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Latest CJM Wealth Advisers, Ltd. Stock Portfolio

CJM Wealth Advisers, Ltd. Performance:
2025 Q4: 2.17%YTD: 13.66%2024: -9.22%
Performance for 2025 Q4 is 2.17%, and YTD is 13.66%, and 2024 is -9.22%.

About CJM Wealth Advisers, Ltd. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, CJM Wealth Advisers, Ltd. reported an equity portfolio of $334.3 Millions as of 31 Dec, 2025.

The top stock holdings of CJM Wealth Advisers, Ltd. are VB, QQQ, IJR. The fund has invested 30.5% of it's portfolio in VANGUARD INDEX FDS and 16% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD SCOTTSDALE FDS (BNDW) and JOHNSON & JOHNSON (JNJ). CJM Wealth Advisers, Ltd. opened new stock positions in AFLAC INC (AFL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), ISHARES BITCOIN TRUST ETF and VANGUARD INDEX FDS (VB).

CJM Wealth Advisers, Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that CJM Wealth Advisers, Ltd. made a return of 2.17% in the last quarter. In trailing 12 months, it's portfolio return was 13.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
aflac inc522,128
New stocks bought by CJM Wealth Advisers, Ltd.

Additions

Ticker% Inc.
ishares gold tr217
ishares bitcoin trust etf118
vanguard index fds86.73
rtx corporation72.31
capital group dividend value52.56
verizon communications inc2.73
bny mellon strategic mun bd1.56
abbvie inc1.18
Additions to existing portfolio by CJM Wealth Advisers, Ltd.

Reductions

Ticker% Reduced
ishares tr-46.13
vanguard scottsdale fds-26.79
johnson & johnson-15.58
spdr s&p 500 etf tr-15.05
vanguard index fds-13.2
vanguard index fds-12.31
the cigna group-11.92
hca healthcare inc-11.5
CJM Wealth Advisers, Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
unitedhealth group inc-210,288
CJM Wealth Advisers, Ltd. got rid off the above stocks

Sector Distribution

CJM Wealth Advisers, Ltd. has about 87.8% of it's holdings in Others sector.

Sector%
Others87.8
Technology4.6
Energy1.8
Communication Services1.2
Financial Services1.1

Market Cap. Distribution

CJM Wealth Advisers, Ltd. has about 12.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.8
MEGA-CAP8
LARGE-CAP4.1

Stocks belong to which Index?

About 12.2% of the stocks held by CJM Wealth Advisers, Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.8
S&P 50012.2
Top 5 Winners (%)%
LLY
eli lilly & co
40.7 %
GOOG
alphabet inc
28.1 %
GOOG
alphabet inc
28.0 %
CAT
caterpillar inc
20.0 %
marti technologies inc
16.2 %
Top 5 Winners ($)$
VB
vanguard index fds
2.4 M
QQQ
invesco qqq tr
1.2 M
CGDV
capital group dividend value
0.4 M
GOOG
alphabet inc
0.4 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
ORCL
oracle corp
-30.6 %
ishares bitcoin trust etf
-18.4 %
HD
home depot inc
-15.0 %
ADP
automatic data processing in
-12.4 %
T
at&t inc
-12.0 %
Top 5 Losers ($)$
ORCL
oracle corp
-0.2 M
MSFT
microsoft corp
-0.2 M
VB
vanguard index fds
-0.1 M
ishares bitcoin trust etf
-0.1 M
PG
procter and gamble co
-0.1 M

CJM Wealth Advisers, Ltd. Holdings Map

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

Current Stock Holdings of CJM Wealth Advisers, Ltd.

CJM Wealth Advisers, Ltd. has 74 stocks in it's portfolio. About 81.4% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. VB was the most profitable stock for CJM Wealth Advisers, Ltd. last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions