CJM Wealth Advisers, Ltd.: 13F holdings
CIK 19927482026Q2
| Positions | 78 |
|---|
| Reported value | $380.9m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 78 (+6 vs prior quarter) |
|---|
| Reported value | $380.9m (+16.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 156,230 | $107.3m | 28.2% |
| QQQ INVESCO QQQ TR | 89,921 | $66.2m | 17.4% |
| IJH ISHARES TR | 532,055 | $41.0m | 10.8% |
| IJR ISHARES TR | 170,022 | $25.2m | 6.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 498,563 | $24.6m | 6.5% |
| VTV VANGUARD INDEX FDS | 63,607 | $13.9m | 3.6% |
| VBK VANGUARD INDEX FDS | 29,920 | $10.9m | 2.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 15,298 | $7.7m | 2.0% |
| IWF ISHARES TR | 55,869 | $6.9m | 1.8% |
| EXXON MOBIL CORP | 46,486 | $6.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1992748")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples