Cm Wealth Advisors
Latest statistics and disclosures from Cm Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OEF, IVV, DIA, LECO, VOO, and represent 51.93% of Cm Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$33M), EQWL, NVDA, NFLX, ASML, V, IWN, PHYS, IWF, IWD.
- Started 13 new stock positions in LMT, GTM, ITW, PHYS, MRK, CCC, VXUS, IAC, GEV, PM. MU, BK, IWF.
- Reduced shares in these 10 stocks: OEF, LECO, VIG, META, BSX, LLY, FICO, BXSL, , .
- Sold out of its positions in BXSL, BSX, FICO, ORCL, SSNC.
- Cm Wealth Advisors was a net buyer of stock by $44M.
- Cm Wealth Advisors has $470M in assets under management (AUM), dropping by 6.10%.
- Central Index Key (CIK): 0001764581
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Portfolio Holdings for Cm Wealth Advisors
Cm Wealth Advisors holds 146 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 100 Etf (OEF) | 16.4 | $77M | -2% | 242k | 318.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 12.5 | $59M | +128% | 90k | 653.21 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 10.8 | $51M | 109k | 463.94 |
|
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| Lincoln Electric Holdings (LECO) | 7.2 | $34M | -4% | 135k | 249.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $24M | 40k | 597.55 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.3 | $20M | +3% | 95k | 213.67 |
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| NVIDIA Corporation (NVDA) | 3.8 | $18M | +14% | 103k | 174.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.8 | $18M | -4% | 83k | 215.06 |
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 3.7 | $17M | +28% | 151k | 115.24 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.2 | $11M | 55k | 191.92 |
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| Apple (AAPL) | 2.2 | $10M | 41k | 253.79 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 2.0 | $9.5M | +2% | 27k | 356.56 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.7 | $7.8M | +13% | 41k | 189.59 |
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| Microsoft Corporation (MSFT) | 1.4 | $6.7M | 18k | 370.17 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $5.2M | 18k | 287.56 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.9M | +5% | 14k | 286.86 |
|
| Netflix (NFLX) | 0.7 | $3.2M | +189% | 33k | 96.15 |
|
| Visa Com Cl A (V) | 0.6 | $2.9M | +76% | 9.6k | 302.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.8M | 23k | 124.31 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $2.7M | 4.2k | 652.14 |
|
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| Park-Ohio Holdings (PKOH) | 0.6 | $2.7M | 111k | 24.04 |
|
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| Amazon (AMZN) | 0.6 | $2.6M | -2% | 13k | 208.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.6M | 9.1k | 287.18 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $2.6M | +263% | 1.9k | 1320.83 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.5M | +19% | 26k | 97.13 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.4M | -12% | 2.6k | 919.77 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.5 | $2.3M | 24k | 94.58 |
|
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| Meta Platforms Cl A (META) | 0.4 | $2.0M | -23% | 3.5k | 572.13 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.9M | 21k | 88.16 |
|
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | 6.0k | 294.16 |
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| Abrdn Fds Intl Small Cap A (ASCI) | 0.4 | $1.7M | -2% | 51k | 33.20 |
|
| Ncino (NCNO) | 0.3 | $1.6M | +12% | 106k | 14.98 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | +2% | 1.6k | 996.43 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.5M | 8.8k | 169.66 |
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| Abbott Laboratories (ABT) | 0.3 | $1.4M | 14k | 102.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.3M | 5.4k | 248.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | -2% | 2.7k | 479.20 |
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| Cisco Systems (CSCO) | 0.3 | $1.3M | +5% | 17k | 77.59 |
|
| Broadcom (AVGO) | 0.3 | $1.2M | 3.8k | 309.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.2M | +8% | 3.7k | 320.81 |
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| Cameco Corporation (CCJ) | 0.2 | $1.1M | 10k | 108.61 |
|
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| Northrop Grumman Corporation (NOC) | 0.2 | $1.1M | 1.6k | 682.24 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.1M | -2% | 12k | 90.53 |
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| Chevron Corporation (CVX) | 0.2 | $980k | 4.7k | 206.90 |
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| Procter & Gamble Company (PG) | 0.2 | $940k | 6.5k | 144.44 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $933k | 1.9k | 492.00 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $917k | 30k | 30.50 |
|
