Cjm Wealth Advisers, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Cjm Wealth Advisers, Ltd. disclosed 78 stock positions valued at approximately $380.91M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 78
- Portfolio Value
- $380.91M
Holdings by Sector
Cjm Wealth Advisers, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 28.17% | 156,230 | -1,427 | -0.91% | $107,300,375 |
| INVESCO QQQ TR | QQQ | Other | 17.38% | 89,921 | +1,620 | +1.83% | $66,217,859 |
| ISHARES TR | IJH | Other | 10.77% | 532,055 | -9,315 | -1.72% | $41,026,783 |
| ISHARES TR | IJR | Other | 6.62% | 170,022 | -4,831 | -2.76% | $25,215,931 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 6.45% | 498,563 | +61,812 | +14.15% | $24,569,198 |
| VANGUARD INDEX FDS | VTV | Other | 3.64% | 63,607 | -4,160 | -6.14% | $13,861,881 |
| VANGUARD INDEX FDS | VBK | Other | 2.87% | 29,920 | -890 | -2.89% | $10,941,603 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.01% | 15,298 | -342 | -2.19% | $7,655,003 |
| ISHARES TR | IWF | Other | 1.82% | 55,869 | +40,422 | +261.68% | $6,937,285 |
| EXXON MOBIL CORP | XOM | Energy | 1.67% | 46,486 | -450 | -0.96% | $6,355,606 |
| APPLE INC | AAPL | Technology | 1.51% | 19,923 | -35 | -0.18% | $5,765,055 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.20% | 64,153 | +936 | +1.48% | $4,570,910 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.86% | 11,683 | +48 | +0.41% | $3,285,434 |
| ISHARES TR | IWD | Other | 0.70% | 10,962 | +414 | +3.92% | $2,657,439 |
| VANGUARD INDEX FDS | VOT | Other | 0.69% | 8,559 | -748 | -8.04% | $2,621,662 |
| ISHARES TR | IWM | Other | 0.65% | 8,202 | -228 | -2.70% | $2,464,189 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.64% | 10,313 | - | - | $2,440,158 |
| ALPHABET INC | GOOG | Communication Services | 0.62% | 6,733 | -206 | -2.97% | $2,378,851 |
| VANGUARD INDEX FDS | VBR | Other | 0.58% | 9,161 | -1,042 | -10.21% | $2,225,959 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.52% | 8,298 | -375 | -4.32% | $1,977,825 |
| NVIDIA CORPORATION | NVDA | Technology | 0.51% | 9,725 | -141 | -1.43% | $1,945,917 |
| MICROSOFT CORP | MSFT | Technology | 0.51% | 5,205 | +71 | +1.38% | $1,941,565 |
| QUALCOMM INC | QCOM | Technology | 0.50% | 10,308 | +46 | +0.45% | $1,904,856 |
| KLA CORP | KLAC | Technology | 0.48% | 6,000 | +5,400 | +900.00% | $1,810,260 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 0.47% | 43,569 | -744 | -1.68% | $1,790,703 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.42% | 4,928 | -108 | -2.14% | $1,612,971 |
| ISHARES GOLD TR | IAU | Other | 0.39% | 19,447 | +6,633 | +51.76% | $1,468,480 |
| ALPHABET INC | GOOGL | Communication Services | 0.38% | 4,006 | - | - | $1,431,757 |
| VANGUARD INDEX FDS | VOE | Other | 0.37% | 7,110 | -85 | -1.18% | $1,404,855 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.37% | 9,548 | +112 | +1.19% | $1,400,060 |
Showing 30 of 78 holdings in the latest reporting period.