Cm Wealth Advisors
Latest statistics and disclosures from Cm Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OEF, DIA, LECO, IVV, VOO, and represent 50.54% of Cm Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, MSFT, AAPL, AMZN, NCNO, GOOGL, IVV, ASCI, V, AVGO.
- Started 55 new stock positions in MLM, DIS, ANET, HCA, SBUX, COO, PLTR, AMD, ISRG, ORCL.
- Reduced shares in these 10 stocks: IJS, DIA, BK, IWM, FI, MOTG, CINF, SYK, ITW, LECO.
- Sold out of its positions in BK, CINF, FI, ITW, SYK, MOTG.
- Cm Wealth Advisors was a net buyer of stock by $53M.
- Cm Wealth Advisors has $443M in assets under management (AUM), dropping by 16.68%.
- Central Index Key (CIK): 0001764581
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Portfolio Holdings for Cm Wealth Advisors
Cm Wealth Advisors holds 138 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 100 Etf (OEF) | 19.2 | $85M | 247k | 342.97 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 11.9 | $53M | 109k | 481.36 |
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| Lincoln Electric Holdings (LECO) | 7.7 | $34M | 141k | 240.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $27M | +7% | 40k | 684.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $25M | 40k | 627.13 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.4 | $19M | 92k | 210.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $19M | 86k | 219.78 |
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| NVIDIA Corporation (NVDA) | 3.8 | $17M | +33% | 91k | 186.50 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 3.1 | $14M | 118k | 118.16 |
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| Apple (AAPL) | 2.5 | $11M | +36% | 41k | 271.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $10M | +4% | 55k | 191.56 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.2 | $9.8M | 26k | 373.44 |
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| Microsoft Corporation (MSFT) | 2.0 | $8.8M | +58% | 18k | 483.62 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.5 | $6.6M | +3% | 36k | 181.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.8M | +58% | 18k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.0M | +25% | 13k | 313.80 |
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| Eli Lilly & Co. (LLY) | 0.7 | $3.1M | +72% | 2.9k | 1074.68 |
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| Meta Platforms Cl A (META) | 0.7 | $3.0M | +48% | 4.6k | 660.09 |
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| Amazon (AMZN) | 0.7 | $3.0M | +338% | 13k | 230.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.9M | +22% | 4.2k | 683.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.7M | +7% | 22k | 120.18 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.6M | 9.1k | 290.22 |
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| Ncino (NCNO) | 0.5 | $2.4M | +759% | 94k | 25.64 |
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| Park-Ohio Holdings (PKOH) | 0.5 | $2.3M | 111k | 20.94 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.5 | $2.2M | 24k | 90.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.1M | -3% | 22k | 96.03 |
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| Visa Com Cl A (V) | 0.4 | $1.9M | +244% | 5.4k | 350.71 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.9M | +44% | 5.9k | 322.22 |
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| Abrdn Fds Intl Small Cap A (ASCI) | 0.4 | $1.8M | NEW | 52k | 34.49 |
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| Abbott Laboratories (ABT) | 0.4 | $1.7M | +117% | 14k | 125.29 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.7M | 21k | 81.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | +193% | 2.8k | 502.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.4M | -22% | 5.5k | 246.16 |
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| Broadcom (AVGO) | 0.3 | $1.3M | NEW | 3.8k | 346.10 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | +86% | 1.5k | 862.34 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | +25% | 16k | 77.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.1M | +9% | 3.4k | 335.27 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | +46% | 1.9k | 579.88 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.1M | +6% | 12k | 89.46 |
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| Netflix (NFLX) | 0.2 | $1.1M | NEW | 12k | 93.76 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +44% | 8.8k | 120.34 |
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| Procter & Gamble Company (PG) | 0.2 | $933k | +26% | 6.5k | 143.31 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $918k | +31% | 1.6k | 570.88 |
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| Cameco Corporation (CCJ) | 0.2 | $915k | NEW | 10k | 91.49 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $913k | 7.5k | 120.96 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $892k | +7% | 1.6k | 570.21 |
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| Abbvie (ABBV) | 0.2 | $892k | +15% | 3.9k | 228.49 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $890k | 30k | 29.61 |
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| S&p Global (SPGI) | 0.2 | $885k | NEW | 1.7k | 522.59 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $876k | 33k | 26.91 |
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| Tesla Motors (TSLA) | 0.2 | $865k | NEW | 1.9k | 449.72 |
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| McDonald's Corporation (MCD) | 0.2 | $865k | +16% | 2.8k | 305.63 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $824k | NEW | 1.5k | 566.36 |
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| Intuit (INTU) | 0.2 | $812k | NEW | 1.2k | 662.42 |
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| Norfolk Southern (NSC) | 0.2 | $778k | -14% | 2.7k | 288.72 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $766k | 14k | 54.71 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $750k | -61% | 6.6k | 113.72 |
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| American Intl Group Com New (AIG) | 0.2 | $743k | NEW | 8.7k | 85.55 |
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| Chevron Corporation (CVX) | 0.2 | $720k | +24% | 4.7k | 152.41 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $720k | +4% | 5.0k | 143.52 |
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| Bank of America Corporation (BAC) | 0.2 | $690k | NEW | 13k | 55.00 |
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| International Business Machines (IBM) | 0.2 | $677k | +27% | 2.3k | 296.21 |
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| Sherwin-Williams Company (SHW) | 0.1 | $654k | -8% | 2.0k | 324.03 |
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| Key (KEY) | 0.1 | $647k | +126% | 31k | 20.64 |
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| Servicenow (NOW) | 0.1 | $641k | NEW | 4.2k | 153.19 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $616k | NEW | 4.0k | 154.14 |
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| Johnson & Johnson (JNJ) | 0.1 | $587k | +16% | 2.8k | 206.95 |
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| Pepsi (PEP) | 0.1 | $583k | +22% | 4.0k | 144.91 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $583k | -2% | 1.9k | 304.66 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $582k | 3.0k | 190.99 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $569k | NEW | 532.00 | 1069.86 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $563k | +33% | 6.3k | 89.43 |
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| Capital One Financial (COF) | 0.1 | $559k | NEW | 2.3k | 242.36 |
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| General Motors Company (GM) | 0.1 | $545k | NEW | 6.7k | 81.32 |
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| Arista Networks Com Shs (ANET) | 0.1 | $534k | NEW | 4.1k | 131.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $525k | -18% | 1.3k | 396.31 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $518k | NEW | 3.2k | 160.97 |
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| Danaher Corporation (DHR) | 0.1 | $507k | +79% | 2.2k | 229.24 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $484k | 1.3k | 386.85 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $476k | 6.1k | 77.53 |
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| L3harris Technologies (LHX) | 0.1 | $463k | +116% | 1.6k | 293.57 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $460k | NEW | 2.7k | 173.49 |
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| Air Products & Chemicals (APD) | 0.1 | $444k | -9% | 1.8k | 247.02 |
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| Wal-Mart Stores (WMT) | 0.1 | $443k | NEW | 4.0k | 111.64 |
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| Union Pacific Corporation (UNP) | 0.1 | $439k | NEW | 1.9k | 231.32 |
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| Waste Management (WM) | 0.1 | $435k | NEW | 2.0k | 219.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $430k | -13% | 16k | 27.43 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $428k | NEW | 3.2k | 135.72 |
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| Morgan Stanley Com New (MS) | 0.1 | $421k | +34% | 2.4k | 177.53 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $418k | 6.7k | 62.47 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $415k | +8% | 685.00 | 605.46 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $415k | +42% | 2.4k | 171.44 |
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| Lowe's Companies (LOW) | 0.1 | $414k | +21% | 1.7k | 241.16 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $412k | 2.0k | 204.85 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $408k | 1.9k | 211.79 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $396k | NEW | 298.00 | 1329.85 |
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| Msci (MSCI) | 0.1 | $388k | NEW | 676.00 | 573.73 |
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| Martin Marietta Materials (MLM) | 0.1 | $371k | NEW | 595.00 | 622.66 |
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| Coca-Cola Company (KO) | 0.1 | $359k | +43% | 5.1k | 69.91 |
