13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001992748
Total reported value
$380.9M
$380.9M
72 檔
58.3%
In Q1 2026, CJM Wealth Advisers, Ltd.'s U.S. equity holdings reached a combined market value of $380.9M, distributed across 72 disclosed stock positions.
In Q1 2026, CJM Wealth Advisers, Ltd. displayed an active expansion posture, initiating 2 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.70% | -0.53% | -3.10% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.52% | +1.86% | +1.37% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.14% | -0.37% | -2.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.62% | — | -1.97% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 5.66% | +0.79% | +31.61% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.05% | -0.41% | -5.12% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.84% | +0.03% | -0.56% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.43% | -0.76% | -1.25% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.27% | +0.32% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.01% | -0.19% | -2.39% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.03% | +0.64% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | -0.03% | -0.69% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | — | +0.37% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.73% | -0.04% | -3.22% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | +0.01% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.04% | -0.13% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.10% | -1.91% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.01% | +4.89% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.01% | +20.32% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.07% | +5.14% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.03% | +33.84% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.01% | +199.33% | |
| 23 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.48% | -0.01% | -4.75% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.03% | +3.60% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.05% | +0.69% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.40% | -0.03% | -5.68% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.10% | +0.69% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.39% | -0.07% | +0.78% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.02% | +0.36% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.03% | +3.89% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.34% | +0.05% | +29.29% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | -0.01% | +1.93% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | -0.01% | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.03% | +0.31% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.27% | +0.21% | — | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | — | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.07% | -10.94% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | +1.98% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.20% | -0.06% | +8.20% | |
| 40 | GE | General Electric | Stock-Industrials | 0.19% | +0.02% | +0.61% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.01% | +23.77% | |
| 42 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.17% | -0.07% | — | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.17% | -0.05% | +11.96% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | -0.06% | — | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | -0.01% | — | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.16% | -0.01% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | +1.94% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.15% | -0.03% | +2.51% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.14% | — | -8.75% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.14% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +1.3% | +31.61% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -1.25% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | +199.33% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.97% | Trim |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -2.57% | Trim |
| 6 | IAU | Ishares Gold Trust | +0.1% | +29.29% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +33.84% | Add |
| 8 | CVX | Chevron CORP | +0.1% | +8.20% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +20.32% | Add |
| 10 | NEE | Nextera Energy Inc | +0.1% | +0.78% | Add |
| 11 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 12 | JNJ | Johnson & Johnson | +0.1% | +0.31% | Add |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | +4.89% | Add |
| 14 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 15 | VEA | Vanguard Ftse Developed ETF | 0% | -0.69% | Trim |
| 16 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.56% | Trim |
| 17 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +23.77% | Add |
| 19 | VZ | Verizon Communications Inc | 0% | -0.55% | Trim |
| 20 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 21 | VNQ | Vanguard Real Estate ETF | 0% | +25.74% | Add |
| 22 | CAT | Caterpillar Inc | 0% | -10.94% | Trim |
| 23 | T | At&t Inc | 0% | +1.92% | Add |
| 24 | VGSH | Vanguard Short-term Treasury | 0% | +11.96% | Add |
| 25 | WMT | Walmart Inc | 0% | +1.94% | Add |
| 26 | RTX | Rtx CORP | 0% | +2.51% | Add |
| 27 | PG | Procter & Gamble Co/the | 0% | +0.69% | Add |
| 28 | VBR | Vanguard Small-cap Value ETF | 0% | -1.91% | Trim |
| 29 | LIN | Linde plc | 0% | +2.37% | Add |
| 30 | AGG | Ishares Core U.s. Aggregate | 0% | +5.17% | Add |
| 31 | IWN | Ishares Russell 2000 Value E | 0% | -0.65% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | — | -0.13% | Trim |
| 33 | D | Dominion Energy Inc | — | +5.15% | Add |
| 34 | VOE | Vanguard Mid-cap Value ETF | — | -5.68% | Trim |
| 35 | HD | Home Depot Inc | — | +1.94% | Add |
| 36 | MRT | Marti Technologies Inc | — | — | Unchanged |
| 37 | VO | Vanguard Mid-cap ETF | — | +0.36% | Add |
| 38 | CI | THE Cigna Group | — | — | Unchanged |
| 39 | MCD | Mcdonald's CORP | — | -0.66% | Trim |
| 40 | HCA | Hca Healthcare Inc | — | — | Unchanged |
| 41 | AFL | Aflac Inc | — | — | Unchanged |
| 42 | SYK | Stryker CORP | — | +7.78% | Add |
| 43 | DSM | Bnym Strat Muni Bnd | — | +1.24% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | — | +5.16% | Add |
| 45 | ESGV | Vanguard Esg US Stock ETF | 0% | — | Unchanged |
| 46 | GOOGL | Alphabet Inc-cl A | 0% | +3.89% | Add |
| 47 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 48 | GE | General Electric | 0% | +0.61% | Add |
| 49 | TSLA | Tesla Inc | 0% | +0.67% | Add |
| 50 | VSGX | Vanguard Esg Intl Stock ETF | 0% | -8.75% | Trim |
According to official SEC Form 13F filings, CJM Wealth Advisers, Ltd. reported a total U.S. public equity portfolio value of $380.9M across 72 disclosed positions in Q1 2026.
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 58.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
META
市值: $326.7K
Top Position Liquidated / Trimmed
VTI
前期市值: $537.8K
During Q1 2026, CJM Wealth Advisers, Ltd.'s top holdings by market value included VOO (28.7%)、QQQ (15.5%)、IJH (11.1%). The largest single position, VOO, represented 28.7% of total portfolio value.
In Q1 2026, CJM Wealth Advisers, Ltd. made 63 total portfolio adjustments, initiating 2 new buys, adding to 38 positions, trimming 19 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.