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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
AMP icon
151
Ameriprise Financial
AMP
$44.2B
$57.8K 0.01%
126
– –
2025 Q3
3 quarters
COR icon
152
Cencora
COR
$65.1B
$57.2K 0.01%
202
– –
2026 Q1
1 quarter
CAT icon
153
Caterpillar
CAT
$337B
$57.1K 0.01%
54
+3
+6% +$2.63K
2019 Q4
26 quarters
SCHW icon
154
Charles Schwab
SCHW
$159B
$57K 0.01%
617
+1
+0.2% +$91
2023 Q1
13 quarters
ISCV icon
155
iShares Morningstar Small-Cap Value ETF
ISCV
$663M
$56.9K 0.01%
727
– –
2019 Q4
26 quarters
DOV icon
156
Dover
DOV
$26.3B
$56.7K 0.01%
253
– –
2026 Q1
1 quarter
PANW icon
157
Palo Alto Networks
PANW
$281B
$56.6K 0.01%
166
-4
-2% -$916
2022 Q2
16 quarters
TRV icon
158
Travelers Companies
TRV
$81.3B
$56.5K 0.01%
171
+5
+3% +$1.51K
2019 Q4
26 quarters
EVR icon
159
Evercore
EVR
$9.73B
$56.3K 0.01%
165
– –
2026 Q1
1 quarter
IWR icon
160
iShares Russell Mid-Cap ETF
IWR
$55.9B
$56.2K 0.01%
509
– –
2019 Q4
26 quarters
IEI icon
161
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$56K 0.01%
477
– –
2020 Q2
24 quarters
CNP icon
162
CenterPoint Energy
CNP
$26.7B
$55.8K 0.01%
1,267
– –
2026 Q1
1 quarter
SLB icon
163
SLB Ltd
SLB
$73.3B
$55.6K 0.01%
1,195
– –
2026 Q1
1 quarter
LRCX icon
164
Lam Research
LRCX
$332B
$55.5K 0.01%
128
+8
+7% +$2.43K
2025 Q3
3 quarters
SHY icon
165
iShares 1-3 Year Treasury Bond ETF
SHY
$26.9B
$55.3K 0.01%
673
– –
2023 Q4
10 quarters
BLK icon
166
Blackrock
BLK
$174B
$54.4K 0.01%
57
+1
+2% +$1.03K
2024 Q4
6 quarters
WFC icon
167
Wells Fargo
WFC
$250B
$54.1K 0.01%
655
– –
2019 Q4
26 quarters
BROS icon
168
Dutch Bros
BROS
$5.64B
$53.2K 0.01%
741
– –
2022 Q2
16 quarters
VOO icon
169
Vanguard S&P 500 ETF
VOO
$1.03T
$53K 0.01%
77
+13
+20% +$8.67K
2025 Q3
3 quarters
DIS icon
170
Walt Disney
DIS
$190B
$52.4K 0.01%
545
+2
+0.4% +$204
2019 Q4
26 quarters
INGR icon
171
Ingredion
INGR
$6.17B
$52.1K 0.01%
550
– –
2026 Q1
1 quarter
M icon
172
Macy's
M
$6.29B
$51.7K 0.01%
2,196
+23
+1% +$482
2019 Q4
26 quarters
PKG icon
173
Packaging Corp of America
PKG
$21B
$51.5K 0.01%
216
– –
2025 Q3
3 quarters
SOXX icon
174
iShares Semiconductor ETF
SOXX
$41.1B
$51.3K 0.01%
+80
New +$40.6K
2026 Q2
0 quarters
VLO icon
175
Valero Energy
VLO
$128B
$51K 0.01%
196
-4
-2% -$985
2025 Q3
3 quarters
5 6
7
8 9

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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.