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CIK: 0001992748
Total reported value
$380.9M
$380.9M
74 檔
59.2%
During the Q3 2025 filing period, CJM Wealth Advisers, Ltd. (CIK: 0001992748) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $380.9M across 74 reported positions.
CJM Wealth Advisers, Ltd. executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.58% | -0.53% | -1.19% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 16.31% | +1.86% | -4.51% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.10% | -0.37% | -0.16% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.56% | — | -12.51% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.71% | -0.41% | -10.86% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.82% | +0.03% | +72.44% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.81% | +0.79% | +150.05% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | -0.27% | +6.12% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.36% | -0.19% | -3.75% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.76% | +4.05% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.03% | -5.82% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | -0.03% | +8.14% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | — | +0.44% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.87% | -0.04% | +0.01% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.07% | +0.30% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.04% | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.67% | -0.10% | -6.86% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | +0.01% | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.01% | -0.11% | |
| 20 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.54% | -0.01% | — | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.10% | +0.52% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.03% | +29.08% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.05% | -3.01% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.01% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.03% | +0.65% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.42% | -0.03% | +0.08% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.01% | -0.46% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | -0.02% | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.33% | -0.01% | -7.32% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | -0.07% | +0.55% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | -8.43% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.30% | — | -5.59% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.03% | +48.70% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.03% | +156.52% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.23% | -0.01% | — | |
| 36 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.21% | -0.07% | — | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.21% | -0.05% | +1.98% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.01% | -25.69% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.20% | +0.21% | +0.83% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.20% | -0.02% | +0.61% | |
| 41 | GE | General Electric | Stock-Industrials | 0.20% | +0.02% | +21.38% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | -1.24% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | +0.07% | +0.08% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.03% | +0.71% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.16% | -0.06% | -5.44% | |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.15% | — | +14.69% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | +0.42% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.12% | — | +0.04% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.12% | +0.02% | -33.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +2.3% | +150.05% | Add |
| 2 | VBK | Vanguard Small-cap Grwth ETF | +1.2% | +72.44% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | +0.30% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | +29.08% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.14% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.1% | +156.52% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | — | Trim |
| 8 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.75% | Trim |
| 9 | ORCL | Oracle CORP | +0.1% | +0.61% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +48.70% | Add |
| 11 | GE | General Electric | +0.1% | +21.38% | Add |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +14.69% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.43% | Trim |
| 14 | KLAC | Kla CORP | +0.1% | +0.83% | Add |
| 15 | NVDA | Nvidia CORP | 0% | -25.69% | Trim |
| 16 | CAT | Caterpillar Inc | 0% | +0.08% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | -0.11% | Trim |
| 18 | LDOS | Leidos Holdings Inc | 0% | — | Unchanged |
| 19 | VOT | Vanguard Mid-cap Growth ETF | 0% | +0.01% | Trim |
| 20 | IBM | Intl Business Machines CORP | — | +0.44% | Add |
| 21 | TCAF | T Rowe Prc Cap Appreciation | — | — | Trim |
| 22 | ESGV | Vanguard Esg US Stock ETF | — | -5.59% | Trim |
| 23 | VO | Vanguard Mid-cap ETF | 0% | — | Trim |
| 24 | IWB | Ishares Russell 1000 ETF | 0% | -7.32% | Trim |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 26 | QCOM | Qualcomm Inc | 0% | +0.52% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +0.65% | Trim |
| 28 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.08% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | — | Trim |
| 31 | T | At&t Inc | -0.1% | -45.47% | Trim |
| 32 | VNQ | Vanguard Real Estate ETF | -0.1% | -33.05% | Trim |
| 33 | AAPL | Apple Inc | -0.1% | -5.82% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.2% | -3.01% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +6.12% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | -0.5% | -1.19% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -0.16% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -4.51% | Trim |
| 39 | VTV | Vanguard Value ETF | -0.8% | -10.86% | Trim |
| 40 | GEV | GE Vernova Inc | — | NEW | New buy |
| 41 | TSLA | Tesla Inc | — | NEW | New buy |
| 42 | SAIC | Science Applications Inte | — | EXIT | Sold out |
| 43 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 44 | RTX | Rtx CORP | — | NEW | New buy |
| 45 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 46 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 47 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 48 | ABBV | Abbvie Inc | — | NEW | New buy |
| 49 | CEG | Constellation Energy | — | NEW | New buy |
| 50 | INDV | Indivior Pharmaceuticals, Inc. | — | EXIT | Sold out |
According to official SEC Form 13F filings, CJM Wealth Advisers, Ltd. reported a total U.S. public equity portfolio value of $380.9M across 74 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, IJH) accounted for 59.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEV
市值: $324.7K
Top Position Liquidated / Trimmed
SAIC
前期市值: $264.3K
During Q3 2025, CJM Wealth Advisers, Ltd.'s top holdings by market value included VOO (30.6%)、QQQ (16.3%)、IJH (11.1%). The largest single position, VOO, represented 30.6% of total portfolio value.
In Q3 2025, CJM Wealth Advisers, Ltd. made 47 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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