CJM Wealth Advisers, Ltd.
CIK
1992748
City
FALLS CHURCH
State / Country
VA
Top Portfolio Positions
45 positions ·
$101,774,832 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
88,301 | $50,965,571 | 50.08% | |
| XOM |
Exxon Mobil Corp
Energy
|
46,936 | $7,963,161 | 7.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,640 | $7,494,688 | 7.36% | |
| AAPL |
Apple Inc.
Technology
|
19,958 | $5,065,140 | 4.98% | |
| IBM |
International Business Machines Corp
Technology
|
11,635 | $2,820,207 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
5,134 | $1,900,452 | 1.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,673 | $1,806,325 | 1.77% | |
| NVDA |
Nvidia Corp
Technology
|
9,866 | $1,720,630 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,036 | $1,481,389 | 1.46% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
9,436 | $1,362,935 | 1.34% |
Portfolio Trend
18 quarters · across all stocks
Holdings in DSM
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,966 | 15,635 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $95,283 | 15,443 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $90,019 | 15,206 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $84,453 | 15,081 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $86,099 | 14,922 | Shares | Sole | 2025-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||