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 51–100 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 2K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| EEM | ISHARES TR | 14K | $500K+ | SH |
| IJS | ISHARES TR | 7K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 9K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| KEY | KEYCORP | 31K | $500K+ | SH |
| NOW | SERVICENOW INC | 4K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ASML | ASML HOLDING N V | 532 | $500K+ | SH |
| DGRW | WISDOMTREE TR | 6K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $500K+ | SH |
| GM | GENERAL MTRS CO | 7K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| SHOP | SHOPIFY INC | 3K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 2K | $500K+ | SH |
| IWV | ISHARES TR | 1K | $100K–$500K | SH |
| SCZ | ISHARES TR | 6K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 3K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 685 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 298 | $100K–$500K | SH |
| MSCI | MSCI INC | 676 | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 595 | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 4K | $100K–$500K | SH |