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 50.64% of Cm Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$6.4M), VO, DCO, PESI, MAMA, IIIN, ALNT, FIP, EQWL, MYFW.
- Started 57 new stock positions in CPT, CAT, Trekor Metals, HWM, INFU, AXP, TJX, ALNT, ORCL, DCO.
- Reduced shares in these 10 stocks: GOOG, DIA, MSFT, MCD, SCZ, OEF, WFC, NFLX, IWN, ASML.
- Sold out of its positions in COO, HD, ITW, SCZ, LMT, PLTR, TDG, WFC, GTM.
- Cm Wealth Advisors was a net buyer of stock by $27M.
- Cm Wealth Advisors has $554M in assets under management (AUM), dropping by 18.08%.
- Central Index Key (CIK): 0001764581
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Portfolio Holdings for Cm Wealth Advisors
Cm Wealth Advisors holds 194 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 100 Etf (OEF) | 15.9 | $88M | 241k | 365.87 |
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| Ishares Tr Core S&p500 Etf (IVV) | 13.3 | $74M | +9% | 99k | 748.89 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 10.0 | $56M | -2% | 107k | 522.39 |
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| Lincoln Electric Holdings (LECO) | 6.5 | $36M | 134k | 266.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.9 | $27M | 40k | 686.81 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.1 | $23M | 95k | 242.43 |
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| NVIDIA Corporation (NVDA) | 3.7 | $21M | 104k | 200.09 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 3.7 | $20M | +4% | 158k | 129.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.5 | $20M | 83k | 236.62 |
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| Apple (AAPL) | 2.1 | $12M | 41k | 289.36 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $12M | 56k | 212.77 |
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| Ishares Tr Rus 1000 Etf (IWB) | 2.0 | $11M | 27k | 409.50 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.6 | $8.8M | -3% | 40k | 221.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.3M | -2% | 18k | 357.37 |
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| Microsoft Corporation (MSFT) | 1.1 | $6.2M | -8% | 17k | 373.02 |
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| Park-Ohio Holdings (PKOH) | 0.8 | $4.3M | 112k | 38.45 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $3.6M | -7% | 1.8k | 1989.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $3.3M | 23k | 148.31 |
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| Amazon (AMZN) | 0.6 | $3.2M | +4% | 13k | 238.34 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $3.1M | +15% | 30k | 103.88 |
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| Visa Com Cl A (V) | 0.6 | $3.1M | -4% | 9.2k | 343.09 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $3.1M | 4.2k | 746.77 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.9M | +300% | 36k | 80.57 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.9M | -6% | 2.4k | 1199.43 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.5 | $2.6M | 24k | 109.11 |
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| Meta Platforms Cl A (META) | 0.5 | $2.5M | +28% | 4.5k | 563.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | -55% | 6.0k | 353.33 |
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| Netflix (NFLX) | 0.4 | $2.1M | -13% | 29k | 71.40 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.0M | +2% | 6.2k | 327.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.0M | +19% | 6.5k | 300.45 |
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| Cisco Systems (CSCO) | 0.3 | $1.9M | -3% | 16k | 117.46 |
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| Abrdn Fds Intl Sma Cap Etf (ASCI) | 0.3 | $1.9M | 51k | 36.65 |
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| Ncino (NCNO) | 0.3 | $1.8M | +2% | 109k | 16.35 |
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| Intel Corporation (INTC) | 0.3 | $1.6M | +3% | 11k | 139.63 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.6M | 21k | 75.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.5M | +12% | 4.1k | 370.04 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.5M | +2% | 1.6k | 935.47 |
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| Broadcom (AVGO) | 0.3 | $1.4M | 3.8k | 377.75 |
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| Ducommun Incorporated (DCO) | 0.3 | $1.4M | NEW | 7.6k | 185.21 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | +13% | 10k | 136.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | 2.7k | 500.39 |
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| Perma-fix Environmental Svcs Com New (PESI) | 0.2 | $1.3M | NEW | 88k | 14.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.2M | 12k | 96.58 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.1M | 2.6k | 433.59 |
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| Abbott Laboratories (ABT) | 0.2 | $1.1M | -13% | 12k | 90.74 |
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| Abbvie (ABBV) | 0.2 | $1.1M | +7% | 4.2k | 251.64 |
