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CIK: 0001764581
Total reported value
$554.4M
$554.4M
89 檔
39.0%
At the close of Q3 2025, Cm Wealth Advisors LLC disclosed equity holdings valued at approximately $554.4M, spread across 89 reported holdings.
Cm Wealth Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 7 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including OEF, DIA, LECO) accounted for 39.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | ETF-Other | 21.56% | -0.49% | +1.55% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 13.56% | -0.72% | -0.76% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 8.85% | -0.70% | -4.56% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.54% | -0.17% | -0.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.45% | +0.79% | +59.10% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.94% | -0.26% | +0.55% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.92% | -0.16% | -0.41% | |
| 8 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 3.51% | -0.04% | +9.69% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | -0.10% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.61% | -0.11% | -5.30% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.49% | -0.07% | -4.99% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.04% | -6.32% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.64% | -0.07% | -8.56% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.31% | -10.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.03% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.03% | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.01% | +1.05% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.44% | -10.38% | |
| 19 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.62% | +0.21% | +2.58% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.02% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.03% | +0.46% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.57% | -0.01% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | +0.03% | +8.22% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.50% | -0.05% | +16.29% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.06% | +40.05% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.10% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.02% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.02% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.02% | +11.60% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | -1.91% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.25% | -0.01% | — | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.24% | — | -3.80% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.23% | -0.10% | — | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | -0.01% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | +0.06% | -2.17% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | -0.01% | — | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | -0.11% | -1.91% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.03% | +0.57% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.01% | — | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.20% | +0.01% | +2.36% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.06% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.14% | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.01% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.07% | — | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.02% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.01% | -46.98% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.17% | -0.05% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.07% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | -0.04% | — |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 89 disclosed positions in Q3 2025.
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Top New Position Initiated
SPY
市值: $2.3M
Top Position Liquidated / Trimmed
AWK
前期市值: $426.2K
During Q3 2025, Cm Wealth Advisors LLC's top holdings by market value included OEF (21.6%)、DIA (13.6%)、LECO (8.8%). The largest single position, OEF, represented 21.6% of total portfolio value.
In Q3 2025, Cm Wealth Advisors LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 15 positions, trimming 17 holdings, and fully liquidating 7 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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