CJM Wealth Advisers, Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), CJM Wealth Advisers, Ltd. reported 67 stock positions worth $283.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 31.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 17.1%) and iShares Core S&P Midcap ETF (IJH, 11.7%). Compared with Q4 2024, it opened 3 new positions, sold out of 5, added to 20 and reduced 22. The biggest buy was Intl Business Machines (IBM, shares +158%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- FALLS CHURCH, VA
- CIK
- 0001992748
- Portfolio Value
- $283.2M (Q1 2025)
- SEC Filing
- 0001992748-25-000002 ↗ filed Apr 14, 2025
Holdings Value
Holdings 67 stocks · $283.2M
| VOO Vanguard S&P 500 ETF | 31.03% | 170,999 | $87.9M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 17.11% | 103,327 | $48.5M | Reduce -8.5% |
| IJH iShares Core S&P Midcap ETF | 11.68% | 566,801 | $33.1M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 7.56% | 204,741 | $21.4M | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.56% | 91,143 | $15.7M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.89% | 15,368 | $8.2M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 2.26% | 17,698 | $6.4M | Add +0.5% |
| XOM Exxon Mobil Corp. | 1.94% | 46,306 | $5.5M | Reduce -0.1% |
| AAPL Apple Inc. | 1.73% | 22,034 | $4.9M | Reduce -7.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.61% | 18,093 | $4.6M | Add +10.1% |
| VEA Vanguard Ftse Developed ETF | 1.02% | 56,751 | $2.9M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.00% | 11,441 | $2.8M | Add +158.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.85% | 9,828 | $2.4M | Add +8.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.77% | 11,668 | $2.2M | Reduce -10.2% |
| IWD iShares Russell 1000 Value E | 0.70% | 10,597 | $2.0M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 10,222 | $2.0M | No change |
| MSFT Microsoft Corp. | 0.65% | 4,919 | $1.8M | Reduce -5.3% |
| PG The Procter & Gamble Co. | 0.60% | 9,900 | $1.7M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.57% | 8,045 | $1.6M | No change |
| QCOM Qualcomm Inc. | 0.54% | 10,032 | $1.5M | New |
| TCAF T Rowe PRC Cap Appreciation | 0.54% | 47,390 | $1.5M | Add +15.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.50% | 39,488 | $1.4M | Add +182.3% |
| V Visa Inc. Class A | 0.46% | 3,727 | $1.3M | Reduce -4.8% |
| AMZN Amazon.com Inc. | 0.46% | 6,840 | $1.3M | Reduce -1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.44% | 7,750 | $1.2M | Reduce -4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 4,139 | $1.1M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.34% | 6,248 | $976K | No change |
| IWB iShares Russell 1000 ETF | 0.34% | 3,157 | $968K | No change |
| NEE Nextera Energy Inc. | 0.34% | 13,577 | $962K | Add +215.2% |
| JPM JPMorgan Chase & Co. | 0.34% | 3,887 | $953K | Reduce -1.8% |
| ESGV Vanguard ESG US Stock ETF | 0.30% | 8,680 | $850K | Add +8.4% |
| ADP Automatic Data Processing | 0.28% | 2,566 | $784K | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.24% | 4,434 | $686K | Reduce -7.1% |
| VGSH Vanguard Short-Term Treasury | 0.24% | 11,439 | $671K | Reduce -18.9% |
| VNQ Vanguard Real Estate ETF | 0.21% | 6,463 | $585K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.21% | 707 | $584K | No change |
| HD Home Depot Inc. | 0.20% | 1,531 | $561K | Reduce -4.6% |
| T AT&T Inc. | 0.19% | 19,055 | $539K | Add +85.5% |
| NOC Northrop Grumman Corp. | 0.18% | 1,000 | $512K | Reduce -7.7% |
| JNJ Johnson & Johnson | 0.18% | 3,081 | $511K | Reduce -3.0% |
| LDOS Leidos Holdings Inc. | 0.18% | 3,674 | $496K | No change |
| NVDA Nvidia Corp. | 0.17% | 4,537 | $492K | Add +10.4% |
| CVX Chevron Corp. | 0.17% | 2,862 | $479K | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 836 | $467K | Reduce -2.0% |
| KLAC KLA Corp. | 0.14% | 600 | $408K | No change |
| CAT Caterpillar Inc. | 0.14% | 1,201 | $396K | No change |
| MCD McDonald's Corp. | 0.13% | 1,201 | $375K | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 1,754 | $351K | No change |
| IWN iShares Russell 2000 Value E | 0.12% | 2,273 | $343K | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.12% | 624 | $327K | No change |
| ORCL Oracle Corp. | 0.11% | 2,306 | $322K | No change |
| SYK Stryker Corp. | 0.11% | 810 | $302K | No change |
| VZ Verizon Communications Inc. | 0.11% | 6,645 | $301K | New |
| AGG iShares Core U.S. Aggregate | 0.10% | 2,974 | $294K | No change |
