Cm Wealth Advisors LLC Portfolio Holdings

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 2025

Cm Wealth Advisors LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $359 Million distributed in 89 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 $65.4M, Spdr Dow Jones Industrial Average ETF Trust with a value of $51.3M, Lincoln Electric Holdings Inc with a value of $33.5M, Vanguard Index Fds S&P 500 ETF with a value of $24.7M, and Ishares Core S&P 500 ETF with a value of $24.5M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $328M to 359M.

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 $359 Million
ETFs: $268 Million
Industrials: $38.4 Million
Technology: $29 Million
Communication Services: $7.57 Million
Financial Services: $5.13 Million
Healthcare: $4.51 Million
Consumer Defensive: $2.32 Million
Consumer Cyclical: $1.74 Million
Other: $2.58 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$258M
$2.31 Million 0.64% of portfolio
110,451
Q3 2025 Added 2.58%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $359 Million
  • Prior Value $328 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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