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Disclosery

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

CJM Wealth Advisers, Ltd. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 72 holding rows worth $328,307,136.

Accession
0001992748-26-000002
Filer
CIK 1992748
Filed
2026-04-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 72 entries on the cover page, a total value of $328,307,136 stated on the cover page (in dollars after the unit check, H1), rows summing to $328,307,136 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 ETF922908363COM157,657$94,207,820dollars as filed
INVESCO QQQ TR46090E103COM88,301$50,965,781dollars as filed
IJH464287507COM541,370$36,558,688dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS174,853$21,736,037dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT436,751$18,579,372dollars as filed
Vanguard Value ETF922908744SHS67,767$13,295,888dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS30,810$9,312,253dollars as filed
EXXON MOBIL CORP30231G102COM46,936$7,963,184dollars as filed
Berkshire Hathaway Inc084670702COM15,640$7,494,921dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK15,447$6,586,495dollars as filed
Apple Inc037833100COM19,958$5,065,118dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS63,217$4,050,924dollars as filed
International Business Machines Corporation459200101COM11,635$2,820,276dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS9,307$2,395,036dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF10,548$2,253,722dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS10,313$2,217,819dollars as filed
Vanguard Small-Cap Value ETF922908611SHS10,203$2,216,529dollars as filed
iShares Russell 2000 ETF464287655SHS8,430$2,090,541dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,939$1,990,610dollars as filed
Microsoft Corp594918104COM5,134$1,900,567dollars as filed
Amazon.com, Inc023135106COM8,673$1,806,291dollars as filed
NVIDIA Corp67066G104COM9,866$1,720,665dollars as filed
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q867ETF44,313$1,577,115dollars as filed
JPMorgan Chase & Co46625H100COM5,036$1,481,426dollars as filed
Procter & Gamble Co742718109COM9,436$1,362,950dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS7,195$1,325,821dollars as filed
Qualcomm Incorporated747525103COM10,262$1,321,489dollars as filed
NextEra Energy,Inc.65339F101COM13,930$1,293,815dollars as filed
Vanguard Mid-Cap ETF922908629SHS4,145$1,190,451dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,006$1,152,048dollars as filed
iShares Gold Trust464285204COM12,814$1,129,692dollars as filed
Visa Inc92826C839COM3,531$1,067,266dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,926$1,043,295dollars as filed
Johnson & Johnson478160104COM3,881$948,623dollars as filed
KLA CORP482480100COM600$883,446dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS7,863$882,825dollars as filed
Caterpillar Inc.149123101COM1,075$761,630dollars as filed
Eli Lilly and Company532457108COM721$663,054dollars as filed
Chevron Corporation166764100COM3,127$646,924dollars as filed
General Electric Company369604301COM2,143$608,051dollars as filed
SPY78462F103SHS880$572,152dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock3,674$571,380dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS9,574$560,462dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock807$550,861dollars as filed
Automatic Data Processing,Inc.053015103COM2,566$521,360dollars as filed
AFLAC INC COM001055102Stock4,735$519,477dollars as filed
Home Depot, Inc437076102COM1,524$501,228dollars as filed
Raytheon Technologies Corporation75513E101COM2,494$481,093dollars as filed
Vanguard ESG International Stock ETF921910725SHS6,598$473,278dollars as filed
GE Vernova Inc.36828A101COM523$456,620dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,277$431,762dollars as filed
Walmart Inc.931142103COM3,470$431,252dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,315$428,351dollars as filed
Vanguard Real Estate922908553SHS4,606$408,588dollars as filed
AT&T Inc00206R102COM13,723$397,841dollars as filed
Oracle Corporation68389X105COM2,556$376,013dollars as filed
McDonalds Corporation580135101COM1,206$374,682dollars as filed
Verizon Communications Inc92343V104COM6,930$347,867dollars as filed
IShares Bitcoin Trust Registered46438F101SHS8,861$340,429dollars as filed
META PLATFORMS INC CL A30303M102COM571$326,675dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS469$306,029dollars as filed
American Express Company025816109COM957$289,473dollars as filed
Stryker Corporation863667101COM873$286,859dollars as filed
DOMINION ENERGY INC COM25746U109Stock4,513$279,010dollars as filed
Linde plcG54950103COM562$278,617dollars as filed
HCA Healthcare Inc40412C101COM477$225,697dollars as filed
Tesla Motors, Inc88160R101COM599$222,823dollars as filed
Vanguard Growth922908736COM474$206,940dollars as filed
Schwab US Mid-Cap ETF808524508SHS6,618$204,893dollars as filed
Cigna Corporation125523100COM761$202,997dollars as filed
BNY MELLON STRATEGIC MUN BD09662E109COM15,635$93,969dollars as filed
MARTI TECHNOLOGIES INC573134103COM35,000$70,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001992748-26-000002this filing2026-04-13acceptance time not in the bulk data set