CM WEALTH ADVISORS LLC: 13F holdings
CIK 17645812026Q2
| Positions | 194 |
|---|
| Reported value | $554.4m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 194 (+48 vs prior quarter) |
|---|
| Reported value | $554.4m (+18.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI ISHARES TR | 240,621 | $88.0m | 15.9% |
| IVV ISHARES TR | 98,618 | $73.9m | 13.3% |
| DIA STATE STR SPDR DOW JONES IND | 106,644 | $55.7m | 10.0% |
| LECO LINCOLN ELEC HLDGS INC | 134,394 | $35.8m | 6.5% |
| VOO VANGUARD INDEX FDS | 39,868 | $27.4m | 4.9% |
| IWD ISHARES TR | 94,592 | $22.9m | 4.1% |
| NVDA NVIDIA CORPORATION | 103,565 | $20.7m | 3.7% |
| EQWL INVESCO EXCHANGE TRADED FD T | 157,710 | $20.3m | 3.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 82,631 | $19.6m | 3.5% |
| AAPL APPLE INC | 41,103 | $11.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764581")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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