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| McDonald's Corporation (MCD) | 0.2 | $880k | 2.8k | 310.79 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $876k | NEW | 25k | 35.44 |
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| Abbvie (ABBV) | 0.2 | $849k | 3.9k | 217.49 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $847k | 7.5k | 112.27 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $834k | 33k | 25.64 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $828k | +3% | 1.7k | 499.66 |
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| Norfolk Southern (NSC) | 0.2 | $786k | 2.7k | 287.00 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $786k | 14k | 56.79 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $781k | 6.6k | 118.45 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $778k | NEW | 1.8k | 426.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $743k | 5.0k | 148.10 |
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| Johnson & Johnson (JNJ) | 0.1 | $703k | 2.9k | 244.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $701k | +23% | 1.6k | 430.29 |
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| S&p Global (SPGI) | 0.1 | $688k | -4% | 1.6k | 425.34 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $670k | 1.5k | 460.99 |
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| Tesla Motors (TSLA) | 0.1 | $667k | -6% | 1.8k | 371.75 |
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| Sherwin-Williams Company (SHW) | 0.1 | $667k | +3% | 2.1k | 320.55 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $648k | 1.9k | 338.88 |
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| Key (KEY) | 0.1 | $628k | 31k | 20.05 |
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| Pepsi (PEP) | 0.1 | $625k | 4.0k | 155.29 |
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| Bank of America Corporation (BAC) | 0.1 | $612k | 13k | 48.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $598k | 3.0k | 196.20 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $553k | 6.3k | 87.84 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $550k | +6% | 2.6k | 213.91 |
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| L3harris Technologies (LHX) | 0.1 | $544k | 1.6k | 345.15 |
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| Intercontinental Exchange (ICE) | 0.1 | $535k | +76% | 3.4k | 157.28 |
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| International Business Machines (IBM) | 0.1 | $533k | -3% | 2.2k | 242.39 |
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| Arista Networks Com Shs (ANET) | 0.1 | $512k | +2% | 4.2k | 122.78 |
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| Wal-Mart Stores (WMT) | 0.1 | $508k | +2% | 4.1k | 124.52 |
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| Intel Corporation (INTC) | 0.1 | $488k | +30% | 11k | 44.13 |
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| Intuit (INTU) | 0.1 | $486k | -8% | 1.1k | 432.38 |
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| General Motors Company (GM) | 0.1 | $484k | -3% | 6.5k | 74.50 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $482k | 6.1k | 78.41 |
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| Coca-Cola Company (KO) | 0.1 | $481k | +22% | 6.3k | 76.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $481k | 16k | 30.68 |
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| Morgan Stanley Com New (MS) | 0.1 | $466k | +19% | 2.8k | 164.57 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $464k | 1.3k | 370.68 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $457k | -11% | 2.4k | 194.14 |
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| Nextera Energy (NEE) | 0.1 | $447k | +26% | 4.8k | 92.88 |
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| Danaher Corporation (DHR) | 0.1 | $446k | +6% | 2.3k | 190.00 |
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| CSX Corporation (CSX) | 0.1 | $443k | +39% | 11k | 41.05 |
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| Waste Management (WM) | 0.1 | $441k | -2% | 1.9k | 229.79 |
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| American Intl Group Com New (AIG) | 0.1 | $441k | -32% | 5.9k | 75.25 |
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| Air Products & Chemicals (APD) | 0.1 | $440k | -15% | 1.5k | 290.49 |
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| Union Pacific Corporation (UNP) | 0.1 | $439k | -4% | 1.8k | 242.62 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $429k | 6.7k | 64.08 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $424k | 685.00 | 618.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $418k | 1.9k | 217.25 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $410k | 2.0k | 203.79 |
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| Deere & Company (DE) | 0.1 | $408k | 723.00 | 564.92 |
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| Lowe's Companies (LOW) | 0.1 | $406k | 1.7k | 236.28 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $404k | -12% | 3.5k | 114.99 |
