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

CM WEALTH ADVISORS LLC

$554M in tracked AUM across 194 positions as of Q2 2026.

CW
CIK 0001764581 · last filed Jun 30, 2026
Total AUM
$554M
as of Q2 2026
Holdings
194
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CM WEALTH ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
OEF
ISHARES TR
$88M241K15.9%02
IVV
ISHARES TR
$74M99K13.3%03
DIA
STATE STR SPDR DOW JONES IND
$56M107K10.0%04
LECO
LINCOLN ELEC HLDGS INC
$36M134K6.5%05
VOO
VANGUARD INDEX FDS
$27M40K4.9%06
IWD
ISHARES TR
$23M95K4.1%07
NVDA
NVIDIA CORPORATION
$21M104K3.7%08
EQWL
INVESCO EXCHANGE TRADED FD T
$20M158K3.7%09
VIG
VANGUARD SPECIALIZED FUNDS
$20M83K3.5%10
AAPL
APPLE INC
$12M41K2.1%

Filing history

2026Q2Jun 30
$554M▲ 18.1%
194 positionsView →2026Q1Mar 31
$470M▲ 6.1%
146 positionsView →2025Q4Dec 31
$442M▲ 16.7%
138 positionsView →2025Q3Sep 30
$379M▲ 11.6%
89 positionsView →2025Q2Jun 30
$340M▲ 8.7%
82 positionsLocked2025Q1Mar 31
$313M▲ 2.2%
86 positionsLocked2024Q4Dec 31
$306M▼ 0.9%
84 positionsLocked2024Q3Sep 30
$309M▲ 46.8%
84 positionsLocked2024Q2Jun 30
$210M▼ 39.9%
75 positionsLocked2024Q1Mar 31
$350M▲ 50.4%
190 positionsLocked2023Q4Dec 31
$233M▼ 10.3%
75 positionsLocked2023Q3Sep 30
$259M▼ 14.9%
82 positionsLocked
Showing 12 of 17