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CJM Wealth Advisers, Ltd.

CJM Wealth Advisers, Ltd. is an Investment Adviser institutional filer with the SEC under CIK 1992748, reporting 78 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: VA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-17

Top 10 portfolio positions

The largest reported holdings in CJM Wealth Advisers, Ltd.'s most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VOO)
  2. INVESCO QQQ TR (QQQ)
  3. ISHARES TR (IJH)
  4. ISHARES TR (IJR)
  5. CAPITAL GROUP DIVIDEND VALUE (CGDV)
  6. VANGUARD INDEX FDS (VTV)
  7. VANGUARD INDEX FDS (VBK)
  8. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  9. ISHARES TR (IWF)
  10. EXXON MOBIL CORP (XOM)
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