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.
CM WEALTH ADVISORS LLC (CIK 1764581) reported $469.5M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: OEF ($76.9M, 16.37%), IVV ($58.8M, 12.53%), DIA ($50.6M, 10.77%), LECO ($33.6M, 7.16%), VOO ($24.0M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | $76.9M | 16.37% | 241,705 | Trimmed |
| 2 | IVV | ISHARES TR | $58.8M | 12.53% | 90,090 | Added |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | $50.6M | 10.77% | 108,972 | Trimmed |
| 4 | LECO | LINCOLN ELEC HLDGS INC | $33.6M | 7.16% | 134,472 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $24.0M | 5.11% | 40,118 | Trimmed |
| 6 | IWD | ISHARES TR | $20.2M | 4.30% | 94,592 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $18.0M | 3.84% | 103,350 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $17.8M | 3.79% | 82,795 | Trimmed |
| 9 | EQWL | INVESCO EXCHANGE TRADED FD T | $17.4M | 3.71% | 151,136 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $10.6M | 2.25% | 54,984 | Added |
| 11 | AAPL | APPLE INC | $10.3M | 2.19% | 40,607 | Added |
| 12 | IWB | ISHARES TR | $9.5M | 2.03% | 26,760 | Added |
| 13 | IWN | ISHARES TR | $7.8M | 1.66% | 41,123 | Added |
| 14 | MSFT | MICROSOFT CORP | $6.7M | 1.43% | 18,141 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $5.2M | 1.11% | 18,162 | Trimmed |
| 16 | GOOG | ALPHABET INC | $3.9M | 0.82% | 13,474 | Added |
| 17 | NFLX | NETFLIX INC | $3.2M | 0.68% | 33,293 | Added |
| 18 | V | VISA INC | $2.9M | 0.62% | 9,638 | Added |
| 19 | IJR | ISHARES TR | $2.8M | 0.59% | 22,454 | Added |
| 20 | SPY | SPDR S&P 500 ETF TR | $2.7M | 0.58% | 4,174 | Hold |
| 21 | PKOH | PARK-OHIO HLDGS CORP | $2.7M | 0.57% | 110,451 | Hold |
| 22 | AMZN | AMAZON COM INC | $2.6M | 0.56% | 12,608 | Trimmed |
| 23 | VO | VANGUARD INDEX FDS | $2.6M | 0.56% | 9,100 | Hold |
| 24 | ASML | ASML HOLDING N V | $2.6M | 0.54% | 1,935 | Added |
| 25 | EFA | ISHARES TR | $2.5M | 0.54% | 26,197 | Added |
Source: SEC Form 13F filings · as of 2026-03-31