CM Wealth Advisors LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), CM Wealth Advisors LLC reported 84 stock positions worth $305.9 million. Its top holding was iShares S&P 100 ETF (OEF) at 20.9% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 15.9%) and Lincoln Electric (LECO, 9.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 12 and reduced 18. The biggest buy was Nvidia (NVDA, shares +713%) and the biggest sale SS SPDR Dow Jones Indus Avg (DIA, shares −15%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001764581
Portfolio Value
$305.9M (Q4 2024)
SEC Filing
0001764581-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $349.9M Q1 2024 Q2 2024: $210.3M Q2 2024 Q3 2024: $308.7M Q3 2024 Q4 2024: $305.9M $305.9M Q4 2024 Q1 2025: $312.7M Q1 2025 Q2 2025: $339.9M Q2 2025 Q3 2025: $379.3M Q3 2025 Q4 2025: $442.6M Q4 2025 Q1 2026: $469.5M Q1 2026 Q2 2026: $554.4M Q2 2026

Holdings 84 stocks · $305.9M
OEF iShares S&P 100 ETF 20.85% 220,819 $63.8M Reduce -12.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 15.93% 114,268 $48.7M Reduce -15.4%
LECO Lincoln Electric Holdings 9.84% 159,854 $30.1M Reduce -1.1%
VOO Vanguard S&P 500 ETF 7.57% 42,956 $23.1M Reduce -5.0%
IWD iShares Russell 1000 Value E 5.57% 92,069 $17.0M No change
VIG Vanguard Dividend Apprec ETF 5.50% 85,917 $16.8M Add +0.3%
NVDA Nvidia Corp. 3.50% 79,807 $10.7M Add +712.7%
IWB iShares Russell 1000 ETF 2.97% 28,202 $9.1M Reduce -5.0%
AAPL Apple Inc. 2.49% 30,469 $7.6M Add +270.7%
IWN iShares Russell 2000 Value E 2.20% 41,040 $6.7M Reduce -7.2%
MSFT Microsoft Corp. 2.15% 15,609 $6.6M Reduce -1.5%
IVV iShares Core S&P 500 ETF 2.12% 11,031 $6.5M Add +7.1%
RSP Invesco S&P 500 Equal Weight 1.82% 31,782 $5.6M Add +17.7%
PKOH Park-Ohio Holdings Corp. 0.89% 103,526 $2.7M Reduce -11.6%
IJR iShares Core S&P Small-Cap E 0.86% 22,722 $2.6M Add +0.5%
GOOGL Alphabet Inc. Class A 0.84% 13,618 $2.6M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.79% 9,100 $2.4M Add +0.3%
GOOG Alphabet Inc. Class C 0.72% 11,509 $2.2M Reduce -0.6%
SLYV SS SPDR S&P 600 SC Val ETF 0.69% 24,130 $2.1M No change
META Meta Platforms Inc. Class A 0.59% 3,068 $1.8M Add +672.8%
IJS iShares S&P Small-Cap 600 Va 0.55% 15,587 $1.7M No change
LLY Eli Lilly & Co. 0.43% 1,700 $1.3M No change
EFA iShares MSCI Eafe ETF 0.42% 16,835 $1.3M Reduce -42.9%
IWM iShares Russell 2000 ETF 0.40% 5,531 $1.2M Add +0.8%
JPM JPMorgan Chase & Co. 0.36% 4,629 $1.1M Reduce -3.6%
PG The Procter & Gamble Co. 0.35% 6,422 $1.1M No change
XOM Exxon Mobil Corp. 0.32% 9,138 $983K No change
IWV iShares Russell 3000 ETF 0.31% 2,869 $959K No change
CSCO Cisco Systems Inc. 0.30% 15,423 $913K No change
AMZN Amazon.com Inc. 0.29% 4,086 $896K Add +60.8%
NSC Norfolk Southern Corp. 0.29% 3,764 $883K No change
PEP Pepsico Inc. 0.29% 5,729 $879K No change
SHW The Sherwin-Williams Co. 0.27% 2,436 $828K Add +0.6%
ESGV Vanguard ESG US Stock ETF 0.27% 7,845 $823K Reduce -0.8%
TMO Thermo Fisher Scientific Inc. 0.26% 1,538 $801K No change
IEFA iShares Core MSCI Eafe ETF 0.26% 11,253 $791K Reduce -0.7%
SCHV Schwab US Large-Cap Value 0.26% 30,066 $784K No change
COST Costco Wholesale Corp. 0.25% 822 $753K No change
SCHX Schwab US Large-Cap ETF 0.24% 32,124 $745K No change
MCD McDonald's Corp. 0.24% 2,529 $733K No change
ABT Abbott Laboratories 0.24% 6,439 $728K No change
VTI VG Morningstar TS MKT ETF-US 0.24% 2,495 $723K No change
NOC Northrop Grumman Corp. 0.22% 1,460 $685K No change
CVX Chevron Corp. 0.21% 4,500 $652K No change
MA Mastercard Inc. Class A 0.21% 1,224 $645K No change
APD Air Products & Chemicals Inc. 0.21% 2,172 $630K No change
VYM Vanguard High DVD Yield ETF 0.20% 4,805 $613K No change
EEM iShares MSCI Emerging Market 0.20% 14,376 $601K Reduce -2.4%
ABBV Abbvie Inc. 0.20% 3,367 $598K No change
V Visa Inc. Class A 0.18% 1,727 $546K No change
JNJ Johnson & Johnson 0.18% 3,759 $544K Reduce -8.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 3,048 $516K Add +0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 2,286 $503K No change
FISV Fiserv Inc. 0.16% 2,410 $495K No change
BRK.B Berkshire Hathaway Inc. Class B 0.15% 1,002 $454K No change
ICE Intercontinental Exchange Inc. 0.13% 2,765 $412K No change
SCHD Schwab US DVD Equity ETF 0.13% 14,883 $407K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 5,000 $384K No change
TSM Taiwan Semiconductor-SP ADR 0.12% 1,912 $379K No change
LOW Lowe's Cos Inc. 0.12% 1,515 $374K No change
VOOV Vanguard S&P 500 Value ETF 0.12% 2,012 $371K No change
AWK American Water Works Co. Inc. 0.12% 2,889 $360K No change
MDY State Street SPDR S&P Midcap 0.12% 629 $360K No change
BXSL Blackstone Secured Lending F 0.12% 10,860 $359K New
CSX CSX Corp. 0.11% 10,800 $349K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 1,711 $339K No change
VEA Vanguard Ftse Developed ETF 0.10% 6,698 $320K No change
KRE SS SPDR S&P Regional Bank 0.10% 5,288 $319K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.10% 1,177 $299K No change
CINF Cincinnati Financial Corp. 0.09% 1,904 $275K No change
DHR Danaher Corp. 0.09% 1,189 $273K No change
NWL Newell Brands Inc. 0.09% 27,400 $273K No change
ROP Roper Technologies Inc. 0.09% 500 $260K No change
SYK Stryker Corp. 0.08% 708 $256K No change
UNH Unitedhealth Group Inc. 0.08% 500 $253K No change
ORCL Oracle Corp. 0.08% 1,496 $249K No change
KEY Keycorp 0.08% 14,492 $248K Reduce -5.2%
RTX RTX Corp. 0.07% 1,974 $228K No change
MS Morgan Stanley 0.07% 1,766 $222K New
KO The Coca-Cola Co. 0.07% 3,531 $220K No change
WFC Wells Fargo & Co. 0.07% 3,110 $218K New
ITW Illinois Tool Works 0.07% 850 $217K No change
ETN Eaton Corp. PLC 0.07% 618 $205K Reduce -40.5%
INTC Intel Corp. 0.07% 10,112 $203K Reduce -29.6%

