CM WEALTH ADVISORS LLC
All 13F Filings
- Location
- Beachwood, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 554,417
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 194 | 554,417 | 13F-HR | CM WEALTH ADVISORS LLC |
| Q1 2026 | 5/8/2026 | 146 | 469,542 | 13F-HR | CM WEALTH ADVISORS LLC |
| Q4 2025 | 1/26/2026 | 138 | 442,561 | 13F-HR | CM WEALTH ADVISORS LLC |
| Q3 2025 | 11/5/2025 | 89 | 379,280 | 13F-HR | CM WEALTH ADVISORS LLC |
| Q2 2025 | 8/6/2025 | 82 | 339,890 | 13F-HR | CM WEALTH ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 179.2 K | 32.3% | 32.5 K | 0 | 32.5 K |
| ETFs | 375.2 K | 67.7% | 52.37 K | 0 | 52.37 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
554,417
Holdings
194
QoQ value change ($000)
84,875
(18.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.