DOSSIER · 13F-HR · Q3 2026
CJM Wealth Advisers, Ltd.
$379M in tracked AUM across 84 positions as of Q3 2026.
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CIK 0001992748 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
CJM Wealth Advisers, Ltd. has reported a substantial transformation in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 1,086.4%, growing from $28.18 million in the previous quarter to $334.31 million. This dramatic increase in assets under management (AUM) suggests a significant capital inflow, a major acquisition of assets, or a restructuring of the reporting entity.
The portfolio currently comprises *74 holdings...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.
Filing history
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