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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
MMM icon
101
3M
MMM
$83.4B
$64.7K 0.01%
404
– –
CVX icon
102
Chevron
CVX
$373B
$61.7K 0.01%
405
– –
ATI icon
103
ATI
ATI
$25.4B
$61.4K 0.01%
535
– –
BLK icon
104
Blackrock
BLK
$166B
$60K 0.01%
56
– –
XLV icon
105
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$58.5K 0.01%
378
– –
BOND icon
106
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$58.2K 0.01%
626
+9
+1% +$842
ED icon
107
Consolidated Edison
ED
$41.4B
$58.2K 0.01%
586
– –
ITA icon
108
iShares US Aerospace & Defense ETF
ITA
$13.7B
$57.9K 0.01%
269
– –
AEE icon
109
Ameren
AEE
$30.9B
$57.5K 0.01%
576
– –
IEI icon
110
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$56.9K 0.01%
477
– –
IWO icon
111
iShares Russell 2000 Growth ETF
IWO
$14.7B
$56.9K 0.01%
176
– –
IWN icon
112
iShares Russell 2000 Value ETF
IWN
$14.4B
$56.7K 0.01%
313
– –
SHY icon
113
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$55.7K 0.01%
673
– –
IJT icon
114
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$53.6K 0.01%
380
+1
+0.3% +$142
GEV icon
115
GE Vernova
GEV
$284B
$50.4K 0.01%
77
+3
+4% +$1.83K
ISCV icon
116
iShares Morningstar Small-Cap Value ETF
ISCV
$690M
$49.8K 0.01%
727
– –
JPLD icon
117
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$49.8K 0.01%
+951
New +$49.9K
IWR icon
118
iShares Russell Mid-Cap ETF
IWR
$56.6B
$49K 0.01%
509
– –
VZ icon
119
Verizon
VZ
$182B
$48.7K 0.01%
1,197
+15
+1% +$608
COF icon
120
Capital One
COF
$128B
$48.2K 0.01%
199
+12
+6% +$2.67K
M icon
121
Macy's
M
$6.23B
$47.5K 0.01%
2,155
+22
+1% +$450
BROS icon
122
Dutch Bros
BROS
$9.38B
$45.4K 0.01%
741
– –
CRWV
123
CoreWeave
CRWV
$39.9B
$44.8K 0.01%
625
+305
+95% +$30.9K
NSC icon
124
Norfolk Southern
NSC
$76.4B
$43.3K 0.01%
150
– –
SCHW
125
Charles Schwab
SCHW
$177B
$42.5K 0.01%
426
+1
+0.2% +$95
3 4
5
6 7

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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.