CJM Wealth Advisers, Ltd. Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$325.5B
Holdings
74
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 162,523 | $99.5B | 30.58% | |
| 2 | NDQINVESCO QQQ TR | 88,434 | $53.1B | 16.31% | |
| 3 | IJHISHARES TR | 553,671 | $36.1B | 11.10% | |
| 4 | IJRISHARES TR | 179,697 | $21.4B | 6.56% | |
| 5 | VTVVANGUARD INDEX FDS | 82,283 | $15.3B | 4.71% | |
| 6 | VBKVANGUARD INDEX FDS | 30,791 | $9.2B | 2.82% | |
| 7 | CGDGCAPITAL GROUP DIVIDEND VALUE | 217,532 | $9.1B | 2.81% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,021 | $8.1B | 2.47% | |
| 9 | IWFISHARES TR | 16,420 | $7.7B | 2.36% | |
| 10 | XOMEXXON MOBIL CORP | 48,218 | $5.4B | 1.67% | |
| 11 | AAPLAPPLE INC | 20,459 | $5.2B | 1.60% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 63,049 | $3.8B | 1.16% | |
| 13 | IBMINTERNATIONAL BUSINESS MACHS | 11,541 | $3.3B | 1.00% | |
| 14 | VOTVANGUARD INDEX FDS | 9,615 | $2.8B | 0.87% | |
| 15 | MSFTMICROSOFT CORP | 5,002 | $2.6B | 0.80% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 10,222 | $2.2B | 0.68% | |
| 17 | VBRVANGUARD INDEX FDS | 10,467 | $2.2B | 0.67% | |
| 18 | IWDISHARES TR | 10,597 | $2.2B | 0.66% | |
| 19 | IWMISHARES TR | 8,036 | $1.9B | 0.60% | |
| 20 | TCAFT ROWE PRICE ETF INC | 46,515 | $1.8B | 0.54% | |
| 21 | QCOMQUALCOMM INC | 10,141 | $1.7B | 0.52% | |
| 22 | JPMJPMORGAN CHASE & CO. | 5,020 | $1.6B | 0.49% | |
| 23 | PGPROCTER AND GAMBLE CO | 9,617 | $1.5B | 0.45% | |
| 24 | GOOGALPHABET INC | 6,057 | $1.5B | 0.45% | |
| 25 | AMZNAMAZON COM INC | 6,522 | $1.4B | 0.44% | |
| 26 | VOEVANGUARD INDEX FDS | 7,756 | $1.4B | 0.42% | |
| 27 | VVISA INC | 3,715 | $1.3B | 0.39% | |
| 28 | VOVANGUARD INDEX FDS | 4,130 | $1.2B | 0.37% | |
| 29 | IWBISHARES TR | 2,926 | $1.1B | 0.33% | |
| 30 | NEENEXTERA ENERGY INC | 13,723 | $1.0B | 0.32% | |
| 31 | GOOGLALPHABET INC | 4,060 | $987.0M | 0.30% | |
| 32 | ESGVVANGUARD WORLD FD | 8,195 | $970.6M | 0.30% | |
| 33 | JNJJOHNSON & JOHNSON | 4,583 | $849.7M | 0.26% | |
| 34 | AGGISHARES TR | 7,616 | $763.5M | 0.23% | |
| 35 | ADPAUTOMATIC DATA PROCESSING IN | 2,566 | $753.1M | 0.23% | |
| 36 | LDOSLEIDOS HOLDINGS INC | 3,674 | $694.2M | 0.21% | |
| 37 | VGSHVANGUARD SCOTTSDALE FDS | 11,680 | $687.4M | 0.21% | |
| 38 | NVDANVIDIA CORPORATION | 3,628 | $676.9M | 0.21% | |
| 39 | KLACKLA CORP | 605 | $652.6M | 0.20% | |
| 40 | ORCLORACLE CORP | 2,320 | $652.5M | 0.20% | |
| 41 | GEGE AEROSPACE | 2,129 | $640.4M | 0.20% | |
| 42 | HDHOME DEPOT INC | 1,512 | $612.6M | 0.19% | |
| 43 | CATCATERPILLAR INC | 1,203 | $574.0M | 0.18% | |
| 44 | SPYSPDR S&P 500 ETF TR | 837 | $557.9M | 0.17% | |
| 45 | LLYELI LILLY & CO | 712 | $543.2M | 0.17% | |
| 46 | NOCNORTHROP GRUMMAN CORP | 851 | $518.4M | 0.16% | |
| 47 | VSGXVANGUARD WORLD FD | 7,231 | $501.6M | 0.15% | |
| 48 | CVXCHEVRON CORP NEW | 2,875 | $446.4M | 0.14% | |
| 49 | IWNISHARES TR | 2,275 | $402.3M | 0.12% | |
| 50 | VNQVANGUARD INDEX FDS | 4,177 | $381.9M | 0.12% | |
| 51 | TAT&T INC | 13,364 | $377.4M | 0.12% | |
| 52 | MCDMCDONALDS CORP | 1,203 | $365.7M | 0.11% | |
| 53 | WMTWALMART INC | 3,373 | $347.6M | 0.11% | |
| 54 | GEVGE VERNOVA INC | 528 | $324.7M | 0.10% | |
| 55 | AXPAMERICAN EXPRESS CO | 953 | $316.5M | 0.10% | |
| 56 | SYKSTRYKER CORPORATION | 810 | $299.4M | 0.09% | |
| 57 | BACVERIZON COMMUNICATIONS INC | 6,783 | $298.1M | 0.09% | |
| 58 | IVVISHARES TR | 443 | $296.2M | 0.09% | |
| 59 | VTIVANGUARD INDEX FDS | 859 | $281.9M | 0.09% | |
| 60 | DDOMINION ENERGY INC | 4,365 | $267.0M | 0.08% | |
| 61 | TSLATESLA INC | 595 | $264.8M | 0.08% | |
| 62 | IBITISHARES BITCOIN TRUST ETF | 4,049 | $263.2M | 0.08% | |
| 63 | LINLINDE PLC | 552 | $262.2M | 0.08% | |
| 64 | CITHE CIGNA GROUP | 864 | $249.0M | 0.08% | |
| 65 | RTXRTX CORPORATION | 1,412 | $236.3M | 0.07% | |
| 66 | HCAHCA HEALTHCARE INC | 539 | $229.7M | 0.07% | |
| 67 | IAU*ISHARES GOLD TR | 3,123 | $227.3M | 0.07% | |
| 68 | DISDISNEY WALT CO | 1,978 | $226.4M | 0.07% | |
| 69 | VUGVANGUARD INDEX FDS | 453 | $217.3M | 0.07% | |
| 70 | ABBVABBVIE INC | 932 | $215.8M | 0.07% | |
| 71 | UNHUNITEDHEALTH GROUP INC | 609 | $210.3M | 0.06% | |
| 72 | CEGCONSTELLATION ENERGY CORP | 628 | $206.6M | 0.06% | |
| 73 | DSMBNY MELLON STRATEGIC MUN BD | 15,206 | $90.0M | 0.03% | |
| 74 | MRTMARTI TECHNOLOGIES INC | 35,000 | $71.4M | 0.02% |