Q2 2026 13F · SEC CIK 1992748

CJM Wealth Advisers, Ltd.

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $380.9M
Reported positions: 78
Top holdings a year, 3 yrs: +20.4%
Assets under management: $1.5B

CJM Wealth Advisers, Ltd. is a wealth manager that reported 78 positions worth $380.9M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard S&p 500 ETF (VOO, 28.2%), Invesco Qqq Tr (QQQ, 17.4%), Ishares Tr (IJH, 10.8%). A portfolio copying its top holdings returned 20.4% a year over the last 3 years, against 21.8% for the S&P 500.

CJM Wealth Advisers, Ltd. holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CJM Wealth Advisers, Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	28.2%	28.7%	156,230	-0.9%	$107.3M
QQQInvesco Qqq Tr	17.4%	15.5%	89,921	+1.8%	$66.2M
IJHIshares Tr	10.8%	11.1%	532,055	-1.7%	$41.0M
IJRIshares Core S&p Small Cap ETF	6.6%	6.6%	170,022	-2.8%	$25.2M
CGDVCapital Group Dividend Value ETF	6.5%	5.7%	498,563	+14.2%	$24.6M
VTVVanguard Value ETF	3.6%	4.0%	63,607	-6.1%	$13.9M
VBKVanguard Small Cap Growth ETF	2.9%	2.8%	29,920	-2.9%	$10.9M
BRK-BBerkshire Hathaway Inc Del	2.0%	2.3%	15,298	-2.2%	$7.7M
IWFIshares Russell 1000 Growth ETF	1.8%	2.0%	55,869	+261.7%	$6.9M
XOMExxon Mobil Corp	1.7%	2.4%	46,486	-1.0%	$6.4M
AAPLApple Inc	1.5%	1.5%	19,923	-0.2%	$5.8M
VEAVanguard Tax-Managed Fds	1.2%	1.2%	64,153	+1.5%	$4.6M
IBMInternational Business Machs	0.9%	0.9%	11,683	+0.4%	$3.3M
IWDIshares Russell 1000 Value ETF	0.7%	0.7%	10,962	+3.9%	$2.7M
VOTVanguard Index Fds	0.7%	0.7%	8,559	-8.0%	$2.6M
IWMIshares	0.6%	0.6%	8,202	-2.7%	$2.5M
VIGVanguard Dividend Appreciation ETF	0.6%	0.7%	10,313	+0.0%	$2.4M
GOOGAlphabet Inc	0.6%	0.6%	6,733	-3.0%	$2.4M
VBRVanguard Small Cap Value ETF	0.6%	0.7%	9,161	-10.2%	$2.2M
AMZNAmazon Com Inc Com	0.5%	0.6%	8,298	-4.3%	$2.0M
NVDANvidia Corporation Com	0.5%	0.5%	9,725	-1.4%	$1.9M
MSFTMicrosoft Corp	0.5%	0.6%	5,205	+1.4%	$1.9M
QCOMQualcomm Inc	0.5%	0.4%	10,308	+0.4%	$1.9M
KLACKla Corp	0.5%	0.3%	6,000	+900.0%	$1.8M
TCAFT Rowe Price ETF Inc Capital Appreciatio	0.5%	0.5%	43,569	-1.7%	$1.8M
JPMJpmorgan Chase & Co	0.4%	0.5%	4,928	-2.1%	$1.6M
IAUIshares Gold Trust	0.4%	0.3%	19,447	+51.8%	$1.5M
GOOGLAlphabet Inc	0.4%	0.4%	4,006	+0.0%	$1.4M
VOEVanguard Index Fds	0.4%	0.4%	7,110	-1.2%	$1.4M
PGProcter & Gamble Co Com	0.4%	0.4%	9,548	+1.2%	$1.4M
VOVanguard Index Fds	0.3%	0.4%	15,880	+283.1%	$1.3M
NEENextera Energy Inc Com	0.3%	0.4%	14,085	+1.1%	$1.2M
VVisa Inc Com Cl A	0.3%	0.3%	3,537	+0.2%	$1.2M
IWBIshares Russell 1000 ETF	0.3%	0.3%	2,926	+0.0%	$1.2M
CATCaterpillar Inc Com	0.3%	0.2%	1,071	-0.4%	$1.1M
ESGVVanguard World Fd	0.3%	0.3%	7,846	-0.2%	$1.0M
JNJJohnson & Johnson	0.3%	0.3%	3,922	+1.1%	$996K
LLYLilly Eli & Co	0.2%	0.2%	730	+1.2%	$876K
GEGe Aerospace	0.2%	0.2%	2,154	+0.5%	$805K
GEVGe Vernova Inc	0.2%	0.1%	523	+0.0%	$615K
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	813	-7.6%	$607K
ADPAutomatic Data Processing Inc Com	0.2%	0.2%	2,566	+0.0%	$575K
AFLAflac Inc	0.1%	0.2%	4,735	+0.0%	$555K
HDHome Depot Inc Com	0.1%	0.2%	1,542	+1.2%	$544K
VSGXVanguard ESG International Stoc	0.1%	0.1%	6,598	+0.0%	$543K
VNQVanguard Real Estate ETF	0.1%	—	5,619	—	$542K
CVXChevron Corp New	0.1%	0.2%	3,133	+0.2%	$519K
IWNIshares Russell 2000 Value ETF	0.1%	—	2,278	—	$504K
RTXRtx Corporation Com	0.1%	0.1%	2,495	+0.0%	$473K
IVVIshares Core S&p 500 ETF	0.1%	—	622	—	$465K

