CIK 1764581
CM WEALTH ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
138
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OEF | ISHARES TR | 247K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 109K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 141K | $1M+ | SH |
| IVV | ISHARES TR | 39K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| IWD | ISHARES TR | 92K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 86K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 91K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 118K | $1M+ | SH |
| AAPL | APPLE INC | 40K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 54K | $1M+ | SH |
| IWB | ISHARES TR | 26K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 18K | $1M+ | SH |
| IWN | ISHARES TR | 36K | $1M+ | SH |
| GOOGL | ALPHABET INC | 18K | $1M+ | SH |
| GOOG | ALPHABET INC | 13K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| IJR | ISHARES TR | 22K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| NCNO | NCINO INC | 94K | $1M+ | SH |
| PKOH | PARK-OHIO HLDGS CORP | 110K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 24K | $1M+ | SH |
| EFA | ISHARES TR | 22K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| ASCI | ABRDN FDS | 52K | $1M+ | SH |
| ABT | ABBOTT LABS | 14K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 21K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| IWM | ISHARES TR | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| IEFA | ISHARES TR | 12K | $1M+ | SH |
| NFLX | NETFLIX INC | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| CCJ | CAMECO CORP | 10K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 8K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |