CM WEALTH ADVISORS LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$442.6B
Holdings
138
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (138 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WFCWELLS FARGO CO NEW | 3,728 | $347.0M | 0.08% | |
| 102 | LHLABCORP HOLDINGS INC | 1,375 | $344.0M | 0.08% | |
| 103 | DEDEERE & CO | 723 | $337.0M | 0.08% | |
| 104 | VOTVANGUARD INDEX FDS | 1,177 | $328.0M | 0.07% | |
| 105 | NUENUCOR CORP | 1,943 | $318.0M | 0.07% | |
| 106 | FICOFAIR ISAAC CORP | 187 | $316.0M | 0.07% | |
| 107 | ICEINTERCONTINENTAL EXCHANGE IN | 1,931 | $312.0M | 0.07% | |
| 108 | RTXRTX CORPORATION | 1,700 | $311.0M | 0.07% | |
| 109 | INTCINTEL CORP | 8,448 | $311.0M | 0.07% | |
| 110 | MDTMEDTRONIC PLC | 3,210 | $310.0M | 0.07% | |
| 111 | NEENEXTERA ENERGY INC | 3,800 | $305.0M | 0.07% | |
| 112 | PFEPFIZER INC | 12,251 | $305.0M | 0.07% | |
| 113 | SBUXSTARBUCKS CORP | 3,560 | $299.0M | 0.07% | |
| 114 | FERGFERGUSON ENTERPRISES INC | 1,327 | $295.0M | 0.07% | |
| 115 | BXSLBLACKSTONE SECD LENDING FD | 10,860 | $294.0M | 0.07% | |
| 116 | NVRNVR INC | 40 | $291.0M | 0.07% | |
| 117 | UNHUNITEDHEALTH GROUP INC | 853 | $281.0M | 0.06% | |
| 118 | CSXCSX CORP | 7,763 | $281.0M | 0.06% | |
| 119 | EXREXTRA SPACE STORAGE INC | 2,150 | $279.0M | 0.06% | |
| 120 | GEGE AEROSPACE | 891 | $274.0M | 0.06% | |
| 121 | BACVERIZON COMMUNICATIONS INC | 6,618 | $269.0M | 0.06% | |
| 122 | DISDISNEY WALT CO | 2,324 | $266.0M | 0.06% | |
| 123 | PLTRPALANTIR TECHNOLOGIES INC | 1,499 | $266.0M | 0.06% | |
| 124 | COOCOOPER COS INC | 3,179 | $260.0M | 0.06% | |
| 125 | RRXREGAL REXNORD CORPORATION | 1,828 | $257.0M | 0.06% | |
| 126 | HDHOME DEPOT INC | 720 | $247.0M | 0.06% | |
| 127 | HCAHCA HEALTHCARE INC | 528 | $246.0M | 0.06% | |
| 128 | FDXFEDEX CORP | 842 | $244.0M | 0.06% | |
| 129 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,746 | $240.0M | 0.05% | |
| 130 | IJHISHARES TR | 3,588 | $236.0M | 0.05% | |
| 131 | FANGDIAMONDBACK ENERGY INC | 1,558 | $234.0M | 0.05% | |
| 132 | COPCONOCOPHILLIPS | 2,476 | $231.0M | 0.05% | |
| 133 | AMDADVANCED MICRO DEVICES INC | 1,053 | $225.0M | 0.05% | |
| 134 | ORCLORACLE CORP | 1,120 | $218.0M | 0.05% | |
| 135 | SYYSYSCO CORP | 2,811 | $207.0M | 0.05% | |
| 136 | LINLINDE PLC | 478 | $203.0M | 0.05% | |
| 137 | TNGYTORTOISE CAPITAL SERIES TRUS | 14,608 | $133.0M | 0.03% | |
| 138 | NWLNEWELL BRANDS INC | 14,866 | $55.0M | 0.01% |
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