StockDriftsStockDriftsTop 50 Cjm Wealth Advisers LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 28.21% | 152.5K | $106.9M | -2.37%(-3.71K) | $406.43(+72.06%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 17.42% | 89.2K | $66.0M | -0.76%(-679) | $392.92(+83.56%) | 2026-09-30 | |
| IJH | ISHARES TR | 9.65% | 508.0K | $36.6M | -4.52%(-24.03K) | $53.49(+36.90%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.32% | 567.5K | $27.7M | +13.83%(+68.94K) | $42.43(+15.82%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.89% | 164.1K | $22.3M | -3.51%(-5.97K) | $104.97(+33.07%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.52% | 61.7K | $13.3M | -3.04%(-1.93K) | $141.31(+59.39%) | 2026-09-30 | |
| VBK | VANGUARD INDEX FDS | 2.46% | 27.6K | $9.3M | -7.79%(-2.33K) | $273.11(+22.28%) | 2026-09-30 | |
| IWF | ISHARES TR | 2.06% | 62.3K | $7.8M | +11.48%(+6.41K) | $76.88(+59.00%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.04% | 15.5K | $7.7M | +1.40%(+214) | $308.16(+76.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.7% | 19.3K | $6.4M | -2.99%(-595) | $174.44(+98.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.83% | +67.78% | — | — | +51.64% |
| Top 20 Holdings Unweighted | +15.87% | +55.55% | — | — | +42.60% |
Cjm Wealth Advisers LTD reports $378.88M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are VOO (28.2%), QQQ (17.4%) and IJH (9.7%). The top 20 holdings account for 87.54% of reported assets. Its disclosed equity book has returned +67.78% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cjm Wealth Advisers LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1992748). View Cjm Wealth Advisers LTD’s 13F filings on SEC