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| Mamamancini's Holdings (MAMA) | 0.2 | $1.1M | NEW | 59k | 17.85 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $1.0M | 30k | 34.81 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $998k | 7.5k | 132.24 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $963k | 33k | 29.43 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $956k | +12% | 1.9k | 513.60 |
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| Procter & Gamble Company (PG) | 0.2 | $945k | 6.4k | 146.64 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $935k | 14k | 68.41 |
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| Insteel Industries (IIIN) | 0.2 | $932k | NEW | 31k | 30.20 |
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| Allied Motion Technologies (ALNT) | 0.2 | $926k | NEW | 9.0k | 102.93 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $915k | 1.9k | 478.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $904k | +298% | 7.3k | 124.17 |
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| Ftai Infrastructure Common Stock (FIP) | 0.2 | $894k | NEW | 193k | 4.64 |
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| Norfolk Southern (NSC) | 0.2 | $892k | +3% | 2.8k | 314.59 |
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| Cameco Corporation (CCJ) | 0.2 | $889k | -12% | 8.7k | 101.86 |
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| Micron Technology (MU) | 0.2 | $857k | +6% | 742.00 | 1154.29 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $850k | -10% | 1.7k | 501.83 |
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| Johnson & Johnson (JNJ) | 0.2 | $841k | +15% | 3.3k | 253.97 |
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| Sherwin-Williams Company (SHW) | 0.2 | $836k | +16% | 2.4k | 344.32 |
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| First Westn Finl (MYFW) | 0.2 | $835k | NEW | 26k | 32.11 |
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| Mesa Laboratories (MLAB) | 0.1 | $830k | NEW | 8.3k | 99.55 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $793k | 5.0k | 158.03 |
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| Chevron Corporation (CVX) | 0.1 | $785k | 4.7k | 165.76 |
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| Tesla Motors (TSLA) | 0.1 | $768k | 1.8k | 420.60 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $746k | 25k | 30.17 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $744k | -6% | 1.5k | 509.31 |
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| Proficient Auto Logistics In (PAL) | 0.1 | $729k | NEW | 107k | 6.81 |
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| Key (KEY) | 0.1 | $722k | 31k | 23.05 |
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| Kopin Corporation (KOPN) | 0.1 | $722k | NEW | 161k | 4.48 |
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| Bank of America Corporation (BAC) | 0.1 | $721k | 13k | 56.98 |
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| International Business Machines (IBM) | 0.1 | $720k | +16% | 2.6k | 281.21 |
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| Arista Networks Com Shs (ANET) | 0.1 | $708k | 4.2k | 169.88 |
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| Core Molding Technologies (CMT) | 0.1 | $703k | NEW | 30k | 23.60 |
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| Advanced Micro Devices (AMD) | 0.1 | $677k | 1.2k | 580.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $664k | 3.0k | 217.93 |
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| Concrete Pumping Hldgs (BBCP) | 0.1 | $664k | NEW | 55k | 12.05 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $663k | -26% | 4.8k | 136.68 |
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| Utz Brands Com Cl A (UTZ) | 0.1 | $628k | NEW | 82k | 7.70 |
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| InfuSystem Holdings (INFU) | 0.1 | $625k | NEW | 65k | 9.65 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $602k | 6.3k | 95.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $600k | 1.6k | 368.38 |
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| FreightCar America (RAIL) | 0.1 | $599k | NEW | 62k | 9.74 |
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| Morgan Stanley Com New (MS) | 0.1 | $592k | 2.8k | 209.04 |
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| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.1 | $590k | NEW | 23k | 26.17 |
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| Coca-Cola Company (KO) | 0.1 | $590k | +14% | 7.2k | 81.80 |
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| LSI Industries (LYTS) | 0.1 | $578k | NEW | 22k | 26.58 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $551k | -21% | 1.8k | 298.07 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $534k | 1.3k | 426.40 |
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| Air Products & Chemicals (APD) | 0.1 | $510k | +14% | 1.7k | 293.18 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $508k | -12% | 1.3k | 397.68 |
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| Graham Corporation (GHM) | 0.1 | $501k | NEW | 4.0k | 123.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $497k | 16k | 31.71 |
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| Union Pacific Corporation (UNP) | 0.1 | $492k | 1.8k | 272.00 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $483k | 685.00 | 705.04 |
