Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CM WEALTH ADVISORS LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

CM WEALTH ADVISORS LLC (CIK 1764581) reported $554.4M across 194 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: OEF ($88.0M, 15.88%), IVV ($73.9M, 13.32%), DIA ($55.7M, 10.05%), LECO ($35.8M, 6.46%), VOO ($27.4M, 4.94%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1OEFISHARES TR$88.0M15.88%240,621Trimmed
2IVVISHARES TR$73.9M13.32%98,618Added
3DIASTATE STR SPDR DOW JONES IND$55.7M10.05%106,644Trimmed
4LECOLINCOLN ELEC HLDGS INC$35.8M6.46%134,394Trimmed
5VOOVANGUARD INDEX FDS$27.4M4.94%39,868Trimmed
6IWDISHARES TR$22.9M4.14%94,592Hold
7NVDANVIDIA CORPORATION$20.7M3.74%103,565Added
8EQWLINVESCO EXCHANGE TRADED FD T$20.3M3.67%157,710Added
9VIGVANGUARD SPECIALIZED FUNDS$19.6M3.53%82,631Trimmed
10AAPLAPPLE INC$11.9M2.15%41,103Added
11RSPINVESCO EXCHANGE TRADED FD T$11.8M2.14%55,659Added
12IWBISHARES TR$10.9M1.96%26,580Trimmed
13IWNISHARES TR$8.8M1.59%39,804Trimmed
14GOOGLALPHABET INC$6.3M1.14%17,679Trimmed
15MSFTMICROSOFT CORP$6.2M1.12%16,670Trimmed
16PKOHPARK-OHIO HLDGS CORP$4.3M0.78%111,892Added
17ASMLASML HLDG NV$3.6M0.65%1,798Trimmed
18IJRISHARES TR$3.3M0.60%22,559Added
19EFAISHARES TR$3.1M0.57%30,291Added
20AMZNAMAZON COM INC$3.2M0.57%13,223Added
21VVISA INC$3.1M0.57%9,160Trimmed
22SPYSTATE STR SPDR S&P 500 ETF T$3.1M0.56%4,174Hold
23VOVANGUARD INDEX FDS$2.9M0.53%36,400Added
24LLYELI LILLY & CO$2.9M0.52%2,386Trimmed
25SLYVSPDR SERIES TRUST$2.6M0.47%23,904Hold

Source: SEC Form 13F filings · as of 2026-06-30