Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $325 Billion
  • Q3 2025

Cjm Wealth Advisers, Ltd. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $325 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $99.5B, Invesco Qqq Trust, Series 1 with a value of $53.1B, Ishares Core S&P Mid Cap ETF with a value of $36.1B, Ishares Core S&P Sm Cap ETF with a value of $21.4B, and Vanguard Value ETF with a value of $15.3B.

Examining the 13F form we can see an increase of $25B in the current position value, from $300B to 325B.

Cjm Wealth Advisers, Ltd. is based out at Falls Church, VA

Below you can find more details about Cjm Wealth Advisers, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $325 Billion
ETFs: $275 Billion
Technology: $15.4 Billion
Financial Services: $11.3 Billion
Energy: $5.88 Billion
Communication Services: $3.36 Billion
Industrials: $2.72 Billion
Consumer Cyclical: $2.68 Billion
Healthcare: $2.6 Billion
Other: $3.33 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90 Million 0.03% of portfolio
15,206
Q3 2025 Added 0.83%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $325 Billion
  • Prior Value $300 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Cjm Wealth Advisers, Ltd. Portfolio

Follow Cjm Wealth Advisers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email