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, CGDV, and represent 68.24% of CJM Wealth Advisers's stock portfolio.
- Added to shares of these 10 stocks: CGDV, IAU, AFL, VTI, IBIT, RTX, IJH, VOO, VBK, VEA.
- Started 1 new stock position in AFL.
- Reduced shares in these 10 stocks: VTV, QQQ, AGG, IWF, BRK.B, , VGSH, AAPL, IJR, JNJ.
- Sold out of its position in UNH.
- CJM Wealth Advisers was a net buyer of stock by $1.7M.
- CJM Wealth Advisers has $334M in assets under management (AUM), dropping by 2.72%.
- 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 December 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) | 30.5 | $102M | 163k | 627.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.0 | $54M | 87k | 614.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 11.0 | $37M | 556k | 66.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.4 | $21M | 178k | 120.18 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 4.3 | $15M | +52% | 332k | 43.64 |
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| Vanguard Index Fds Value Etf (VTV) | 4.1 | $14M | -13% | 71k | 190.99 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.8 | $9.4M | 31k | 302.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $7.8M | -2% | 16k | 502.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $7.5M | -3% | 16k | 473.29 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $5.7M | 48k | 120.34 |
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| Apple (AAPL) | 1.6 | $5.4M | -3% | 20k | 271.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $4.0M | 64k | 62.47 |
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| International Business Machines (IBM) | 1.0 | $3.4M | 12k | 296.22 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $2.7M | 9.6k | 279.13 |
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| Microsoft Corporation (MSFT) | 0.7 | $2.4M | -2% | 4.9k | 483.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.3M | 10k | 219.77 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.2M | 11k | 210.33 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $2.2M | 10k | 211.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $2.0M | 8.0k | 246.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.8M | -4% | 5.8k | 313.79 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $1.8M | 47k | 38.22 |
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| Qualcomm (QCOM) | 0.5 | $1.7M | 10k | 171.06 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.6M | -3% | 4.9k | 322.22 |
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| Amazon (AMZN) | 0.4 | $1.5M | 6.5k | 230.82 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $1.4M | 7.6k | 177.36 |
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| Procter & Gamble Company (PG) | 0.4 | $1.3M | -2% | 9.4k | 143.31 |
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| Visa Com Cl A (V) | 0.4 | $1.2M | -6% | 3.5k | 350.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | -5% | 3.9k | 313.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.2M | 4.1k | 290.24 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | 14k | 80.28 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.1M | 2.9k | 373.44 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $951k | -4% | 7.9k | 120.97 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $805k | +217% | 9.9k | 81.17 |
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| Johnson & Johnson (JNJ) | 0.2 | $801k | -15% | 3.9k | 206.96 |
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| Eli Lilly & Co. (LLY) | 0.2 | $760k | 707.00 | 1074.50 |
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| Kla Corp Com New (KLAC) | 0.2 | $729k | 600.00 | 1215.08 |
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| Caterpillar (CAT) | 0.2 | $691k | 1.2k | 572.69 |
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| Leidos Holdings (LDOS) | 0.2 | $663k | 3.7k | 180.40 |
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| Automatic Data Processing (ADP) | 0.2 | $660k | 2.6k | 257.23 |
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| Ge Aerospace Com New (GE) | 0.2 | $656k | 2.1k | 308.07 |
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| NVIDIA Corporation (NVDA) | 0.2 | $615k | -9% | 3.3k | 186.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $538k | +86% | 1.6k | 335.30 |
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| AFLAC Incorporated (AFL) | 0.2 | $522k | NEW | 4.7k | 110.27 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $518k | 7.2k | 71.62 |
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| Home Depot (HD) | 0.2 | $514k | 1.5k | 344.10 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $502k | -26% | 8.6k | 58.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $485k | -15% | 711.00 | 681.70 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $460k | -5% | 807.00 | 570.37 |
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| Oracle Corporation (ORCL) | 0.1 | $450k | 2.3k | 194.91 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $446k | +72% | 2.4k | 183.40 |
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| Chevron Corporation (CVX) | 0.1 | $441k | 2.9k | 152.42 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $440k | +118% | 8.9k | 49.65 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $415k | 2.3k | 181.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $410k | -46% | 4.1k | 99.88 |
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| Wal-Mart Stores (WMT) | 0.1 | $379k | 3.4k | 111.41 |
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| McDonald's Corporation (MCD) | 0.1 | $371k | 1.2k | 305.75 |
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| American Express Company (AXP) | 0.1 | $356k | 963.00 | 369.95 |
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| Ge Vernova (GEV) | 0.1 | $342k | 523.00 | 653.62 |
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| At&t (T) | 0.1 | $335k | 14k | 24.84 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $324k | -12% | 3.7k | 88.50 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $305k | 446.00 | 684.17 |
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| Stryker Corporation (SYK) | 0.1 | $285k | 810.00 | 351.47 |
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| Verizon Communications (VZ) | 0.1 | $284k | +2% | 7.0k | 40.73 |
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| Tesla Motors (TSLA) | 0.1 | $268k | 595.00 | 450.05 |
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| Dominion Resources (D) | 0.1 | $252k | 4.3k | 58.60 |
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| Linde SHS (LIN) | 0.1 | $234k | 549.00 | 426.39 |
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| Walt Disney Company (DIS) | 0.1 | $225k | 2.0k | 113.74 |
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| Hca Holdings (HCA) | 0.1 | $223k | -11% | 477.00 | 466.78 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $221k | 453.00 | 487.86 |
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| Constellation Energy (CEG) | 0.1 | $219k | 620.00 | 353.47 |
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| Abbvie (ABBV) | 0.1 | $216k | 943.00 | 228.53 |
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| Cigna Corp (CI) | 0.1 | $210k | -11% | 761.00 | 275.23 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $95k | 15k | 6.17 |
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| Marti Technologies Shs Cl A (MRT) | 0.0 | $83k | 35k | 2.37 |
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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 Q4 filed Jan. 23, 2026
- 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