§ 13F · FUND PROFILE
CJM Wealth Advisers, Ltd..
AUM · $381M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 156K | $107M | 28.2% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 90K | $66M | 17.4% | +2% |
| 3 | IJH | ISHARES TR | 532K | $41M | 10.8% | −2% |
| 4 | IJR | ISHARES TR | 170K | $25M | 6.6% | −3% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 499K | $25M | 6.5% | +14% |
| 6 | VTV | VANGUARD INDEX FDS | 64K | $14M | 3.6% | −6% |
| 7 | VBK | VANGUARD INDEX FDS | 30K | $11M | 2.9% | −3% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $8M | 2.0% | −2% |
| 9 | IWF | ISHARES TR | 56K | $7M | 1.8% | +262% |
| 10 | XOM | EXXON MOBIL CORP | 46K | $6M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CJM SIGNAL
AC read
CJM Wealth Advisers, Ltd. is a Other fund managing $381 million in assets. The fund runs a portfolio of 78 positions.
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