§ 13F · FUND PROFILE
CJM Wealth Advisers, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $325M (13F)Positions · 74Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$532K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 158K | $94M | 28.7% | −3% |
| 2 | QQQ | INVESCO QQQ TR | 88K | $51M | 15.5% | +1% |
| 3 | IJH | ISHARES TR | 541K | $37M | 11.1% | −3% |
| 4 | IJR | ISHARES TR | 175K | $22M | 6.6% | −2% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 437K | $19M | 5.7% | +32% |
| 6 | VTV | VANGUARD INDEX FDS | 68K | $13M | 4.0% | −5% |
| 7 | VBK | VANGUARD INDEX FDS | 31K | $9M | 2.8% | −1% |
| 8 | XOM | EXXON MOBIL CORP | 47K | $8M | 2.4% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 16K | $7M | 2.3% | ±0% |
| 10 | IWF | ISHARES TR | 15K | $7M | 2.0% | −2% |
§ 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 $325 million in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed