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 101–138 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 723 | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 187 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 12K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 1K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 11K | $100K–$500K | SH |
| NVR | NVR INC | 40 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 853 | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 891 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| COO | COOPER COS INC | 3K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 720 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 528 | $100K–$500K | SH |
| FDX | FEDEX CORP | 842 | $100K–$500K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 3K | $100K–$500K | SH |
| IJH | ISHARES TR | 4K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| LIN | LINDE PLC | 478 | $100K–$500K | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS | 15K | $100K–$500K | SH |
| NWL | NEWELL BRANDS INC | 15K | $50K–$100K | SH |