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| S&p Global (SPGI) | 0.1 | $482k | -26% | 1.2k | 407.26 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $477k | +58% | 3.3k | 144.61 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $477k | 6.7k | 71.25 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $468k | 1.9k | 242.99 |
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| Acme United Corporation (ACU) | 0.1 | $465k | NEW | 9.8k | 47.72 |
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| Deere & Company (DE) | 0.1 | $460k | 723.00 | 635.95 |
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| Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.1 | $458k | NEW | 45k | 10.11 |
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| Wal-Mart Stores (WMT) | 0.1 | $456k | 4.0k | 113.26 |
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| Nextera Energy (NEE) | 0.1 | $449k | +6% | 5.1k | 87.77 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $441k | 2.0k | 219.21 |
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| Oil-Dri Corporation of America (ODC) | 0.1 | $441k | NEW | 4.3k | 102.21 |
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| Danaher Corporation (DHR) | 0.1 | $431k | -3% | 2.3k | 190.83 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $429k | NEW | 3.9k | 110.32 |
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| L3harris Technologies (LHX) | 0.1 | $411k | -10% | 1.4k | 290.59 |
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| Biolife Solutions Com New (BLFS) | 0.1 | $400k | NEW | 14k | 28.24 |
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| UnitedHealth (UNH) | 0.1 | $399k | +21% | 961.00 | 415.63 |
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| Pepsi (PEP) | 0.1 | $396k | -27% | 2.9k | 135.40 |
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| Allegiant Travel Company (ALGT) | 0.1 | $393k | NEW | 3.3k | 117.60 |
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| Astro-Med (ALOT) | 0.1 | $383k | NEW | 13k | 28.47 |
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| General Motors Company (GM) | 0.1 | $377k | -24% | 4.9k | 77.08 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $376k | -9% | 3.2k | 117.67 |
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| Ge Aerospace Com New (GE) | 0.1 | $374k | +12% | 1.0k | 373.73 |
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| American Intl Group Com New (AIG) | 0.1 | $373k | -14% | 5.0k | 74.53 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $369k | +14% | 1.9k | 189.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $365k | 3.6k | 102.19 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $361k | 1.2k | 306.30 |
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| Applied Materials (AMAT) | 0.1 | $358k | NEW | 495.00 | 723.00 |
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| Waste Management (WM) | 0.1 | $357k | -16% | 1.6k | 222.88 |
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| CSX Corporation (CSX) | 0.1 | $353k | -31% | 7.4k | 47.53 |
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| Intercontinental Exchange (ICE) | 0.1 | $340k | -18% | 2.8k | 123.11 |
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| Transcat (TRNS) | 0.1 | $339k | NEW | 3.7k | 92.77 |
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| Us Bancorp Com New (USB) | 0.1 | $338k | NEW | 5.6k | 60.76 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $335k | -11% | 2.3k | 143.10 |
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| Merck & Co (MRK) | 0.1 | $334k | +30% | 2.6k | 129.35 |
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| Mvb Financial (MVBF) | 0.1 | $334k | NEW | 12k | 29.01 |
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| Servicenow (NOW) | 0.1 | $328k | -2% | 3.3k | 99.28 |
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| Capital One Financial (COF) | 0.1 | $323k | 1.6k | 200.62 |
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| Martin Marietta Materials (MLM) | 0.1 | $321k | -6% | 557.00 | 576.70 |
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| Regal-beloit Corporation (RRX) | 0.1 | $319k | -24% | 1.3k | 238.54 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $316k | 1.3k | 238.22 |
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| Trekor Metals | 0.1 | $315k | NEW | 46k | 6.88 |
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| Caterpillar (CAT) | 0.1 | $314k | NEW | 295.00 | 1064.90 |
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| Sandisk Corp (SNDK) | 0.1 | $314k | NEW | 138.00 | 2273.73 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $313k | -9% | 1.1k | 280.00 |
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| Nucor Corporation (NUE) | 0.1 | $310k | -23% | 1.4k | 223.31 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $306k | NEW | 1.6k | 186.08 |
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| Intuit (INTU) | 0.1 | $298k | 1.1k | 261.00 |
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| Ge Vernova (GEV) | 0.1 | $296k | 252.00 | 1175.36 |
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| Msci (MSCI) | 0.1 | $294k | 524.00 | 560.04 |
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| Pfizer (PFE) | 0.1 | $293k | 12k | 24.08 |
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| Philip Morris International (PM) | 0.1 | $292k | +11% | 1.6k | 182.38 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $283k | 2.5k | 114.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $277k | 3.6k | 77.11 |
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| Diamondback Energy (FANG) | 0.0 | $274k | 1.6k | 175.78 |
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| Medtronic SHS (MDT) | 0.0 | $274k | +8% | 3.5k | 78.95 |
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| NVR (NVR) | 0.0 | $273k | 40.00 | 6813.40 |
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| Extra Space Storage (EXR) | 0.0 | $265k | 1.8k | 145.30 |
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| FedEx Corporation (FDX) | 0.0 | $265k | 842.00 | 314.35 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $263k | +11% | 3.1k | 85.49 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $261k | NEW | 1.8k | 144.48 |
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| ConocoPhillips (COP) | 0.0 | $258k | 2.5k | 103.96 |
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| Verizon Communications (VZ) | 0.0 | $256k | +7% | 6.0k | 42.34 |
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| People Com New | 0.0 | $255k | +5% | 5.5k | 46.16 |
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| McDonald's Corporation (MCD) | 0.0 | $255k | -66% | 943.00 | 270.31 |
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| General Dynamics Corporation (GD) | 0.0 | $249k | NEW | 702.00 | 354.24 |
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| Pure Cycle Corp Com New (PCYO) | 0.0 | $247k | NEW | 23k | 10.71 |
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| TJX Companies (TJX) | 0.0 | $247k | NEW | 1.6k | 151.50 |
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| Howmet Aerospace (HWM) | 0.0 | $244k | NEW | 906.00 | 268.86 |
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| Citigroup Com New (C) | 0.0 | $242k | NEW | 1.7k | 139.96 |
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| Lowe's Companies (LOW) | 0.0 | $242k | -36% | 1.1k | 220.49 |
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| Kla Corp Com New (KLAC) | 0.0 | $241k | NEW | 800.00 | 301.71 |
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| American Express Company (AXP) | 0.0 | $235k | NEW | 695.00 | 338.25 |
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| SYSCO Corporation (SYY) | 0.0 | $235k | 2.8k | 83.58 |
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| Asure Software (ASUR) | 0.0 | $233k | NEW | 29k | 7.94 |
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| News Corp Cl A (NWSA) | 0.0 | $231k | NEW | 9.3k | 24.83 |
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| Palo Alto Networks (PANW) | 0.0 | $230k | NEW | 673.00 | 341.02 |
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| Phillips 66 (PSX) | 0.0 | $229k | NEW | 1.4k | 169.05 |
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| Walt Disney Company (DIS) | 0.0 | $223k | 2.3k | 97.00 |
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| Amgen (AMGN) | 0.0 | $223k | NEW | 616.00 | 362.12 |
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| Oracle Corporation (ORCL) | 0.0 | $215k | NEW | 1.5k | 146.55 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $214k | NEW | 431.00 | 496.73 |
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| Welltower Inc Com reit (WELL) | 0.0 | $210k | NEW | 927.00 | 226.97 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $210k | NEW | 1.8k | 115.55 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $207k | NEW | 4.2k | 49.55 |
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| Linde SHS (LIN) | 0.0 | $207k | -27% | 399.00 | 518.94 |
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| Goldman Sachs (GS) | 0.0 | $206k | NEW | 204.00 | 1011.37 |
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| Cintas Corporation (CTAS) | 0.0 | $206k | NEW | 1.2k | 170.08 |
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| Hca Holdings (HCA) | 0.0 | $206k | 528.00 | 389.89 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $205k | NEW | 2.2k | 91.63 |
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| eBay (EBAY) | 0.0 | $203k | NEW | 1.8k | 111.75 |
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| Ecolab (ECL) | 0.0 | $201k | NEW | 718.00 | 279.34 |
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| Ondas Com New (ONDS) | 0.0 | $191k | NEW | 23k | 8.24 |
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| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.0 | $142k | 15k | 9.71 |
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| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $101k | +34% | 20k | 5.16 |
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| Newell Rubbermaid (NWL) | 0.0 | $76k | -9% | 12k | 6.14 |
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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 Q2 filed Aug. 10, 2026
- 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