Latest imported 13F data

CJM Wealth Advisers, Ltd.

•CIK: 1992748•Filing: Q4 2025

**CJM Wealth Advisers, Ltd.** manages $334M across a diversified portfolio of 74 positions. The strategy exhibits significant core exposure, anchored by a substantial $102.0M allocation to VOO and a $53.5M position in NDQ. Further concentration is evident in sector plays, notably IJH ($36.7M) and IJR ($21.4M). The top holdings reveal a tactical tilt across broad market indices and key sectors, including VTV ($13.6M) and XOM ($5.7M).

Total AUM
$334.3M
QoQ Performance
+2.7%
Positions
55
Top 10 Concentration
81.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
NDQ
IJH
IJR
VOO30.5%
NDQ16.0%
IJH11.0%
IJR6.4%
CGDV4.3%
VTV4.1%
VBK2.8%
BRK.B2.3%

📈 Biggest Buys

CGDV
CAPITAL GROUP DIVIDEND VALUE
+52.6%
4.3% of portfolio
IAU*
ISHARES GOLD TR
+217.4%
0.2% of portfolio
AFL
AFLAC INC
NEW
0.2% of portfolio
VTI
VANGUARD INDEX FDS
+86.7%
0.2% of portfolio
IBIT
ISHARES BITCOIN TRUST ETF
+118.8%
0.1% of portfolio

📉 Biggest Sells

VTV
VANGUARD INDEX FDS
-13.2%
4.1% of portfolio
NDQ
INVESCO QQQ TR
-1.5%
16.0% of portfolio
AGG
ISHARES TR
-46.1%
0.1% of portfolio
IWF
ISHARES TR
-3.6%
2.2% of portfolio
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.7%
2.3% of portfolio

Sector Breakdown

Other58.6%
ETF30.8%
Technology5.1%
Energy1.8%
Financial1.0%
Consumer0.9%
Healthcare0.6%
Industrial0.5%

🚪 Exited Positionssold since Q3 2025

UNH
UNITEDHEALTH GROUP INC
SOLD
$210.3K

Changes from Q3 2025

NEW1 new position
↑28 increased
↓35 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023

📌 Top Holdings

VOO30.5%
VANGUARD INDEX FDS
$102.0M
NDQ16.0%
INVESCO QQQ TR
$53.5M
IJH11.0%
ISHARES TR
$36.7M
IJR6.4%
ISHARES TR
$21.4M
CGDV4.3%
CAPITAL GROUP DIVIDEND VALUE
$14.5M

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