CJM Wealth Advisers, Ltd.
CIK: 0001992748Latest portfolio: $334.3M · Q4 2025
Holdings
74
Total Value
$334.3M
New Positions
1
Closed Positions
1
Top Holdings
View All 74 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 162,695 | $102.0M | 30.52% | +172 | |
| 2 | NDQINVESCO QQQ TR | 87,109 | $53.5M | 16.01% | -1,325 | |
| 3 | IJHISHARES TR | 555,652 | $36.7M | 10.97% | +2K | |
| 4 | IJRISHARES TR | 178,360 | $21.4M | 6.41% | -1,337 | |
| 5 | CGDGCAPITAL GROUP DIVIDEND VALUE | 331,859 | $14.5M | 4.33% | +114K | |
| 6 | VTVVANGUARD INDEX FDS | 71,425 | $13.6M | 4.08% | -10,858 | |
| 7 | VBKVANGUARD INDEX FDS | 30,984 | $9.4M | 2.80% | +193 | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,590 | $7.8M | 2.34% | -431 | |
| 9 | IWFISHARES TR | 15,825 | $7.5M | 2.24% | -595 | |
| 10 | XOMEXXON MOBIL CORP | 47,528 | $5.7M | 1.71% | -690 | |
| 11 | AAPLAPPLE INC | 19,831 | $5.4M | 1.61% | -628 | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 63,653 | $4.0M | 1.19% | +604 | |
| 13 | IBMINTERNATIONAL BUSINESS MACHS | 11,592 | $3.4M | 1.03% | +51 | |
| 14 | VOTVANGUARD INDEX FDS | 9,617 | $2.7M | 0.80% | +2 | |
| 15 | MSFTMICROSOFT CORP | 4,883 | $2.4M | 0.71% | -119 | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 10,326 | $2.3M | 0.68% | +104 | |
| 17 | IWDISHARES TR | 10,548 | $2.2M | 0.66% | -49 | |
| 18 | VBRVANGUARD INDEX FDS | 10,402 | $2.2M | 0.66% | -65 | |
| 19 | IWMISHARES TR | 8,037 | $2.0M | 0.59% | +1 | |
| 20 | GOOGALPHABET INC | 5,767 | $1.8M | 0.54% | -290 | |
| 21 | TCAFT ROWE PRICE ETF INC | 46,524 | $1.8M | 0.53% | +9 | |
| 22 | QCOMQUALCOMM INC | 10,192 | $1.7M | 0.52% | +51 | |
| 23 | JPMJPMORGAN CHASE & CO. | 4,861 | $1.6M | 0.47% | -159 | |
| 24 | AMZNAMAZON COM INC | 6,480 | $1.5M | 0.45% | -42 | |
| 25 | VOEVANGUARD INDEX FDS | 7,628 | $1.4M | 0.40% | -128 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.0203036673214351e+114T)
Technology0.0% ($5.391343323611743e+22T)
Healthcare0.0% ($800759284.2T)
Industrials0.0% ($691660.7T)
Communication Services0.0% ($18091.2T)
Consumer Cyclical0.0% ($1495.5T)
Utilities0.0% ($1109.3T)
Unknown0.0% ($535.1T)
Energy0.0% ($5.7B)
Consumer Defensive0.0% ($1.3B)
Basic Materials0.0% ($234K)
Filing History
Fund Information
CJM Wealth Advisers, Ltd. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $334.3M across 74 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 30.5% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.