CJM Wealth Advisers, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), CJM Wealth Advisers, Ltd. reported 74 stock positions worth $334.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 30.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 16.0%) and iShares Core S&P Midcap ETF (IJH, 11.0%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 28 and reduced 35. The biggest buy was Cap Group Dividend Value (CGDV, shares +53%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- FALLS CHURCH, VA
- CIK
- 0001992748
- Portfolio Value
- $334.3M (Q4 2025)
- SEC Filing
- 0001992748-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 74 stocks · $334.3M
| VOO Vanguard S&P 500 ETF | 30.52% | 162,695 | $102.0M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 16.01% | 87,109 | $53.5M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 10.97% | 555,652 | $36.7M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 6.41% | 178,360 | $21.4M | Reduce -0.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.33% | 331,859 | $14.5M | Add +52.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.08% | 71,425 | $13.6M | Reduce -13.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.80% | 30,984 | $9.4M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.34% | 15,590 | $7.8M | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 2.24% | 15,825 | $7.5M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 1.71% | 47,528 | $5.7M | Reduce -1.4% |
| AAPL Apple Inc. | 1.61% | 19,831 | $5.4M | Reduce -3.1% |
| VEA Vanguard Ftse Developed ETF | 1.19% | 63,653 | $4.0M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.03% | 11,592 | $3.4M | Add +0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.80% | 9,617 | $2.7M | Add +0.0% |
| MSFT Microsoft Corp. | 0.71% | 4,883 | $2.4M | Reduce -2.4% |
| VIG Vanguard Dividend Apprec ETF | 0.68% | 10,326 | $2.3M | Add +1.0% |
| IWD iShares Russell 1000 Value E | 0.66% | 10,548 | $2.2M | Reduce -0.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.66% | 10,402 | $2.2M | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.59% | 8,037 | $2.0M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.54% | 5,767 | $1.8M | Reduce -4.8% |
| TCAF T Rowe PRC Cap Appreciation | 0.53% | 46,524 | $1.8M | Add +0.0% |
| QCOM Qualcomm Inc. | 0.52% | 10,192 | $1.7M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.47% | 4,861 | $1.6M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 0.45% | 6,480 | $1.5M | Reduce -0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.40% | 7,628 | $1.4M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.40% | 9,371 | $1.3M | Reduce -2.6% |
| V Visa Inc. Class A | 0.36% | 3,464 | $1.2M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,856 | $1.2M | Reduce -5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 4,130 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.33% | 13,822 | $1.1M | Add +0.7% |
| IWB iShares Russell 1000 ETF | 0.33% | 2,926 | $1.1M | No change |
| ESGV Vanguard ESG US Stock ETF | 0.28% | 7,863 | $951K | Reduce -4.0% |
| IAU iShares Gold Trust | 0.24% | 9,911 | $804K | Add +217.4% |
| JNJ Johnson & Johnson | 0.24% | 3,869 | $801K | Reduce -15.6% |
| LLY Eli Lilly & Co. | 0.23% | 707 | $760K | Reduce -0.7% |
| KLAC KLA Corp. | 0.22% | 600 | $729K | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.21% | 1,207 | $691K | Add +0.3% |
| LDOS Leidos Holdings Inc. | 0.20% | 3,674 | $663K | No change |
| ADP Automatic Data Processing | 0.20% | 2,566 | $660K | No change |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,130 | $656K | Add +0.1% |
| NVDA Nvidia Corp. | 0.18% | 3,296 | $615K | Reduce -9.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,604 | $538K | Add +86.7% |
| AFL Aflac Inc. | 0.16% | 4,735 | $522K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.15% | 7,231 | $518K | No change |
| HD Home Depot Inc. | 0.15% | 1,495 | $514K | Reduce -1.1% |
| VGSH Vanguard Short-Term Treasury | 0.15% | 8,551 | $502K | Reduce -26.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 711 | $485K | Reduce -15.1% |
| NOC Northrop Grumman Corp. | 0.14% | 807 | $460K | Reduce -5.2% |
| ORCL Oracle Corp. | 0.13% | 2,306 | $449K | Reduce -0.6% |
| RTX RTX Corp. | 0.13% | 2,433 | $446K | Add +72.3% |
| CVX Chevron Corp. | 0.13% | 2,890 | $440K | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 8,861 | $440K | Add +118.8% |
| IWN iShares Russell 2000 Value E | 0.12% | 2,292 | $415K | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 0.12% | 4,103 | $410K | Reduce -46.1% |
| WMT Walmart Inc. | 0.11% | 3,404 | $379K | Add +0.9% |
| MCD McDonald's Corp. | 0.11% | 1,214 | $371K | Add +0.9% |
| AXP American Express Co. | 0.11% | 963 | $356K | Add +1.1% |
| GEV GE Vernova Inc. | 0.10% | 523 | $342K | Reduce -0.9% |
| T AT&T Inc. | 0.10% | 13,465 | $334K | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 0.10% | 3,663 | $324K | Reduce -12.3% |
