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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
WEC icon
201
WEC Energy
WEC
$35.4B
$42.3K 0.01%
362
– –
2025 Q3
3 quarters
MPC icon
202
Marathon Petroleum
MPC
$134B
$41.9K 0.01%
164
– –
2026 Q1
1 quarter
DAR icon
203
Darling Ingredients
DAR
$9.68B
$41.8K 0.01%
766
– –
2026 Q1
1 quarter
AMD icon
204
Advanced Micro Devices
AMD
$863B
$41.8K 0.01%
72
+13
+22% +$5.33K
2022 Q1
17 quarters
PR icon
205
Permian Resources
PR
$20.6B
$41.4K 0.01%
2,251
– –
2026 Q1
1 quarter
PEP icon
206
PepsiCo
PEP
$179B
$41.2K 0.01%
304
– –
2019 Q4
26 quarters
F icon
207
Ford
F
$49.6B
$40.9K 0.01%
2,940
– –
2025 Q2
4 quarters
PFE icon
208
Pfizer
PFE
$169B
$40.7K 0.01%
1,691
+60
+4% +$1.57K
2019 Q4
26 quarters
SXI icon
209
Standex International
SXI
$3.25B
$40.4K 0.01%
113
– –
2026 Q1
1 quarter
EFG icon
210
iShares MSCI EAFE Growth ETF
EFG
$14.9B
$40.4K 0.01%
324
+2
+0.6% +$241
2024 Q4
6 quarters
ASML icon
211
ASML
ASML
$631B
$39.8K 0.01%
20
– –
2025 Q2
4 quarters
XEL icon
212
Xcel Energy
XEL
$47.7B
$39.7K 0.01%
495
– –
2026 Q1
1 quarter
STLD icon
213
Steel Dynamics
STLD
$34.5B
$39.7K 0.01%
173
– –
2026 Q1
1 quarter
APH icon
214
Amphenol
APH
$196B
$39.5K 0.01%
448
– –
2025 Q1
5 quarters
CRH icon
215
CRH
CRH
$55.6B
$38.5K 0.01%
360
– –
2026 Q1
1 quarter
PYLD icon
216
PIMCO Multi Sector Bond Active ETF
PYLD
$15.9B
$38.3K 0.01%
+1,445
New +$38.2K
2026 Q2
0 quarters
NPO icon
217
Enpro
NPO
$5.95B
$38.1K 0.01%
101
– –
2026 Q1
1 quarter
WCN icon
218
Waste Connections
WCN
$42.2B
$38K 0.01%
228
– –
2019 Q4
26 quarters
PM icon
219
Philip Morris
PM
$320B
$38K 0.01%
210
+21
+11% +$3.64K
2024 Q4
6 quarters
SILA
220
DELISTED
Sila Realty Trust
SILA
$38K 0.01%
1,250
– –
2024 Q2
8 quarters
AXTA icon
221
Axalta
AXTA
$7.16B
$37.5K 0.01%
1,097
– –
2026 Q1
1 quarter
MRVL icon
222
Marvell Technology
MRVL
$205B
$37.5K 0.01%
126
+39
+45% +$7.82K
2023 Q3
11 quarters
LH icon
223
Labcorp
LH
$25.8B
$37.2K 0.01%
133
– –
2025 Q3
3 quarters
EFV icon
224
iShares MSCI EAFE Value ETF
EFV
$30.6B
$36.6K 0.01%
479
+13
+3% +$1.01K
2024 Q4
6 quarters
PFGC icon
225
Performance Food Group
PFGC
$15.4B
$36.2K 0.01%
324
– –
2026 Q1
1 quarter
7 8
9
10 11

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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.