CJM Wealth Advisers, Ltd. Portfolio Holdings - 13F Filings | 13F Fund Database
CJM Wealth Advisers, Ltd. 13F Holdings
CIK 0001992748 · FALLS CHURCH, VA
As of Sep 30, 2025, CJM Wealth Advisers, Ltd. reported
74 positions worth $325.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 162,523 | $99.5M | 30.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 88,434 | $53.1M | 16.31% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 553,671 | $36.1M | 11.10% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 179,697 | $21.4M | 6.56% |
| VANGUARD VALUE INDEX FUND | VTV | — | 82,283 |
|
5.3M4.71% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 30,791 | $9.2M | 2.82% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 217,532 | $9.1M | 2.81% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 16,021 | $8.1M | 2.47% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 16,420 | $7.7M | 2.36% |
| EXXON MOBIL CORP | XOM | Energy | 48,218 | $5.4M | 1.67% |
| APPLE INC | AAPL | Technology | 20,459 | $5.2M | 1.60% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 63,049 | $3.8M | 1.16% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 11,541 | $3.3M | 1.00% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 9,615 | $2.8M | 0.87% |
| MICROSOFT CORP | MSFT | Technology | 5,002 | $2.6M | 0.80% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 10,222 | $2.2M | 0.68% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 10,467 | $2.2M | 0.67% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 10,597 | $2.2M | 0.66% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 8,036 |
.9M | 0.60% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 46,515 |
.8M | 0.54% |
| QUALCOMM INC | QCOM | Technology | 10,141 |
.7M | 0.52% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,020 |
.6M | 0.49% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 9,617 |
.5M | 0.45% |
| ALPHABET INC | GOOG | Equity | 6,057 |
.5M | 0.45% |
| AMAZON.COM INC | AMZN | Equity | 6,522 |
.4M | 0.44% |