CJM Wealth Advisers

CJM Wealth Advisers as of June 30, 2026

Portfolio Holdings for CJM Wealth Advisers

CJM Wealth Advisers holds 78 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 28.2 $107M 156k 686.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.4 $66M 90k 736.40
Ishares Tr Core S&p Mcp Etf (IJH) 10.8 $41M 532k 77.11
Ishares Tr Core S&p Scp Etf (IJR) 6.6 $25M 170k 148.31
Capital Group Dividend Value Shs Creat Unit (CGDV) 6.5 $25M 499k 49.28
Vanguard Index Fds Value Etf (VTV) 3.6 $14M 64k 217.93
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $11M 30k 365.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $7.7M 15k 500.39
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $6.9M 56k 124.17
Exxon Mobil Corporation (XOM) 1.7 $6.4M 47k 136.72
Apple (AAPL) 1.5 $5.8M 20k 289.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $4.6M 64k 71.25
International Business Machines (IBM) 0.9 $3.3M 12k 281.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.7M 11k 242.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $2.6M 8.6k 306.30
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.5M 8.2k 300.44
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.4M 10k 236.61
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.4M 6.7k 353.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.2M 9.2k 242.98
Amazon (AMZN) 0.5 $2.0M 8.3k 238.35
NVIDIA Corporation (NVDA) 0.5 $1.9M 9.7k 200.09
Microsoft Corporation (MSFT) 0.5 $1.9M 5.2k 373.02
Qualcomm (QCOM) 0.5 $1.9M 10k 184.79
Kla Corp Com New (KLAC) 0.5 $1.8M 6.0k 301.71
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.5 $1.8M 44k 41.10
JPMorgan Chase & Co. (JPM) 0.4 $1.6M 4.9k 327.31
Ishares Gold Tr Ishares New (IAU) 0.4 $1.5M 19k 75.51
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M 4.0k 357.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.4M 7.1k 197.59
Procter & Gamble Company (PG) 0.4 $1.4M 9.5k 146.63
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.3M 16k 80.57
Nextera Energy (NEE) 0.3 $1.2M 14k 87.77
Visa Com Cl A (V) 0.3 $1.2M 3.5k 343.06
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.2M 2.9k 409.50
Caterpillar (CAT) 0.3 $1.1M 1.1k 1064.81
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.0M 7.8k 132.25
Johnson & Johnson (JNJ) 0.3 $996k 3.9k 253.99
Eli Lilly & Co. (LLY) 0.2 $876k 730.00 1200.08
Ge Aerospace Com New (GE) 0.2 $805k 2.2k 373.80
Ge Vernova (GEV) 0.2 $615k 523.00 1175.20
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $607k 813.00 746.56
Automatic Data Processing (ADP) 0.2 $575k 2.6k 223.95
AFLAC Incorporated (AFL) 0.1 $555k 4.7k 117.25
Home Depot (HD) 0.1 $544k 1.5k 352.68
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $543k 6.6k 82.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $542k 5.6k 96.42
Chevron Corporation (CVX) 0.1 $519k 3.1k 165.75
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $504k 2.3k 221.23
Raytheon Technologies Corp (RTX) 0.1 $473k 2.5k 189.73
Ishares Tr Core S&p500 Etf (IVV) 0.1 $465k 622.00 748.29
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $460k 7.9k 58.20
Wal-Mart Stores (WMT) 0.1 $421k 3.7k 113.26
Northrop Grumman Corporation (NOC) 0.1 $401k 787.00 509.13
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $396k 4.0k 98.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $389k 14k 27.70
Leidos Holdings (LDOS) 0.1 $378k 3.7k 102.97
Meta Platforms Cl A (META) 0.1 $352k 625.00 563.27
Oracle Corporation (ORCL) 0.1 $338k 2.3k 146.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $329k 9.9k 33.29
McDonald's Corporation (MCD) 0.1 $326k 1.2k 270.27
Verizon Communications (VZ) 0.1 $317k 7.5k 42.34
American Express Company (AXP) 0.1 $311k 919.00 338.25
At&t (T) 0.1 $303k 15k 20.70
Linde SHS (LIN) 0.1 $298k 575.00 518.49
Dominion Resources (D) 0.1 $296k 4.3k 68.30
Tesla Motors (TSLA) 0.1 $264k 628.00 420.86
UnitedHealth (UNH) 0.1 $264k 635.00 415.30
Stryker Corporation (SYK) 0.1 $260k 825.00 314.84
Vanguard Index Fds Growth Etf (VUG) 0.1 $253k 2.9k 86.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $244k 6.6k 36.87
Abbvie (ABBV) 0.1 $234k 930.00 251.62
M&T Bank Corporation (MTB) 0.1 $216k 908.00 238.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $215k 582.00 370.13
Cigna Corp (CI) 0.1 $210k 761.00 275.68
Walt Disney Company (DIS) 0.1 $204k 2.1k 96.24
Huntington Bancshares Incorporated (HBAN) 0.0 $184k 10k 17.73
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $98k 16k 6.15
Marti Technologies Shs Cl A (MRT) 0.0 $46k 35k 1.31