account_balance
Investment manager · 13F filer · SEC CIK 1764581
Cm Wealth Advisors LLC
Reported value$603Mas of Sep 30, 2026
Positions199 22 new, 17 sold out
Top 10 weight66.8%OEF alone is 15%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
OEFiShares Tr
15.2%
IVViShares Tr
15.1%Added +21%
DIASPDR Dow Jones Industrial Average ETF Trust
8.9%
LECOLincoln Electric Holdings Inc
5.6%Trimmed −5%
VOOVanguard Index FDS
4.6%
IWDiShares Tr
4.1%Added +6%
NVDANVIDIA Corp
4.0%
EQWLInvesco Exchange Traded Fd T
3.4%
VIGVanguard Specialized Funds
3.2%
IWRiShares Tr
2.6%Added +3681%
AAPLApple Inc.
2.3%Added +3%
RSP1.9%
OEFiShares Tr
15.2%
IVViShares Tr
15.1%Added +21%
DIASPDR Dow Jones Industrial Average ETF Trust
8.9%
LECOLincoln Electric Holdings Inc
5.6%−5%
VOOVanguard Index FDS
4.6%
IWDiShares Tr
4.1%
NVDANVIDIA Corp
4.0%
EQWL3.4%
VIG3.2%
IWR
AAPLRSP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OEF iShares Tr 15.2% Held
IVV iShares Tr 15.1% Added +21%
DIA SPDR Dow Jones Industrial Average ETF Trust 8.9% HeldLECO Lincoln Electric Holdings Inc 5.6% Trimmed −5%VOO Vanguard Index FDS 4.6% Held
IWD iShares Tr 4.1% Added +6%
NVDA NVIDIA Corp 4.0% HeldEQWL Invesco Exchange Traded Fd T 3.4% Held
VIG Vanguard Specialized Funds 3.2% Held
IWR iShares Tr 2.6% Added +3681%
AAPL Apple Inc. 2.3% Added +3%RSP Invesco Exchange Traded Fd T 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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