CJM Wealth Advisers, Ltd.

CIK

1992748

Location

FALLS CHURCH, VA

Portfolio Value

Small $380,910,667

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,534 / 8,795 ▲ 366 · as of Jun 2026

Top Industry

Insurance - Diversified 14.0%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

36.8%

−11.3 pts

Top 5

83.7%

+2.5 pts

Top 10

90.0%

+1.8 pts

HHI

2,158

Moderately concentrated−631

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.6%	$326,177,528	14
Technology	4.7%	$17,989,574	10
Financial Services	3.1%	$11,845,284	8
Energy	1.8%	$6,874,891	2
Communication Services	1.3%	$4,986,081	5
Industrials	0.9%	$3,434,174	5
Consumer Cyclical	0.8%	$3,111,977	4
Healthcare	0.7%	$2,839,138	6
Consumer Defensive	0.5%	$1,821,558	2
Utilities	0.4%	$1,532,072	2
Basic Materials	0.1%	$298,390	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGDV	Capital Group Dividend Value ETF	+61,812	498,563	$24,569,184
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+26,296	784,654	$80,361,313
FNDA	Schwab Fundamental U.S. Small Company ETF	+14,037	20,655	$632,829
IAU	Ishares Gold Trust	+6,633	19,447	$1,468,442
VB	Vanguard Morningstar Small-Cap ETF	+6,422	293,980	$140,103,821
KLAC	Kla Corp	+5,400	6,000	$1,810,260
QQQ	Invesco Qqq Trust, Series 1	+1,620	89,921	$66,217,824
IBIT	iShares Bitcoin Trust ETF	+1,014	9,875	$328,738
VIG	Vanguard Dividend Appreciation ETF	+1,013	15,932	$2,982,102
VEA	Vanguard FTSE Developed Markets ETF	+936	64,153	$4,570,901
T	At&T Inc.	+930	14,653	$303,317
VZ	Verizon Communications Inc	+544	7,474	$316,449
WMT	Walmart Inc.	+251	3,721	$421,440
DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	+212	15,847	$97,459
NEE	Nextera Energy Inc	+155	14,085	$1,236,240
PG	PROCTER & GAMBLE Co	+112	9,548	$1,400,118
MSFT	Microsoft Corp	+71	5,205	$1,941,569
META	Meta Platforms, Inc.	+54	625	$352,056
IBM	International Business Machines Corp	+48	11,683	$3,285,376
QCOM	Qualcomm Inc/De	+46	10,308	$1,904,815
JNJ	Johnson & Johnson	+41	3,922	$996,070
TSLA	Tesla, Inc.	+29	628	$264,136
HD	Home Depot, Inc.	+18	1,542	$543,832
LIN	Linde PLC	+13	575	$298,390
GE	General Electric Co	+11	2,154	$805,014
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−1,673	7,901	$459,838
TACN	T. Rowe Price Active Core International Equity ETF	−744	43,569	$1,790,685
XOM	ExxonMobil Holdings Corp	−450	46,486	$6,355,565
AMZN	Amazon Com Inc	−375	8,298	$1,977,745
BRK-B	Berkshire Hathaway Inc	−342	15,298	$7,654,966
ORCL	Oracle Corp	−250	2,306	$337,944
GOOGL	Alphabet Inc.	−206	10,739	$3,810,594
D	Dominion Energy, Inc	−181	4,332	$295,832
NVDA	Nvidia Corp	−141	9,725	$1,945,875
JPM	Jpmorgan Chase & Co	−108	4,928	$1,613,082
SPY	Spdr S&P 500 ETF Trust	−67	813	$607,124
SYK	Stryker Corp	−48	825	$259,743
AXP	American Express Co	−38	919	$310,851
AAPL	Apple Inc.	−35	19,923	$5,764,919
NOC	Northrop Grumman Corp /De/	−20	787	$400,826
EDV	Vanguard World Funds Extended Duration ETF	−17	14,444	$1,580,834
CAT	Caterpillar Inc	−4	1,071	$1,140,507
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	635	$263,925
ABBV	AbbVie Inc.	930	$234,025
MTB	M&T Bank Corp	908	$216,113
DIS	Walt Disney Co	2,116	$203,665
HBAN	Huntington Bancshares Inc /Md/	10,385	$184,126
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HCA	HCA Healthcare, Inc.	477	$225,735
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $380,910,667 total · filing declares 78 positions · $380,910,331 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	293,980	+6,422	$140,103,821	+13.8%	36.78%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	784,654	+26,296	$80,361,313	—	21.10%
QQQ	Invesco Qqq Trust, Series 1	Added	89,921	+1,620	$66,217,824	+29.9%	17.38%
