Skip to content
Disclosery

13F-HR filed by CJM Wealth Advisers, Ltd.

CJM Wealth Advisers, Ltd. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-23, with 74 holding rows worth $334,305,870.

Accession
0001992748-26-000001
Filer
CIK 1992748
Filed
2026-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 74 entries on the cover page, a total value of $334,305,870 stated on the cover page (in dollars after the unit check, H1), rows summing to $334,305,870 with VALUE read as dollars as filed, 13F file number 028-23387. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM162,695$102,030,656dollars as filed
INVESCO QQQ TR46090E103COM87,109$53,511,704dollars as filed
IJH464287507COM555,652$36,673,021dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS178,360$21,435,247dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT331,859$14,482,346dollars as filed
Vanguard Value ETF922908744SHS71,425$13,641,542dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS30,984$9,360,520dollars as filed
Berkshire Hathaway Inc084670702COM15,590$7,836,558dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK15,825$7,489,865dollars as filed
EXXON MOBIL CORP30231G102COM47,528$5,719,511dollars as filed
Apple Inc037833100COM19,831$5,391,332dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS63,653$3,976,395dollars as filed
International Business Machines Corporation459200101COM11,592$3,433,773dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS9,617$2,684,387dollars as filed
Microsoft Corp594918104COM4,883$2,361,580dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS10,326$2,269,351dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF10,548$2,218,598dollars as filed
Vanguard Small-Cap Value ETF922908611SHS10,402$2,203,144dollars as filed
iShares Russell 2000 ETF464287655SHS8,037$1,978,279dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,767$1,809,619dollars as filed
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q867ETF46,524$1,778,163dollars as filed
Qualcomm Incorporated747525103COM10,192$1,743,411dollars as filed
JPMorgan Chase & Co46625H100COM4,861$1,566,307dollars as filed
Amazon.com, Inc023135106COM6,480$1,495,714dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS7,628$1,352,934dollars as filed
Procter & Gamble Co742718109COM9,371$1,342,998dollars as filed
Visa Inc92826C839COM3,464$1,215,032dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,856$1,206,988dollars as filed
Vanguard Mid-Cap ETF922908629SHS4,130$1,198,700dollars as filed
NextEra Energy,Inc.65339F101COM13,822$1,109,651dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,926$1,092,685dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS7,863$951,159dollars as filed
iShares Gold Trust464285204COM9,911$804,480dollars as filed
Johnson & Johnson478160104COM3,869$800,728dollars as filed
Eli Lilly and Company532457108COM707$759,674dollars as filed
KLA CORP482480100COM600$729,048dollars as filed
Caterpillar Inc.149123101COM1,207$691,242dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock3,674$662,790dollars as filed
Automatic Data Processing,Inc.053015103COM2,566$660,052dollars as filed
General Electric Company369604301COM2,130$656,197dollars as filed
NVIDIA Corp67066G104COM3,296$614,734dollars as filed
VTI922908769COM1,604$537,820dollars as filed
AFLAC INC COM001055102Stock4,735$522,128dollars as filed
Vanguard ESG International Stock ETF921910725SHS7,231$517,905dollars as filed
Home Depot, Inc437076102COM1,495$514,430dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS8,551$502,200dollars as filed
SPY78462F103SHS711$484,691dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock807$460,292dollars as filed
Oracle Corporation68389X105COM2,306$449,462dollars as filed
Raytheon Technologies Corporation75513E101COM2,433$446,212dollars as filed
Chevron Corporation166764100COM2,890$440,495dollars as filed
IShares Bitcoin Trust Registered46438F101SHS8,861$439,935dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,292$415,259dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,103$409,809dollars as filed
Walmart Inc.931142103COM3,404$379,240dollars as filed
McDonalds Corporation580135101COM1,214$371,186dollars as filed
American Express Company025816109COM963$356,262dollars as filed
GE Vernova Inc.36828A101COM523$341,845dollars as filed
AT&T Inc00206R102COM13,465$334,464dollars as filed
Vanguard Real Estate922908553SHS3,663$324,166dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS446$305,141dollars as filed
Stryker Corporation863667101COM810$284,691dollars as filed
Verizon Communications Inc92343V104COM6,968$283,796dollars as filed
Tesla Motors, Inc88160R101COM595$267,778dollars as filed
DOMINION ENERGY INC COM25746U109Stock4,292$251,491dollars as filed
Linde plcG54950103COM549$234,088dollars as filed
Walt Disney Co254687106COM1,978$224,982dollars as filed
HCA Healthcare Inc40412C101COM477$222,654dollars as filed
Vanguard Growth922908736COM453$221,001dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock620$219,149dollars as filed
AbbVie,Inc.00287Y109COM943$215,502dollars as filed
Cigna Corporation125523100COM761$209,450dollars as filed
BNY MELLON STRATEGIC MUN BD09662E109COM15,443$95,281dollars as filed
MARTI TECHNOLOGIES INC573134103COM35,000$82,950dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001992748-26-000001this filing2026-01-23acceptance time not in the bulk data set