Cjm Wealth Advisers, Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$328.3M
Q ending 2026-03-31
Prior quarter
$334.3M
Q ending 2025-12-31
Change
-1.8% QoQ · +15.9% YoY
Positions
72
reported holdings
Largest positions
All 72 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $94.2M | 158K |
| Invesco Qqq Tr | QQQ | Shares | $51.0M | 88K |
| Ishares Tr | IJH | Shares | $36.6M | 541K |
| Ishares Tr | IJR | Shares | $21.7M | 175K |
| Capital Group Dividend Value | CGDV | Shares | $18.6M | 437K |
| Vanguard Index Fds | VTV | Shares | $13.3M | 68K |
| Vanguard Index Fds | VBK | Shares | $9.3M | 31K |
| Exxon Mobil Corp | XOM | Shares | $8.0M | 47K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.5M | 16K |
| Ishares Tr | IWF | Shares | $6.6M | 15K |
| Apple Inc | AAPL | Shares | $5.1M | 20K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.1M | 63K |
| International Business Machs | IBM | Shares | $2.8M | 12K |
| Vanguard Index Fds | VOT | Shares | $2.4M | 9K |
| Ishares Tr | IWD | Shares | $2.3M | 11K |
| Vanguard Specialized Funds | VIG | Shares | $2.2M | 10K |
| Vanguard Index Fds | VBR | Shares | $2.2M | 10K |
| Ishares Tr | IWM | Shares | $2.1M | 8K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Microsoft Corp | MSFT | Shares | $1.9M | 5K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Nvidia Corporation | NVDA | Shares | $1.7M | 10K |
| T Rowe Price Etf Inc | TCAF | Shares | $1.6M | 44K |
| Jpmorgan Chase & Co. | JPM | Shares | $1.5M | 5K |
| Procter And Gamble Co | PG | Shares | $1.4M | 9K |
| Vanguard Index Fds | VOE | Shares | $1.3M | 7K |
| Qualcomm Inc | QCOM | Shares | $1.3M | 10K |
| Nextera Energy Inc | NEE | Shares | $1.3M | 14K |
| Vanguard Index Fds | VO | Shares | $1.2M | 4K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Ishares Gold Tr | IAU | Shares | $1.1M | 13K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Ishares Tr | IWB | Shares | $1.0M | 3K |
| Johnson & Johnson | JNJ | Shares | $949K | 4K |
| Kla Corp | KLAC | Shares | $883K | 600 |
| Vanguard World Fd | ESGV | Shares | $883K | 8K |
| Caterpillar Inc | CAT | Shares | $762K | 1K |
| Eli Lilly & Co | LLY | Shares | $663K | 721 |
| Chevron Corp New | CVX | Shares | $647K | 3K |
| Ge Aerospace | GE | Shares | $608K | 2K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $572K | 880 |
| Leidos Holdings Inc | LDOS | Shares | $571K | 4K |
| Vanguard Scottsdale Fds | VGSH | Shares | $560K | 10K |
| Northrop Grumman Corp | NOC | Shares | $551K | 807 |
| Automatic Data Processing In | ADP | Shares | $521K | 3K |
| Aflac Inc | AFL | Shares | $519K | 5K |
| Home Depot Inc | HD | Shares | $501K | 2K |
| Rtx Corporation | RTX | Shares | $481K | 2K |
| Vanguard World Fd | VSGX | Shares | $473K | 7K |
| Ge Vernova Inc | GEV | Shares | $457K | 523 |
| Ishares Tr | IWN | Shares | $432K | 2K |
| Walmart Inc | WMT | Shares | $431K | 3K |
| Ishares Tr | AGG | Shares | $428K | 4K |
| Vanguard Index Fds | VNQ | Shares | $409K | 5K |
| At&T Inc | T | Shares | $398K | 14K |
| Oracle Corp | ORCL | Shares | $376K | 3K |
| Mcdonalds Corp | MCD | Shares | $375K | 1K |
| Verizon Communications Inc | VZ | Shares | $348K | 7K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $340K | 9K |
| Meta Platforms Inc | META | Shares | $327K | 571 |
| Ishares Tr | IVV | Shares | $306K | 469 |
| American Express Co | AXP | Shares | $289K | 957 |
| Stryker Corporation | SYK | Shares | $287K | 873 |
| Dominion Energy Inc | D | Shares | $279K | 5K |
| Linde Plc | Shares | $279K | 562 | |
| Hca Healthcare Inc | HCA | Shares | $226K | 477 |
| Tesla Inc | TSLA | Shares | $223K | 599 |
| Vanguard Index Fds | VUG | Shares | $207K | 474 |
| Schwab Strategic Tr | SCHM | Shares | $205K | 7K |
| The Cigna Group | CI | Shares | $203K | 761 |
| Bny Mellon Strategic Mun Bd | DSM | Shares | $94K | 16K |
| Marti Technologies Inc | MRT | Shares | $70K | 35K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.