§ 13F · FUND PROFILE
CM WEALTH ADVISORS LLC.
AUM · $554M (13F)Positions · 194Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | 241K | $88M | 15.9% | ±0% |
| 2 | IVV | ISHARES TR | 99K | $74M | 13.3% | +9% |
| 3 | DIA | STATE STR SPDR DOW JONES IND | 107K | $56M | 10.0% | −2% |
| 4 | LECO | LINCOLN ELEC HLDGS INC | 134K | $36M | 6.5% | ±0% |
| 5 | VOO | VANGUARD INDEX FDS | 40K | $27M | 4.9% | −1% |
| 6 | IWD | ISHARES TR | 95K | $23M | 4.1% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 104K | $21M | 3.7% | ±0% |
| 8 | EQWL | INVESCO EXCHANGE TRADED FD T | 158K | $20M | 3.7% | +4% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 83K | $20M | 3.5% | ±0% |
| 10 | AAPL | APPLE INC | 41K | $12M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CM SIGNAL
AC read
CM WEALTH ADVISORS LLC is a Other fund managing $554 million in assets. The fund runs a portfolio of 194 positions.
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