13F Insight
DOSSIER · 13F-HR · Q1 2026

CM WEALTH ADVISORS LLC

$470M in tracked AUM across 146 positions as of Q1 2026.

CW
CIK 0001764581 · last filed Mar 31, 2026
Total AUM
$470M
as of Q1 2026
Holdings
146
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CM WEALTH ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
OEF
ISHARES TR
$77M242K16.4%02
IVV
ISHARES TR
$59M90K12.5%03
DIA
SPDR DOW JONES INDL AVERAGE
$51M109K10.8%04
LECO
LINCOLN ELEC HLDGS INC
$34M134K7.2%05
VOO
VANGUARD INDEX FDS
$24M40K5.1%06
IWD
ISHARES TR
$20M95K4.3%07
NVDA
NVIDIA CORPORATION
$18M103K3.8%08
VIG
VANGUARD SPECIALIZED FUNDS
$18M83K3.8%09
EQWL
INVESCO EXCHANGE TRADED FD T
$17M151K3.7%10
RSP
INVESCO EXCHANGE TRADED FD T
$11M55K2.2%

Filing history

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 positionsLocked2023Q2Jun 30
$305M▼ 41.0%
164 positionsLocked
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