Cjm Wealth Advisers, Ltd. Top Holdings and 13F Report (2026) About Cjm Wealth Advisers, Ltd.Investment ActivityCjm Wealth Advisers, Ltd. has $380.91 million in total holdings as of June 30, 2026.Cjm Wealth Advisers, Ltd. owns shares of 78 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.91% of the portfolio was purchased this quarter.About 1.37% of the portfolio was sold this quarter.This quarter, Cjm Wealth Advisers, Ltd. has purchased 72 new stocks and bought additional shares in 33 stocks.Cjm Wealth Advisers, Ltd. sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $107,300,375Invesco QQQ $66,217,859iShares Core S&P Mid-Cap ETF $41,026,783iShares Core S&P Small-Cap ETF $25,215,931Capital Group Dividend Value ETF $24,569,198 Largest New Holdings this Quarter 808524805 - Schwab International Equity ETF $388,811 Holding91324P102 - UnitedHealth Group $263,717 Holding00287Y109 - AbbVie $234,009 Holding55261F104 - M&T Bank $216,113 Holding922908769 - Vanguard Total Stock Market ETF $215,415 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 40,422 shares (about $5.02M)Capital Group Dividend Value ETF 61,812 shares (about $3.05M)KLA 5,400 shares (about $1.63M)Invesco QQQ 1,620 shares (about $1.19M)Vanguard Mid-Cap ETF 11,735 shares (about $945.51K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,427 shares (about $980.08K)Vanguard Value ETF 4,160 shares (about $906.59K)iShares Core S&P Mid-Cap ETF 9,315 shares (about $718.28K)iShares Core S&P Small-Cap ETF 4,831 shares (about $716.48K)Vanguard Small-Cap Growth ETF 890 shares (about $325.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCjm Wealth Advisers, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$107,300,375$980,078 â–¼-0.9%156,23028.2%ETFQQQInvesco QQQ$66,217,859$1,192,969 â–²1.8%89,92117.4%FinanceIJHiShares Core S&P Mid-Cap ETF$41,026,783$718,280 â–¼-1.7%532,05510.8%ETFIJRiShares Core S&P Small-Cap ETF$25,215,931$716,485 â–¼-2.8%170,0226.6%ETFCGDVCapital Group Dividend Value ETF$24,569,198$3,046,097 â–²14.2%498,5636.5%ETFVTVVanguard Value ETF$13,861,881$906,589 â–¼-6.1%63,6073.6%ETFVBKVanguard Small-Cap Growth ETF$10,941,603$325,469 â–¼-2.9%29,9202.9%ETFBRK.BBerkshire Hathaway$7,655,003$171,134 â–¼-2.2%15,2982.0%FinanceIWFiShares Russell 1000 Growth ETF$6,937,285$5,019,222 â–²261.7%55,8691.8%ETFXOMExxonMobil$6,355,606$61,524 â–¼-1.0%46,4861.7%EnergyAAPLApple$5,765,055$10,128 â–¼-0.2%19,9231.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,570,910$66,690 â–²1.5%64,1531.2%ETFIBMInternational Business Machines$3,285,434$13,498 â–²0.4%11,6830.9%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,657,439$100,363 â–²3.9%10,9620.7%ETFVOTVanguard Mid-Cap Growth ETF$2,621,662$229,116 â–¼-8.0%8,5590.7%ETFIWMiShares Russell 2000 ETF$2,464,189$68,500 â–¼-2.7%8,2020.6%FinanceVIGVanguard Dividend Appreciation ETF$2,440,1580.0%10,3130.6%ETFGOOGAlphabet$2,378,851$72,782 â–¼-3.0%6,7330.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,225,959$253,187 â–¼-10.2%9,1610.6%ETFAMZNAmazon.com$1,977,825$89,381 â–¼-4.3%8,2980.5%Retail/WholesaleNVDANVIDIA$1,945,917$28,213 â–¼-1.4%9,7250.5%Computer and TechnologyMSFTMicrosoft$1,941,565$26,484 â–²1.4%5,2050.5%Computer and TechnologyQCOMQualcomm$1,904,856$8,501 â–²0.4%10,3080.5%Computer and TechnologyKLACKLA$1,810,260$1,629,234 â–²900.0%6,0000.5%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$1,790,703$30,579 â–¼-1.7%43,5690.5%ETFJPMJPMorgan Chase & Co.