CJM Wealth Advisers, Ltd.

Q4 2025 13F-HR Holdings

Location
Falls Church, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$334,306
Net value change ($000)
+8,855 (2.7%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CGDV 5,339 58.4%
VOO 2,505 2.5%
IAU 577 254.2%
IJH 540 1.5%
AFL 522 NEW
QQQ 419 0.8%
GOOGL 335 22.7%
XOM 283 5.2%
VTI 256 90.8%
GOOGL 220 22.3%
Top Reduces (Value $000, Stocks/ETFs)
VTV -1,703 -11.1%
AGG -353 -46.3%
MSFT -229 -8.8%
BRK-B -217 -2.7%
UNH -210 -100.0%
ORCL -203 -31.1%
IWF -201 -2.6%
VGSH -185 -26.9%
VOT -141 -5.0%
PG -135 -9.1%
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