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Latest CJM Wealth Advisers, Ltd. Stock Portfolio

CJM Wealth Advisers, Ltd. Performance:
2026 Q1: -2.28%YTD: -2.28%2025: 13.66%
Performance for 2026 Q1 is -2.28%, and YTD is -2.28%, and 2025 is 13.66%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, CJM Wealth Advisers, Ltd. reported an equity portfolio of $328.3 Millions as of 31 Mar, 2026.

The top stock holdings of CJM Wealth Advisers, Ltd. are VB, QQQ, IJR. The fund has invested 28.7% of it's portfolio in VANGUARD INDEX FDS and 15.5% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off VANGUARD INDEX FDS (VB), DISNEY WALT CO (DIS) and CONSTELLATION ENERGY CORP (CEG) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), VANGUARD WORLD FD (EDV) and VANGUARD INDEX FDS (VB). CJM Wealth Advisers, Ltd. opened new stock positions in META PLATFORMS INC (META) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), AMAZON COM INC (AMZN) and CAPITAL GROUP DIVIDEND VALUE (CGDV).

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

Our best estimate is that CJM Wealth Advisers, Ltd. made a return of -2.28% in the last quarter. In trailing 12 months, it's portfolio return was 16.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
meta platforms inc326,675
schwab strategic tr204,893
New stocks bought by CJM Wealth Advisers, Ltd.

Additions

Ticker% Inc.
nvidia corporation199
amazon com inc33.84
capital group dividend value31.61
ishares gold tr29.29
vanguard index fds25.74
spdr s&p 500 etf tr23.77
alphabet inc20.32
vanguard scottsdale fds11.96
Additions to existing portfolio by CJM Wealth Advisers, Ltd.

Reductions

Ticker% Reduced
caterpillar inc-10.94
vanguard world fd-8.75
vanguard index fds-5.68
vanguard index fds-5.12
t rowe price etf inc-4.75
vanguard index fds-3.22
vanguard index fds-3.1
ishares tr-2.57
CJM Wealth Advisers, Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
disney walt co-224,982
vanguard index fds-537,820
abbvie inc-215,502
constellation energy corp-219,149
CJM Wealth Advisers, Ltd. got rid off the above stocks

Sector Distribution

CJM Wealth Advisers, Ltd. has about 87% of it's holdings in Others sector.

Sector%
Others87
Technology4.5
Energy2.6
Communication Services1.3

Market Cap. Distribution

CJM Wealth Advisers, Ltd. has about 13% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87
MEGA-CAP11
LARGE-CAP2

Stocks belong to which Index?

About 13% of the stocks held by CJM Wealth Advisers, Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87
S&P 50013
Top 5 Winners (%)%
XOM
exxon mobil corp
40.7 %
CVX
chevron corp new
33.9 %
ge vernova inc
33.6 %
VZ
verizon communications inc
23.2 %
CAT
caterpillar inc
22.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
2.3 M
IJR
ishares tr
0.8 M
IJR
ishares tr
0.7 M
VB
vanguard index fds
0.4 M
NEE
nextera energy inc
0.2 M
Top 5 Losers (%)%
QCOM
qualcomm inc
-24.6 %
ORCL
oracle corp
-23.6 %
MSFT
microsoft corp
-23.0 %
ishares bitcoin trust etf
-22.6 %
ADP
automatic data processing in
-21.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-4.7 M
QQQ
invesco qqq tr
-3.3 M
IJR
ishares tr
-0.7 M
IBM
international business machs
-0.6 M
MSFT
microsoft corp
-0.6 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 72 stocks in it's portfolio. About 81.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for CJM Wealth Advisers, Ltd. last quarter.

Last Reported on: 13 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions