Institutions / CJM Wealth Advisers, Ltd.
CJM Wealth Advisers, Ltd.
CIK 1992748 · Institution · as of Dec 31, 2025
Portfolio value
$334.31M
Positions
74
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 74 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $102.03M | 30.5% |
| Invesco Qqq Tr | $53.51M | 16.0% |
| iShares Tr | $36.67M | 11.0% |
| iShares Tr | $21.44M | 6.4% |
| Capital Group Dividend Value | $14.48M | 4.3% |
| Vanguard Index Fds | $13.64M | 4.1% |
| Vanguard Index Fds | $9.36M | 2.8% |
| Warren E. Buffett | $7.84M | 2.3% |
| iShares Tr | $7.49M | 2.2% |
| Exxon Mobil Corp | $5.72M | 1.7% |
| Apple Inc. | $5.39M | 1.6% |
| Vanguard Tax-Managed Fds | $3.98M | 1.2% |
| International Business Machines Corp | $3.43M | 1.0% |
| Vanguard Index Fds | $2.68M | 0.8% |
| Microsoft Corp | $2.36M | 0.7% |
| Vanguard Specialized Funds | $2.27M | 0.7% |
| iShares Tr | $2.22M | 0.7% |
| Vanguard Index Fds | $2.20M | 0.7% |
| iShares Tr | $1.98M | 0.6% |
| Alphabet Inc. | $1.81M | 0.5% |
| T Rowe Price ETF Inc | $1.78M | 0.5% |
| Qualcomm INC/DE | $1.74M | 0.5% |
| JPMorgan Chase & Co | $1.57M | 0.5% |
| Amazon.com Inc | $1.50M | 0.4% |
| Vanguard Index Fds | $1.35M | 0.4% |
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.