We are live on ! Find out more
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

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

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

1 Technology 2.47%
2 Industrials 1.1%
3 Consumer Discretionary 0.8%
4 Financials 0.74%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LITE icon
76
Lumentum
LITE
$57B
$196K 0.03%
229
– –
T icon
77
AT&T
T
$152B
$190K 0.03%
9,167
+1,982
+28% +$49.2K
NWN icon
78
Northwest Natural Holdings
NWN
$2.15B
$175K 0.03%
3,559
-234
-6% -$12K
MS icon
79
Morgan Stanley
MS
$339B
$174K 0.03%
832
+702
+540% +$139K
CSCO icon
80
Cisco
CSCO
$441B
$174K 0.03%
1,479
+599
+68% +$62.6K
AVGO icon
81
Broadcom
AVGO
$1.76T
$164K 0.03%
434
+4
+0.9% +$1.6K
GLD icon
82
SPDR Gold Trust
GLD
$130B
$163K 0.03%
442
– –
ABBV icon
83
AbbVie
ABBV
$450B
$159K 0.03%
630
+243
+63% +$52.3K
GOOG icon
84
Alphabet (Google) Class C
GOOG
$4.22T
$157K 0.03%
444
+23
+5% +$8.22K
MRK icon
85
Merck
MRK
$315B
$156K 0.03%
1,215
+297
+32% +$34.8K
IWB icon
86
iShares Russell 1000 ETF
IWB
$48B
$151K 0.03%
368
– –
INTU icon
87
Intuit
INTU
$79.6B
$151K 0.03%
577
-26
-4% -$9.06K
JPM icon
88
JPMorgan Chase
JPM
$907B
$150K 0.03%
459
+11
+2% +$3.42K
CRWV
89
CoreWeave
CRWV
$39.9B
$142K 0.02%
1,425
– –
UTL icon
90
Unitil
UTL
$981M
$142K 0.02%
2,688
– –
JPST icon
91
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$141K 0.02%
2,796
+2,769
+10,256% +$140K
JSCP icon
92
JPMorgan Short Duration Core Plus ETF
JSCP
$1.63B
$139K 0.02%
+2,939
New +$139K
KEYS icon
93
Keysight
KEYS
$54B
$131K 0.02%
375
– –
SNDK
94
Sandisk
SNDK
$201B
$130K 0.02%
57
– –
RRX icon
95
Regal Rexnord
RRX
$13.8B
$126K 0.02%
527
– –
V icon
96
Visa
V
$682B
$124K 0.02%
361
+3
+0.8% +$963
RTX icon
97
RTX Corp
RTX
$261B
$123K 0.02%
648
+152
+31% +$27.9K
JNJ icon
98
Johnson & Johnson
JNJ
$609B
$123K 0.02%
482
+12
+3% +$2.8K
CLH icon
99
Clean Harbors
CLH
$16.4B
$121K 0.02%
405
– –
FV icon
100
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$121K 0.02%
1,592
+61
+4% +$4.21K
2 3
4
5 6

Similar funds

KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $581M AUM 18.65% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $582M AUM 17.87% 1-Year Est. Return
DLCIG
D.L. Carlson Investment Group Concord, New Hampshire $582M AUM 29.47% 1-Year Est. Return

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 Technology at 2.5% of assets, up from 2.4% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • 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.