$1,612,971$35,349 â–¼-2.1%4,9280.4%FinanceIAUiShares Gold Trust$1,468,480$500,870 â–²51.8%19,4470.4%FinanceGOOGLAlphabet$1,431,7570.0%4,0060.4%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,404,855$16,795 â–¼-1.2%7,1100.4%ETFPGProcter & Gamble$1,400,060$16,423 â–²1.2%9,5480.4%Consumer StaplesVOVanguard Mid-Cap ETF$1,279,477$945,508 â–²283.1%15,8800.3%ETFNEENextEra Energy$1,236,216$13,604 â–²1.1%14,0850.3%UtilitiesVVisa$1,213,402$2,058 â–²0.2%3,5370.3%Business ServicesIWBiShares Russell 1000 ETF$1,198,1970.0%2,9260.3%ETFCATCaterpillar$1,140,413$4,259 â–¼-0.4%1,0710.3%IndustrialsESGVVanguard ESG U.S. Stock ETF$1,037,610$2,248 â–¼-0.2%7,8460.3%ETFJNJJohnson & Johnson$996,139$10,413 â–²1.1%3,9220.3%MedicalLLYEli Lilly and Company$876,060$10,801 â–²1.2%7300.2%MedicalGEGE Aerospace$805,160$4,112 â–²0.5%2,1540.2%AerospaceGE VERNOVA INC$614,6320.0%5230.2%COMSPYSPDR S&P 500 ETF Trust$606,956$50,020 â–¼-7.6%8130.2%FinanceADPAutomatic Data Processing$574,6560.0%2,5660.2%Computer and TechnologyAFLAflac$555,1790.0%4,7350.1%FinanceHDHome Depot$543,833$6,348 â–²1.2%1,5420.1%Retail/WholesaleVSGXVanguard ESG International Stock ETF$543,2840.0%6,5980.1%ETFVNQVanguard Real Estate ETF$541,807$97,678 â–²22.0%5,6190.1%ETFCVXChevron$519,293$994 â–²0.2%3,1330.1%EnergyIWNiShares Russell 2000 Value ETF$503,965$221 â–²0.0%2,2780.1%ETFRTXRTX$473,376$190 â–²0.0%2,4950.1%AerospaceIVViShares Core S&P 500 ETF$465,435$114,488 â–²32.6%6220.1%ETFVGSHVanguard Short-Term Treasury ETF$459,838$97,369 â–¼-17.5%7,9010.1%ETFWALMART INC$421,440$28,428 â–²7.2%3,7210.1%COMNOCNorthrop Grumman$400,684$10,183 â–¼-2.5%7870.1%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$395,525$31,575 â–¼-7.4%3,9960.1%FinanceSCHFSchwab International Equity ETF$388,811$388,811 â–²New Holding14,0370.1%ETFLDOSLeidos$378,3120.0%3,6740.1%Computer and TechnologyMETAMeta Platforms$352,045$30,417 â–²9.5%6250.1%Computer and TechnologyORCLOracle$337,944$36,637 â–¼-9.8%2,3060.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$328,737$33,756 â–²11.4%9,8750.1%SHS BEN INTMCDMcDonald's$326,221$270 â–²0.1%1,2070.1%Retail/WholesaleVZVerizon Communications$316,456$23,033 â–²7.8%7,4740.1%Computer and TechnologyAXPAmerican Express$310,852$12,854 â–¼-4.0%9190.1%FinanceTAT&T$303,308$19,250 â–²6.8%14,6530.1%Computer and TechnologyLINDE PLC$298,131$6,740 â–²2.3%5750.1%SHSDDominion Energy$295,866$12,362 â–¼-4.0%4,3320.1%UtilitiesTSLATesla$264,300$12,205 â–²4.8%6280.1%Auto/Tires/TrucksUNHUnitedHealth Group$263,717$263,717 â–²New Holding6350.1%MedicalSYKStryker$259,743$15,112 â–¼-5.5%8250.1%MedicalVUGVanguard Growth ETF$252,457$211,630 â–²518.4%2,9310.1%ETFSCHMSchwab U.S. Mid-Cap ETF$244,0060.0%6,6180.1%ETFABBVAbbVie$234,009$234,009 â–²New Holding9300.1%MedicalMTBM&T Bank$216,113$216,113 â–²New Holding9080.1%FinanceVTIVanguard Total Stock Market ETF$215,415$215,415 â–²New Holding5820.1%ETFCICigna Group$209,7920.0%7610.1%MedicalDISWalt Disney$203,653$203,653 â–²New Holding2,1160.1%Consumer DiscretionaryHBANHuntington Bancshares$184,126$184,126 â–²New Holding10,3850.0%FinanceDSMBNY Mellon Strategic Municipal Bond Fund$97,460$1,304 â–²1.4%15,8470.0%FinanceMARTI TECHNOLOGIES INC$45,8500.0%35,0000.0%SHS CL AHCAHCA Healthcare$0$225,697 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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