13F Insight
DOSSIER · 13F-HR · Q2 2026

CJM Wealth Advisers, Ltd.

$381M in tracked AUM across 78 positions as of Q2 2026.

CW
CIK 0001992748 · last filed Jun 30, 2026
Total AUM
$381M
as of Q2 2026
Holdings
78
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

Key Holdings

The portfolio is heavily concentrated at the top, with the first three positions constituting nearly 58% of the total assets.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$107M156K28.2%02
QQQ
INVESCO QQQ TR
$66M90K17.4%03
IJH
ISHARES TR
$41M532K10.8%04
IJR
ISHARES TR
$25M170K6.6%05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$25M499K6.5%06
VTV
VANGUARD INDEX FDS
$14M64K3.6%07
VBK
VANGUARD INDEX FDS
$11M30K2.9%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M15K2.0%09
IWF
ISHARES TR
$7M56K1.8%10
XOM
EXXON MOBIL CORP
$6M46K1.7%

Filing history

2026Q2Jun 30
$381M▲ 16.0%
78 positionsView →2026Q1Mar 31
$328M▼ 1.8%
72 positionsView →2025Q4Dec 31
$334M▲ 2.7%
74 positionsView →2025Q3Sep 30
$325M▲ 8.3%
74 positionsView →2025Q2Jun 30
$300M▲ 6.1%
69 positionsLocked2025Q1Mar 31
$283M▼ 4.6%
67 positionsLocked2024Q4Dec 31
$297M▲ 1.7%
69 positionsLocked2024Q3Sep 30
$292M▲ 7.4%
69 positionsLocked2024Q2Jun 30
$272M▲ 3.0%
64 positionsLocked2024Q1Mar 31
$264M▲ 16.5%
66 positionsLocked2023Q4Dec 31
$227M▲ 10.2%
59 positionsLocked2023Q3Sep 30
$206M▲ 4.3%
54 positionsLocked
Showing 12 of 19