CJM Wealth Advisers, Ltd. holds a concentrated book of 78 stocks worth $380.9M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Schwab Intl Equity ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 28% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1992748/holdings"
Use Arkolith to show CJM Wealth Advisers, Ltd.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.7 points over this window.
Growth of $10,000 cloning CJM Wealth Advisers, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as CJM Wealth Advisers, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 79 / 78 | $193.8B |
| UBS Group AG | 79 / 78 | $166.9B |
| MORGAN STANLEY | 78 / 78 | $644.5B |
| Bank of New York Mellon Corp | 78 / 78 | $218.3B |
| RAYMOND JAMES FINANCIAL INC | 78 / 78 | $124.2B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 78 | $107.4B |
| LPL Financial LLC | 78 / 78 | $97.6B |
| Mariner, LLC | 78 / 78 | $40.8B |
Ranked by how many of CJM Wealth Advisers, Ltd.'s top 78 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $107.3M | 156.2K | 28.2% | ▼−0.9% Reduced · −1K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $66.2M | 89.9K | 17.4% | ▲+1.8% Added · +2K sh | |
| 3 | Ishares TR CORE S&P MCP ETF | $41.0M | 532.1K | 10.8% | ▼−1.7% Reduced · −9K sh | |
| 4 | Ishares TR CORE S&P SCP ETF | $25.2M | 170.0K | 6.6% | ▼−2.8% Reduced · −5K sh | |
| 5 | Capital Group Dividend Value SHS CREAT UNIT | $24.6M | 498.6K | 6.5% | ▲+14% Added · +62K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $13.9M | 63.6K | 3.6% | ▼−6.1% Reduced · −4K sh | |
| 7 | Vanguard Index FDS SML CP GRW ETF | $10.9M | 29.9K | 2.9% | ▼−2.9% Reduced · −890 sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $7.7M | 15.3K | 2.0% | ▼−2.2% Reduced · −342 sh | |
| 9 | Ishares TR RUS 1000 GRW ETF | $6.9M | 55.9K | 1.8% | ▲+262% Added · +40K sh | |
| 10 | Exxon Mobil Corp COM | $6.4M | 46.5K | 1.7% | ▼−0.9% Reduced · −450 sh | |
| 11 | Apple Inc COM | $5.8M | 19.9K | 1.5% | ▼−0.2% Reduced · −35 sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.6M | 64.2K | 1.2% | ▲+1.5% Added · +936 sh | |
| 13 | International Business Machs COM | $3.3M | 11.7K | 0.9% | ▲+0.4% Added · +48 sh | |
| 14 | Ishares TR RUS 1000 VAL ETF | $2.7M | 11.0K | 0.7% | ▲+3.9% Added · +414 sh | |
| 15 | Vanguard Index FDS MCAP GR IDXVIP | $2.6M | 8.6K | 0.7% | ▼−8.0% Reduced · −748 sh | |
| 16 | Ishares TR RUSSELL 2000 ETF | $2.5M | 8.2K | 0.6% | ▼−2.7% Reduced · −228 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $2.4M | 10.3K | 0.6% | —Held | |
| 18 | Alphabet Inc CAP STK CL C | $2.4M | 6.7K | 0.6% | ▼−3.0% Reduced · −206 sh | |
| 19 | Vanguard Index FDS SM CP VAL ETF | $2.2M | 9.2K | 0.6% | ▼−10% Reduced · −1K sh | |
| 20 | Amazon Com Inc COM | $2.0M | 8.3K | 0.5% | ▼−4.3% Reduced · −375 sh | |
| 21 | Nvidia Corporation COM | $1.9M | 9.7K | 0.5% | ▼−1.4% Reduced · −141 sh | |
| 22 | Microsoft Corp COM | $1.9M | 5.2K | 0.5% | ▲+1.4% Added · +71 sh | |
| 23 | Qualcomm Inc COM | $1.9M | 10.3K | 0.5% | ▲+0.4% Added · +46 sh | |
| 24 | Kla Corp COM NEW | $1.8M | 6.0K | 0.5% | ▲10× Added · +5K sh | |
| 25 | T Rowe Price Exchange-Traded CAP APPRECIATION | $1.8M | 43.6K | 0.5% | ▼−1.7% Reduced · −744 sh | |
| 26 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 0.4% | ▼−2.1% Reduced · −108 sh | |
| 27 | Ishares Gold TR ISHARES NEW | $1.5M | 19.4K | 0.4% | ▲+52% Added · +7K sh | |
| 28 | Alphabet Inc CAP STK CL A | $1.4M | 4.0K | 0.4% | —Held | |
| 29 | Vanguard Index FDS MCAP VL IDXVIP | $1.4M | 7.1K | 0.4% | ▼−1.2% Reduced · −85 sh | |
| 30 | Procter & Gamble Co COM | $1.4M | 9.5K | 0.4% | ▲+1.2% Added · +112 sh | |
| 31 | Vanguard Index FDS MID CAP ETF | $1.3M | 15.9K | 0.3% | ▲+283% Added · +12K sh | |
| 32 | NextEra Energy Inc COM | $1.2M | 14.1K | 0.3% | ▲+1.1% Added · +155 sh | |
| 33 | Visa Inc COM CL A | $1.2M | 3.5K | 0.3% | ▲+0.2% Added · +6 sh | |
| 34 | Ishares TR RUS 1000 ETF | $1.2M | 2.9K | 0.3% | —Held | |
| 35 | Caterpillar Inc COM | $1.1M | 1.1K | 0.3% | ▼−0.4% Reduced · −4 sh | |
| 36 | Vanguard World FD ESG US STK ETF | $1.0M | 7.8K | 0.3% | ▼−0.2% Reduced · −17 sh | |
| 37 | Johnson & Johnson COM | $996K | 3.9K | 0.3% | ▲+1.1% Added · +41 sh | |
| 38 | Eli Lilly & Co COM | $876K | 730 | 0.2% | ▲+1.2% Added · +9 sh | |
| 39 | Ge Aerospace COM NEW | $805K | 2.2K | 0.2% | ▲+0.5% Added · +11 sh | |
| 40 | Ge Vernova Inc COM | $615K | 523 | 0.2% | —Held | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $607K | 813 | 0.2% | ▼−7.6% Reduced · −67 sh | |
| 42 | Automatic Data Processing In COM | $575K | 2.6K | 0.2% | —Held | |
| 43 | Aflac Inc COM | $555K | 4.7K | 0.1% | —Held | |
| 44 | Home Depot Inc COM | $544K | 1.5K | 0.1% | ▲+1.2% Added · +18 sh | |
| 45 | Vanguard World FD ESG INTL STK ETF | $543K | 6.6K | 0.1% | —Held | |
| 46 | Vanguard Index FDS REAL ESTATE ETF | $542K | 5.6K | 0.1% | ▲+22% Added · +1K sh | |
| 47 | Chevron Corporation COM | $519K | 3.1K | 0.1% | ▲+0.2% Added · +6 sh | |
| 48 | Ishares TR RUS 2000 VAL ETF | $504K | 2.3K | 0.1% | ▲~0% Added · +1 sh | |
| 49 | RTX Corporation COM | $473K | 2.5K | 0.1% | ▲~0% Added · +1 sh | |
| 50 | Ishares TR CORE S&P500 ETF | $465K | 622 | 0.1% | ▲+33% Added · +153 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 17, 2026 | 78 | $380.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 72 | $328.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 74 | $334.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 74 | $325.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 69 | $300.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 67 | $283.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 10, 2025 | 69 | $296.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 69 | $291.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.