§ 13F · FUND PROFILE
CJM Wealth Advisers, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $325.5T (13F)Positions · 74Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$522.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 163K | $102.0T | 30.5% | ±0% |
| 2 | QQQ | INVESCO QQQ TR | 87K | $53.5T | 16.0% | −1% |
| 3 | IJH | ISHARES TR | 556K | $36.7T | 11.0% | ±0% |
| 4 | IJR | ISHARES TR | 178K | $21.4T | 6.4% | −1% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 332K | $14.5T | 4.3% | +53% |
| 6 | VTV | VANGUARD INDEX FDS | 71K | $13.6T | 4.1% | −13% |
| 7 | VBK | VANGUARD INDEX FDS | 31K | $9.4T | 2.8% | +1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 16K | $7.8T | 2.3% | −3% |
| 9 | IWF | ISHARES TR | 16K | $7.5T | 2.2% | −4% |
| 10 | XOM | EXXON MOBIL CORP | 48K | $5.7T | 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 $325451.5 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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