| WMT Walmart Inc. | 0.10% | 3,351 | $294K | No change |
| CI The Cigna Group | 0.10% | 864 | $284K | No change |
| SAIC Science Applications Inte | 0.09% | 2,354 | $264K | No change |
| AXP American Express Co. | 0.09% | 953 | $256K | Reduce -9.2% |
| LIN Linde PLC | 0.09% | 546 | $254K | No change |
| D Dominion Energy Inc. | 0.09% | 4,317 | $242K | Add +0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.08% | 3,956 | $233K | Reduce -13.2% |
| IVV iShares Core S&P 500 ETF | 0.08% | 409 | $230K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 778 | $214K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 546 | $202K | Reduce -8.4% |
| INDV Indivior Ltd. | 0.04% | 13,100 | $125K | No change |
| MRT Marti Technologies Inc. | 0.04% | 35,000 | $109K | No change |
| DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD | 0.03% | 14,922 | $86K | New |
Portfolio Sells Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.5% | 17.11% | −2.34 |
| AAPL Apple Inc. | Reduce -7.2% | 1.73% | −0.27 |
| VUSB Vanguard Ultra Short Bond Et | Sold out | 0.00% | −0.25 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.18 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.2% | 0.77% | −0.10 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -5.3% | 0.65% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -7.1% | 0.24% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.46% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -18.9% | 0.24% | −0.04 |
| AXP American Express Co. | Reduce -9.2% | 0.09% | −0.01 |
| HD Home Depot Inc. | Reduce -4.6% | 0.20% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.4% | 0.07% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -13.2% | 0.08% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 0.17% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.2% | 0.44% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -7.7% | 0.18% | +0.01 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.13% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.34% | +0.02 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.28% | +0.02 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.18% | +0.03 |
| CVX Chevron Corp. | Reduce -1.3% | 0.17% | +0.03 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.60% | +0.03 |
| V Visa Inc. Class A | Reduce -4.8% | 0.46% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 1.94% | +0.27 |
Portfolio Buys Q4 2024 → Q1 2025
| IBM Intl Business Machines Corp. | Add +158.4% | 1.00% | +0.68 |
| QCOM Qualcomm Inc. | New | 0.54% | +0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 2.89% | +0.54 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 31.03% | +0.40 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 5.56% | +0.37 |
| CGDV Cap Group Dividend Value | Add +182.3% | 0.50% | +0.33 |
| NEE Nextera Energy Inc. | Add +215.2% | 0.34% | +0.24 |
| T AT&T Inc. | Add +85.5% | 0.19% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 1.02% | +0.11 |
| VZ Verizon Communications Inc. | New | 0.11% | +0.11 |
| TCAF T Rowe PRC Cap Appreciation | Add +15.2% | 0.54% | +0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.8% | 0.85% | +0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +10.1% | 1.61% | +0.06 |
| DSM BNYM Strat Muni BND | New | 0.03% | +0.03 |
| ESGV Vanguard ESG US Stock ETF | Add +8.4% | 0.30% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +1.8% | 0.21% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.38% | +0.01 |
| D Dominion Energy Inc. | Add +0.5% | 0.09% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +0.0% | 0.12% | −0.00 |
| NVDA Nvidia Corp. | Add +10.4% | 0.17% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 11.68% | −0.07 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 2.26% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 7.56% | −0.33 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $380.9M | VOO, QQQ, IJH, IJR, CGDV |
| Q1 2026 | 72 | $328.3M | VOO, QQQ, IJH, IJR, CGDV |
| Q4 2025 | 74 | $334.3M | VOO, QQQ, IJH, IJR, CGDV |
| Q3 2025 | 74 | $325.5M | VOO, QQQ, IJH, IJR, VTV |
| Q2 2025 | 69 | $300.5M | VOO, QQQ, IJH, IJR, VTV |
| Q1 2025 | 67 | $283.2M | VOO, QQQ, IJH, IJR, VTV |
| Q4 2024 | 69 | $296.8M | VOO, QQQ, IJH, IJR, VTV |
| Q3 2024 | 69 | $291.9M | VOO, QQQ, IJH, IJR, VTV |
| Q2 2024 | 64 | $271.8M | VOO, QQQ, IJH, IJR, VTV |
| Q1 2024 | 66 | $263.9M | VOO, QQQ, IJH, IJR, VTV |