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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 94.61%
2 Technology 2.52%
3 Industrials 0.73%
4 Consumer Discretionary 0.68%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AU icon
201
AngloGold Ashanti
AU
$55.2B
$17.1K ﹤0.01%
200
– –
NOW icon
202
ServiceNow
NOW
$146B
$16.9K ﹤0.01%
110
– –
VTRS icon
203
Viatris
VTRS
$19.4B
$16.8K ﹤0.01%
1,348
-1,109
-45% -$12K
MORN icon
204
Morningstar
MORN
$7.86B
$16.7K ﹤0.01%
77
– –
NRG icon
205
NRG Energy
NRG
$25B
$16.4K ﹤0.01%
103
– –
HON icon
206
Honeywell
HON
$66.4B
$16.4K ﹤0.01%
84
-82
-49% -$16K
EFAX icon
207
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$515M
$16.1K ﹤0.01%
320
– –
ETH
208
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.06B
$16K ﹤0.01%
570
-180
-24% -$5.87K
CAT icon
209
Caterpillar
CAT
$374B
$15.8K ﹤0.01%
28
+1
+4% +$556
IGM icon
210
iShares Expanded Tech Sector ETF
IGM
$10.7B
$15.6K ﹤0.01%
120
– –
GD icon
211
General Dynamics
GD
$97.2B
$15.5K ﹤0.01%
46
– –
TECK icon
212
Teck Resources
TECK
$33.9B
$15.4K ﹤0.01%
322
– –
FDX icon
213
FedEx
FDX
$76.3B
$15.4K ﹤0.01%
53
– –
XLK icon
214
State Street Technology Select Sector SPDR ETF
XLK
$122B
$15.3K ﹤0.01%
106
– –
OTIS icon
215
Otis Worldwide
OTIS
$27.1B
$15.1K ﹤0.01%
173
– –
DE icon
216
Deere & Co
DE
$187B
$15K ﹤0.01%
32
– –
IP icon
217
International Paper
IP
$19.7B
$14.7K ﹤0.01%
374
+5
+1% +$206
ROBO icon
218
ROBO Global Robotics & Automation Index ETF
ROBO
$2.05B
$14.7K ﹤0.01%
212
+1
+0.5% +$68
VIG icon
219
Vanguard Dividend Appreciation ETF
VIG
$113B
$14.7K ﹤0.01%
67
+1
+2% +$218
NVTS icon
220
Navitas Semiconductor
NVTS
$3.08B
$14.3K ﹤0.01%
2,000
– –
C icon
221
Citigroup
C
$231B
$14.2K ﹤0.01%
122
– –
WCBR
222
WisdomTree Cybersecurity Fund
WCBR
$129M
$13.9K ﹤0.01%
500
– –
SHOP icon
223
Shopify
SHOP
$187B
$13.8K ﹤0.01%
86
+6
+8% +$963
NEE icon
224
NextEra Energy
NEE
$174B
$13.7K ﹤0.01%
171
+5
+3% +$414
UPS icon
225
United Parcel Service
UPS
$87B
$13.7K ﹤0.01%
138
+1
+0.7% +$94
7 8
9
10 11

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MIP
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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 Miscellaneous at 95% of assets, up from 94% a quarter earlier, followed by Technology and Industrials.

  • 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.