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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
NEOG icon
751
Neogen
NEOG
$2.24B
$7 ﹤0.01%
+1
New +$6
LAR
752
Lithium Argentina AG
LAR
$1.04B
$6 ﹤0.01%
1
– –
TTGT icon
753
TechTarget
TTGT
$269M
$5 ﹤0.01%
1
-28
-97% -$151
ACB
754
Aurora Cannabis
ACB
$163M
$4 ﹤0.01%
1
– –
LAC
755
Lithium Americas
LAC
$1.04B
$4 ﹤0.01%
1
– –
XOS icon
756
Xos
XOS
$29.6M
$2 ﹤0.01%
1
– –
BYND icon
757
Beyond Meat
BYND
$305M
$1 ﹤0.01%
1
– –
ADNT icon
758
Adient
ADNT
$1.55B
– –
-37
Closed -$891
AMWD
759
DELISTED
American Woodmark
AMWD
– –
-19
Closed -$1.27K
AOSL icon
760
Alpha and Omega Semiconductor
AOSL
$936M
– –
-46
Closed -$1.29K
ARLO icon
761
Arlo Technologies
ARLO
$1.45B
– –
-20
Closed -$339
BRBR icon
762
BellRing Brands
BRBR
$1.41B
– –
-13
Closed -$473
BX icon
763
Blackstone
BX
$155B
– –
-10
Closed -$1.71K
CHTR icon
764
Charter Communications
CHTR
$16.2B
– –
-3
Closed -$825
CMG icon
765
Chipotle Mexican Grill
CMG
$44.2B
– –
-198
Closed -$7.76K
CNC icon
766
Centene
CNC
$32.8B
– –
-1
Closed -$36
COOP
767
DELISTED
Mr. Cooper
COOP
– –
-5
Closed -$1.05K
CVLT icon
768
Commault Systems
CVLT
$6.12B
– –
-3
Closed -$566
DAR icon
769
Darling Ingredients
DAR
$10B
– –
-98
Closed -$3.02K
DNOW icon
770
DNOW Inc
DNOW
$2.54B
– –
-35
Closed -$534
EAD
771
Allspring Income Opportunities Fund
EAD
$376M
– –
-9
Closed -$63
EMXC icon
772
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
– –
-12
Closed -$810
EOG icon
773
EOG Resources
EOG
$74.5B
– –
-20
Closed -$2.24K
ETD icon
774
Ethan Allen Interiors
ETD
$580M
– –
-41
Closed -$1.21K
ETN icon
775
Eaton
ETN
$155B
– –
-6
Closed -$2.25K
29 30
31
32 33

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TCMX
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DLCIG
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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.