StockDriftsStockDriftsTop 50 CJM Wealth Advisers, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 28.17% | 156.2K | $107.3M | -0.91%(-1.43K) | $406.43(+75.35%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 17.38% | 89.9K | $66.2M | +1.83%(+1.62K) | $392.92(+86.43%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.77% | 532.1K | $41.0M | -1.72%(-9.31K) | $53.49(+46.86%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.62% | 170.0K | $25.2M | -2.76%(-4.83K) | $104.97(+42.86%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.45% | 498.6K | $24.6M | +14.15%(+61.81K) | $41.51(+22.54%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.64% | 63.6K | $13.9M | -6.14%(-4.16K) | $141.31(+61.01%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 2.87% | 29.9K | $10.9M | -2.89%(-890) | $273.11(+34.17%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.01% | 15.3K | $7.7M | -2.19%(-342) | $305.49(+64.11%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.82% | 55.9K | $6.9M | -9.58%(-5.92K) | $71.40(+72.83%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 1.67% | 46.5K | $6.4M | -0.96%(-450) | $64.22(+150.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.90% | +63.88% | — | — | +52.77% |
| Top 20 Holdings Unweighted | +15.23% | +53.02% | — | — | +44.42% |
CJM Wealth Advisers, Ltd. reports $380.91M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are VOO (28.2%), QQQ (17.4%) and IJH (10.8%). The top 20 holdings account for 89.37% of reported assets. Its disclosed equity book has returned +63.88% on a three-year cumulative basis. Figures reflect the Q2 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