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| Servicenow (NOW) | 0.1 | $354k | -19% | 3.4k | 104.55 |
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| Martin Marietta Materials (MLM) | 0.1 | $350k | 595.00 | 588.68 |
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| Pfizer (PFE) | 0.1 | $344k | 12k | 28.08 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $335k | -15% | 2.7k | 126.28 |
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| Regal-beloit Corporation (RRX) | 0.1 | $331k | -3% | 1.8k | 187.61 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $329k | -10% | 1.2k | 266.81 |
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| ConocoPhillips (COP) | 0.1 | $328k | 2.5k | 132.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $328k | 1.7k | 192.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $327k | +10% | 4.1k | 79.61 |
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| Starbucks Corporation (SBUX) | 0.1 | $321k | 3.6k | 89.59 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $311k | 1.3k | 234.15 |
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| Diamondback Energy (FANG) | 0.1 | $308k | 1.6k | 197.79 |
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| Nucor Corporation (NUE) | 0.1 | $307k | -6% | 1.8k | 169.66 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $303k | 1.2k | 257.35 |
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| FedEx Corporation (FDX) | 0.1 | $301k | 842.00 | 357.63 |
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| Capital One Financial (COF) | 0.1 | $294k | -30% | 1.6k | 182.43 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $294k | -23% | 2.5k | 118.62 |
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| Msci (MSCI) | 0.1 | $287k | -21% | 533.00 | 539.01 |
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| Verizon Communications (VZ) | 0.1 | $282k | -15% | 5.6k | 50.20 |
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| Medtronic SHS (MDT) | 0.1 | $280k | 3.2k | 87.36 |
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| Linde SHS (LIN) | 0.1 | $272k | +14% | 549.00 | 495.76 |
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| NVR (NVR) | 0.1 | $264k | 40.00 | 6589.82 |
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| Ge Aerospace Com New (GE) | 0.1 | $253k | 891.00 | 284.27 |
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| Hca Holdings (HCA) | 0.1 | $250k | 528.00 | 473.24 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $247k | NEW | 2.1k | 118.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $242k | 3.6k | 67.53 |
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| Philip Morris International (PM) | 0.1 | $241k | NEW | 1.4k | 166.81 |
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| Extra Space Storage (EXR) | 0.1 | $239k | -15% | 1.8k | 131.13 |
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| Merck & Co (MRK) | 0.1 | $239k | NEW | 2.0k | 121.14 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $239k | -30% | 206.00 | 1158.96 |
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| Advanced Micro Devices (AMD) | 0.1 | $237k | +10% | 1.2k | 203.43 |
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| Home Depot (HD) | 0.1 | $237k | 720.00 | 328.89 |
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| Micron Technology (MU) | 0.1 | $236k | NEW | 698.00 | 338.00 |
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| Cooper Cos (COO) | 0.0 | $227k | 3.2k | 71.50 |
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| Walt Disney Company (DIS) | 0.0 | $224k | 2.3k | 96.38 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $222k | 1.5k | 146.28 |
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| Ge Vernova (GEV) | 0.0 | $220k | NEW | 252.00 | 873.40 |
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| UnitedHealth (UNH) | 0.0 | $213k | -7% | 788.00 | 270.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $212k | NEW | 2.7k | 77.11 |
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| Iac Com New (IAC) | 0.0 | $210k | NEW | 5.2k | 40.03 |
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| Illinois Tool Works (ITW) | 0.0 | $207k | NEW | 794.00 | 260.75 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $201k | NEW | 332.00 | 604.39 |
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| SYSCO Corporation (SYY) | 0.0 | $201k | 2.8k | 71.33 |
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| Zoominfo Technologies Common Stock (GTM) | 0.0 | $180k | NEW | 30k | 5.98 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $152k | 15k | 10.43 |
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| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $87k | NEW | 15k | 6.00 |
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| Newell Rubbermaid (NWL) | 0.0 | $47k | -8% | 14k | 3.43 |
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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 2026 Q1 filed May 8, 2026
- 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