Cm Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $865.3K | 0.2% |
| MCDONALD'S CORP | $865.2K | 0.2% |
| Intuitive Surgical Inc | $823.5K | 0.2% |
| INTUIT INC. | $812.1K | 0.2% |
| NORFOLK SOUTHERN CORP | $777.5K | 0.2% |
| ISHARES TR | $765.7K | 0.2% |
| ISHARES TR | $749.9K | 0.2% |
| AMERICAN INTERNATIONAL GROUP, INC. | $743.3K | 0.2% |
| CHEVRON CORP | $720.4K | 0.2% |
| VANGUARD WHITEHALL FDS | $720.0K | 0.2% |
| BANK OF AMERICA CORP /DE | $690.1K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $676.5K | 0.2% |
| SHERWIN WILLIAMS CO | $654.2K | 0.1% |
| KEYCORP /NEW | $646.5K | 0.1% |
| ServiceNow Inc | $641.1K | 0.1% |
| Blackstone Inc | $616.1K | 0.1% |
| JOHNSON & JOHNSON | $587.3K | 0.1% |
| PEPSICO INC | $582.8K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $582.5K | 0.1% |
| VANGUARD INDEX FDS | $582.1K | 0.1% |
| ASML HOLDING N V | $569.2K | 0.1% |
| WISDOMTREE TR | $563.4K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $559.1K | 0.1% |
| General Motors Co | $544.6K | 0.1% |
| Arista Networks, Inc.ANET | $534.1K | 0.1% |
| SPDR GOLD TR | $524.7K | 0.1% |
| SHOPIFY INC | $518.3K | 0.1% |
| DANAHER CORP /DE | $506.9K | 0.1% |
| ISHARES TR | $484.3K | 0.1% |
| ISHARES TR | $476.1K | 0.1% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $463.0K | 0.1% |
| TEXAS INSTRUMENTS INC | $459.7K | 0.1% |
| Air Products & Chemicals, Inc. | $443.9K | 0.1% |
| Walmart Inc. | $442.7K | 0.1% |
| Union Pacific Corp | $438.8K | 0.1% |
| WASTE MANAGEMENT INC | $435.0K | 0.1% |
| SCHWAB STRATEGIC TR | $429.7K | 0.1% |
| Airbnb, Inc. | $428.2K | 0.1% |
| Morgan Stanley | $421.3K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $418.4K | 0.1% |
| SPDR S&P MIDCAP 400 ETF TR | $414.7K | 0.1% |
| LAM RESEARCH CORP | $414.5K | 0.1% |
| LOWES COMPANIES INC | $413.8K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $412.2K | 0.1% |
| VANGUARD INDEX FDS | $407.9K | 0.1% |
| TransDigm Group Inc. | $396.3K | 0.1% |
| MSCI Inc. | $387.8K | 0.1% |
| MARTIN MARIETTA MATERIALS INC | $370.5K | 0.1% |
| COCA COLA CO | $358.6K | 0.1% |
| BOSTON SCIENTIFIC CORP | $352.8K | 0.1% |