Cm Wealth Advisors LLC Portfolio Holdings

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 2025

Cm Wealth Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $328 Million distributed in 82 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 $64.4M, Spdr Dow Jones Industrial Average ETF Trust with a value of $49.2M, Lincoln Electric Holdings Inc with a value of $30.8M, Vanguard Index Fds S&P 500 ETF with a value of $23M, and Ishares Russell 1000 Val ETF with a value of $17.9M.

Examining the 13F form we can see an increase of $18M in the current position value, from $310M to 328M.

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.

Portfolio value $328 Million
ETFs: $244 Million
Industrials: $34.9 Million
Technology: $26 Million
Communication Services: $6.33 Million
Financial Services: $5 Million
Healthcare: $4.24 Million
Consumer Defensive: $2.39 Million
Consumer Cyclical: $2.26 Million
Other: $2.49 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $328 Million
  • Prior Value $310 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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