CJM Wealth Advisers, Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), CJM Wealth Advisers, Ltd. reported 72 stock positions worth $328.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 28.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 15.5%) and iShares Core S&P Midcap ETF (IJH, 11.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 4, added to 38 and reduced 19. The biggest buy was Cap Group Dividend Value (CGDV, shares +32%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- FALLS CHURCH, VA
- CIK
- 0001992748
- Portfolio Value
- $328.3M (Q1 2026)
- SEC Filing
- 0001992748-26-000002 ↗ filed Apr 13, 2026
Holdings Value
Holdings 72 stocks · $328.3M
| VOO Vanguard S&P 500 ETF | 28.70% | 157,657 | $94.2M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 15.52% | 88,301 | $51.0M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 11.14% | 541,370 | $36.6M | Reduce -2.6% |
| IJR iShares Core S&P Small-Cap E | 6.62% | 174,853 | $21.7M | Reduce -2.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 5.66% | 436,751 | $18.6M | Add +31.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.05% | 67,767 | $13.3M | Reduce -5.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.84% | 30,810 | $9.3M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 2.43% | 46,936 | $8.0M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 15,640 | $7.5M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 2.01% | 15,447 | $6.6M | Reduce -2.4% |
| AAPL Apple Inc. | 1.54% | 19,958 | $5.1M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 1.23% | 63,217 | $4.1M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 11,635 | $2.8M | Add +0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.73% | 9,307 | $2.4M | Reduce -3.2% |
| IWD iShares Russell 1000 Value E | 0.69% | 10,548 | $2.3M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.68% | 10,313 | $2.2M | Reduce -0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.68% | 10,203 | $2.2M | Reduce -1.9% |
| IWM iShares Russell 2000 ETF | 0.64% | 8,430 | $2.1M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.61% | 6,939 | $2.0M | Add +20.3% |
| MSFT Microsoft Corp. | 0.58% | 5,134 | $1.9M | Add +5.1% |
| AMZN Amazon.com Inc. | 0.55% | 8,673 | $1.8M | Add +33.8% |
| NVDA Nvidia Corp. | 0.52% | 9,866 | $1.7M | Add +199.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.48% | 44,313 | $1.6M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.45% | 5,036 | $1.5M | Add +3.6% |
| PG The Procter & Gamble Co. | 0.42% | 9,436 | $1.4M | Add +0.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.40% | 7,195 | $1.3M | Reduce -5.7% |
| QCOM Qualcomm Inc. | 0.40% | 10,262 | $1.3M | Add +0.7% |
| NEE Nextera Energy Inc. | 0.39% | 13,930 | $1.3M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 4,145 | $1.2M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.35% | 4,006 | $1.2M | Add +3.9% |
| IAU iShares Gold Trust | 0.34% | 12,814 | $1.1M | Add +29.3% |
| V Visa Inc. Class A | 0.33% | 3,531 | $1.1M | Add +1.9% |
| IWB iShares Russell 1000 ETF | 0.32% | 2,926 | $1.0M | No change |
| JNJ Johnson & Johnson | 0.29% | 3,881 | $949K | Add +0.3% |
| KLAC KLA Corp. | 0.27% | 600 | $883K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.27% | 7,863 | $883K | No change |
| CAT Caterpillar Inc. | 0.23% | 1,075 | $762K | Reduce -10.9% |
| LLY Eli Lilly & Co. | 0.20% | 721 | $663K | Add +2.0% |
| CVX Chevron Corp. | 0.20% | 3,127 | $647K | Add +8.2% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 2,143 | $608K | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 880 | $572K | Add +23.8% |
| LDOS Leidos Holdings Inc. | 0.17% | 3,674 | $571K | No change |
| VGSH Vanguard Short-Term Treasury | 0.17% | 9,574 | $560K | Add +12.0% |
| NOC Northrop Grumman Corp. | 0.17% | 807 | $551K | No change |
| ADP Automatic Data Processing | 0.16% | 2,566 | $521K | No change |
| AFL Aflac Inc. | 0.16% | 4,735 | $519K | No change |
| HD Home Depot Inc. | 0.15% | 1,524 | $501K | Add +1.9% |
| RTX RTX Corp. | 0.15% | 2,494 | $481K | Add +2.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.14% | 6,598 | $473K | Reduce -8.8% |
| GEV GE Vernova Inc. | 0.14% | 523 | $457K | No change |
| IWN iShares Russell 2000 Value E | 0.13% | 2,277 | $432K | Reduce -0.7% |
| WMT Walmart Inc. | 0.13% | 3,470 | $431K | Add +1.9% |
| AGG iShares Core U.S. Aggregate | 0.13% | 4,315 | $428K | Add +5.2% |
| VNQ Vanguard Real Estate ETF | 0.12% | 4,606 | $409K | Add +25.7% |
| T AT&T Inc. | 0.12% | 13,723 | $398K | Add +1.9% |
| ORCL Oracle Corp. | 0.11% | 2,556 | $376K | Add +10.8% |
