
– –
OSK icon
760
Oshkosh
OSK
$9.7B
$3.84K ﹤0.01%
25
– –
RDNT icon
761
RadNet
RDNT
$5.8B
$3.82K ﹤0.01%
62
-5
-7% -$281
DRS icon
762
Leonardo DRS
DRS
$9.77B
$3.75K ﹤0.01%
88
– –
AA icon
763
Alcoa
AA
$13.2B
$3.75K ﹤0.01%
72
– –
WAT icon
764
Waters Corp
WAT
$40.2B
$3.75K ﹤0.01%
10
– –
MAR icon
765
Marriott International
MAR
$87.8B
$3.71K ﹤0.01%
10
+4
+67% +$1.48K
SPOT icon
766
Spotify
SPOT
$112B
$3.67K ﹤0.01%
8
-2
-20% -$953
CALY
767
Callaway Golf Company
CALY
$2.84B
$3.66K ﹤0.01%
195
– –
NCNO icon
768
nCino
NCNO
$2.44B
$3.65K ﹤0.01%
223
– –
VB icon
769
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$3.64K ﹤0.01%
12
+7
+140% +$2.01K
KNSL icon
770
Kinsale Capital Group
KNSL
$8.5B
$3.63K ﹤0.01%
11
– –
RBA icon
771
RB Global
RBA
$15.5B
$3.61K ﹤0.01%
31
– –
OPCH icon
772
Option Care Health
OPCH
$3.63B
$3.61K ﹤0.01%
172
– –
AZN icon
773
AstraZeneca
AZN
$252B
$3.6K ﹤0.01%
19
-6
-24% -$1.13K
TILE icon
774
Interface
TILE
$2.15B
$3.6K ﹤0.01%
100
– –
TXNM
775
TXNM Energy Inc
TXNM
$5.98B
$3.58K ﹤0.01%
63
– –
29 30
31
32 33

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CCWM
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MIP
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MFS
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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.