CJM Wealth Advisers, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, CJM Wealth Advisers, Ltd. held in its portfolio 74 assets valued at $334,305,870 (i.e. $334.31M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($102.03M), INVESCO QQQ TR ($53.51M), and ISHARES TR ($36.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CJM Wealth Advisers, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 162695 | 102030656 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 87109 | 53511704 | UNIT SER 1 |
| ISHARES TR | 555652 | 36673021 | CORE S&P MCP ETF |
| ISHARES TR | 178360 | 21435247 | CORE S&P SCP ETF |
| CAPITAL GROUP DIVIDEND VALUE | 331859 | 14482346 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 71425 | 13641542 | VALUE ETF |
| VANGUARD INDEX FDS | 30984 | 9360520 | SML CP GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 15590 | 7836558 | CL B NEW |
| ISHARES TR | 15825 | 7489865 | RUS 1000 GRW ETF |
| EXXON MOBIL CORP | 47528 | 5719511 | COM |
| APPLE INC | 19831 | 5391332 | COM |
| VANGUARD TAX-MANAGED FDS | 63653 | 3976395 | VAN FTSE DEV MKT |
| INTERNATIONAL BUSINESS MACHS | 11592 | 3433773 | COM |
| VANGUARD INDEX FDS | 9617 | 2684387 | MCAP GR IDXVIP |
| MICROSOFT CORP | 4883 | 2361580 | COM |
| VANGUARD SPECIALIZED FUNDS | 10326 | 2269351 | DIV APP ETF |
| ISHARES TR | 10548 | 2218598 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 10402 | 2203144 | SM CP VAL ETF |
| ISHARES TR | 8037 | 1978279 | RUSSELL 2000 ETF |
| ALPHABET INC | 5767 | 1809619 | CAP STK CL C |
| T ROWE PRICE ETF INC | 46524 | 1778163 | CAP APPRECIATION |
| QUALCOMM INC | 10192 | 1743411 | COM |
| JPMORGAN CHASE & CO. | 4861 | 1566307 | COM |
| AMAZON COM INC | 6480 | 1495714 | COM |
| VANGUARD INDEX FDS | 7628 | 1352934 | MCAP VL IDXVIP |
| PROCTER AND GAMBLE CO | 9371 | 1342998 | COM |
| VISA INC | 3464 | 1215032 | COM CL A |
| ALPHABET INC | 3856 | 1206988 | CAP STK CL A |
| VANGUARD INDEX FDS | 4130 | 1198700 | MID CAP ETF |
| NEXTERA ENERGY INC | 13822 | 1109651 | COM |
| ISHARES TR | 2926 | 1092685 | RUS 1000 ETF |
| VANGUARD WORLD FD | 7863 | 951159 | ESG US STK ETF |
| ISHARES GOLD TR | 9911 | 804480 | ISHARES NEW |
| JOHNSON & JOHNSON | 3869 | 800728 | COM |
| ELI LILLY & CO | 707 | 759674 | COM |
| KLA CORP | 600 | 729048 | COM NEW |
| CATERPILLAR INC | 1207 | 691242 | COM |
| LEIDOS HOLDINGS INC | 3674 | 662790 | COM |
| AUTOMATIC DATA PROCESSING IN | 2566 | 660052 | COM |
| GE AEROSPACE | 2130 | 656197 | COM NEW |
| NVIDIA CORPORATION | 3296 | 614734 | COM |
| VANGUARD INDEX FDS | 1604 | 537820 | TOTAL STK MKT |
| AFLAC INC | 4735 | 522128 | COM |
| VANGUARD WORLD FD | 7231 | 517905 | ESG INTL STK ETF |
| HOME DEPOT INC | 1495 | 514430 | COM |
| VANGUARD SCOTTSDALE FDS | 8551 | 502200 | SHORT TERM TREAS |
| SPDR S&P 500 ETF TR | 711 | 484691 | TR UNIT |
| NORTHROP GRUMMAN CORP | 807 | 460292 | COM |
| ORACLE CORP | 2306 | 449462 | COM |
| RTX CORPORATION | 2433 | 446212 | COM |
| CHEVRON CORP NEW | 2890 | 440495 | COM |
| ISHARES BITCOIN TRUST ETF | 8861 | 439935 | SHS BEN INT |
| ISHARES TR | 2292 | 415259 | RUS 2000 VAL ETF |
| ISHARES TR | 4103 | 409809 | CORE US AGGBD ET |
| WALMART INC | 3404 | 379240 | COM |
| MCDONALDS CORP | 1214 | 371186 | COM |
| AMERICAN EXPRESS CO | 963 | 356262 | COM |
| GE VERNOVA INC | 523 | 341845 | COM |
| AT&T INC | 13465 | 334464 | COM |
| VANGUARD INDEX FDS | 3663 | 324166 | REAL ESTATE ETF |
| ISHARES TR | 446 | 305141 | CORE S&P500 ETF |
| STRYKER CORPORATION | 810 | 284691 | COM |
| VERIZON COMMUNICATIONS INC | 6968 | 283796 | COM |
| TESLA INC | 595 | 267778 | COM |
| DOMINION ENERGY INC | 4292 | 251491 | COM |
| LINDE PLC | 549 | 234088 | SHS |
| DISNEY WALT CO | 1978 | 224982 | COM |
| HCA HEALTHCARE INC | 477 | 222654 | COM |
| VANGUARD INDEX FDS | 453 | 221001 | GROWTH ETF |
| CONSTELLATION ENERGY CORP | 620 | 219149 | COM |
| ABBVIE INC | 943 | 215502 | COM |
| THE CIGNA GROUP | 761 | 209450 | COM |
| BNY MELLON STRATEGIC MUN BD | 15443 | 95281 | COM |
| MARTI TECHNOLOGIES INC | 35000 | 82950 | SHS CL A |
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