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| Boston Scientific Corporation (BSX) | 0.1 | $353k | NEW | 3.7k | 95.35 |
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| Wells Fargo & Company (WFC) | 0.1 | $347k | NEW | 3.7k | 93.20 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $345k | NEW | 1.4k | 250.88 |
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| Deere & Company (DE) | 0.1 | $338k | NEW | 723.00 | 467.19 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $329k | 1.2k | 279.14 |
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| Nucor Corporation (NUE) | 0.1 | $318k | NEW | 1.9k | 163.67 |
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| Fair Isaac Corporation (FICO) | 0.1 | $316k | NEW | 187.00 | 1690.62 |
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| Intercontinental Exchange (ICE) | 0.1 | $313k | -30% | 1.9k | 161.96 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $312k | NEW | 1.7k | 183.40 |
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| Intel Corporation (INTC) | 0.1 | $312k | -4% | 8.4k | 36.90 |
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| Medtronic SHS (MDT) | 0.1 | $311k | NEW | 3.2k | 96.77 |
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| Nextera Energy (NEE) | 0.1 | $305k | NEW | 3.8k | 80.28 |
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| Pfizer (PFE) | 0.1 | $305k | NEW | 12k | 24.90 |
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| Starbucks Corporation (SBUX) | 0.1 | $300k | NEW | 3.6k | 84.21 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $295k | NEW | 1.3k | 222.63 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $294k | 11k | 27.10 |
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| NVR (NVR) | 0.1 | $292k | NEW | 40.00 | 7292.77 |
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| UnitedHealth (UNH) | 0.1 | $282k | NEW | 853.00 | 330.11 |
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| CSX Corporation (CSX) | 0.1 | $281k | -28% | 7.8k | 36.25 |
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| Extra Space Storage (EXR) | 0.1 | $280k | NEW | 2.2k | 130.22 |
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| Ge Aerospace Com New (GE) | 0.1 | $275k | NEW | 891.00 | 308.39 |
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| Verizon Communications (VZ) | 0.1 | $270k | NEW | 6.6k | 40.73 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $266k | NEW | 1.5k | 177.75 |
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| Walt Disney Company (DIS) | 0.1 | $266k | NEW | 2.3k | 114.52 |
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| Cooper Cos (COO) | 0.1 | $261k | NEW | 3.2k | 81.96 |
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| Regal-beloit Corporation (RRX) | 0.1 | $257k | NEW | 1.8k | 140.67 |
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| Home Depot (HD) | 0.1 | $248k | NEW | 720.00 | 344.10 |
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| Hca Holdings (HCA) | 0.1 | $247k | NEW | 528.00 | 466.86 |
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| FedEx Corporation (FDX) | 0.1 | $244k | NEW | 842.00 | 290.31 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $240k | NEW | 2.7k | 87.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $237k | +7% | 3.6k | 66.00 |
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| Diamondback Energy (FANG) | 0.1 | $234k | NEW | 1.6k | 150.33 |
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| ConocoPhillips (COP) | 0.1 | $232k | NEW | 2.5k | 93.61 |
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| Advanced Micro Devices (AMD) | 0.1 | $226k | NEW | 1.1k | 214.16 |
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| Oracle Corporation (ORCL) | 0.0 | $218k | NEW | 1.1k | 194.91 |
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| SYSCO Corporation (SYY) | 0.0 | $207k | NEW | 2.8k | 73.69 |
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| Linde SHS (LIN) | 0.0 | $204k | +6% | 478.00 | 426.39 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $134k | -6% | 15k | 9.16 |
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| Newell Rubbermaid (NWL) | 0.0 | $55k | -7% | 15k | 3.72 |
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Past Filings by Cm Wealth Advisors
SEC 13F filings are viewable for Cm Wealth Advisors going back to 2023
- Cm Wealth Advisors 2025 Q4 filed Jan. 26, 2026
- Cm Wealth Advisors 2025 Q3 filed Nov. 5, 2025
- Cm Wealth Advisors 2025 Q2 filed Aug. 6, 2025
- Cm Wealth Advisors 2025 Q1 filed April 24, 2025
- Cm Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- Cm Wealth Advisors 2024 Q3 filed Nov. 12, 2024
- Cm Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- Cm Wealth Advisors 2024 Q1 filed May 13, 2024
- Cm Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Cm Wealth Advisors 2023 Q3 filed Nov. 16, 2023
- Cm Wealth Advisors 2023 Q2 filed Aug. 15, 2023
- Cm Wealth Advisors 2022 Q3 filed May 11, 2023
- Cm Wealth Advisors 2022 Q2 filed May 9, 2023
- Cm Wealth Advisors 2022 Q4 filed May 4, 2023
- Cm Wealth Advisors 2023 Q1 filed May 1, 2023