Cjm Wealth Advisers, Ltd. Portfolio Holdings

Cjm Wealth Advisers, Ltd.

  • $334 Billion
  • Q4 2025

Cjm Wealth Advisers, Ltd. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $334 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $102B, Invesco Qqq Trust, Series 1 with a value of $53.5B, Ishares Core S&P Mid Cap ETF with a value of $36.7B, Ishares Core S&P Sm Cap ETF with a value of $21.4B, and Capital Group Divid Value ETF with a value of $14.5B.

Examining the 13F form we can see an increase of $8.85B in the current position value, from $325B to 334B.

Cjm Wealth Advisers, Ltd. is based out at Falls Church, VA

Below you can find more details about Cjm Wealth Advisers, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $334 Billion
ETFs: $283 Billion
Technology: $15.4 Billion
Financial Services: $11.6 Billion
Energy: $6.16 Billion
Communication Services: $3.86 Billion
Industrials: $2.91 Billion
Consumer Cyclical: $2.65 Billion
Healthcare: $2.49 Billion
Other: $3.3 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$7.84 Billion 2.34% of portfolio
15,590
Q4 2025 Reduced 2.69%
$490B
$5.72 Billion 1.71% of portfolio
47,528
Q4 2025 Reduced 1.43%
$4.3T
$5.39 Billion 1.61% of portfolio
19,831
Q4 2025 Reduced 3.07%
$266B
$3.43 Billion 1.03% of portfolio
11,592
Q4 2025 Added 0.44%
$3.78T
$2.36 Billion 0.71% of portfolio
4,883
Q4 2025 Reduced 2.38%
$1.74T
$1.81 Billion 0.54% of portfolio
5,767
Q4 2025 Reduced 4.79%
$881B
$1.57 Billion 0.47% of portfolio
4,861
Q4 2025 Reduced 3.17%
$2.39T
$1.5 Billion 0.45% of portfolio
6,480
Q4 2025 Reduced 0.64%
$346B
$1.34 Billion 0.4% of portfolio
9,371
Q4 2025 Reduced 2.56%
$533B
$1.22 Billion 0.36% of portfolio
3,464
Q4 2025 Reduced 6.76%
$1.65T
$1.21 Billion 0.36% of portfolio
3,856
Q4 2025 Reduced 5.02%
$522B
$801 Million 0.24% of portfolio
3,869
Q4 2025 Reduced 15.58%
$971B
$760 Million 0.23% of portfolio
707
Q4 2025 Reduced 0.7%
$291B
$691 Million 0.21% of portfolio
1,207
Q4 2025 Added 0.33%
$328B
$656 Million 0.2% of portfolio
2,130
Q4 2025 Added 0.05%
$465B
$615 Million 0.18% of portfolio
3,296
Q4 2025 Reduced 9.15%
$593B
$449 Million 0.13% of portfolio
2,306
Q4 2025 Reduced 0.6%
$303B
$440 Million 0.13% of portfolio
2,890
Q4 2025 Added 0.52%
$258B
$446 Million 0.13% of portfolio
2,433
Q4 2025 Added 72.31%
$279B
$379 Million 0.11% of portfolio
3,404
Q4 2025 Added 0.92%
$224B
$371 Million 0.11% of portfolio
1,214
Q4 2025 Added 0.91%
$255B
$356 Million 0.11% of portfolio
963
Q4 2025 Added 1.05%
$1.29T
$268 Million 0.08% of portfolio
595
Q3 2025 New
$414B
$216 Million 0.06% of portfolio
943
Q4 2025 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $334 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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