CJM Wealth Advisers, Ltd.
All 13F Filings
- Location
- Falls Church, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 328,307
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.34 K | 21.1% | 0 | 59.84 K | -59.84 K |
| ETFs | 259 K | 78.9% | 53.84 K | 0 | 53.84 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
328,307
Holdings
72
QoQ value change ($000)
-5,999
(-1.8%)
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.