CJM Wealth Advisers, Ltd.

Q3 2025 13F-HR Holdings

Location
Falls Church, VA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
74
Total value ($000)
$325,451
Net value change ($000)
+24,959 (8.3%)
New positions
8
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 6,093 6.5%
CGDV 5,708 166.2%
VBK 4,219 85.3%
QQQ 2,007 3.9%
IJH 1,738 5.1%
AAPL 753 16.9%
BRK-B 720 9.8%
AGG 468 158.6%
JPM 457 40.6%
VEA 454 13.7%
Top Reduces (Value $000, Stocks/ETFs)
IJR -1,093 -4.9%
VTV -970 -5.9%
T -332 -46.8%
SAIC -265 -100.0%
INTU -208 -100.0%
PM -201 -100.0%
VNQ -174 -31.3%
IBM -131 -3.9%
PG -102 -6.5%
NVDA -94 -12.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type