CM WEALTH ADVISORS LLC
•CIK: 1764581•Filing: Q4 2025
**CM WEALTH ADVISORS LLC** manages $443M across a diversified portfolio of 138 positions. The fund exhibits significant overweighting in fixed income, evidenced by the top holding in OEF at $84.8M. Core equity exposure is anchored by large-cap ETFs, notably IVV ($27.0M) and VOO ($25.3M). Further concentration is visible in technology and growth names, including NVDA ($16.9M) and AAPL ($11.0M).
Total AUM
$442.6M
QoQ Performance
+16.7%
Positions
116
Top 10 Concentration
68.6%
Latest Filing
Q4 2025
Top Holdings Allocation
OEF
DON
LECO
IVV
VOO
OEF19.2%
DON11.9%
LECO7.7%
IVV6.1%
VOO5.7%
IWD4.4%
VIG4.3%
NVDA3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.9%
ETF12.5%
Technology12.5%
Healthcare2.0%
Financial1.8%
Consumer1.8%
Materials0.4%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW55 new positions
↑48 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023