CJM Wealth Advisers

CJM Wealth Advisers as of March 31, 2026

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 72 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 28.7 $94M 158k 597.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.5 $51M 88k 577.18
Ishares Tr Core S&p Mcp Etf (IJH) 11.1 $37M 541k 67.53
Ishares Tr Core S&p Scp Etf (IJR) 6.6 $22M 175k 124.31
Capital Group Dividend Value Shs Creation Uni (CGDV) 5.7 $19M 437k 42.54
Vanguard Index Fds Value Etf (VTV) 4.0 $13M 68k 196.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $9.3M 31k 302.25
Exxon Mobil Corporation (XOM) 2.4 $8.0M 47k 169.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $7.5M 16k 479.21
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $6.6M 15k 426.39
Apple (AAPL) 1.5 $5.1M 20k 253.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $4.1M 63k 64.08
International Business Machines (IBM) 0.9 $2.8M 12k 242.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $2.4M 9.3k 257.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.3M 11k 213.66
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.2M 10k 215.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $2.2M 10k 217.24
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.1M 8.4k 247.99
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.0M 6.9k 286.87
Microsoft Corporation (MSFT) 0.6 $1.9M 5.1k 370.19
Amazon (AMZN) 0.6 $1.8M 8.7k 208.27
NVIDIA Corporation (NVDA) 0.5 $1.7M 9.9k 174.40
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $1.6M 44k 35.59
JPMorgan Chase & Co. (JPM) 0.5 $1.5M 5.0k 294.17
Procter & Gamble Company (PG) 0.4 $1.4M 9.4k 144.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.3M 7.2k 184.27
Qualcomm (QCOM) 0.4 $1.3M 10k 128.78
Nextera Energy (NEE) 0.4 $1.3M 14k 92.88
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M 4.1k 287.20
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.2M 4.0k 287.58
Ishares Gold Tr Ishares New (IAU) 0.3 $1.1M 13k 88.16
Visa Com Cl A (V) 0.3 $1.1M 3.5k 302.26
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.0M 2.9k 356.56
Johnson & Johnson (JNJ) 0.3 $949k 3.9k 244.43
Kla Corp Com New (KLAC) 0.3 $883k 600.00 1472.41
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $883k 7.9k 112.28
Caterpillar (CAT) 0.2 $762k 1.1k 708.49
Eli Lilly & Co. (LLY) 0.2 $663k 721.00 919.63
Chevron Corporation (CVX) 0.2 $647k 3.1k 206.88
Ge Aerospace Com New (GE) 0.2 $608k 2.1k 283.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $572k 880.00 650.17
Leidos Holdings (LDOS) 0.2 $571k 3.7k 155.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $561k 9.6k 58.54
Northrop Grumman Corporation (NOC) 0.2 $551k 807.00 682.60
Automatic Data Processing (ADP) 0.2 $521k 2.6k 203.18
AFLAC Incorporated (AFL) 0.2 $520k 4.7k 109.71
Home Depot (HD) 0.2 $501k 1.5k 328.89
Raytheon Technologies Corp (RTX) 0.1 $481k 2.5k 192.90
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $473k 6.6k 71.73
Ge Vernova (GEV) 0.1 $457k 523.00 873.08
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $432k 2.3k 189.62
Wal-Mart Stores (WMT) 0.1 $431k 3.5k 124.28
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $428k 4.3k 99.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $409k 4.6k 88.71
At&t (T) 0.1 $398k 14k 28.99
Oracle Corporation (ORCL) 0.1 $376k 2.6k 147.11
McDonald's Corporation (MCD) 0.1 $375k 1.2k 310.68
Verizon Communications (VZ) 0.1 $348k 6.9k 50.20
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $340k 8.9k 38.42
Meta Platforms Cl A (META) 0.1 $327k 571.00 572.11
Ishares Tr Core S&p500 Etf (IVV) 0.1 $306k 469.00 652.51
American Express Company (AXP) 0.1 $290k 957.00 302.48
Stryker Corporation (SYK) 0.1 $287k 873.00 328.59
Dominion Resources (D) 0.1 $279k 4.5k 61.82
Linde SHS (LIN) 0.1 $279k 562.00 495.76
Hca Holdings (HCA) 0.1 $226k 477.00 473.16
Tesla Motors (TSLA) 0.1 $223k 599.00 371.99
Vanguard Index Fds Growth Etf (VUG) 0.1 $207k 474.00 436.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $205k 6.6k 30.96
Cigna Corp (CI) 0.1 $203k 761.00 266.75
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $94k 16k 6.01
Marti Technologies Shs Cl A (MRT) 0.0 $70k 35k 2.00