CJM Wealth Advisers, Ltd.

CIK

1992748

Location

FALLS CHURCH, VA

Portfolio Value

Small $101,774,832

Diversification

Highly concentrated

Filing Date

Global Rank

#5,322 / 8,232 ▲ 272

Top Industry

Oil & Gas Integrated 17.7%

3Y Alpha vs SPY

+0.3%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.7%

SPY

+76.3%

Annualised alpha

+0.3%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

50.1%

−2.2 pts

Top 5

73.0%

−1.1 pts

Top 10

81.1%

−1.2 pts

HHI

2,683

Highly concentrated−200

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.1%	$53,007,991	4
Technology	15.0%	$15,250,167	10
Financial Services	10.8%	$10,946,201	6
Energy	8.5%	$8,610,137	2
Consumer Cyclical	2.9%	$2,905,043	4
Industrials	2.8%	$2,857,898	5
Healthcare	2.3%	$2,327,415	5
Communication Services	2.2%	$2,224,366	4
Consumer Defensive	1.8%	$1,794,186	2
Utilities	1.5%	$1,572,811	2
Basic Materials	0.3%	$278,617	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+6,570	9,866	$1,720,630
IAU	Ishares Gold Trust	+2,903	12,814	$1,129,682
AMZN	Amazon Com Inc	+2,193	8,673	$1,806,325
QQQ	Invesco Qqq Trust, Series 1	+1,192	88,301	$50,965,571
T	At&T Inc.	+258	13,723	$397,829
MSFT	Microsoft Corp	+251	5,134	$1,900,452
ORCL	Oracle Corp	+250	2,556	$376,013
CVX	Chevron Corp	+237	3,127	$646,976
D	Dominion Energy, Inc	+221	4,513	$278,993
DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	+192	15,635	$93,966
JPM	Jpmorgan Chase & Co	+175	5,036	$1,481,389
SPY	Spdr S&P 500 ETF Trust	+169	880	$572,299
GOOGL	Alphabet Inc.	+150	4,006	$1,151,965
AAPL	Apple Inc.	+127	19,958	$5,065,140
NEE	Nextera Energy Inc	+108	13,930	$1,293,818
QCOM	Qualcomm Inc/De	+70	10,262	$1,321,540
V	Visa Inc.	+67	3,531	$1,067,209
WMT	Walmart Inc.	+66	3,470	$431,251
PG	PROCTER & GAMBLE Co	+65	9,436	$1,362,935
SYK	Stryker Corp	+63	873	$286,859
RTX	RTX Corp	+61	2,494	$481,092
BRK-B	Berkshire Hathaway Inc	+50	15,640	$7,494,688
IBM	International Business Machines Corp	+43	11,635	$2,820,207
HD	Home Depot, Inc.	+29	1,524	$501,228
LLY	ELI LILLY & Co	+14	721	$663,154
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−592	46,936	$7,963,161
CAT	Caterpillar Inc	−132	1,075	$761,594
VZ	Verizon Communications Inc	−38	6,930	$347,886
MCD	Mcdonalds Corp	−8	1,206	$374,812
AXP	American Express Co	−6	957	$289,473
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
META	Meta Platforms, Inc.	571	$326,686
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	1,978	$225,037
CEG	Constellation Energy Corp	620	$219,027
ABBV	AbbVie Inc.	943	$215,466
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $101,774,832 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	88,301	+1,192	$50,965,571	−4.8%	50.08%
XOM	Exxon Mobil Corp Energy	Reduced	46,936	-592	$7,963,161	+39.2%	7.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,640	+50	$7,494,688	−4.4%	7.36%
AAPL	Apple Inc. Technology	Added	19,958	+127	$5,065,140	−6.0%	4.98%
IBM	International Business Machines Corp Technology	Added	11,635	+43	$2,820,207	−17.9%	2.77%
MSFT	Microsoft Corp Technology	Added	5,134	+251	$1,900,452	−19.5%	1.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,673	+2,193	$1,806,325	+20.8%	1.77%
NVDA	Nvidia Corp Technology	Added	9,866	+6,570	$1,720,630	+179.9%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,036	+175	$1,481,389	−5.4%	1.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,436	+65	$1,362,935	+1.5%	1.34%
QCOM	Qualcomm Inc/De Technology	Added	10,262	+70	$1,321,540	−24.2%	1.30%
NEE	Nextera Energy Inc Utilities	Added	13,930	+108	$1,293,818	+16.6%	1.27%
GOOGL	Alphabet Inc. Communication Services	Added	4,006	+150	$1,151,965	−4.6%	1.13%
IAU	Ishares Gold Trust	Added	12,814	+2,903	$1,129,682	+40.4%	1.11%
V	Visa Inc. Financial Services	Added	3,531	+67	$1,067,209	−12.2%	1.05%
JNJ	Johnson & Johnson Healthcare	Added	3,881	+12	$948,671	+18.5%	0.93%
KLAC	Kla Corp Technology	Held	600	0	$883,446	+21.2%	0.87%
CAT	Caterpillar Inc Industrials	Reduced	1,075	-132	$761,594	+10.1%	0.75%
LLY	ELI LILLY & Co Healthcare	Added	721	+14	$663,154	−12.7%	0.65%
CVX	Chevron Corp Energy	Added	3,127	+237	$646,976	+46.9%	0.64%
GE	General Electric Co Industrials	Added	2,143	+13	$608,119	−7.3%	0.60%
SPY	Spdr S&P 500 ETF Trust	Added	880	+169	$572,299	+18.0%	0.56%
LDOS	Leidos Holdings, Inc. Technology	Held	3,674	0	$571,380	−13.8%	0.56%
NOC	Northrop Grumman Corp /De/ Industrials	Held	807	0	$550,567	+19.6%	0.54%
ADP	Automatic Data Processing Inc Technology	Held	2,566	0	$521,359	−21.0%	0.51%
AFL	Aflac Inc Financial Services	Held	4,735	0	$519,476	−0.5%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,524	+29	$501,228	−2.6%	0.49%
RTX	RTX Corp Industrials	Added	2,494	+61	$481,092	+7.8%	0.47%
GEV	GE Vernova Inc. Industrials	Held	523	0	$456,526	+33.6%	0.45%
WMT	Walmart Inc. Consumer Defensive	Added	3,470	+66	$431,251	+13.7%	0.42%
T	At&T Inc. Communication Services	Added	13,723	+258	$397,829	+18.9%	0.39%
ORCL	Oracle Corp Technology	Added	2,556	+250	$376,013	−16.3%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,206	-8	$374,812	+1.0%	0.37%
VZ	Verizon Communications Inc Communication Services	Reduced	6,930	-38	$347,886	+22.6%	0.34%
IBIT	iShares Bitcoin Trust ETF	Held	8,861	0	$340,439	−22.6%	0.33%
META	Meta Platforms, Inc. Communication Services	NEW	571	NEW	$326,686	NEW	0.32%
AXP	American Express Co Financial Services	Reduced	957	-6	$289,473	−18.7%	0.28%
SYK	Stryker Corp Healthcare	Added	873	+63	$286,859	+0.8%	0.28%
D	Dominion Energy, Inc Utilities	Added	4,513	+221	$278,993	+10.9%	0.27%
LIN	Linde PLC Basic Materials	Added	562	+13	$278,617	+19.0%	0.27%
HCA	HCA Healthcare, Inc. Healthcare	Held	477	0	$225,735	+1.4%	0.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	599	+4	$222,678	−16.8%	0.22%
CI	Cigna Group Healthcare	Held	761	0	$202,996	−3.1%	0.20%
DSM	Bny Mellon Strategic Municipal Bond Fund, Inc. Financial Services	Added	15,635	+192	$93,966	−1.4%	0.09%
MRT	Marti Technologies, Inc. Technology	Held	35,000	0	$70,000	−15.6%	0.07%