What CJM Wealth Advisers, Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.1% /yr; S&P 500 +20.1%
3 years: +20.4% /yr; S&P 500 +21.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$380.9M	78
Q1 2026	$328.3M	72
Q4 2025	$334.3M	74
Q3 2025	$325.5M	74
Q2 2025	$300.5M	69
Q1 2025	$283.2M	67
Q4 2024	$296.8M	69
Q3 2024	$291.9M	69
Q2 2024	$271.8M	64
Q1 2024	$263.9M	66
Q4 2023	$226.6M	59
Q3 2023	$205.5M	54

Questions about CJM Wealth Advisers, Ltd.'s portfolio

What stocks does CJM Wealth Advisers, Ltd. own?

CJM Wealth Advisers, Ltd.'s latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 78 positions worth $380.9M. The largest are Vanguard S&p 500 ETF (VOO) at 28.2%, Invesco Qqq Tr (QQQ) at 17.4%, Ishares Tr (IJH) at 10.8%, Ishares Core S&p Small Cap ETF (IJR) at 6.6% and Capital Group Dividend Value ETF (CGDV) at 6.5%.

What did CJM Wealth Advisers, Ltd. buy last quarter?

In Q2 2026, CJM Wealth Advisers, Ltd. added Kla Corp (KLAC) (+900.0% shares), Vanguard Index Fds (VO) (+283.1% shares) and Ishares Russell 1000 Growth ETF (IWF) (+261.7% shares), compared with its Q1 2026 filing.

What did CJM Wealth Advisers, Ltd. sell last quarter?

In Q2 2026, CJM Wealth Advisers, Ltd. cut from its top 50 Leidos Holdings Inc (LDOS), cut from its top 50 Vanguard Short-Term Treasury ETF Total (VGSH), cut from its top 50 Northrop Grumman Corp (NOC), Vanguard Small Cap Value ETF (VBR) (-10.2% shares), Vanguard Index Fds (VOT) (-8.0% shares) and Spdr S&p 500 ETF Tr (SPY) (-7.6% shares), compared with its Q1 2026 filing.

How has CJM Wealth Advisers, Ltd.'s portfolio performed?

A portfolio copying CJM Wealth Advisers, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.4% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +23.1% against +20.1%.

When is CJM Wealth Advisers, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. CJM Wealth Advisers, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does CJM Wealth Advisers, Ltd. manage?

CJM Wealth Advisers, Ltd. reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $380.9M.