CJM Wealth Advisers, Ltd.

Q3 2026 13F-HR Holdings

Location
Falls Church, VA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$378,877
Net value change ($000)
-2,033 (-0.5%)
New positions
8
Sold out positions
2
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
EXXONMOBIL HOLDINGS CORP 7,209 NEW
CGDV 3,153 12.8%
IAU 2,090 142.4%
CGHM 1,433 NEW
NULG 1,325 NEW
IWF 864 12.5%
MSFT 751 38.7%
AAPL 672 11.7%
CSCO 213 NEW
PM 211 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,356 -100.0%
IJH -4,474 -10.9%
IJR -2,898 -11.5%
VBK -1,622 -14.8%
IBM -703 -21.4%
KLAC -640 -35.4%
VTV -536 -3.9%
VBR -406 -18.2%
VOO -403 -0.4%
CAT -328 -28.8%
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