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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
LITE icon
76
Lumentum
LITE
$75.9B
$196K 0.03%
229
– –
2026 Q1
1 quarter
T icon
77
AT&T
T
$161B
$190K 0.03%
9,167
+1,982
+28% +$49.2K
2019 Q4
26 quarters
NWN icon
78
Northwest Natural Holdings
NWN
$2.07B
$175K 0.03%
3,559
-234
-6% -$12K
2019 Q4
26 quarters
MS icon
79
Morgan Stanley
MS
$283B
$174K 0.03%
832
+702
+540% +$139K
2020 Q1
25 quarters
CSCO icon
80
Cisco
CSCO
$425B
$174K 0.03%
1,479
+599
+68% +$62.6K
2023 Q2
12 quarters
AVGO icon
81
Broadcom
AVGO
$1.59T
$164K 0.03%
434
+4
+0.9% +$1.6K
2023 Q4
10 quarters
GLD icon
82
SPDR Gold Trust
GLD
$141B
$163K 0.03%
442
– –
2019 Q4
26 quarters
ABBV icon
83
AbbVie
ABBV
$503B
$159K 0.03%
630
+243
+63% +$52.3K
2019 Q4
26 quarters
GOOG icon
84
Alphabet (Google) Class C
GOOG
$4.13T
$157K 0.03%
444
+23
+5% +$8.22K
2019 Q4
26 quarters
MRK icon
85
Merck
MRK
$362B
$156K 0.03%
1,215
+297
+32% +$34.8K
2024 Q1
9 quarters
IWB icon
86
iShares Russell 1000 ETF
IWB
$48.7B
$151K 0.03%
368
– –
2019 Q4
26 quarters
INTU icon
87
Intuit
INTU
$86B
$151K 0.03%
577
-26
-4% -$9.06K
2019 Q4
26 quarters
JPM icon
88
JPMorgan Chase
JPM
$897B
$150K 0.03%
459
+11
+2% +$3.42K
2019 Q4
26 quarters
CRWV icon
89
CoreWeave
CRWV
$34B
$142K 0.02%
1,425
– –
2025 Q3
3 quarters
UTL icon
90
Unitil
UTL
$985M
$142K 0.02%
2,688
– –
2026 Q1
1 quarter
JPST icon
91
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
$141K 0.02%
2,796
+2,769
+10,256% +$140K
2026 Q1
1 quarter
JSCP icon
92
JPMorgan Short Duration Core Plus ETF
JSCP
$1.84B
$139K 0.02%
+2,939
New +$139K
2026 Q2
0 quarters
KEYS icon
93
Keysight
KEYS
$57.2B
$131K 0.02%
375
– –
2026 Q1
1 quarter
SNDK icon
94
Sandisk
SNDK
$192B
$130K 0.02%
57
– –
2025 Q3
3 quarters
RRX icon
95
Regal Rexnord
RRX
$10.4B
$126K 0.02%
527
– –
2026 Q1
1 quarter
V icon
96
Visa
V
$753B
$124K 0.02%
361
+3
+0.8% +$963
2019 Q4
26 quarters
RTX icon
97
RTX Corp
RTX
$259B
$123K 0.02%
648
+152
+31% +$27.9K
2020 Q2
24 quarters
JNJ icon
98
Johnson & Johnson
JNJ
$615B
$123K 0.02%
482
+12
+3% +$2.8K
2019 Q4
26 quarters
CLH icon
99
Clean Harbors
CLH
$16.6B
$121K 0.02%
405
– –
2026 Q1
1 quarter
FV icon
100
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$121K 0.02%
1,592
+61
+4% +$4.21K
2019 Q4
26 quarters
2 3
4
5 6

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ECM
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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.