CJM Wealth Advisers, Ltd.
All 13F Filings
- Location
- Falls Church, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 380,910
- 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 | 7/17/2026 | 78 | 380,910 | 13F-HR | CJM Wealth Advisers, Ltd. |
| Q1 2026 | 4/13/2026 | 72 | 328,307 | 13F-HR | CJM Wealth Advisers, Ltd. |
| Q4 2025 | 1/23/2026 | 74 | 334,306 | 13F-HR | CJM Wealth Advisers, Ltd. |
| Q3 2025 | 10/14/2025 | 74 | 325,451 | 13F-HR | CJM Wealth Advisers, Ltd. |
| Q2 2025 | 7/14/2025 | 69 | 300,492 | 13F-HR | CJM Wealth Advisers, Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.09 K | 21.3% | 11.76 K | 0 | 11.76 K |
| ETFs | 299.8 K | 78.7% | 40.85 K | 0 | 40.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
380,910
Holdings
78
QoQ value change ($000)
52,603
(16.0%)
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.