CJM Wealth Advisers, Ltd.

Q1 2026 13F-HR Holdings

Location
Falls Church, VA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$328,307
Net value change ($000)
-5,999 (-1.8%)
New positions
2
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 4,097 28.3%
XOM 2,243 39.2%
NVDA 1,106 179.8%
META 327 NEW
IAU 326 40.5%
AMZN 310 20.7%
IJR 301 1.4%
CVX 207 47.0%
SCHM 205 NEW
NEE 184 16.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -7,823 -7.7%
QQQ -2,546 -4.8%
IWF -904 -12.1%
IBM -614 -17.9%
VTI -538 -100.0%
MSFT -461 -19.5%
QCOM -422 -24.2%
VTV -346 -2.5%
BRK-B -342 -4.4%
AAPL -326 -6.0%
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