account_balance
Investment manager · 13F filer · SEC CIK 1992748
CJM Wealth Advisers, Ltd.
Reported value$379Mas of Sep 30, 2026
Positions84 7 new, 1 sold out
Top 10 weight80.5%VOO alone is 28%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
28.2%Trimmed −2%
QQQInvesco QQQ Tr
17.4%
IJHiShares Tr
9.6%Trimmed −5%
CGDVCapital Group Dividend Value
7.3%Added +14%
IJRiShares Tr
5.9%Trimmed −4%
VTVVanguard Index FDS
3.5%−3%
VBKVanguard Index FDS
2.5%−8%
IWFiShares Tr
2.1%
BRK-BBerkshire Hathaway Inc
2.0%
XOM1.9%AAPLApple Inc.
1.7%−3%
VEA1.2%
VOOVanguard Index FDS
28.2%Trimmed −2%
QQQInvesco QQQ Tr
17.4%
IJHiShares Tr
9.6%Trimmed −5%
CGDVCapital Group Dividend Value
7.3%+14%
IJRiShares Tr
5.9%−4%
VTV3.5%
VBK2.5%
IWF2.1%
BRK-BXOM1.9%VEA
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
VOO Vanguard Index FDS 28.2% Trimmed −2%
QQQ Invesco QQQ Tr 17.4% Held
IJH iShares Tr 9.6% Trimmed −5%
CGDV Capital Group Dividend Value 7.3% Added +14%
IJR iShares Tr 5.9% Trimmed −4%
VTV Vanguard Index FDS 3.5% Trimmed −3%
VBK Vanguard Index FDS 2.5% Trimmed −8%
IWF iShares Tr 2.1% Added +11%
BRK-B Berkshire Hathaway Inc 2.0% HeldXOM ExxonMobil Holdings Corp 1.9% Trimmed −5%AAPL Apple Inc. 1.7% Trimmed −3%VEA Vanguard Tax-Managed FDS 1.2% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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