CJM Wealth Advisers

CJM Wealth Advisers as of Dec. 31, 2025

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 74 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 30.5 $102M 163k 627.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.0 $54M 87k 614.31
Ishares Tr Core S&p Mcp Etf (IJH) 11.0 $37M 556k 66.00
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $21M 178k 120.18
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.3 $15M 332k 43.64
Vanguard Index Fds Value Etf (VTV) 4.1 $14M 71k 190.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $9.4M 31k 302.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $7.8M 16k 502.67
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $7.5M 16k 473.29
Exxon Mobil Corporation (XOM) 1.7 $5.7M 48k 120.34
Apple (AAPL) 1.6 $5.4M 20k 271.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $4.0M 64k 62.47
International Business Machines (IBM) 1.0 $3.4M 12k 296.22
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.7M 9.6k 279.13
Microsoft Corporation (MSFT) 0.7 $2.4M 4.9k 483.63
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.3M 10k 219.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.2M 11k 210.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.2M 10k 211.80
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.0M 8.0k 246.15
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 5.8k 313.79
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $1.8M 47k 38.22
Qualcomm (QCOM) 0.5 $1.7M 10k 171.06
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 4.9k 322.22
Amazon (AMZN) 0.4 $1.5M 6.5k 230.82
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.4M 7.6k 177.36
Procter & Gamble Company (PG) 0.4 $1.3M 9.4k 143.31
Visa Com Cl A (V) 0.4 $1.2M 3.5k 350.76
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 3.9k 313.02
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M 4.1k 290.24
Nextera Energy (NEE) 0.3 $1.1M 14k 80.28
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.1M 2.9k 373.44
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $951k 7.9k 120.97
Ishares Gold Tr Ishares New (IAU) 0.2 $805k 9.9k 81.17
Johnson & Johnson (JNJ) 0.2 $801k 3.9k 206.96
Eli Lilly & Co. (LLY) 0.2 $760k 707.00 1074.50
Kla Corp Com New (KLAC) 0.2 $729k 600.00 1215.08
Caterpillar (CAT) 0.2 $691k 1.2k 572.69
Leidos Holdings (LDOS) 0.2 $663k 3.7k 180.40
Automatic Data Processing (ADP) 0.2 $660k 2.6k 257.23
Ge Aerospace Com New (GE) 0.2 $656k 2.1k 308.07
NVIDIA Corporation (NVDA) 0.2 $615k 3.3k 186.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $538k 1.6k 335.30
AFLAC Incorporated (AFL) 0.2 $522k 4.7k 110.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $518k 7.2k 71.62
Home Depot (HD) 0.2 $514k 1.5k 344.10
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $502k 8.6k 58.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $485k 711.00 681.70
Northrop Grumman Corporation (NOC) 0.1 $460k 807.00 570.37
Oracle Corporation (ORCL) 0.1 $450k 2.3k 194.91
Raytheon Technologies Corp (RTX) 0.1 $446k 2.4k 183.40
Chevron Corporation (CVX) 0.1 $441k 2.9k 152.42
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $440k 8.9k 49.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $415k 2.3k 181.18
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $410k 4.1k 99.88
Wal-Mart Stores (WMT) 0.1 $379k 3.4k 111.41
McDonald's Corporation (MCD) 0.1 $371k 1.2k 305.75
American Express Company (AXP) 0.1 $356k 963.00 369.95
Ge Vernova (GEV) 0.1 $342k 523.00 653.62
At&t (T) 0.1 $335k 14k 24.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $324k 3.7k 88.50
Ishares Tr Core S&p500 Etf (IVV) 0.1 $305k 446.00 684.17
Stryker Corporation (SYK) 0.1 $285k 810.00 351.47
Verizon Communications (VZ) 0.1 $284k 7.0k 40.73
Tesla Motors (TSLA) 0.1 $268k 595.00 450.05
Dominion Resources (D) 0.1 $252k 4.3k 58.60
Linde SHS (LIN) 0.1 $234k 549.00 426.39
Walt Disney Company (DIS) 0.1 $225k 2.0k 113.74
Hca Holdings (HCA) 0.1 $223k 477.00 466.78
Vanguard Index Fds Growth Etf (VUG) 0.1 $221k 453.00 487.86
Constellation Energy (CEG) 0.1 $219k 620.00 353.47
Abbvie (ABBV) 0.1 $216k 943.00 228.53
Cigna Corp (CI) 0.1 $210k 761.00 275.23
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $95k 15k 6.17
Marti Technologies Shs Cl A (MRT) 0.0 $83k 35k 2.37