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
$378.9M
$378.9M
78 檔
69.8%
As reported in its official Q2 2026 Form 13F filing, CJM Wealth Advisers, Ltd.'s tracked investment portfolio stood at $378.9M with 78 total positions.
In Q2 2026, CJM Wealth Advisers, Ltd. displayed an active expansion posture, initiating 7 new positions and adding to 33 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 | 28.17% | +0.04% | -0.91% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 17.38% | +0.04% | +1.83% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.77% | -1.12% | -1.72% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.62% | -0.73% | -2.76% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-Other | 6.45% | +0.87% | +14.15% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.64% | -0.12% | -6.14% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.87% | -0.41% | -2.89% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | +0.03% | -2.19% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.82% | +0.24% | +261.68% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -1.67% | EXIT | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.51% | +0.19% | -0.18% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.20% | -0.03% | +1.48% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | -0.18% | +0.41% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.70% | +0.02% | +3.92% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.69% | -0.05% | -8.04% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | -0.05% | -2.70% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | — | -2.97% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | -0.10% | -10.21% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.03% | -4.32% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.05% | -1.43% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.20% | +1.38% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | — | +0.45% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.48% | -0.17% | +900.00% | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.47% | -0.01% | -1.68% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.01% | -2.14% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | +0.55% | +51.76% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | -0.02% | — | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.37% | -0.02% | -1.18% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.01% | +1.19% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.34% | -0.01% | +283.11% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.32% | -0.04% | +1.11% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.01% | +0.17% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.31% | +0.01% | — | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | -0.09% | -0.37% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.27% | -0.03% | -0.22% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | +0.02% | +1.06% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.01% | +1.25% | |
| 39 | GE | General Electric | Stock-Industrials | 0.21% | -0.03% | +0.51% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.16% | -0.01% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | -0.03% | -7.61% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | +0.02% | — | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.15% | -0.01% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.02% | +1.18% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.14% | — | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.14% | — | +21.99% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.14% | +0.03% | +0.19% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.13% | — | +0.04% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.12% | — | +0.04% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | +32.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.9% | +1.83% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.8% | +14.15% | Add |
| 3 | KLAC | Kla CORP | +0.2% | +900.00% | Add |
| 4 | QCOM | Qualcomm Inc | +0.1% | +0.45% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 6 | CAT | Caterpillar Inc | +0.1% | -0.37% | Trim |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 8 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 9 | MTB | M & T Bank CORP | +0.1% | NEW | New buy |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 11 | IAU | Ishares Gold Trust | +0.1% | +51.76% | Add |
| 12 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 13 | HBAN | Huntington Bancshares Inc | +0.1% | NEW | New buy |
| 14 | VBK | Vanguard Small-cap Grwth ETF | 0% | -2.89% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 16 | LLY | Eli Lilly & Co | 0% | +1.25% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | +32.62% | Add |
| 18 | GE | General Electric | 0% | +0.51% | Add |
| 19 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 20 | VNQ | Vanguard Real Estate ETF | 0% | +21.99% | Add |
| 21 | IWD | Ishares Russell 1000 Value E | 0% | +3.92% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -2.97% | Trim |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -2.70% | Trim |
| 24 | VUG | Vanguard Growth ETF | 0% | +518.35% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | — | -2.76% | Trim |
| 26 | IBM | Intl Business Machines CORP | — | +0.41% | Add |
| 27 | ESGV | Vanguard Esg US Stock ETF | — | -0.22% | Trim |
| 28 | IWN | Ishares Russell 2000 Value E | — | +0.04% | Add |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | — | — | Unchanged |
| 30 | TSLA | Tesla Inc | — | +4.84% | Add |
| 31 | SCHM | Schwab US Mid Cap ETF | — | — | Unchanged |
| 32 | LIN | Linde plc | — | +2.31% | Add |
| 33 | D | Dominion Energy Inc | — | -4.01% | Trim |
| 34 | CI | THE Cigna Group | — | — | Unchanged |
| 35 | DSM | Bnym Strat Muni Bnd | — | +1.36% | Add |
| 36 | NVDA | Nvidia CORP | 0% | -1.43% | Trim |
| 37 | TCAF | T Rowe Prc Cap Appreciation | 0% | -1.68% | Trim |
| 38 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | 0% | +0.17% | Add |
| 40 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 41 | HD | Home Depot Inc | 0% | +1.18% | Add |
| 42 | AFL | Aflac Inc | 0% | — | Unchanged |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -7.61% | Trim |
| 44 | META | Meta Platforms Inc-class A | 0% | +9.46% | Add |
| 45 | MRT | Marti Technologies Inc | 0% | — | Unchanged |
| 46 | AXP | American Express Co | 0% | -3.97% | Trim |
| 47 | IBIT | Ishares Bitcoin Trust ETF | 0% | +11.44% | Add |
| 48 | VO | Vanguard Mid-cap ETF | 0% | +283.11% | Add |
| 49 | MCD | Mcdonald's CORP | 0% | +0.08% | Add |
| 50 | ORCL | Oracle CORP | 0% | -9.78% | Trim |
According to official SEC Form 13F filings, CJM Wealth Advisers, Ltd. reported a total U.S. public equity portfolio value of $378.9M across 78 disclosed positions in Q2 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 69.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
SCHF
市值: $388.8K
Top Position Liquidated / Trimmed
HCA
前期市值: $225.7K
During Q2 2026, CJM Wealth Advisers, Ltd.'s top holdings by market value included VOO (28.2%)、QQQ (17.4%)、IJH (10.8%). The largest single position, VOO, represented 28.2% of total portfolio value.
In Q2 2026, CJM Wealth Advisers, Ltd. made 68 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 27 holdings, and fully liquidating 1 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.