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CIK: 0001764581
Total reported value
$554.4M
$554.4M
82 檔
35.1%
As reported in its official Q2 2025 Form 13F filing, Cm Wealth Advisors LLC's tracked investment portfolio stood at $554.4M with 82 total positions.
During Q2 2025, Cm Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | ETF-Other | 21.67% | -0.49% | +0.56% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 14.49% | -0.72% | -1.24% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 9.11% | -0.70% | -4.49% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.79% | -0.17% | -5.28% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.26% | -0.16% | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.20% | -0.26% | -0.16% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.20% | +0.79% | +65.72% | |
| 8 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 3.43% | -0.04% | -6.66% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | -0.10% | -14.74% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.95% | -0.11% | +29.13% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.72% | -0.07% | -3.37% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.91% | -0.04% | +4.59% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.31% | -16.30% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.79% | -0.07% | -2.08% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | -0.03% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.01% | -9.07% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.03% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.02% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.03% | -14.63% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.44% | -0.77% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.57% | -0.01% | +0.21% | |
| 22 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.57% | +0.21% | +4.21% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | +0.03% | +24.54% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.43% | -0.05% | -1.01% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.02% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | +35.49% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.02% | -11.80% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.06% | -7.23% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.28% | -0.02% | +3.90% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.06% | -16.24% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.11% | — | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.25% | — | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.02% | +4.29% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.24% | -0.01% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.03% | -20.52% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.06% | -0.61% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | -0.01% | -16.42% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | -0.01% | +1.29% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.22% | +0.01% | -11.41% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.21% | -0.10% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.21% | -0.14% | -4.11% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.01% | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | — | -0.94% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.07% | -33.40% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.02% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | -0.05% | -3.24% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.16% | — | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.07% | -15.89% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | -0.01% | — |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 82 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including OEF, DIA, LECO) accounted for 35.1% of total reported equity market value during Q2 2025.
During Q2 2025, Cm Wealth Advisors LLC's top holdings by market value included OEF (21.7%)、DIA (14.5%)、LECO (9.1%). The largest single position, OEF, represented 21.7% of total portfolio value.
In Q2 2025, Cm Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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