§ 13F · FUND PROFILE
CM WEALTH ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $339.9T (13F)Positions · 82Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25.6T 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 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | 247K | $84.8T | 19.2% | +1% |
| 2 | DIA | SPDR DOW JONES INDL AVERAGE | 109K | $52.5T | 11.9% | −1% |
| 3 | LECO | LINCOLN ELEC HLDGS INC | 141K | $34.0T | 7.7% | ±0% |
| 4 | IVV | ISHARES TR | 39K | $27.0T | 6.1% | +8% |
| 5 | VOO | VANGUARD INDEX FDS | 40K | $25.3T | 5.7% | ±0% |
| 6 | IWD | ISHARES TR | 92K | $19.3T | 4.4% | ±0% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 86K | $19.0T | 4.3% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 91K | $16.9T | 3.8% | +33% |
| 9 | EQWL | INVESCO EXCHANGE TRADED FD T | 118K | $13.9T | 3.1% | +1% |
| 10 | AAPL | APPLE INC | 40K | $11.0T | 2.5% | +37% |
§ 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 $339890.1 trillion in assets. The fund runs a portfolio of 82 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed