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Cm Wealth Advisors LLC

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
Airbnb, Inc.—$428.2K3,1550.1%
SCHWAB STRATEGIC TR—$429.7K15,6670.1%
WASTE MANAGEMENT INC—$435.0K1,9800.1%
Union Pacific Corp—$438.8K1,8970.1%
Walmart Inc.—$442.7K3,9650.1%
Air Products & Chemicals, Inc.—$443.9K1,7970.1%
TEXAS INSTRUMENTS INC—$459.7K2,6500.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$463.0K1,5770.1%
ISHARES TR—$476.1K6,1410.1%
ISHARES TR—$484.3K1,2520.1%
DANAHER CORP /DE—$506.9K2,2110.1%
SHOPIFY INC—$518.3K3,2200.1%
SPDR GOLD TR—$524.7K1,3240.1%
Arista Networks, Inc.ANETCommon Stock$534.1K4,0760.1%
General Motors Co—$544.6K6,6970.1%
CAPITAL ONE FINANCIAL CORP—$559.1K2,3070.1%
WISDOMTREE TR—$563.4K6,3000.1%
ASML HOLDING N V—$569.2K5320.1%
VANGUARD INDEX FDS—$582.1K3,0480.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$582.5K1,9120.1%
PEPSICO INC—$582.8K4,0220.1%
JOHNSON & JOHNSON—$587.3K2,8380.1%
Blackstone Inc—$616.1K3,9970.1%
ServiceNow Inc—$641.1K4,1850.1%
KEYCORP /NEW—$646.5K31,3240.1%
SHERWIN WILLIAMS CO—$654.2K2,0190.1%
INTERNATIONAL BUSINESS MACHINES CORP—$676.5K2,2840.2%
BANK OF AMERICA CORP /DE—$690.1K12,5480.2%
VANGUARD WHITEHALL FDS—$720.0K5,0170.2%
CHEVRON CORP—$720.4K4,7270.2%
AMERICAN INTERNATIONAL GROUP, INC.—$743.3K8,6890.2%
ISHARES TR—$749.9K6,5940.2%
ISHARES TR—$765.7K13,9960.2%
NORFOLK SOUTHERN CORP—$777.5K2,6930.2%
INTUIT INC.—$812.1K1,2260.2%
Intuitive Surgical Inc—$823.5K1,4540.2%
MCDONALD'S CORP—$865.2K2,8310.2%
Tesla Inc—$865.3K1,9240.2%
SCHWAB STRATEGIC TR—$875.6K32,5380.2%
S&P Global Inc.—$884.7K1,6930.2%
SCHWAB STRATEGIC TR—$890.3K30,0660.2%
AbbVie Inc.—$892.3K3,9050.2%
Northrop Grumman Corp—$892.4K1,5650.2%
VANGUARD WORLD FD—$912.9K7,5470.2%
CAMECO CORP—$914.9K10,0000.2%
Mastercard Inc—$918.0K1,6080.2%
PROCTER & GAMBLE Co—$933.1K6,5110.2%
EXXON MOBIL CORP—$1.06M8,8000.2%
Netflix Inc—$1.08M11,4970.2%
ISHARES TR—$1.08M12,0640.2%
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