Cm Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $2.11M | 0.5% |
| Visa Inc | $1.91M | 0.4% |
| JPMORGAN CHASE & CO | $1.91M | 0.4% |
| ABRDN FDS | $1.78M | 0.4% |
| ABBOTT LABORATORIES | $1.72M | 0.4% |
| ISHARES GOLD TR | $1.71M | 0.4% |
| Warren E. Buffett | $1.40M | 0.3% |
| ISHARES TR | $1.36M | 0.3% |
| Broadcom Inc. | $1.32M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $1.31M | 0.3% |
| CISCO SYSTEMS, INC. | $1.22M | 0.3% |
| VANGUARD INDEX FDS | $1.13M | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $1.10M | 0.2% |
| ISHARES TR | $1.08M | 0.2% |
| Netflix Inc | $1.08M | 0.2% |
| EXXON MOBIL CORP | $1.06M | 0.2% |
| PROCTER & GAMBLE Co | $933.1K | 0.2% |
| Mastercard Inc | $918.0K | 0.2% |
| CAMECO CORP | $914.9K | 0.2% |
| VANGUARD WORLD FD | $912.9K | 0.2% |
| Northrop Grumman Corp | $892.4K | 0.2% |
| AbbVie Inc. | $892.3K | 0.2% |
| SCHWAB STRATEGIC TR | $890.3K | 0.2% |
| S&P Global Inc. | $884.7K | 0.2% |
| SCHWAB STRATEGIC TR | $875.6K | 0.2% |