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 67.63% of CJM Wealth Advisers's stock portfolio.
- Added to shares of these 10 stocks: CGDV, NVDA, QQQ, AMZN, GOOG, META, IAU, SCHM, SPY, IWM.
- Started 2 new stock positions in SCHM, META.
- Reduced shares in these 10 stocks: VOO, IJH, VTV, VTI, IJR, DIS, CEG, , IWF, XOM.
- Sold out of its positions in ABBV, CEG, DIS, VTI.
- CJM Wealth Advisers was a net buyer of stock by $1.7M.
- CJM Wealth Advisers has $328M in assets under management (AUM), dropping by -1.79%.
- Central Index Key (CIK): 0001992748
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Portfolio Holdings for CJM Wealth Advisers
CJM Wealth Advisers holds 72 positions in its portfolio as reported in the March 2026 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) | 28.7 | $94M | -3% | 158k | 597.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 15.5 | $51M | 88k | 577.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 11.1 | $37M | -2% | 541k | 67.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.6 | $22M | 175k | 124.31 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 5.7 | $19M | +31% | 437k | 42.54 |
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| Vanguard Index Fds Value Etf (VTV) | 4.0 | $13M | -5% | 68k | 196.20 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.8 | $9.3M | 31k | 302.25 |
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| Exxon Mobil Corporation (XOM) | 2.4 | $8.0M | 47k | 169.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $7.5M | 16k | 479.21 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $6.6M | -2% | 15k | 426.39 |
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| Apple (AAPL) | 1.5 | $5.1M | 20k | 253.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $4.1M | 63k | 64.08 |
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| International Business Machines (IBM) | 0.9 | $2.8M | 12k | 242.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $2.4M | -3% | 9.3k | 257.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.3M | 11k | 213.66 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.2M | 10k | 215.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $2.2M | 10k | 217.24 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $2.1M | +4% | 8.4k | 247.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.0M | +20% | 6.9k | 286.87 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.9M | +5% | 5.1k | 370.19 |
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| Amazon (AMZN) | 0.6 | $1.8M | +33% | 8.7k | 208.27 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.7M | +199% | 9.9k | 174.40 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $1.6M | -4% | 44k | 35.59 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.5M | +3% | 5.0k | 294.17 |
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| Procter & Gamble Company (PG) | 0.4 | $1.4M | 9.4k | 144.44 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $1.3M | -5% | 7.2k | 184.27 |
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| Qualcomm (QCOM) | 0.4 | $1.3M | 10k | 128.78 |
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| Nextera Energy (NEE) | 0.4 | $1.3M | 14k | 92.88 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.2M | 4.1k | 287.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.2M | +3% | 4.0k | 287.58 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.1M | +29% | 13k | 88.16 |
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| Visa Com Cl A (V) | 0.3 | $1.1M | 3.5k | 302.26 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.0M | 2.9k | 356.56 |
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| Johnson & Johnson (JNJ) | 0.3 | $949k | 3.9k | 244.43 |
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| Kla Corp Com New (KLAC) | 0.3 | $883k | 600.00 | 1472.41 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $883k | 7.9k | 112.28 |
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| Caterpillar (CAT) | 0.2 | $762k | -10% | 1.1k | 708.49 |
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| Eli Lilly & Co. (LLY) | 0.2 | $663k | 721.00 | 919.63 |
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| Chevron Corporation (CVX) | 0.2 | $647k | +8% | 3.1k | 206.88 |
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| Ge Aerospace Com New (GE) | 0.2 | $608k | 2.1k | 283.74 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $572k | +23% | 880.00 | 650.17 |
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| Leidos Holdings (LDOS) | 0.2 | $571k | 3.7k | 155.52 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $561k | +11% | 9.6k | 58.54 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $551k | 807.00 | 682.60 |
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| Automatic Data Processing (ADP) | 0.2 | $521k | 2.6k | 203.18 |
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| AFLAC Incorporated (AFL) | 0.2 | $520k | 4.7k | 109.71 |
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| Home Depot (HD) | 0.2 | $501k | 1.5k | 328.89 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $481k | +2% | 2.5k | 192.90 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $473k | -8% | 6.6k | 71.73 |
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| Ge Vernova (GEV) | 0.1 | $457k | 523.00 | 873.08 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $432k | 2.3k | 189.62 |
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| Wal-Mart Stores (WMT) | 0.1 | $431k | 3.5k | 124.28 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $428k | +5% | 4.3k | 99.27 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $409k | +25% | 4.6k | 88.71 |
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| At&t (T) | 0.1 | $398k | 14k | 28.99 |
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| Oracle Corporation (ORCL) | 0.1 | $376k | +10% | 2.6k | 147.11 |
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| McDonald's Corporation (MCD) | 0.1 | $375k | 1.2k | 310.68 |
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| Verizon Communications (VZ) | 0.1 | $348k | 6.9k | 50.20 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $340k | 8.9k | 38.42 |
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| Meta Platforms Cl A (META) | 0.1 | $327k | NEW | 571.00 | 572.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $306k | +5% | 469.00 | 652.51 |
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| American Express Company (AXP) | 0.1 | $290k | 957.00 | 302.48 |
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| Stryker Corporation (SYK) | 0.1 | $287k | +7% | 873.00 | 328.59 |
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| Dominion Resources (D) | 0.1 | $279k | +5% | 4.5k | 61.82 |
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| Linde SHS (LIN) | 0.1 | $279k | +2% | 562.00 | 495.76 |
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| Hca Holdings (HCA) | 0.1 | $226k | 477.00 | 473.16 |
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| Tesla Motors (TSLA) | 0.1 | $223k | 599.00 | 371.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $207k | +4% | 474.00 | 436.58 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $205k | NEW | 6.6k | 30.96 |
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| Cigna Corp (CI) | 0.1 | $203k | 761.00 | 266.75 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $94k | 16k | 6.01 |
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| Marti Technologies Shs Cl A (MRT) | 0.0 | $70k | 35k | 2.00 |
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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 2026 Q1 filed April 13, 2026
- 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