CJM Wealth Advisers
CJM Wealth Advisers reported 84 stocks worth $379M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VOO (28.2%), QQQ (17.4%) and IJH (9.7%). Compared with Q2 2026, the fund opened new positions in XOM, CGHM and NULG, added to CGDV, IWF and BRK.B, trimmed VOO, QQQ and IJH and sold out of XOM and MTB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $107M | 28.2% | 153K | −3,707 (−2%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $66M | 17.4% | 89K | −679 (−1%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $36.6M | 9.7% | 508K | −24K (−5%) | 8 of 8 | |
| 4 |  CGDV Capital Group Dividend | $27.7M | 7.3% | 568K | +69K (+14%) | 8 of 8 | |
| 5 |  IJR Ishares TR | $22.3M | 5.9% | 164K | −5,967 (−4%) | 8 of 8 | |
| 6 |  VTV Vanguard Index Fds | $13.3M | 3.5% | 62K | −1,934 (−3%) | 8 of 8 | |
| 7 |  VBK Vanguard Small Cap | $9.3M | 2.5% | 28K | −2,331 (−8%) | 8 of 8 | |
| 8 |  IWF Ishares TR | $7.8M | 2.1% | 62K | +6,412 (+11%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $7.7M | 2.0% | 16K | +214 (+1%) | 8 of 8 | |
| 10 |  XOM Exxon Mobil Corp | $7.2M | 1.9% | 44K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CJM Wealth Advisers 13F FAQ
What does CJM Wealth Advisers own?
CJM Wealth Advisers reported 84 stocks worth $379M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VOO (28.2%), QQQ (17.4%) and IJH (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did CJM Wealth Advisers buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 18 added to, 42 trimmed and 2 sold out. New positions include XOM, CGHM and NULG. It sold all of XOM and MTB.
When will CJM Wealth Advisers file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is CJM Wealth Advisers's portfolio worth?
The Q3 2026 filing reports $379M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.