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 69.39% of CJM Wealth Advisers's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$5.0M), CGDV, KLAC, QQQ, VO, IAU, SCHF, UNH, ABBV, MTB.
- Started 7 new stock positions in SCHF, ABBV, VTI, UNH, HBAN, MTB, DIS.
- Reduced shares in these 10 stocks: VOO, VTV, IJH, IJR, VBK, VBR, VOT, , BRK.B, VGSH.
- Sold out of its position in HCA.
- CJM Wealth Advisers was a net buyer of stock by $9.7M.
- CJM Wealth Advisers has $381M in assets under management (AUM), dropping by 16.02%.
- Central Index Key (CIK): 0001992748
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Portfolio Holdings for CJM Wealth Advisers
CJM Wealth Advisers holds 78 positions in its portfolio as reported in the June 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) | 28.2 | $107M | 156k | 686.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.4 | $66M | 90k | 736.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 10.8 | $41M | 532k | 77.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 6.6 | $25M | -2% | 170k | 148.31 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 6.5 | $25M | +14% | 499k | 49.28 |
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| Vanguard Index Fds Value Etf (VTV) | 3.6 | $14M | -6% | 64k | 217.93 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.9 | $11M | -2% | 30k | 365.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $7.7M | -2% | 15k | 500.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $6.9M | +261% | 56k | 124.17 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $6.4M | 47k | 136.72 |
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| Apple (AAPL) | 1.5 | $5.8M | 20k | 289.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $4.6M | 64k | 71.25 |
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| International Business Machines (IBM) | 0.9 | $3.3M | 12k | 281.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $2.7M | +3% | 11k | 242.42 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $2.6M | -8% | 8.6k | 306.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $2.5M | -2% | 8.2k | 300.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.4M | 10k | 236.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.4M | -2% | 6.7k | 353.31 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.2M | -10% | 9.2k | 242.98 |
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| Amazon (AMZN) | 0.5 | $2.0M | -4% | 8.3k | 238.35 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.9M | 9.7k | 200.09 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.9M | 5.2k | 373.02 |
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| Qualcomm (QCOM) | 0.5 | $1.9M | 10k | 184.79 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.8M | +900% | 6.0k | 301.71 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.5 | $1.8M | 44k | 41.10 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.6M | -2% | 4.9k | 327.31 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.5M | +51% | 19k | 75.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | 4.0k | 357.40 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $1.4M | 7.1k | 197.59 |
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| Procter & Gamble Company (PG) | 0.4 | $1.4M | 9.5k | 146.63 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.3M | +283% | 16k | 80.57 |
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| Nextera Energy (NEE) | 0.3 | $1.2M | 14k | 87.77 |
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| Visa Com Cl A (V) | 0.3 | $1.2M | 3.5k | 343.06 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.2M | 2.9k | 409.50 |
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| Caterpillar (CAT) | 0.3 | $1.1M | 1.1k | 1064.81 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $1.0M | 7.8k | 132.25 |
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| Johnson & Johnson (JNJ) | 0.3 | $996k | 3.9k | 253.99 |
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| Eli Lilly & Co. (LLY) | 0.2 | $876k | 730.00 | 1200.08 |
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| Ge Aerospace Com New (GE) | 0.2 | $805k | 2.2k | 373.80 |
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| Ge Vernova (GEV) | 0.2 | $615k | 523.00 | 1175.20 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $607k | -7% | 813.00 | 746.56 |
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| Automatic Data Processing (ADP) | 0.2 | $575k | 2.6k | 223.95 |
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| AFLAC Incorporated (AFL) | 0.1 | $555k | 4.7k | 117.25 |
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| Home Depot (HD) | 0.1 | $544k | 1.5k | 352.68 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $543k | 6.6k | 82.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $542k | +21% | 5.6k | 96.42 |
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| Chevron Corporation (CVX) | 0.1 | $519k | 3.1k | 165.75 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $504k | 2.3k | 221.23 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $473k | 2.5k | 189.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $465k | +32% | 622.00 | 748.29 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $460k | -17% | 7.9k | 58.20 |
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| Wal-Mart Stores (WMT) | 0.1 | $421k | +7% | 3.7k | 113.26 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $401k | -2% | 787.00 | 509.13 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $396k | -7% | 4.0k | 98.98 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $389k | NEW | 14k | 27.70 |
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| Leidos Holdings (LDOS) | 0.1 | $378k | 3.7k | 102.97 |
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| Meta Platforms Cl A (META) | 0.1 | $352k | +9% | 625.00 | 563.27 |
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| Oracle Corporation (ORCL) | 0.1 | $338k | -9% | 2.3k | 146.55 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $329k | +11% | 9.9k | 33.29 |
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| McDonald's Corporation (MCD) | 0.1 | $326k | 1.2k | 270.27 |
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| Verizon Communications (VZ) | 0.1 | $317k | +7% | 7.5k | 42.34 |
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| American Express Company (AXP) | 0.1 | $311k | -3% | 919.00 | 338.25 |
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| At&t (T) | 0.1 | $303k | +6% | 15k | 20.70 |
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| Linde SHS (LIN) | 0.1 | $298k | +2% | 575.00 | 518.49 |
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| Dominion Resources (D) | 0.1 | $296k | -4% | 4.3k | 68.30 |
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| Tesla Motors (TSLA) | 0.1 | $264k | +4% | 628.00 | 420.86 |
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| UnitedHealth (UNH) | 0.1 | $264k | NEW | 635.00 | 415.30 |
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| Stryker Corporation (SYK) | 0.1 | $260k | -5% | 825.00 | 314.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $253k | +518% | 2.9k | 86.13 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $244k | 6.6k | 36.87 |
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| Abbvie (ABBV) | 0.1 | $234k | NEW | 930.00 | 251.62 |
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| M&T Bank Corporation (MTB) | 0.1 | $216k | NEW | 908.00 | 238.01 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $215k | NEW | 582.00 | 370.13 |
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| Cigna Corp (CI) | 0.1 | $210k | 761.00 | 275.68 |
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| Walt Disney Company (DIS) | 0.1 | $204k | NEW | 2.1k | 96.24 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $184k | NEW | 10k | 17.73 |
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| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $98k | 16k | 6.15 |
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| Marti Technologies Shs Cl A (MRT) | 0.0 | $46k | 35k | 1.31 |
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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 Q2 filed July 17, 2026
- 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