CJM Wealth Advisers, Ltd.
CIK
1992748
Location
FALLS CHURCH, VA
Portfolio Value
Micro
$93,016,569
Diversification
Highly concentrated
Filing Date
Global Rank
#5,832
/ 8,603
▲ 125
· as of Mar 2026
Top Industry
Insurance - Diversified
18.7%
3Y Alpha vs SPY
+0.0%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.4%
SPY
+76.0%
Annualised alpha
+1.0%
Max drawdown
−19.5%
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
44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
54.8%
−0.9 pts
Top 5
73.4%
−2.1 pts
Top 10
81.6%
−1.5 pts
HHI
3,138
Highly concentrated−104
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 57.0% | $53,007,991 |
| Technology | 15.5% | $14,455,065 |
| Financial Services | 11.8% | $10,946,201 |
| Consumer Cyclical | 3.1% | $2,905,043 |
| Industrials | 3.1% | $2,857,898 |
| Healthcare | 2.5% | $2,327,415 |
| Communication Services | 2.4% | $2,224,366 |
| Consumer Defensive | 1.9% | $1,794,186 |
| Utilities | 1.7% | $1,572,811 |
| Energy | 0.7% | $646,976 |
| Basic Materials | 0.3% | $278,617 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
44 positions ·
$93,016,569 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 88,301 | $50,965,571 | 54.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 15,640 | $7,494,688 | 8.06% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,958 | $5,065,140 | 5.45% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 11,635 | $2,820,207 | 3.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,134 | $1,900,452 | 2.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,673 | $1,806,325 | 1.94% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,866 | $1,720,630 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,036 | $1,481,389 | 1.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 9,436 | $1,362,935 | 1.47% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 10,262 | $1,321,540 | 1.42% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 13,930 | $1,293,818 | 1.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,006 | $1,151,965 | 1.24% | |
| IAU |
Ishares Gold Trust
|
Added | 12,814 | $1,129,682 | 1.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,531 | $1,067,209 | 1.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,881 | $948,671 | 1.02% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,075 | $761,594 | 0.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 721 | $663,154 | 0.71% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,127 | $646,976 | 0.70% | |
| GE |
General Electric Co
Industrials
|
Added | 2,143 | $608,119 | 0.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 880 | $572,299 | 0.62% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Held | 3,674 | $571,380 | 0.61% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 807 | $550,567 | 0.59% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 2,566 | $521,359 | 0.56% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 4,735 | $519,476 | 0.56% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,524 | $501,228 | 0.54% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,494 | $481,092 | 0.52% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 523 | $456,526 | 0.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,470 | $431,251 | 0.46% | |
| T |
At&T Inc.
Communication Services
|
Added | 13,723 | $397,829 | 0.43% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,556 | $376,013 | 0.40% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,206 | $374,812 | 0.40% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 6,930 | $347,886 | 0.37% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 8,861 | $340,439 | 0.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 571 | $326,686 | 0.35% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 957 | $289,473 | 0.31% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 873 | $286,859 | 0.31% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 4,513 | $278,993 | 0.30% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 562 | $278,617 | 0.30% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 477 | $225,735 | 0.24% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 599 | $222,678 | 0.24% | |
| CI |
Cigna Group
Healthcare
|
Held | 761 | $202,996 | 0.22% | |
| DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
Financial Services
|
Added | 15,635 | $93,966 | 0.10% | |
| KLAC |
Kla Corp
Technology
|
Held | 600 | $88,344 | 0.09% | |
| MRT |
Marti Technologies, Inc.
Technology
|
Held | 35,000 | $70,000 | 0.08% |