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

CM WEALTH ADVISORS LLC

CM WEALTH's holding co. based in Chicago, IL — $470M in tracked AUM across 146 positions as of Q1 2026.

CW
CM WEALTH·Chicago, IL·Holding Co.
CIK 0001764581 · last filed Mar 31, 2026
Total AUM
$470M
▼ 6.9%
vs prior
Holdings
146
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · 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

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