CJM Wealth Advisers, Ltd.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), CJM Wealth Advisers, Ltd. reported 69 stock positions worth $300.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 31.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 17.0%) and iShares Core S&P Midcap ETF (IJH, 11.4%). Compared with Q1 2025, it opened 6 new positions, sold out of 4, added to 25 and reduced 17. The biggest buy was Cap Group Dividend Value (CGDV, shares +120%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).

Most Recent 13F
Q2 2026
Location
FALLS CHURCH, VA
CIK
0001992748
Portfolio Value
$300.5M (Q2 2025)
SEC Filing
0001992748-25-000004 ↗ filed Jul 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $263.9M Q1 2024 Q2 2024: $271.8M Q2 2024 Q3 2024: $291.9M Q3 2024 Q4 2024: $296.8M Q4 2024 Q1 2025: $283.2M Q1 2025 Q2 2025: $300.5M $300.5M Q2 2025 Q3 2025: $325.5M Q3 2025 Q4 2025: $334.3M Q4 2025 Q1 2026: $328.3M Q1 2026 Q2 2026: $380.9M Q2 2026

Holdings 69 stocks · $300.5M
VOO Vanguard S&P 500 ETF 31.09% 164,485 $93.4M Reduce -3.8%
QQQ Invesco QQQ Trust Series 1 17.00% 92,608 $51.1M Reduce -10.4%
IJH iShares Core S&P Midcap ETF 11.45% 554,578 $34.4M Reduce -2.2%
IJR iShares Core S&P Small-Cap E 7.47% 205,381 $22.4M Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 5.43% 92,308 $16.3M Add +1.3%
BRK.B Berkshire Hathaway Inc. Class B 2.44% 15,097 $7.3M Reduce -1.8%
IWF iShares Russell 1000 Growth 2.41% 17,060 $7.2M Reduce -3.6%
XOM Exxon Mobil Corp. 1.66% 46,339 $5.0M Add +0.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.65% 17,856 $4.9M Reduce -1.3%
AAPL Apple Inc. 1.48% 21,723 $4.5M Reduce -1.4%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.14% 86,994 $3.4M Add +120.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.13% 11,490 $3.4M Add +0.4%
VEA Vanguard Ftse Developed ETF 1.11% 58,302 $3.3M Add +2.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.91% 9,614 $2.7M Reduce -2.2%
MSFT Microsoft Corp. 0.83% 4,987 $2.5M Add +1.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.73% 11,238 $2.2M Reduce -3.7%
VIG Vanguard Dividend Apprec ETF 0.70% 10,222 $2.1M No change
IWD iShares Russell 1000 Value E 0.69% 10,597 $2.1M No change
IWM iShares Russell 2000 ETF 0.58% 8,045 $1.7M No change
TCAF T Rowe PRC Cap Appreciation 0.55% 46,515 $1.6M Reduce -1.9%
QCOM Qualcomm Inc. 0.53% 10,089 $1.6M Add +0.6%
PG The Procter & Gamble Co. 0.53% 9,915 $1.6M Add +0.1%
AMZN Amazon.com Inc. 0.47% 6,480 $1.4M Reduce -5.3%
V Visa Inc. Class A 0.44% 3,732 $1.3M Add +0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.42% 7,750 $1.3M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.38% 4,130 $1.2M Reduce -0.2%
JPM JPMorgan Chase & Co. 0.38% 3,889 $1.1M Add +0.1%
GOOG Alphabet Inc. Class C 0.36% 6,057 $1.1M Reduce -3.1%
IWB iShares Russell 1000 ETF 0.36% 3,157 $1.1M No change
ESGV Vanguard ESG US Stock ETF 0.32% 8,680 $952K No change
NEE Nextera Energy Inc. 0.32% 13,648 $947K Add +0.5%
ADP Automatic Data Processing 0.26% 2,566 $791K No change
GOOGL Alphabet Inc. Class A 0.26% 4,434 $781K No change
NVDA Nvidia Corp. 0.26% 4,882 $771K Add +7.6%
T AT&T Inc. 0.24% 24,506 $709K Add +28.6%
VGSH Vanguard Short-Term Treasury 0.22% 11,453 $673K Add +0.1%
LDOS Leidos Holdings Inc. 0.19% 3,674 $580K No change
HD Home Depot Inc. 0.19% 1,531 $561K No change
VNQ Vanguard Real Estate ETF 0.18% 6,239 $556K Reduce -3.5%
LLY Eli Lilly & Co. 0.18% 707 $551K No change
KLAC KLA Corp. 0.18% 600 $537K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 837 $517K Add +0.1%
ORCL Oracle Corp. 0.17% 2,306 $504K No change
JNJ Johnson & Johnson 0.16% 3,082 $471K Add +0.0%
CAT Caterpillar Inc. 0.16% 1,202 $467K Add +0.1%
GE General Electric filed as GE AEROSPACE 0.15% 1,754 $451K No change
NOC Northrop Grumman Corp. 0.15% 900 $450K Reduce -10.0%
VSGX Vanguard ESG Intl Stock ETF 0.14% 6,305 $413K Add +59.4%
CVX Chevron Corp. 0.14% 2,863 $410K Add +0.0%
IWN iShares Russell 2000 Value E 0.12% 2,274 $359K Add +0.0%
MCD McDonald's Corp. 0.12% 1,202 $351K Add +0.1%
WMT Walmart Inc. 0.11% 3,351 $328K No change
SYK Stryker Corp. 0.11% 810 $320K No change
AXP American Express Co. 0.10% 953 $304K No change
AGG iShares Core U.S. Aggregate 0.10% 2,969 $295K Reduce -0.2%
VZ Verizon Communications Inc. 0.10% 6,712 $290K Add +1.0%
CI The Cigna Group 0.10% 864 $286K No change
SAIC Science Applications Inte 0.09% 2,354 $265K No change
LIN Linde PLC 0.09% 546 $256K No change
IVV iShares Core S&P 500 ETF 0.08% 403 $250K Reduce -1.5%
D Dominion Energy Inc. 0.08% 4,344 $246K Add +0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 1,977 $245K New
GEV GE Vernova Inc. 0.08% 430 $228K New
INTU Intuit Inc. 0.07% 264 $208K New
RTX RTX Corp. 0.07% 1,412 $206K New
HCA HCA Healthcare Inc. 0.07% 534 $205K New
PM Philip Morris International 0.07% 1,104 $201K New
MRT Marti Technologies Inc. 0.04% 35,000 $106K No change
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.03% 15,081 $84K Add +1.1%

