§ 13F · FUND PROFILE
CM WEALTH ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $379M (13F)Positions · 89Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M 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 MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | 242K | $77M | 16.4% | −2% |
| 2 | IVV | ISHARES TR | 90K | $59M | 12.5% | +128% |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 109K | $51M | 10.8% | ±0% |
| 4 | LECO | LINCOLN ELEC HLDGS INC | 134K | $34M | 7.2% | −5% |
| 5 | VOO | VANGUARD INDEX FDS | 40K | $24M | 5.1% | −1% |
| 6 | IWD | ISHARES TR | 95K | $20M | 4.3% | +3% |
| 7 | NVDA | NVIDIA CORPORATION | 103K | $18M | 3.8% | +14% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 83K | $18M | 3.8% | −4% |
| 9 | EQWL | INVESCO EXCHANGE TRADED FD T | 151K | $17M | 3.7% | +28% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 55K | $11M | 2.2% | +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 $379 million in assets. The fund runs a portfolio of 89 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed