CJM Wealth Advisers, Ltd.
CIK
1992748
Location
FALLS CHURCH, VA
Portfolio Value
Micro
$1,794,186
Diversification
Highly concentrated
Filing Date
Global Rank
#5,669
/ 8,586
▲ 155
Top Industry
Oil & Gas Integrated
17.7%
3Y Alpha vs SPY
+0.3%
Period ended 3 months ago
Filed Apr 13, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.3%
SPY
+78.1%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 52.1% | $53,007,991 |
| Technology | 15.0% | $15,250,167 |
| Financial Services | 10.8% | $10,946,201 |
| Energy | 8.5% | $8,610,137 |
| Consumer Cyclical | 2.9% | $2,905,043 |
| Industrials | 2.8% | $2,857,898 |
| Healthcare | 2.3% | $2,327,415 |
| Communication Services | 2.2% | $2,224,366 |
| Consumer Defensive | 1.8% | $1,794,186 |
| Utilities | 1.5% | $1,572,811 |
| 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. | |||||
Trimmed
Positions the filer reduced
5 positions
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. | ||||
2 positions ·
$1,794,186 total
· Consumer Defensive only
· 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 |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,470 | $431,251 | 24.04% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 9,436 | $1,362,935 | 75.96% |