Q3 2026 13F · SEC CIK 1992748

CJM Wealth Advisers, Ltd.

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $378.9M
Reported positions: 84
Top holdings a year, 3 yrs: +20.4%
Assets under management: $1.5B

CJM Wealth Advisers, Ltd. is a wealth manager that reported 84 positions worth $378.9M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Vanguard Index Fds (VOO, 28.2%), Invesco Qqq Tr (QQQ, 17.4%), Ishares Tr (IJH, 9.6%). 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 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	28.2%	28.2%	152,523	-2.4%	$106.9M
QQQInvesco Qqq Tr	17.4%	17.4%	89,242	-0.8%	$66.0M
IJHIshares Tr	9.6%	10.8%	508,028	-4.5%	$36.6M
CGDVCapital Group Dividend Value	7.3%	6.5%	567,500	+13.8%	$27.7M
IJRIshares Tr	5.9%	6.6%	164,055	-3.5%	$22.3M
VTVVanguard Index Fds	3.5%	3.6%	61,673	-3.0%	$13.3M
VBKVanguard Index Fds	2.5%	2.9%	27,589	-7.8%	$9.3M
IWFIshares Tr	2.1%	1.8%	62,281	+11.5%	$7.8M
BRK-BBerkshire Hathaway Inc Del	2.0%	2.0%	15,512	+1.4%	$7.7M
XOMExxonmobil Holdings Corp	1.9%	—	44,296	—	$7.2M
AAPLApple Inc	1.7%	1.5%	19,328	-3.0%	$6.4M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.2%	62,797	-2.1%	$4.4M
IAUIshares Gold Tr	0.9%	0.4%	45,561	+134.3%	$3.6M
IWDIshares Tr	0.7%	0.7%	10,962	+0.0%	$2.7M
MSFTMicrosoft Corp	0.7%	0.5%	5,250	+0.9%	$2.7M
IBMInternational Business Machs	0.7%	0.9%	11,741	+0.5%	$2.6M
VOTVanguard Index Fds	0.6%	0.7%	8,254	-3.6%	$2.4M
VIGVanguard Specialized Funds	0.6%	0.6%	10,313	+0.0%	$2.4M
GOOGAlphabet Inc	0.6%	0.6%	6,900	+2.5%	$2.4M
IWMIshares Tr	0.6%	0.6%	8,143	-0.7%	$2.3M
AMZNAmazon Com Inc	0.6%	0.5%	8,398	+1.2%	$2.1M
QCOMQualcomm Inc	0.5%	0.5%	10,356	+0.5%	$1.9M
VBRVanguard Index Fds	0.5%	0.6%	7,876	-14.0%	$1.8M
NVDANvidia Corporation	0.5%	0.5%	7,673	-21.1%	$1.8M
TCAFT Rowe Price Exchange-Traded	0.5%	0.5%	41,223	-5.4%	$1.7M
JPMJpmorgan Chase & Co	0.4%	0.4%	4,968	+0.8%	$1.6M
CGHMCapital Grp Fixed Incm ETF T	0.4%	—	59,526	—	$1.4M
PGProcter & Gamble Co	0.4%	0.4%	9,417	-1.4%	$1.4M
GOOGLAlphabet Inc	0.4%	0.4%	3,966	-1.0%	$1.4M
VOEVanguard Index Fds	0.4%	0.4%	6,794	-4.4%	$1.3M
NULGNuveen Esg	0.3%	—	11,655	—	$1.3M
VOVanguard Index Fds	0.3%	0.3%	15,880	+0.0%	$1.2M
IWBIshares Tr	0.3%	0.3%	2,926	+0.0%	$1.2M
VVisa Inc	0.3%	0.3%	3,259	-7.9%	$1.2M
KLACKla Corp	0.3%	0.5%	6,000	+0.0%	$1.2M
NEENextera Energy Inc	0.3%	0.3%	14,120	+0.2%	$1.1M
JNJJohnson & Johnson	0.3%	0.3%	3,940	+0.5%	$1.0M
ESGVVanguard World Fd	0.2%	0.3%	6,837	-12.9%	$927K
LLYEli Lilly & Co	0.2%	0.2%	786	+7.7%	$910K
CATCaterpillar Inc	0.2%	0.3%	1,001	-6.5%	$812K
GEGe Aerospace	0.2%	0.2%	2,144	-0.5%	$670K
ADPAutomatic Data Processing in	0.2%	0.2%	2,566	+0.0%	$662K
CVXChevron Corporation	0.2%	0.1%	3,112	-0.7%	$636K
GEVGe Vernova Inc	0.2%	0.2%	601	+14.9%	$572K
VSGXVanguard World Fd	0.1%	0.1%	6,598	+0.0%	$535K
VNQVanguard Index Fds	0.1%	0.1%	5,899	+5.0%	$529K
AFLAflac Inc	0.1%	0.1%	4,712	-0.5%	$527K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.2%	631	-22.4%	$481K
IWNIshares Tr	0.1%	0.1%	2,279	+0.0%	$477K
IVVIshares Tr	0.1%	0.1%	614	-1.3%	$470K

What CJM Wealth Advisers, Ltd. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IAU Ishares Gold Tr+134.3% shares
GEV Ge Vernova Inc+14.9% shares
CGDV Capital Group Dividend Value+13.8% shares
IWF Ishares Tr+11.5% shares
LLY Eli Lilly & Co+7.7% shares

Reduced

SPY State Str Spdr S&p 500 ETF T-22.4% shares
NVDA Nvidia Corporation-21.1% shares
VBR Vanguard Index Fds-14.0% shares
ESGV Vanguard World Fd-12.9% shares
V Visa Inc-7.9% shares
VBK Vanguard Index Fds-7.8% shares
CAT Caterpillar Inc-6.5% shares
TCAF T Rowe Price Exchange-Traded-5.4% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$378.9M	84
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

Questions about CJM Wealth Advisers, Ltd.'s portfolio

What stocks does CJM Wealth Advisers, Ltd. own?

CJM Wealth Advisers, Ltd.'s latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 84 positions worth $378.9M. The largest are Vanguard Index Fds (VOO) at 28.2%, Invesco Qqq Tr (QQQ) at 17.4%, Ishares Tr (IJH) at 9.6%, Capital Group Dividend Value (CGDV) at 7.3% and Ishares Tr (IJR) at 5.9%.

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

In Q3 2026, CJM Wealth Advisers, Ltd. added Ishares Gold Tr (IAU) (+134.3% shares), Ge Vernova Inc (GEV) (+14.9% shares) and Capital Group Dividend Value (CGDV) (+13.8% shares), compared with its Q2 2026 filing.

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

In Q3 2026, CJM Wealth Advisers, Ltd. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Rtx Corporation (RTX), State Str Spdr S&p 500 ETF T (SPY) (-22.4% shares), Nvidia Corporation (NVDA) (-21.1% shares) and Vanguard Index Fds (VBR) (-14.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $378.9M.