CJM Wealth Advisers, Ltd.
CIK: 0001992748SEC EDGAR →
Portfolio Value
$334.3M
Holdings
74
As of
Q4 2025
New Positions
8
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 162,695 | $102.0M | 30.52% |
| 2 | INVESCO QQQ TR | 87,109 | $53.5M | 16.01% |
| 3 | ISHARES TR | 555,652 | $36.7M | 10.97% |
| 4 | ISHARES TR | 178,360 | $21.4M | 6.41% |
| 5 | CAPITAL GROUP DIVIDEND VALUE | 331,859 | $14.5M | 4.33% |
| 6 | VANGUARD INDEX FDS | 71,425 | $13.6M | 4.08% |
| 7 | VANGUARD INDEX FDS | 30,984 | $9.4M | 2.80% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 15,590 | $7.8M | 2.34% |
| 9 | ISHARES TR | 15,825 | $7.5M | 2.24% |
| 10 | EXXON MOBIL CORP | 47,528 | $5.7M | 1.71% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $234.9M | 70.3% |
| Unknown | 3 | $62.2M | 18.6% |
| Technology | 10 | $15.6M | 4.7% |
| Energy | 2 | $6.2M | 1.8% |
| Communication Services | 4 | $3.6M | 1.1% |
| Industrials | 5 | $2.9M | 0.9% |
| Consumer Cyclical | 4 | $2.6M | 0.8% |
| Healthcare | 6 | $2.5M | 0.7% |
| Utilities | 4 | $1.9M | 0.6% |
| Consumer Defensive | 2 | $1.7M | 0.5% |
| Basic Materials | 1 | $234K | 0.1% |