Cm Wealth Advisors LLC Portfolio Holdings

Cm Wealth Advisors LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $411 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 100 ETF with a value of $65.8M, Spdr Dow Jones Industrial Average ETF Trust with a value of $51.5M, Lincoln Electric Holdings Inc with a value of $31.9M, Ishares Core S&P 500 ETF with a value of $26.6M, and Vanguard Index Fds S&P 500 ETF with a value of $24.9M.

Examining the 13F form we can see an increase of $52.1M in the current position value, from $359M to 411M.

Cm Wealth Advisors LLC is based out at Beachwood, OH

Below you can find more details about Cm Wealth Advisors LLC portfolio as well as his latest detailed transactions.