| IVV iShares Core S&P 500 ETF | 0.09% | 446 | $305K | Add +0.7% |
| SYK Stryker Corp. | 0.09% | 810 | $285K | No change |
| VZ Verizon Communications Inc. | 0.08% | 6,968 | $284K | Add +2.7% |
| TSLA Tesla Inc. | 0.08% | 595 | $268K | No change |
| D Dominion Energy Inc. | 0.08% | 4,292 | $251K | Reduce -1.7% |
| LIN Linde PLC | 0.07% | 549 | $234K | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,978 | $225K | No change |
| HCA HCA Healthcare Inc. | 0.07% | 477 | $223K | Reduce -11.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 453 | $221K | No change |
| CEG Constellation Energy | 0.07% | 620 | $219K | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.06% | 943 | $216K | Add +1.2% |
| CI The Cigna Group | 0.06% | 761 | $209K | Reduce -11.9% |
| DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD | 0.03% | 15,443 | $95K | Add +1.6% |
| MRT Marti Technologies Inc. | 0.02% | 35,000 | $83K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.2% | 4.08% | −0.63 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 16.01% | −0.31 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 6.41% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 2.34% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -3.6% | 2.24% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -46.1% | 0.12% | −0.11 |
| MSFT Microsoft Corp. | Reduce -2.4% | 0.71% | −0.09 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.13% | −0.07 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Reduce -26.8% | 0.15% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.40% | −0.05 |
| HD Home Depot Inc. | Reduce -1.1% | 0.15% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -15.1% | 0.14% | −0.03 |
| V Visa Inc. Class A | Reduce -6.8% | 0.36% | −0.03 |
| NVDA Nvidia Corp. | Reduce -9.2% | 0.18% | −0.02 |
| JNJ Johnson & Johnson | Reduce -15.6% | 0.24% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -5.2% | 0.14% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -12.3% | 0.10% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.2% | 0.47% | −0.02 |
| CI The Cigna Group | Reduce -11.9% | 0.06% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.0% | 0.28% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.6% | 0.66% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.6% | 0.40% | −0.01 |
| LIN Linde PLC | Reduce -0.5% | 0.07% | −0.01 |
| D Dominion Energy Inc. | Reduce -1.7% | 0.08% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -11.5% | 0.07% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.5% | 0.66% | +0.00 |
| CEG Constellation Energy | Reduce -1.3% | 0.07% | +0.00 |
| GEV GE Vernova Inc. | Reduce -0.9% | 0.10% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.45% | +0.01 |
| AAPL Apple Inc. | Reduce -3.1% | 1.61% | +0.01 |
| KLAC KLA Corp. | Reduce -0.8% | 0.22% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 1.71% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 0.36% | +0.06 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.23% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 0.54% | +0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| CGDV Cap Group Dividend Value | Add +52.6% | 4.33% | +1.52 |
| IAU iShares Gold Trust | Add +217.4% | 0.24% | +0.17 |
| AFL Aflac Inc. | New | 0.16% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | Add +86.7% | 0.16% | +0.07 |
| RTX RTX Corp. | Add +72.3% | 0.13% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +118.8% | 0.13% | +0.05 |
| CAT Caterpillar Inc. | Add +0.3% | 0.21% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 1.19% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.4% | 1.03% | +0.03 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.33% | +0.01 |
| AXP American Express Co. | Add +1.1% | 0.11% | +0.01 |
| WMT Walmart Inc. | Add +0.9% | 0.11% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.52% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +1.0% | 0.68% | +0.00 |
| DSM BNYM Strat Muni BND | Add +1.6% | 0.03% | +0.00 |
| IWN iShares Russell 2000 Value E | Add +0.8% | 0.12% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 0.09% | +0.00 |
| GE General Electric | Add +0.1% | 0.20% | −0.00 |
| MCD McDonald's Corp. | Add +0.9% | 0.11% | −0.00 |
| ABBV Abbvie Inc. | Add +1.2% | 0.06% | −0.00 |
| CVX Chevron Corp. | Add +0.5% | 0.13% | −0.01 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.59% | −0.01 |
| VZ Verizon Communications Inc. | Add +2.7% | 0.08% | −0.01 |
| TCAF T Rowe PRC Cap Appreciation | Add +0.0% | 0.53% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.6% | 2.80% | −0.02 |
| T AT&T Inc. | Add +0.8% | 0.10% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 30.52% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.0% | 0.80% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 10.97% | −0.13 |
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 |