CJM Wealth Advisers
Latest statistics and disclosures from CJM Wealth Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, IJH, IJR, VTV, and represent 69.27% of CJM Wealth Advisers's stock portfolio.
- Added to shares of these 10 stocks: CGDV (+$5.5M), VBK, AGG, BRK.B, JPM, VEA, VTI, JNJ, TSLA, IBIT.
- Started 8 new stock positions in VTI, VUG, UNH, CEG, IAU, IBIT, TSLA, ABBV.
- Reduced shares in these 10 stocks: IJR, QQQ, VTV, VOO, AAPL, T, IWF, SAIC, NVDA, INTU.
- Sold out of its positions in INTU, PM, SAIC.
- CJM Wealth Advisers was a net buyer of stock by $2.4M.
- CJM Wealth Advisers has $326M in assets under management (AUM), dropping by 8.31%.
- Central Index Key (CIK): 0001992748
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Portfolio Holdings for CJM Wealth Advisers
CJM Wealth Advisers holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 30.6 | $100M | 163k | 612.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.3 | $53M | -4% | 88k | 600.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 11.1 | $36M | 554k | 65.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.6 | $21M | -12% | 180k | 118.83 |
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| Vanguard Index Fds Value Etf (VTV) | 4.7 | $15M | -10% | 82k | 186.49 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.8 | $9.2M | +72% | 31k | 297.62 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.8 | $9.1M | +150% | 218k | 42.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $8.1M | +6% | 16k | 502.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.4 | $7.7M | -3% | 16k | 468.41 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $5.4M | +4% | 48k | 112.75 |
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| Apple (AAPL) | 1.6 | $5.2M | -5% | 21k | 254.63 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $3.8M | +8% | 63k | 59.92 |
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| International Business Machines (IBM) | 1.0 | $3.3M | 12k | 282.15 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $2.8M | 9.6k | 293.80 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.6M | 5.0k | 517.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.2M | 10k | 215.78 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $2.2M | -6% | 11k | 208.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.2M | 11k | 203.59 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.9M | 8.0k | 241.97 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $1.8M | 47k | 37.70 |
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| Qualcomm (QCOM) | 0.5 | $1.7M | 10k | 166.37 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.6M | +29% | 5.0k | 315.45 |
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| Procter & Gamble Company (PG) | 0.5 | $1.5M | -3% | 9.6k | 153.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | 6.1k | 243.57 |
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| Amazon (AMZN) | 0.4 | $1.4M | 6.5k | 219.57 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $1.4M | 7.8k | 174.58 |
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| Visa Com Cl A (V) | 0.4 | $1.3M | 3.7k | 341.38 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.2M | 4.1k | 293.76 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.1M | -7% | 2.9k | 365.48 |
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| Nextera Energy (NEE) | 0.3 | $1.0M | 14k | 75.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $987k | -8% | 4.1k | 243.11 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $971k | -5% | 8.2k | 118.44 |
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| Johnson & Johnson (JNJ) | 0.3 | $850k | +48% | 4.6k | 185.41 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $764k | +156% | 7.6k | 100.25 |
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| Automatic Data Processing (ADP) | 0.2 | $753k | 2.6k | 293.50 |
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| Leidos Holdings (LDOS) | 0.2 | $694k | 3.7k | 188.96 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $687k | 12k | 58.85 |
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| NVIDIA Corporation (NVDA) | 0.2 | $677k | -25% | 3.6k | 186.57 |
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| Kla Corp Com New (KLAC) | 0.2 | $653k | 605.00 | 1078.60 |
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| Oracle Corporation (ORCL) | 0.2 | $653k | 2.3k | 281.24 |
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| Ge Aerospace Com New (GE) | 0.2 | $640k | +21% | 2.1k | 300.80 |
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| Home Depot (HD) | 0.2 | $613k | 1.5k | 405.19 |
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| Caterpillar (CAT) | 0.2 | $574k | 1.2k | 477.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $558k | 837.00 | 666.52 |
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| Eli Lilly & Co. (LLY) | 0.2 | $543k | 712.00 | 762.87 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $518k | -5% | 851.00 | 609.13 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $502k | +14% | 7.2k | 69.37 |
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| Chevron Corporation (CVX) | 0.1 | $446k | 2.9k | 155.26 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $402k | 2.3k | 176.81 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $382k | -33% | 4.2k | 91.42 |
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| At&t (T) | 0.1 | $377k | -45% | 13k | 28.24 |
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| McDonald's Corporation (MCD) | 0.1 | $366k | 1.2k | 303.98 |
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| Wal-Mart Stores (WMT) | 0.1 | $348k | 3.4k | 103.06 |
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| Ge Vernova (GEV) | 0.1 | $325k | +22% | 528.00 | 614.90 |
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| American Express Company (AXP) | 0.1 | $317k | 953.00 | 332.16 |
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| Stryker Corporation (SYK) | 0.1 | $299k | 810.00 | 369.67 |
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| Verizon Communications (VZ) | 0.1 | $298k | 6.8k | 43.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $296k | +9% | 443.00 | 668.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $282k | NEW | 859.00 | 328.22 |
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| Dominion Resources (D) | 0.1 | $267k | 4.4k | 61.17 |
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| Tesla Motors (TSLA) | 0.1 | $265k | NEW | 595.00 | 445.04 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $263k | NEW | 4.0k | 65.01 |
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| Linde SHS (LIN) | 0.1 | $262k | 552.00 | 475.00 |
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| Cigna Corp (CI) | 0.1 | $249k | 864.00 | 288.25 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $236k | 1.4k | 167.33 |
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| Hca Holdings (HCA) | 0.1 | $230k | 539.00 | 426.20 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $227k | NEW | 3.1k | 72.77 |
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| Walt Disney Company (DIS) | 0.1 | $226k | 2.0k | 114.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $217k | NEW | 453.00 | 479.61 |
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| Abbvie (ABBV) | 0.1 | $216k | NEW | 932.00 | 231.49 |
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| UnitedHealth (UNH) | 0.1 | $210k | NEW | 609.00 | 345.30 |
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| Constellation Energy (CEG) | 0.1 | $207k | NEW | 628.00 | 328.90 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $90k | 15k | 5.92 |
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| Marti Technologies Shs Cl A (MRT) | 0.0 | $71k | 35k | 2.04 |
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Past Filings by CJM Wealth Advisers
SEC 13F filings are viewable for CJM Wealth Advisers going back to 2023
- CJM Wealth Advisers 2025 Q3 filed Oct. 14, 2025
- CJM Wealth Advisers 2025 Q2 filed July 14, 2025
- CJM Wealth Advisers 2025 Q1 filed April 14, 2025
- CJM Wealth Advisers 2024 Q4 filed Jan. 10, 2025
- CJM Wealth Advisers 2024 Q3 filed Oct. 3, 2024
- CJM Wealth Advisers 2024 Q2 filed July 9, 2024
- CJM Wealth Advisers 2024 Q1 filed April 9, 2024
- CJM Wealth Advisers 2023 Q4 filed Jan. 19, 2024
- CJM Wealth Advisers 2023 Q3 filed Oct. 26, 2023
- CJM Wealth Advisers 2021 Q4 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q1 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q2 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q3 filed Sept. 15, 2023
- CJM Wealth Advisers 2022 Q4 filed Sept. 15, 2023
- CJM Wealth Advisers 2023 Q1 filed Sept. 15, 2023
- CJM Wealth Advisers 2023 Q2 filed Sept. 15, 2023