Institutional Investor · CIK 0001992748
CJM WEALTH ADVISERS, LTD.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
81
Total Value
$383.87M
Total Shares
2.18M
Latest Filing
Jul 17, 2026
CIK
0001992748
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 156,230 | $107.30M | 0.0064% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 89,921 | $66.22M | 0.0126% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 532,055 | $41.03M | 0.0327% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 170,022 | $25.22M | 0.0226% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 498,563 | $24.57M | 0.0665% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 63,607 | $13.86M | 0.0055% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 29,920 | $10.94M | 0.0217% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-17 | 15,298 | $7.66M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 55,869 | $6.94M | 0.0051% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 46,486 | $6.36M | 0.0011% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 19,923 | $5.77M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 64,153 | $4.57M | 0.0014% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 11,683 | $3.29M | 0.0012% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 11,683 | $3.29M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 10,962 | $2.66M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 8,559 | $2.62M | 0.0073% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 8,202 | $2.46M | 0.0030% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 10,313 | $2.44M | 0.0019% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 6,733 | $2.38M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 9,161 | $2.23M | 0.0033% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-17 | 8,298 | $1.98M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 9,725 | $1.95M | 0.0000% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 5,205 | $1.94M | 0.0001% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 10,308 | $1.90M | 0.0010% | SH | — | View |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 6,000 | $1.81M | 0.0005% | SH | — | View |
T. Rowe Price Capital…(TCAF) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 43,569 | $1.79M | 0.0244% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-17 | 4,928 | $1.61M | 0.0002% | SH | — | View |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 19,447 | $1.47M | 0.0025% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 4,006 | $1.43M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,110 | $1.40M | 0.0039% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 9,548 | $1.40M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 15,880 | $1.28M | 0.0006% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 14,085 | $1.24M | 0.0007% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 3,537 | $1.21M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 2,926 | $1.20M | 0.0025% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 1,071 | $1.14M | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 3,922 | $996.14K | 0.0002% | SH | — | View |
Eli Lilly and Company(LLY.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 730 | $876.06K | 0.0001% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 2,154 | $805.16K | 0.0002% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-17 | 523 | $614.63K | 0.0002% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 813 | $606.96K | 0.0001% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 2,566 | $574.66K | 0.0006% | SH | — | View | |
Aflac Incorporated(AFL) | Financial Services | Insurance - Life | 2026-06-30 | 2026-07-17 | 4,735 | $555.18K | 0.0009% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 1,542 | $543.83K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 5,619 | $541.81K | 0.0008% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 3,133 | $519.29K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 2,278 | $503.96K | 0.0035% | SH | — | View | |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 2,495 | $473.38K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 622 | $465.44K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,901 | $459.84K | 0.0014% | SH | — | View | |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,721 | $421.44K | 0.0000% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 3,721 | $421.44K | 0.0000% | SH | — | View |
Northrop Grumman Corporation(NTH.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-17 | 787 | $400.68K | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 3,996 | $395.52K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 14,037 | $388.81K | 0.0006% | SH | — | View | |
Leidos Holdings, Inc.(LDOS) | Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 3,674 | $378.31K | 0.0029% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 625 | $352.05K | 0.0000% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 2,306 | $337.94K | 0.0001% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 2,306 | $337.94K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-07-17 | 9,875 | $328.74K | 0.0006% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 1,207 | $326.22K | 0.0002% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 7,474 | $316.46K | 0.0002% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 919 | $310.85K | 0.0001% | SH | — | View | |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 14,653 | $303.31K | 0.0002% | SH | — | View |
Linde plc(LIN) | Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-17 | 575 | $298.13K | 0.0001% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 4,332 | $295.87K | 0.0005% | SH | — | View | |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 628 | $264.30K | 0.0000% | SH | — | View |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-17 | 635 | $263.72K | 0.0001% | SH | — | View |
Stryker Corporation(SYK) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 825 | $259.74K | 0.0002% | SH | — | View |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 825 | $259.74K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,931 | $252.46K | 0.0001% | SH | — | View | |
Schwab U.S. Mid-Cap ETF(SCHM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 6,618 | $244.01K | 0.0015% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 930 | $234.01K | 0.0001% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 930 | $234.01K | 0.0001% | SH | — | View |
M&T Bank Corporation(MTB) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-17 | 908 | $216.11K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 582 | $215.41K | 0.0000% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-17 | 761 | $209.79K | 0.0003% | SH | — | View | |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-17 | 2,116 | $203.65K | 0.0001% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-17 | 10,385 | $184.13K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 15,847 | $97.46K | 0.0321% | SH | — | View | |
| Technology | Software - Application | 2026-06-30 | 2026-07-17 | 35,000 | $45.85K | 0.0407% | SH | — | View |
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