Cm Wealth Advisors LLC Portfolio Holdings by Sector

Cm Wealth Advisors LLC

$411 Million
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs OEF DIA IVV VOO IWD VIG EQWL RSP 35 stocks	$268,657 65.36% of portfolio	13	10	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials LECO 1 stocks	$31,939 7.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM TXN INTC AMD 6 stocks	$19,801 4.82% of portfolio	4	2	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$11,531 2.81% of portfolio	3	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$10,828 2.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$9,730 2.37% of portfolio	3	-	2	-	0 Calls 0 Puts
Software—Application \| Technology NOW NCNO INTU SHOP FICO SSNC 6 stocks	$7,719 1.88% of portfolio	6	-	5	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ PFE 4 stocks	$4,773 1.16% of portfolio	4	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF 3 stocks	$3,101 0.75% of portfolio	3	-	1	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3,021 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PKOH GE RRX 3 stocks	$2,739 0.67% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$2,732 0.66% of portfolio	3	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT BSX MDT 3 stocks	$2,475 0.6% of portfolio	3	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG 2 stocks	$2,096 0.51% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC LHX TDG RTX 4 stocks	$2,034 0.49% of portfolio	4	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$1,797 0.44% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1,766 0.43% of portfolio	2	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$1,567 0.38% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1,513 0.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI ICE 3 stocks	$1,502 0.37% of portfolio	2	1	2	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP CSX 3 stocks	$1,453 0.35% of portfolio	1	2	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM 2 stocks	$1,258 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts

Communication Equipment \| Technology CSCO 1 stocks	$1,236 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$1,164 0.28% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW APD 2 stocks	$1,136 0.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,112 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG NWL 2 stocks	$999 0.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$956 0.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$847 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BXSL 2 stocks	$842 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$794 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$769 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

Information Technology Services \| Technology IBM 1 stocks	$678 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$643 0.16% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services KEY 1 stocks	$551 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$542 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy FANG COP 2 stocks	$451 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$414 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$378 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$371 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$354 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$344 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$325 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical NVR 1 stocks	$290 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$287 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR 1 stocks	$285 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$273 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$271 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$249 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$222 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$210 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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Cm Wealth Advisors LLC Portfolio Holdings by Sector

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