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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
+$9.9M
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
BIV icon
126
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$77.4K 0.01%
1,009
+10
+1% +$768
2025 Q3
3 quarters
ALL icon
127
Allstate
ALL
$62.7B
$77.3K 0.01%
325
– –
2019 Q4
26 quarters
WCC icon
128
WESCO International
WCC
$16.6B
$77K 0.01%
223
– –
2026 Q1
1 quarter
WAB icon
129
Wabtec
WAB
$48.4B
$75.8K 0.01%
281
– –
2019 Q4
26 quarters
VIAV icon
130
Viavi Solutions
VIAV
$8.21B
$72K 0.01%
1,508
+13
+0.9% +$623
2026 Q1
1 quarter
MU icon
131
Micron Technology
MU
$994B
$71.9K 0.01%
62
+6
+11% +$4.5K
2023 Q2
12 quarters
GS icon
132
Goldman Sachs
GS
$257B
$71.8K 0.01%
71
+48
+209% +$46.8K
2019 Q4
26 quarters
CASY icon
133
Casey's General Stores
CASY
$25.5B
$71.5K 0.01%
90
– –
2023 Q2
12 quarters
BX icon
134
Blackstone
BX
$85.1B
$71.4K 0.01%
+607
New +$72.9K
2026 Q2
0 quarters
WY icon
135
Weyerhaeuser
WY
$14.1B
$70.9K 0.01%
2,961
+23
+0.8% +$559
2019 Q4
26 quarters
MCHP icon
136
Microchip Technology
MCHP
$40.1B
$70.8K 0.01%
776
– –
2026 Q1
1 quarter
ETR icon
137
Entergy
ETR
$50.2B
$68.5K 0.01%
596
– –
2025 Q3
3 quarters
IJT icon
138
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.47B
$68.1K 0.01%
381
– –
2024 Q2
8 quarters
STRL icon
139
Sterling Infrastructure
STRL
$13B
$68K 0.01%
81
– –
2025 Q3
3 quarters
BWA icon
140
BorgWarner
BWA
$11.8B
$67.8K 0.01%
1,021
– –
2026 Q1
1 quarter
SNA icon
141
Snap-on
SNA
$19B
$66.8K 0.01%
166
– –
2026 Q1
1 quarter
IEMG icon
142
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$65.7K 0.01%
794
+472
+147% +$37.6K
2024 Q4
6 quarters
ITA icon
143
iShares US Aerospace & Defense ETF
ITA
$12.2B
$65.4K 0.01%
270
– –
2019 Q4
26 quarters
MMM icon
144
3M
MMM
$85B
$65.4K 0.01%
404
– –
2019 Q4
26 quarters
AEE icon
145
Ameren
AEE
$29.4B
$65.1K 0.01%
576
– –
2024 Q3
7 quarters
ED icon
146
Consolidated Edison
ED
$41.5B
$64.8K 0.01%
586
– –
2025 Q3
3 quarters
PH icon
147
Parker-Hannifin
PH
$121B
$63.6K 0.01%
65
– –
2025 Q3
3 quarters
WBS icon
148
DELISTED
Webster Financial
WBS
$61.1K 0.01%
799
– –
2026 Q1
1 quarter
RGA icon
149
Reinsurance Group of America
RGA
$17.4B
$59.8K 0.01%
281
– –
2026 Q1
1 quarter
BOND icon
150
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.61B
$59.2K 0.01%
641
+7
+1% +$644
2019 Q4
26 quarters
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 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.