CJM Wealth Advisers, Ltd.

Est. AUM

$328.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$94.2M	157657	28.70%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$51.0M	88301	15.52%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$36.6M	541370	11.14%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$21.7M	174853	6.62%	SOLE
5	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$18.6M	436751	5.66%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$13.3M	67767	4.05%	SOLE
7	VANGUARD INDEX FDS	SML CP GRW ETF	$9.3M	30810	2.84%	SOLE
8	EXXON MOBIL CORP	COM	$8.0M	46936	2.43%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.5M	15640	2.28%	SOLE
10	ISHARES TR	RUS 1000 GRW ETF	$6.6M	15447	2.01%	SOLE
11	APPLE INC	COM	$5.1M	19958	1.54%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.1M	63217	1.23%	SOLE
13	INTERNATIONAL BUSINESS MACHS	COM	$2.8M	11635	0.86%	SOLE
14	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.4M	9307	0.73%	SOLE
15	ISHARES TR	RUS 1000 VAL ETF	$2.3M	10548	0.69%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	10313	0.68%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	10203	0.68%	SOLE
18	ISHARES TR	RUSSELL 2000 ETF	$2.1M	8430	0.64%	SOLE
19	ALPHABET INC	CAP STK CL C	$2.0M	6939	0.61%	SOLE
20	MICROSOFT CORP	COM	$1.9M	5134	0.58%	SOLE
21	AMAZON COM INC	COM	$1.8M	8673	0.55%	SOLE
22	NVIDIA CORPORATION	COM	$1.7M	9866	0.52%	SOLE
23	T ROWE PRICE ETF INC	CAP APPRECIATION	$1.6M	44313	0.48%	SOLE
24	JPMORGAN CHASE & CO.	COM	$1.5M	5036	0.45%	SOLE
25	PROCTER AND GAMBLE CO	COM	$1.4M	9436	0.42%	SOLE
26	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	7195	0.40%	SOLE
27	QUALCOMM INC	COM	$1.3M	10262	0.40%	SOLE
28	NEXTERA ENERGY INC	COM	$1.3M	13930	0.39%	SOLE
29	VANGUARD INDEX FDS	MID CAP ETF	$1.2M	4145	0.36%	SOLE
30	ALPHABET INC	CAP STK CL A	$1.2M	4006	0.35%	SOLE
31	ISHARES GOLD TR	ISHARES NEW	$1.1M	12814	0.34%	SOLE
32	VISA INC	COM CL A	$1.1M	3531	0.33%	SOLE
33	ISHARES TR	RUS 1000 ETF	$1.0M	2926	0.32%	SOLE
34	JOHNSON & JOHNSON	COM	$949K	3881	0.29%	SOLE
35	KLA CORP	COM NEW	$883K	600	0.27%	SOLE
36	VANGUARD WORLD FD	ESG US STK ETF	$883K	7863	0.27%	SOLE
37	CATERPILLAR INC	COM	$762K	1075	0.23%	SOLE
38	ELI LILLY & CO	COM	$663K	721	0.20%	SOLE
39	CHEVRON CORP NEW	COM	$647K	3127	0.20%	SOLE
40	GE AEROSPACE	COM NEW	$608K	2143	0.19%	SOLE
41	SPDR S&P 500 ETF TR	TR UNIT	$572K	880	0.17%	SOLE
42	LEIDOS HOLDINGS INC	COM	$571K	3674	0.17%	SOLE
43	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$560K	9574	0.17%	SOLE
44	NORTHROP GRUMMAN CORP	COM	$551K	807	0.17%	SOLE
45	AUTOMATIC DATA PROCESSING IN	COM	$521K	2566	0.16%	SOLE
46	AFLAC INC	COM	$519K	4735	0.16%	SOLE
47	HOME DEPOT INC	COM	$501K	1524	0.15%	SOLE
48	RTX CORPORATION	COM	$481K	2494	0.15%	SOLE
49	VANGUARD WORLD FD	ESG INTL STK ETF	$473K	6598	0.14%	SOLE
50	GE VERNOVA INC	COM	$457K	523	0.14%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.