Cjm Wealth Advisers Q2 Portfolio Shift: Focus on Dividend & Tech, Minor Adjustments in Indices

Portfolio Changes Overview

Cjm Wealth Advisers Ltd., a financial services institution managing substantial client assets, reported portfolio adjustments as of June 30, 2026. The firm's total portfolio value reached $380.9 million during this period.

Significant Purchases

This quarter saw several noteworthy additions and increases to Cjm Wealth Advisers' holdings:

• CGDV, the Capital Group Dividend Value fund, experienced a substantial 14.15% increase in shares during Q2.
• The firm significantly boosted its position in IWF (iShares Core Small-Cap Growth ETF) by adding over 40,422 shares, representing a massive 261.68% increase.
• VBR (iShares Core Small-Cap Value ETF) also saw an addition of over 9,000 shares in this quarter.
• New positions were initiated with funds like SCHF (Schwab Strategic Small Cap Allocation Fund) and the Vanguard fund VO, both added at 100% increases.
• KLAC, KLA Corporation, was a notable addition with over 5,400 more shares purchased this quarter.
• There were also significant additions to VBR.

Purchases in Detail

Cjm Wealth Advisers demonstrated a strong focus on dividend-oriented funds and specific sectors this quarter:

• CGDV (Capital Group Dividend Value): The fund saw an increase of 61,812 shares during the period. This significant addition suggests confidence in income-generating assets.
• IWF (iShares Core Small-Cap Growth ETF): Shares increased by a staggering 40,422 units or approximately 261.68%. The firm appears to favor small-cap growth stocks significantly this quarter.
• SCHF (Schwab Strategic Small Cap Allocation Fund): A new position was established with the purchase of all 14,037 shares available at the time.
• VO (Vanguard Small-Cap ETF): The firm initiated a position in VO by purchasing all 15,880 shares offered during this period.
• VBR (iShares Core Small-Cap Value ETF): Over 9,000 additional shares were added to the existing VBR position.
• KLAC (KLA Corporation): A new holding was created with the purchase of all 6,000 available shares. This technology company saw a massive increase in holdings by over 5,400 units.

Sales and Changes

Conversely, Cjm Wealth Advisers reduced exposure to certain Vanguard funds during the quarter:

• VOO (Vanguard S&P 500 ETF): Holdings decreased by over 1,400 shares (-0.91%).
• IJR (iShares Core Small-Cap Growth Dividend ETF): Shares declined by approximately -4,831 units or about -2.76%.
• VTV (Vanguard Total Stock Market Index Fund): Holdings decreased by over 4,000 shares (-6.14%).

Portfolio Context and Links

To understand these changes fully, consider the context of Cjm Wealth Advisers' overall portfolio strategy. The firm manages a diverse holding count of 78 assets as of this filing.

Cjm Wealth Advisers Ltd. appears to favor exchange-traded funds, particularly those tracking indices like the S&P 500 (VOO), Small-Cap Growth (IWF and VBR), and dividend strategies. The firm's portfolio allocation as of June 30th shows a heavy concentration in "Unknown" assets at approximately 85.72%.

For more detailed information on Cjm Wealth Advisers' holdings, you can visit their institutional profile page: Cjm Wealth Advisers Ltd.. Specific stock details are available for each holding mentioned in this report.