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Latest CM WEALTH ADVISORS LLC Stock Portfolio

CM WEALTH ADVISORS LLC Performance:
2025 Q4: 2.55%YTD: 16.03%2024: 10.58%
Performance for 2025 Q4 is 2.55%, and YTD is 16.03%, and 2024 is 10.58%.

About CM WEALTH ADVISORS LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, CM WEALTH ADVISORS LLC reported an equity portfolio of $442.6 Millions as of 31 Dec, 2025.

The top stock holdings of CM WEALTH ADVISORS LLC are IJR, DIA, LECO. The fund has invested 19.2% of it's portfolio in ISHARES TR and 11.9% of portfolio in SPDR DOW JONES INDL AVERAGE.

The fund managers got completely rid off BANK NEW YORK MELLON CORP (BK), FISERV INC and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), INTERCONTINENTAL EXCHANGE IN (ICE) and CSX CORP (CSX). CM WEALTH ADVISORS LLC opened new stock positions in ABRDN FDS, BROADCOM INC (AVGO) and NETFLIX INC (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to NCINO INC (NCNO), AMAZON COM INC (AMZN) and VISA INC (V).

CM WEALTH ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CM WEALTH ADVISORS LLC made a return of 2.55% in the last quarter. In trailing 12 months, it's portfolio return was 16.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
abrdn fds1,781,170
broadcom inc1,322,790
netflix inc1,077,960
cameco corp914,900
s&p global inc884,745
tesla inc865,261
intuitive surgical inc823,487
intuit812,127
New stocks bought by CM WEALTH ADVISORS LLC

Additions

Ticker% Inc.
ncino inc759
amazon com inc338
visa inc244
berkshire hathaway inc del193
keycorp126
abbott labs117
l3harris technologies inc116
costco whsl corp new86.41
Additions to existing portfolio by CM WEALTH ADVISORS LLC

Reductions

Ticker% Reduced
ishares tr-61.55
intercontinental exchange in-30.16
csx corp-28.12
ishares tr-22.92
spdr gold tr-18.72
norfolk southn corp-14.4
schwab strategic tr-13.09
air prods & chems inc-9.15
CM WEALTH ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
vaneck etf trust-302,998
bank new york mellon corp-544,800
fiserv inc-310,721
cincinnati finl corp-302,679
illinois tool wks inc-223,015
stryker corporation-262,321
CM WEALTH ADVISORS LLC got rid off the above stocks

Sector Distribution

CM WEALTH ADVISORS LLC has about 68.4% of it's holdings in Others sector.

Sector%
Others68.4
Technology10.7
Industrials9.4
Communication Services3.3
Healthcare2.4
Financial Services2.3
Consumer Cyclical1.6

Market Cap. Distribution

CM WEALTH ADVISORS LLC has about 30.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED68.4
MEGA-CAP16.6
LARGE-CAP13.8

Stocks belong to which Index?

About 22.5% of the stocks held by CM WEALTH ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others76.9
S&P 50022.5
Top 5 Winners (%)%
LLY
eli lilly & co
29.8 %
GOOG
alphabet inc
25.2 %
LRCX
lam research corp
22.7 %
GOOG
alphabet inc
22.3 %
TMO
thermo fisher scientific inc
15.9 %
Top 5 Winners ($)$
IJR
ishares tr
2.5 M
DIA
spdr dow jones indl average
1.8 M
GOOG
alphabet inc
1.1 M
GOOG
alphabet inc
0.8 M
LLY
eli lilly & co
0.7 M
Top 5 Losers (%)%
NWL
newell brands inc
-27.9 %
LIN
linde plc
-10.0 %
APD
air prods & chems inc
-9.0 %
META
meta platforms inc
-8.6 %
NOC
northrop grumman corp
-6.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.5 M
META
meta platforms inc
-0.3 M
ABT
abbott labs
-0.1 M
NCNO
ncino inc
-0.1 M
COST
costco whsl corp new
-0.1 M

CM WEALTH ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CM WEALTH ADVISORS LLC

CM WEALTH ADVISORS LLC has 138 stocks in it's portfolio. About 68.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CM WEALTH ADVISORS LLC last quarter.

Last Reported on: 26 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions