Institutions / Cm Wealth Advisors LLC
Cm Wealth Advisors LLC
CIK 1764581 · Institution · as of Dec 31, 2025
Portfolio value
$442.56M
Positions
138
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 138 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $84.81M | 19.2% |
| SPDR Dow Jones Indl Average | $52.54M | 11.9% |
| Lincoln Electric Holdings Inc | $33.98M | 7.7% |
| iShares Tr | $27.03M | 6.1% |
| Vanguard Index Fds | $25.30M | 5.7% |
| iShares Tr | $19.27M | 4.4% |
| Vanguard Specialized Funds | $18.97M | 4.3% |
| NVIDIA Corp | $16.88M | 3.8% |
| Invesco Exchange Traded Fd T | $13.93M | 3.1% |
| Apple Inc. | $11.01M | 2.5% |
| Invesco Exchange Traded Fd T | $10.44M | 2.4% |
| iShares Tr | $9.77M | 2.2% |
| Microsoft Corp | $8.79M | 2.0% |
| iShares Tr | $6.58M | 1.5% |
| Alphabet Inc. | $5.77M | 1.3% |
| Alphabet Inc. | $4.01M | 0.9% |
| ELI LILLY & Co | $3.14M | 0.7% |
| Meta Platforms Inc | $3.02M | 0.7% |
| Amazon.com Inc | $2.97M | 0.7% |
| SPDR S&P 500 ETF Tr | $2.85M | 0.6% |
| iShares Tr | $2.69M | 0.6% |
| Vanguard Index Fds | $2.64M | 0.6% |
| nCino Inc. | $2.42M | 0.5% |
| Park Ohio Holdings CorpPKOH | $2.31M | 0.5% |
| SPDR Series Trust | $2.20M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.