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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
+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
BIV icon
126
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$77.4K 0.01%
1,009
+10
+1% +$768
ALL icon
127
Allstate
ALL
$64.3B
$77.3K 0.01%
325
– –
WCC
128
WESCO International
WCC
$16B
$77K 0.01%
223
– –
WAB icon
129
Wabtec
WAB
$44.5B
$75.8K 0.01%
281
– –
VIAV icon
130
Viavi Solutions
VIAV
$9.41B
$72K 0.01%
1,508
+13
+0.9% +$623
MU icon
131
Micron Technology
MU
$959B
$71.9K 0.01%
62
+6
+11% +$4.5K
GS icon
132
Goldman Sachs
GS
$314B
$71.8K 0.01%
71
+48
+209% +$46.8K
CASY icon
133
Casey's General Stores
CASY
$31.8B
$71.5K 0.01%
90
– –
BX icon
134
Blackstone
BX
$155B
$71.4K 0.01%
+607
New +$72.9K
WY icon
135
Weyerhaeuser
WY
$17.7B
$70.9K 0.01%
2,961
+23
+0.8% +$559
MCHP icon
136
Microchip Technology
MCHP
$44B
$70.8K 0.01%
776
– –
ETR icon
137
Entergy
ETR
$52.8B
$68.5K 0.01%
596
– –
IJT icon
138
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$68.1K 0.01%
381
– –
STRL icon
139
Sterling Infrastructure
STRL
$19.6B
$68K 0.01%
81
– –
BWA icon
140
BorgWarner
BWA
$12.8B
$67.8K 0.01%
1,021
– –
SNA icon
141
Snap-on
SNA
$21.3B
$66.8K 0.01%
166
– –
IEMG icon
142
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$65.7K 0.01%
794
+472
+147% +$37.6K
ITA icon
143
iShares US Aerospace & Defense ETF
ITA
$13.7B
$65.4K 0.01%
270
– –
MMM icon
144
3M
MMM
$83.4B
$65.4K 0.01%
404
– –
AEE icon
145
Ameren
AEE
$30.9B
$65.1K 0.01%
576
– –
ED icon
146
Consolidated Edison
ED
$41.4B
$64.8K 0.01%
586
– –
PH icon
147
Parker-Hannifin
PH
$120B
$63.6K 0.01%
65
– –
WBS icon
148
Webster Financial
WBS
$12.3B
$61.1K 0.01%
799
– –
RGA icon
149
Reinsurance Group of America
RGA
$15.8B
$59.8K 0.01%
281
– –
BOND icon
150
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$59.2K 0.01%
641
+7
+1% +$644
4 5
6
7 8

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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 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.