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CIK: 0001764581
Total reported value
$554.4M
$554.4M
138 檔
40.3%
As reported in its official Q4 2025 Form 13F filing, Cm Wealth Advisors LLC's tracked investment portfolio stood at $554.4M with 138 total positions.
In Q4 2025, Cm Wealth Advisors LLC displayed an active expansion posture, initiating 24 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | ETF-Other | 19.16% | -0.49% | +0.64% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 11.87% | -0.72% | -1.40% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 7.68% | -0.70% | -0.44% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.11% | +0.79% | +7.96% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.72% | -0.17% | -0.11% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.35% | -0.16% | -0.08% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.29% | -0.26% | -0.35% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | -0.10% | +33.05% | |
| 9 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 3.15% | -0.04% | +1.43% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.04% | +36.68% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | -0.11% | +4.35% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.21% | -0.07% | +1.04% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.31% | +58.72% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.49% | -0.07% | +3.23% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.03% | +58.47% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.44% | +25.34% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.02% | +72.00% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.03% | +48.48% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.01% | +338.64% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | -0.02% | +22.98% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.01% | +7.05% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.03% | — | |
| 23 | NCNO | Ncino Inc | Stock-Other | 0.55% | -0.02% | +759.59% | |
| 24 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.52% | +0.21% | — | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.50% | -0.01% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | +0.03% | -3.05% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.05% | +244.00% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.02% | +44.94% | |
| 29 | ASCI | Abrdn Internal Small Ca ETF | ETF-Other | 0.40% | -0.03% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.11% | +117.65% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.10% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | +193.49% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | +0.06% | -22.92% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.01% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.06% | +86.41% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.06% | +25.73% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.02% | +9.87% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.05% | +46.09% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.24% | -0.02% | +6.27% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.31% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.07% | +44.59% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | -0.03% | +26.85% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.01% | +31.37% | |
| 44 | CCJ | Cameco CORP | Stock-Energy | 0.21% | -0.07% | — | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.21% | — | — | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.20% | -0.10% | +7.19% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | +15.98% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | -0.01% | — | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.20% | -0.06% | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +58.47% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +36.68% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | +338.64% | Add |
| 4 | NCNO | Ncino Inc | +0.5% | +759.59% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +33.05% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +58.72% | Add |
| 7 | LLY | Eli Lilly & Co | +0.4% | +72.00% | Add |
| 8 | V | Visa Inc-class A Shares | +0.3% | +244.00% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +25.34% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +193.49% | Add |
| 11 | ABT | Abbott Laboratories | +0.2% | +117.65% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | +86.41% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +44.94% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +48.48% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +46.09% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +22.98% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | -0.3% | +4.35% | Add |
| 18 | IJS | Ishares S&p Small-cap 600 Va | -0.3% | -61.55% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.3% | +7.96% | Add |
| 20 | EQWL | Invesco S&p 100 Equal Weight | -0.4% | +1.43% | Add |
| 21 | IWD | Ishares Russell 1000 Value E | -0.6% | -0.08% | Trim |
| 22 | VOO | Vanguard S&p 500 ETF | -0.8% | -0.11% | Trim |
| 23 | LECO | Lincoln Electric Holdings | -1.2% | -0.44% | Trim |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | -1.7% | -1.40% | Trim |
| 25 | OEF | Ishares S&p 100 ETF | -2.4% | +0.64% | Add |
| 26 | ASCI | Abrdn Internal Small Ca ETF | — | NEW | New buy |
| 27 | AVGO | Broadcom Inc | — | NEW | New buy |
| 28 | NFLX | Netflix Inc | — | NEW | New buy |
| 29 | CCJ | Cameco CORP | — | NEW | New buy |
| 30 | SPGI | S&p Global Inc | — | NEW | New buy |
| 31 | TSLA | Tesla Inc | — | NEW | New buy |
| 32 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 33 | INTU | Intuit Inc | — | NEW | New buy |
| 34 | AIG | American International Group | — | NEW | New buy |
| 35 | BAC | Bank Of America CORP | — | NEW | New buy |
| 36 | NOW | Servicenow Inc | — | NEW | New buy |
| 37 | BX | Blackstone Inc | — | NEW | New buy |
| 38 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 39 | COF | Capital One Financial CORP | — | NEW | New buy |
| 40 | BNY | Bank Of New York Mellon CORP | — | EXIT | Sold out |
| 41 | GM | General Motors Co | — | NEW | New buy |
| 42 | ANET | Arista Networks Inc | — | NEW | New buy |
| 43 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 44 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 45 | WMT | Walmart Inc | — | NEW | New buy |
| 46 | UNP | Union Pacific CORP | — | NEW | New buy |
| 47 | WM | Waste Management Inc | — | NEW | New buy |
| 48 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 49 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 50 | MSCI | Msci Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 138 disclosed positions in Q4 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 OEF, DIA, LECO) accounted for 40.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
ASCI
市值: $1.8M
Top Position Liquidated / Trimmed
BNY
前期市值: $544.8K
During Q4 2025, Cm Wealth Advisors LLC's top holdings by market value included OEF (19.2%)、DIA (11.9%)、LECO (7.7%). The largest single position, OEF, represented 19.2% of total portfolio value.
In Q4 2025, Cm Wealth Advisors LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 20 positions, trimming 5 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.
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