CGDV	Capital Group Dividend Value ETF	Added	498,563	+61,812	$24,569,184	+32.2%	6.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	15,298	-342	$7,654,966	+2.1%	2.01%
XOM	ExxonMobil Holdings Corp Energy	Reduced	46,486	-450	$6,355,565	−20.2%	1.67%
AAPL	Apple Inc. Technology	Reduced	19,923	-35	$5,764,919	+13.8%	1.51%
VEA	Vanguard FTSE Developed Markets ETF	Added	64,153	+936	$4,570,901	+12.8%	1.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,739	-206	$3,810,594	+21.3%	1.00%
IBM	International Business Machines Corp Technology	Added	11,683	+48	$3,285,376	+16.5%	0.86%
VIG	Vanguard Dividend Appreciation ETF	Added	15,932	+1,013	$2,982,102	+13.5%	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,298	-375	$1,977,745	+9.5%	0.52%
NVDA	Nvidia Corp Technology	Reduced	9,725	-141	$1,945,875	+13.1%	0.51%
MSFT	Microsoft Corp Technology	Added	5,205	+71	$1,941,569	+2.2%	0.51%
QCOM	Qualcomm Inc/De Technology	Added	10,308	+46	$1,904,815	+44.1%	0.50%
KLAC	Kla Corp Technology	Added	6,000	+5,400	$1,810,260	+104.9%	0.48%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	43,569	-744	$1,790,685	+13.5%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,928	-108	$1,613,082	+8.9%	0.42%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	14,444	-17	$1,580,834	+16.6%	0.42%
IAU	Ishares Gold Trust	Added	19,447	+6,633	$1,468,442	+30.0%	0.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,548	+112	$1,400,118	+2.7%	0.37%
NEE	Nextera Energy Inc Utilities	Added	14,085	+155	$1,236,240	−4.5%	0.32%
V	Visa Inc. Financial Services	Added	3,537	+6	$1,213,509	+13.7%	0.32%
CAT	Caterpillar Inc Industrials	Reduced	1,071	-4	$1,140,507	+49.8%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	3,922	+41	$996,070	+5.0%	0.26%
LLY	ELI LILLY & Co Healthcare	Added	730	+9	$875,583	+32.0%	0.23%
GE	General Electric Co Industrials	Added	2,154	+11	$805,014	+32.4%	0.21%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	20,655	+14,037	$632,829	+208.9%	0.17%
GEV	GE Vernova Inc. Industrials	Held	523	0	$614,451	+34.6%	0.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	813	-67	$607,124	+6.1%	0.16%
ADP	Automatic Data Processing Inc Technology	Held	2,566	0	$574,655	+10.2%	0.15%
AFL	Aflac Inc Financial Services	Held	4,735	0	$555,178	+6.9%	0.15%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,542	+18	$543,832	+8.5%	0.14%
CVX	Chevron Corp Energy	Added	3,133	+6	$519,326	−19.7%	0.14%
		Added	2,278	+1	$503,893	+16.7%	0.13%
RTX	RTX Corp Industrials	Added	2,495	+1	$473,376	−1.6%	0.12%
BNDW	Vanguard Total World Bond ETF	Reduced	7,901	-1,673	$459,838	−18.0%	0.12%
WMT	Walmart Inc. Consumer Defensive	Added	3,721	+251	$421,440	−2.3%	0.11%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	787	-20	$400,826	−27.2%	0.11%
LDOS	Leidos Holdings, Inc. Technology	Held	3,674	0	$378,311	−33.8%	0.10%
META	Meta Platforms, Inc. Communication Services	Added	625	+54	$352,056	+7.8%	0.09%
ORCL	Oracle Corp Technology	Reduced	2,306	-250	$337,944	−10.1%	0.09%
IBIT	iShares Bitcoin Trust ETF	Added	9,875	+1,014	$328,738	−3.4%	0.09%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,207	+1	$326,264	−13.0%	0.09%
VZ	Verizon Communications Inc Communication Services	Added	7,474	+544	$316,449	−9.0%	0.08%
AXP	American Express Co Financial Services	Reduced	919	-38	$310,851	+7.4%	0.08%
T	At&T Inc. Communication Services	Added	14,653	+930	$303,317	−23.8%	0.08%
LIN	Linde PLC Basic Materials	Added	575	+13	$298,390	+7.1%	0.08%
D	Dominion Energy, Inc Utilities	Reduced	4,332	-181	$295,832	+6.0%	0.08%
TSLA	Tesla, Inc. Consumer Cyclical	Added	628	+29	$264,136	+18.6%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.