Q2 2026 13F · SEC CIK 1764581

Cm Wealth Advisors LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $554.4M
Reported positions: 194
Top holdings a year, 3 yrs: +19.2%
Assets under management: $3.6B

Cm Wealth Advisors LLC is a wealth manager that reported 194 positions worth $554.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (OEF, 15.9%), Ishares Tr (IVV, 13.3%), Spdr Dow Jones Indl Average (DIA, 10.0%). A portfolio copying its top holdings returned 19.2% a year over the last 3 years, against 20.4% for the S&P 500.

Cm Wealth Advisors LLC holdings largest 50 of 194 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.

Cm Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
OEFIshares Tr	15.9%	16.4%	240,621	-0.4%	$88.0M
IVVIshares Tr	13.3%	12.5%	98,618	+9.5%	$73.9M
DIASpdr Dow Jones Indl Average	10.0%	10.8%	106,644	-2.1%	$55.7M
LECOLincoln Elec Hldgs Inc	6.5%	7.2%	134,394	-0.1%	$35.8M
VOOVanguard Index Fds	4.9%	5.1%	39,868	-0.6%	$27.4M
IWDIshares Tr	4.1%	4.3%	94,592	+0.0%	$22.9M
NVDANvidia Corporation	3.7%	3.8%	103,565	+0.2%	$20.7M
EQWLInvesco Exchange Traded Fd T	3.7%	3.7%	157,710	+4.3%	$20.3M
VIGVanguard Specialized Funds	3.5%	3.8%	82,631	-0.2%	$19.6M
AAPLApple Inc	2.1%	2.2%	41,103	+1.2%	$11.9M
RSPInvesco Exchange Traded Fd T	2.1%	2.2%	55,659	+1.2%	$11.8M
IWBIshares Tr	2.0%	2.0%	26,580	-0.7%	$10.9M
IWNIshares Tr	1.6%	1.7%	39,804	-3.2%	$8.8M
GOOGLAlphabet Inc	1.1%	1.1%	17,679	-2.7%	$6.3M
MSFTMicrosoft Corp	1.1%	1.4%	16,670	-8.1%	$6.2M
PKOHPark-Ohio Holdings Corp	0.8%	0.6%	111,892	+1.3%	$4.3M
ASMLAsml Hldg NV	0.6%	0.5%	1,798	-7.1%	$3.6M
IJRIshares Tr	0.6%	0.6%	22,559	+0.5%	$3.3M
AMZNAmazon Com Inc	0.6%	0.6%	13,223	+4.9%	$3.2M
EFAIshares Tr	0.6%	0.5%	30,291	+15.6%	$3.1M
VVisa Inc	0.6%	0.6%	9,160	-5.0%	$3.1M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	4,174	+0.0%	$3.1M
VOVanguard Index Fds	0.5%	0.6%	36,400	+300.0%	$2.9M
LLYEli Lilly & Co	0.5%	0.5%	2,386	-6.7%	$2.9M
SLYVSpdr Series Trust	0.5%	0.5%	23,904	+0.0%	$2.6M
METAMeta Platforms Inc	0.5%	0.4%	4,469	+28.4%	$2.5M
GOOGAlphabet Inc	0.4%	0.8%	6,012	-55.4%	$2.1M
NFLXNetflix Inc.	0.4%	0.7%	28,829	-13.4%	$2.1M
JPMJpmorgan Chase & Co	0.4%	0.4%	6,163	+2.4%	$2.0M
IWMIshares Tr	0.4%	0.3%	6,503	+19.6%	$2.0M
CSCOCisco Sys Inc	0.3%	0.3%	16,228	-3.6%	$1.9M
ASCIAbrdn Fds	0.3%	0.4%	50,554	+0.0%	$1.9M
NCNONcino Inc	0.3%	0.3%	109,424	+2.8%	$1.8M
INTCIntel Corp	0.3%	—	11,379	—	$1.6M
IAUIshares Gold Tr	0.3%	0.4%	21,033	+0.0%	$1.6M
VTIVanguard Index Fds	0.3%	0.3%	4,116	+12.0%	$1.5M
COSTCostco Wholesale Corporation	0.3%	0.3%	1,605	+2.7%	$1.5M
AVGOBroadcom Inc	0.3%	0.3%	3,822	+0.0%	$1.4M
DCODucommun Inc Del	0.3%	—	7,579	—	$1.4M
XOMExxon Mobil Corp	0.2%	0.3%	10,036	+13.9%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	2,730	+0.0%	$1.4M
PESIPerma-Fix Environmental Svcs	0.2%	—	87,839	—	$1.3M
IEFAIshares Tr	0.2%	0.2%	11,921	+1.5%	$1.2M
LRCXLam Research Corp	0.2%	—	2,622	—	$1.1M
ABTAbbott Laboratories	0.2%	0.3%	11,862	-13.7%	$1.1M
ABBVAbbvie Inc	0.2%	0.2%	4,201	+7.6%	$1.1M
MAMAMama Mancinis Holdings Inc	0.2%	—	58,894	—	$1.1M
SCHVSchwab Strategic Tr	0.2%	0.2%	30,066	+0.0%	$1.0M
ESGVVanguard World Fd	0.2%	—	7,547	—	$998K
SCHXSchwab Strategic Tr	0.2%	—	32,720	—	$963K

What Cm Wealth Advisors LLC 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: +21.9% /yr; S&P 500 +20.1%
3 years: +19.2% /yr; S&P 500 +20.4%
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
Q2 2026	$554.4M	194
Q1 2026	$469.5M	146
Q4 2025	$442.6M	138
Q3 2025	$379.3M	89
Q2 2025	$339.9M	82
Q1 2025	$312.7M	86
Q4 2024	$305.9M	84
Q3 2024	$308.7M	84
Q2 2024	$210.3M	75
Q1 2024	$349.9M	183
Q4 2023	$232.6M	75
Q3 2023	$259.5M	78

Questions about Cm Wealth Advisors LLC's portfolio

What stocks does Cm Wealth Advisors LLC own?

Cm Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 194 positions worth $554.4M. The largest are Ishares Tr (OEF) at 15.9%, Ishares Tr (IVV) at 13.3%, Spdr Dow Jones Indl Average (DIA) at 10.0%, Lincoln Elec Hldgs Inc (LECO) at 6.5% and Vanguard Index Fds (VOO) at 4.9%.

What did Cm Wealth Advisors LLC buy last quarter?

In Q2 2026, Cm Wealth Advisors LLC added Vanguard Index Fds (VO) (+300.0% shares), Meta Platforms Inc (META) (+28.4% shares) and Ishares Tr (IWM) (+19.6% shares), compared with its Q1 2026 filing.

What did Cm Wealth Advisors LLC sell last quarter?

In Q2 2026, Cm Wealth Advisors LLC cut from its top 50 Cameco Corp (CCJ), cut from its top 50 Northrop Grumman Corp (NOC), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Procter & Gamble Co (PG), cut from its top 50 Thermo Fisher Scientific Inc (TMO), Alphabet Inc (GOOG) (-55.4% shares), Abbott Laboratories (ABT) (-13.7% shares) and Netflix Inc. (NFLX) (-13.4% shares), compared with its Q1 2026 filing.

How has Cm Wealth Advisors LLC's portfolio performed?

A portfolio copying Cm Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.9% against +20.1%.

When is Cm Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cm Wealth Advisors LLC'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 Cm Wealth Advisors LLC manage?

Cm Wealth Advisors LLC reported $3.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $554.4M.