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

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
AEO icon
1176
American Eagle Outfitters
AEO
$2.91B
– –
-54
Closed -$902
AL
1177
DELISTED
Air Lease Corp
AL
– –
-12
Closed -$779
AMPH icon
1178
Amphastar Pharmaceuticals
AMPH
$986M
– –
-1
Closed -$20
AMWD
1179
DELISTED
American Woodmark
AMWD
– –
-6
Closed -$239
APLS
1180
DELISTED
Apellis Pharmaceuticals
APLS
– –
-18
Closed -$724
BL icon
1181
BlackLine
BL
$1.9B
– –
-2
Closed -$74
CCOI icon
1182
Cogent Communications
CCOI
$515M
– –
-24
Closed -$452
CERT icon
1183
Certara
CERT
$1.21B
– –
-21
Closed -$120
CHWY icon
1184
Chewy
CHWY
$9.69B
– –
-49
Closed -$1.32K
COLL icon
1185
Collegium Pharmaceutical
COLL
$766M
– –
-6
Closed -$198
CSGS
1186
DELISTED
CSG Systems International
CSGS
– –
-9
Closed -$719
CTRA
1187
DELISTED
Coterra Energy
CTRA
– –
-2,879
Closed -$101K
DFH icon
1188
Dream Finders Homes
DFH
$1.25B
– –
-24
Closed -$334
DRIV icon
1189
Global X Autonomous & Electric Vehicles ETF
DRIV
$375M
– –
-80
Closed -$2.44K
ENR icon
1190
Energizer
ENR
$1.45B
– –
-40
Closed -$657
EYE icon
1191
National Vision
EYE
$1.32B
– –
-15
Closed -$389
FRPT icon
1192
Freshpet
FRPT
$3.38B
– –
-7
Closed -$413
FWRD icon
1193
Forward Air
FWRD
$604M
– –
-25
Closed -$418
GSHD icon
1194
Goosehead Insurance
GSHD
$1.55B
– –
-1
Closed -$43
HNI icon
1195
HNI Corp
HNI
$3.58B
– –
-13
Closed -$434
HOLX
1196
DELISTED
Hologic
HOLX
– –
-85
Closed -$6.42K
HON icon
1197
Honeywell
HON
$66.4B
– –
-83
Closed -$18.8K
ICUI icon
1198
ICU Medical
ICUI
$4.19B
– –
-2
Closed -$258
IIIN icon
1199
Insteel Industries
IIIN
$605M
– –
-10
Closed -$336
JACK icon
1200
Jack in the Box
JACK
$310M
– –
-18
Closed -$174
46 47
48
49 50

Similar funds

RIS
Retirement Income Solutions Ann Arbor, Michigan $581M AUM 19.42% 1-Year Est. Return
SC
Stempoint Capital New York $581M AUM 373.68% 1-Year Est. Return
GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
MIP
Marietta Investment Partners Milwaukee, Wisconsin $582M AUM 54.15% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 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 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.