Institutional Manager · CIK 0001992748
CJM Wealth Advisers, Ltd.
FALLS CHURCH, VA · File #028-23387
Latest AUM
$334.3M
Positions
74
Top-10 Concentration
83.1%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202574 pos · $334.3M
- 13F HOLDINGS REPORTQ/E Sep 202574 pos · $325.5M
- 13F HOLDINGS REPORTQ/E Jun 202569 pos · $300.5M
- 13F HOLDINGS REPORTQ/E Mar 202567 pos · $283.2M
- 13F HOLDINGS REPORTQ/E Dec 202469 pos · $296.8M
- 13F HOLDINGS REPORTQ/E Sep 202469 pos · $291.9M
- 13F HOLDINGS REPORTQ/E Jun 202464 pos · $271.8M
- 13F HOLDINGS REPORTQ/E Mar 202466 pos · $263.9M
- 13F HOLDINGS REPORTQ/E Dec 202354 pos · $205.5M
- 13F HOLDINGS REPORTQ/E Sep 202357 pos · $175.7M
- 13F HOLDINGS REPORTQ/E Sep 202355 pos · $143.9M
- 13F HOLDINGS REPORTQ/E Sep 202353 pos · $197.0M
- 13F HOLDINGS REPORTQ/E Sep 202358 pos · $140.6M
- 13F HOLDINGS REPORTQ/E Sep 202351 pos · $140.5M
- 13F HOLDINGS REPORTQ/E Sep 202356 pos · $162.6M
- 13F HOLDINGS REPORTQ/E Sep 202360 pos · $146.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 162,695 | $102.0M | 31.17% |
| 2 | INVESCO QQQ TR | IVZ | 87,109 | $53.5M | 16.35% |
| 3 | ISHARES TR | 464287507 | 555,652 | $36.7M | 11.20% |
| 4 | ISHARES TR | 464287804 | 178,360 | $21.4M | 6.55% |
| 5 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 331,859 | $14.5M | 4.42% |
| 6 | VANGUARD INDEX FDS | 922908744 | 71,425 | $13.6M | 4.17% |
| 7 | VANGUARD INDEX FDS | 922908595 | 30,984 | $9.4M | 2.86% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,590 | $7.8M | 2.39% |
| 9 | ISHARES TR | 464287614 | 15,825 | $7.5M | 2.29% |
| 10 | EXXON MOBIL CORP | XOM | 47,528 | $5.7M | 1.75% |
| 11 | APPLE INC | AAPL | 19,831 | $5.4M | 1.65% |
| 12 | VANGUARD TAX-MANAGED FDS | 921943858 | 63,653 | $4.0M | 1.21% |
| 13 | INTERNATIONAL BUSINESS MACHS | INTR | 11,592 | $3.4M | 1.05% |
| 14 | VANGUARD INDEX FDS | 922908538 | 9,617 | $2.7M | 0.82% |
| 15 | MICROSOFT CORP | MSFT | 4,883 | $2.4M | 0.72% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 10,326 | $2.3M | 0.69% |
| 17 | ISHARES TR | 464287598 | 10,548 | $2.2M | 0.68% |
| 18 | VANGUARD INDEX FDS | 922908611 | 10,402 | $2.2M | 0.67% |
| 19 | ISHARES TR | 464287655 | 8,037 | $2.0M | 0.60% |
| 20 | ALPHABET INC | GOOG | 5,767 | $1.8M | 0.55% |