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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

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

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

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
ETY icon
776
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.27B
– –
-768
Closed -$12.2K
FLMI icon
777
Franklin Dynamic Municipal Bond ETF
FLMI
$2.28B
– –
-40
Closed -$991
FNV icon
778
Franco-Nevada
FNV
$38.7B
– –
-17
Closed -$3.79K
GOGO icon
779
Gogo Inc
GOGO
$484M
– –
-1
Closed -$9
HBI
780
DELISTED
Hanesbrands
HBI
– –
-1
Closed -$7
HKND
781
DELISTED
Humankind US Stock ETF
HKND
– –
-2
Closed -$74
HYT icon
782
BlackRock Corporate High Yield Fund
HYT
$1.37B
– –
-1,023
Closed -$9.72K
IAU icon
783
iShares Gold Trust
IAU
$62.4B
– –
-12
Closed -$873
ICE icon
784
Intercontinental Exchange
ICE
$79B
– –
-8
Closed -$1.35K
IGD
785
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$498M
– –
-2,740
Closed -$16.2K
IIIN icon
786
Insteel Industries
IIIN
$602M
– –
-3
Closed -$115
INN
787
Summit Hotel Properties
INN
$722M
– –
-179
Closed -$983
IREN icon
788
Iris Energy
IREN
$12B
– –
-300
Closed -$14.1K
KTOS icon
789
Kratos Defense & Security Solutions
KTOS
$8.63B
– –
-15
Closed -$1.37K
MARA icon
790
Marathon Digital Holdings
MARA
$4.08B
– –
-42
Closed -$767
MUB icon
791
iShares National Muni Bond ETF
MUB
$45.5B
– –
-42
Closed -$4.47K
NWL icon
792
Newell Brands
NWL
$2.22B
– –
-272
Closed -$1.43K
ONON icon
793
On Holding
ONON
$12.4B
– –
-221
Closed -$9.36K
OXY icon
794
Occidental Petroleum
OXY
$54.6B
– –
-32
Closed -$1.51K
PHK
795
PIMCO High Income Fund
PHK
$878M
– –
-2,854
Closed -$14.2K
RXO icon
796
RXO
RXO
$4.83B
– –
-63
Closed -$969
SLI
797
Standard Lithium
SLI
$551M
– –
-150
Closed -$506
SOUN icon
798
SoundHound AI
SOUN
$2.73B
– –
-210
Closed -$3.38K
TEAM icon
799
Atlassian
TEAM
$23.7B
– –
-2
Closed -$319
TLH icon
800
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
– –
-12
Closed -$1.24K
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.