StockDriftsStockDriftsTop 50 Cm Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OEF | ISHARES TR | 15.88% | 240.6K | $88.0M | -0.45%(-1.08K) | $226.61(+68.81%) | 2026-06-30 | |
| IVV | ISHARES TR | 13.32% | 98.6K | $73.9M | +9.47%(+8.53K) | $633.99(+22.86%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 10.05% | 106.6K | $55.7M | -2.14%(-2.33K) | $355.39(+51.04%) | 2026-06-30 | |
| LECO | LINCOLN ELEC HLDGS INC | 6.46% | 134.4K | $35.8M | -0.06%(-78) | $220.99(+29.81%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.94% | 39.9K | $27.4M | -0.62%(-250) | $383.69(+85.74%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.14% | 94.6K | $22.9M | +0.00%(+0) | $182.63(+40.90%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.74% | 103.6K | $20.7M | +0.21%(+215) | $139.52(+62.03%) | 2026-06-30 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 3.67% | 157.7K | $20.3M | +4.35%(+6.57K) | $107.17(+26.11%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.53% | 82.6K | $19.6M | -0.20%(-164) | $182.10(+34.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.15% | 41.1K | $11.9M | +1.22%(+496) | $229.31(+33.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.68% | +67.16% | — | — | +107.18% |
| Top 20 Holdings Unweighted | +17.74% | +63.22% | — | — | +91.98% |
Cm Wealth Advisors LLC reports $554.42M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are OEF (15.9%), IVV (13.3%) and DIA (10.1%). The top 20 holdings account for 79% of reported assets. Its disclosed equity book has returned +67.16% 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.
Sign up free to track Cm Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cm Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1764581). View Cm Wealth Advisors LLC’s 13F filings on SEC