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CIK: 0001764581
Total reported value
$554.4M
$554.4M
146 檔
44.0%
According to the latest 13F quarterly dataset, Cm Wealth Advisors LLC managed an equity portfolio of $554.4M at the end of Q1 2026, spanning 146 distinct U.S. exchange-listed positions.
Cm Wealth Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 5 holdings and trimming 42 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OEF | Ishares S&p 100 ETF | ETF-Other | 16.37% | -0.49% | -2.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.53% | +0.79% | +128.30% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 10.77% | -0.72% | -0.16% | |
| 4 | LECO | Lincoln Electric Holdings | Stock-Industrials | 7.16% | -0.70% | -4.85% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.11% | -0.17% | -0.54% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.30% | -0.16% | +3.24% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | -0.10% | +14.16% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.79% | -0.26% | -4.08% | |
| 9 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 3.71% | -0.04% | +28.18% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.25% | -0.11% | +0.89% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.04% | +0.30% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.03% | -0.07% | +2.30% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.66% | -0.07% | +13.22% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.31% | -0.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.03% | -1.41% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | -0.44% | +5.39% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.31% | +189.58% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.05% | +76.88% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.01% | +0.13% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.02% | — | |
| 21 | PKOH | Park-ohio Holdings CORP | Stock-Other | 0.57% | +0.21% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | -2.07% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.03% | — | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 0.54% | +0.11% | +263.72% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | +0.03% | +19.08% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.02% | -12.52% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.48% | -0.01% | -1.15% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.03% | -23.93% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.10% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.02% | +1.74% | |
| 31 | ASCI | Abrdn Internal Small Ca ETF | ETF-Other | 0.36% | -0.03% | -2.11% | |
| 32 | NCNO | Ncino Inc | Stock-Other | 0.34% | -0.02% | +12.79% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.06% | +2.63% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.07% | +0.11% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.11% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.06% | -1.86% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.03% | -2.29% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.06% | +5.90% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.01% | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.02% | +8.96% | |
| 41 | CCJ | Cameco CORP | Stock-Energy | 0.23% | -0.07% | — | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.23% | -0.10% | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.23% | -0.02% | -2.61% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.07% | +0.21% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.03% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.20% | -0.05% | -0.47% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | -0.01% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.14% | — | |
| 49 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.19% | -0.06% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.4% | +128.30% | Add |
| 2 | EQWL | Invesco S&p 100 Equal Weight | +0.6% | +28.18% | Add |
| 3 | NFLX | Netflix Inc | +0.4% | +189.58% | Add |
| 4 | ASML | ASML Holding N.V. | +0.4% | +263.72% | Add |
| 5 | V | Visa Inc-class A Shares | +0.2% | +76.88% | Add |
| 6 | IWN | Ishares Russell 2000 Value E | +0.2% | +13.22% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.11% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.1% | +19.08% | Add |
| 9 | PKOH | Park-ohio Holdings CORP | +0.1% | — | Unchanged |
| 10 | CVX | Chevron CORP | +0.1% | +0.21% | Add |
| 11 | ICE | Intercontinental Exchange In | 0% | +76.18% | Add |
| 12 | NVDA | Nvidia CORP | 0% | +14.16% | Add |
| 13 | COST | Costco Wholesale CORP | 0% | +2.63% | Add |
| 14 | GLD | Spdr Gold Shares | 0% | +23.04% | Add |
| 15 | INTC | Intel CORP | 0% | +30.76% | Add |
| 16 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 17 | CSX | Csx CORP | 0% | +39.12% | Add |
| 18 | NEE | Nextera Energy Inc | 0% | +26.76% | Add |
| 19 | LRCX | Lam Research CORP | 0% | +6.41% | Add |
| 20 | CCJ | Cameco CORP | 0% | — | Unchanged |
| 21 | KO | Coca-cola Co/the | 0% | +22.44% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +1.34% | Add |
| 23 | COP | Conocophillips | 0% | +0.40% | Add |
| 24 | LHX | L3harris Technologies Inc | 0% | -0.13% | Trim |
| 25 | FANG | Diamondback Energy Inc | 0% | — | Unchanged |
| 26 | RRX | Regal Rexnord CORP | 0% | -3.45% | Trim |
| 27 | DE | Deere & Co | 0% | — | Unchanged |
| 28 | LIN | Linde plc | 0% | +14.85% | Add |
| 29 | WMT | Walmart Inc | 0% | +2.98% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 31 | IAU | Ishares Gold Trust | — | — | Unchanged |
| 32 | CSCO | Cisco Systems Inc | — | +5.90% | Add |
| 33 | FDX | Fedex CORP | — | — | Unchanged |
| 34 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 35 | MS | Morgan Stanley | — | +19.38% | Add |
| 36 | PEP | Pepsico Inc | — | — | Unchanged |
| 37 | PFE | Pfizer Inc | — | — | Unchanged |
| 38 | IJS | Ishares S&p Small-cap 600 Va | — | — | Unchanged |
| 39 | SCHV | Schwab US Large-cap Value | — | — | Unchanged |
| 40 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 41 | SBUX | Starbucks CORP | — | +0.56% | Add |
| 42 | EEM | Ishares Msci Emerging Market | — | -1.14% | Trim |
| 43 | TNGY | Tortoise Energy ETF | — | — | Unchanged |
| 44 | RTX | Rtx CORP | — | — | Unchanged |
| 45 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 46 | FERG | Ferguson Enterprises Inc | — | — | Unchanged |
| 47 | VZ | Verizon Communications Inc | — | -15.11% | Trim |
| 48 | AMD | Advanced Micro Devices | — | +10.64% | Add |
| 49 | NUE | Nucor CORP | — | -6.95% | Trim |
| 50 | VEA | Vanguard Ftse Developed ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Cm Wealth Advisors LLC reported a total U.S. public equity portfolio value of $554.4M across 146 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 OEF, IVV, DIA) accounted for 44.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PHYS
市值: $875.9K
Top Position Liquidated / Trimmed
BSX
前期市值: $352.8K
During Q1 2026, Cm Wealth Advisors LLC's top holdings by market value included OEF (16.4%)、IVV (12.5%)、DIA (10.8%). The largest single position, OEF, represented 16.4% of total portfolio value.
In Q1 2026, Cm Wealth Advisors LLC made 102 total portfolio adjustments, initiating 13 new buys, adding to 42 positions, trimming 42 holdings, and fully liquidating 5 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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