| MCD McDonald's Corp. | 0.11% | 1,206 | $375K | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.11% | 6,930 | $348K | Reduce -0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.10% | 8,861 | $340K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 571 | $327K | New |
| IVV iShares Core S&P 500 ETF | 0.09% | 469 | $306K | Add +5.2% |
| AXP American Express Co. | 0.09% | 957 | $289K | Reduce -0.6% |
| SYK Stryker Corp. | 0.09% | 873 | $287K | Add +7.8% |
| D Dominion Energy Inc. | 0.09% | 4,513 | $279K | Add +5.2% |
| LIN Linde PLC | 0.08% | 562 | $279K | Add +2.4% |
| HCA HCA Healthcare Inc. | 0.07% | 477 | $226K | No change |
| TSLA Tesla Inc. | 0.07% | 599 | $223K | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 474 | $207K | Add +4.6% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 6,618 | $205K | New |
| CI The Cigna Group | 0.06% | 761 | $203K | No change |
| DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD | 0.03% | 15,635 | $94K | Add +1.2% |
| MRT Marti Technologies Inc. | 0.02% | 35,000 | $70K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -3.1% | 28.70% | −1.83 |
| IWF iShares Russell 1000 Growth | Reduce -2.4% | 2.01% | −0.23 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.2% | 0.73% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| CEG Constellation Energy | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.06 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -4.8% | 0.48% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.1% | 4.05% | −0.03 |
| AXP American Express Co. | Reduce -0.6% | 0.09% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -8.8% | 0.14% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 0.68% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.7% | 0.40% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.11% | +0.00 |
| IWN iShares Russell 2000 Value E | Reduce -0.7% | 0.13% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.9% | 0.68% | +0.02 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 0.11% | +0.02 |
| CAT Caterpillar Inc. | Reduce -10.9% | 0.23% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.6% | 2.84% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.7% | 1.23% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 11.14% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.0% | 6.62% | +0.21 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 2.43% | +0.71 |
Portfolio Buys Q4 2025 → Q1 2026
| CGDV Cap Group Dividend Value | Add +31.6% | 5.66% | +1.33 |
| NVDA Nvidia Corp. | Add +199.3% | 0.52% | +0.34 |
| IAU iShares Gold Trust | Add +29.3% | 0.34% | +0.10 |
| AMZN Amazon.com Inc. | Add +33.8% | 0.55% | +0.10 |
| META Meta Platforms Inc. Class A | New | 0.10% | +0.10 |
| CVX Chevron Corp. | Add +8.2% | 0.20% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +20.3% | 0.61% | +0.07 |
| SCHM Schwab US Mid Cap ETF | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.39% | +0.06 |
| JNJ Johnson & Johnson | Add +0.3% | 0.29% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +4.9% | 0.64% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.8% | 0.17% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +25.7% | 0.12% | +0.03 |
| T AT&T Inc. | Add +1.9% | 0.12% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +12.0% | 0.17% | +0.02 |
| WMT Walmart Inc. | Add +1.9% | 0.13% | +0.02 |
| LIN Linde PLC | Add +2.4% | 0.08% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.42% | +0.01 |
| RTX RTX Corp. | Add +2.5% | 0.15% | +0.01 |
| D Dominion Energy Inc. | Add +5.2% | 0.09% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +5.2% | 0.13% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.36% | +0.00 |
| SYK Stryker Corp. | Add +7.8% | 0.09% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +5.2% | 0.09% | +0.00 |
| DSM BNYM Strat Muni BND | Add +1.2% | 0.03% | +0.00 |
| HD Home Depot Inc. | Add +1.9% | 0.15% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.6% | 0.06% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +3.9% | 0.35% | −0.01 |
| GE General Electric | Add +0.6% | 0.19% | −0.01 |
| TSLA Tesla Inc. | Add +0.7% | 0.07% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 0.45% | −0.02 |
| ORCL Oracle Corp. | Add +10.8% | 0.11% | −0.02 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.20% | −0.03 |
| V Visa Inc. Class A | Add +1.9% | 0.33% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 2.28% | −0.06 |
| AAPL Apple Inc. | Add +0.6% | 1.54% | −0.07 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.40% | −0.12 |
| MSFT Microsoft Corp. | Add +5.1% | 0.58% | −0.13 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.86% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 15.52% | −0.48 |
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 |