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.8% 2.44% −0.45
AAPL Apple Inc. Reduce -1.4% 1.48% −0.24
IJH iShares Core S&P Midcap ETF Reduce -2.2% 11.45% −0.23
UNH Unitedhealth Group Inc. Sold out 0.00% −0.12
QQQ Invesco QQQ Trust Series 1 Reduce -10.4% 17.00% −0.11
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.08
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.07
INDV Indivior Ltd. Sold out 0.00% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.7% 0.73% −0.04
NOC Northrop Grumman Corp. Reduce -10.0% 0.15% −0.03
VNQ Vanguard Real Estate ETF Reduce -3.5% 0.18% −0.02
AGG iShares Core U.S. Aggregate Reduce -0.2% 0.10% −0.01
IVV iShares Core S&P 500 ETF Reduce -1.5% 0.08% +0.00
TCAF T Rowe PRC Cap Appreciation Reduce -1.9% 0.55% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.2% 0.38% +0.01
GOOG Alphabet Inc. Class C Reduce -3.1% 0.36% +0.01
AMZN Amazon.com Inc. Reduce -5.3% 0.47% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.3% 1.65% +0.04
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -2.2% 0.91% +0.06
VOO Vanguard S&P 500 ETF Reduce -3.8% 31.09% +0.06
IWF iShares Russell 1000 Growth Reduce -3.6% 2.41% +0.15

Portfolio Buys Q1 2025 → Q2 2025
CGDV Cap Group Dividend Value Add +120.3% 1.14% +0.65
MSFT Microsoft Corp. Add +1.4% 0.83% +0.17
IBM Intl Business Machines Corp. Add +0.4% 1.13% +0.12
VEA Vanguard Ftse Developed ETF Add +2.7% 1.11% +0.09
NVDA Nvidia Corp. Add +7.6% 0.26% +0.08
DIS The Walt Disney Co. New 0.08% +0.08
GEV GE Vernova Inc. New 0.08% +0.08
INTU Intuit Inc. New 0.07% +0.07
RTX RTX Corp. New 0.07% +0.07
HCA HCA Healthcare Inc. New 0.07% +0.07
PM Philip Morris International New 0.07% +0.07
VSGX Vanguard ESG Intl Stock ETF Add +59.4% 0.14% +0.06
T AT&T Inc. Add +28.6% 0.24% +0.05
JPM JPMorgan Chase & Co. Add +0.1% 0.38% +0.04
CAT Caterpillar Inc. Add +0.1% 0.16% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.17% +0.01
IWN iShares Russell 2000 Value E Add +0.0% 0.12% −0.00
DSM BNYM Strat Muni BND Add +1.1% 0.03% −0.00
D Dominion Energy Inc. Add +0.6% 0.08% −0.00
QCOM Qualcomm Inc. Add +0.6% 0.53% −0.01
VZ Verizon Communications Inc. Add +1.0% 0.10% −0.01
VGSH Vanguard Short-Term Treasury Add +0.1% 0.22% −0.01
MCD McDonald's Corp. Add +0.1% 0.12% −0.02
V Visa Inc. Class A Add +0.1% 0.44% −0.02
JNJ Johnson & Johnson Add +0.0% 0.16% −0.02
NEE Nextera Energy Inc. Add +0.5% 0.32% −0.02
CVX Chevron Corp. Add +0.0% 0.14% −0.03
PG The Procter & Gamble Co. Add +0.1% 0.53% −0.07
IJR iShares Core S&P Small-Cap E Add +0.3% 7.47% −0.09
VTV Vanguard Mrngstr Val ETF-Aui Add +1.3% 5.43% −0.13
XOM Exxon Mobil Corp. Add +0.1% 1.66% −0.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 78$380.9MVOO, QQQ, IJH, IJR, CGDV
Q1 2026 72$328.3MVOO, QQQ, IJH, IJR, CGDV
Q4 2025 74$334.3MVOO, QQQ, IJH, IJR, CGDV
Q3 2025 74$325.5MVOO, QQQ, IJH, IJR, VTV
Q2 2025 69$300.5MVOO, QQQ, IJH, IJR, VTV
Q1 2025 67$283.2MVOO, QQQ, IJH, IJR, VTV
Q4 2024 69$296.8MVOO, QQQ, IJH, IJR, VTV
Q3 2024 69$291.9MVOO, QQQ, IJH, IJR, VTV
Q2 2024 64$271.8MVOO, QQQ, IJH, IJR, VTV
Q1 2024 66$263.9MVOO, QQQ, IJH, IJR, VTV