Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CJM Wealth Advisers, Ltd. (CIK 1992748) reported $328.3M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($94.2M, 28.70%), QQQ ($51.0M, 15.52%), IJH ($36.6M, 11.14%), IJR ($21.7M, 6.62%), CGDV ($18.6M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $94.2M | 28.70% | 157,657 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $51.0M | 15.52% | 88,301 | Added |
| 3 | IJH | ISHARES TR | $36.6M | 11.14% | 541,370 | Trimmed |
| 4 | IJR | ISHARES TR | $21.7M | 6.62% | 174,853 | Trimmed |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $18.6M | 5.66% | 436,751 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $13.3M | 4.05% | 67,767 | Trimmed |
| 7 | VBK | VANGUARD INDEX FDS | $9.3M | 2.84% | 30,810 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $8.0M | 2.43% | 46,936 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.5M | 2.28% | 15,640 | Added |
| 10 | IWF | ISHARES TR | $6.6M | 2.01% | 15,447 | Trimmed |
| 11 | AAPL | APPLE INC | $5.1M | 1.54% | 19,958 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 1.23% | 63,217 | Trimmed |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $2.8M | 0.86% | 11,635 | Added |
| 14 | VOT | VANGUARD INDEX FDS | $2.4M | 0.73% | 9,307 | Trimmed |
| 15 | IWD | ISHARES TR | $2.3M | 0.69% | 10,548 | Hold |
| 16 | VBR | VANGUARD INDEX FDS | $2.2M | 0.68% | 10,203 | Trimmed |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 0.68% | 10,313 | Trimmed |
| 18 | IWM | ISHARES TR | $2.1M | 0.64% | 8,430 | Added |
| 19 | GOOG | ALPHABET INC | $2.0M | 0.61% | 6,939 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.9M | 0.58% | 5,134 | Added |
| 21 | AMZN | AMAZON COM INC | $1.8M | 0.55% | 8,673 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.7M | 0.52% | 9,866 | Added |
| 23 | TCAF | T ROWE PRICE ETF INC | $1.6M | 0.48% | 44,313 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO. | $1.5M | 0.45% | 5,036 | Added |
| 25 | PG | PROCTER AND GAMBLE CO | $1.4M | 0.42% | 9,436 | Added |
Source: SEC Form 13F filings · as of 2026-03-31