Portfolio Sells Q3 2024 → Q4 2024
DIA SS SPDR Dow Jones Indus Avg Reduce -15.4% 15.93% −2.63
OEF iShares S&P 100 ETF Reduce -12.3% 20.85% −1.72
EFA iShares MSCI Eafe ETF Reduce -42.9% 0.42% −0.38
SCZ iShares MSCI Eafe Small-Cap Sold out 0.00% −0.29
PKOH Park-Ohio Holdings Corp. Reduce -11.6% 0.89% −0.28
LECO Lincoln Electric Holdings Reduce -1.1% 9.84% −0.26
IWN iShares Russell 2000 Value E Reduce -7.2% 2.20% −0.19
VOO Vanguard S&P 500 ETF Reduce -5.0% 7.57% −0.18
NKE Nike Inc. Class B Sold out 0.00% −0.08
LIN Linde PLC Sold out 0.00% −0.07
MSFT Microsoft Corp. Reduce -1.5% 2.15% −0.06
IWB iShares Russell 1000 ETF Reduce -5.0% 2.97% −0.05
ETN Eaton Corp. PLC Reduce -40.5% 0.07% −0.04
INTC Intel Corp. Reduce -29.6% 0.07% −0.04
JNJ Johnson & Johnson Reduce -8.4% 0.18% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -0.7% 0.26% −0.03
EEM iShares MSCI Emerging Market Reduce -2.4% 0.20% −0.02
KEY Keycorp Reduce -5.2% 0.08% −0.00
ESGV Vanguard ESG US Stock ETF Reduce -0.8% 0.27% +0.01
JPM JPMorgan Chase & Co. Reduce -3.6% 0.36% +0.03
GOOG Alphabet Inc. Class C Reduce -0.6% 0.72% +0.09

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +712.7% 3.50% +3.12
AAPL Apple Inc. Add +270.7% 2.49% +1.87
META Meta Platforms Inc. Class A Add +672.8% 0.59% +0.51
RSP Invesco S&P 500 Equal Weight Add +17.7% 1.82% +0.25
IVV iShares Core S&P 500 ETF Add +7.1% 2.12% +0.20
AMZN Amazon.com Inc. Add +60.8% 0.29% +0.14
BXSL Blackstone Secured Lending F New 0.12% +0.12
MS Morgan Stanley New 0.07% +0.07
WFC Wells Fargo & Co. New 0.07% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.3% 0.79% +0.01
IWM iShares Russell 2000 ETF Add +0.8% 0.40% +0.01
IJR iShares Core S&P Small-Cap E Add +0.5% 0.86% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.8% 0.17% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.3% 5.50% −0.00
SHW The Sherwin-Williams Co. Add +0.6% 0.27% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 194$554.4MOEF, IVV, DIA, LECO, VOO
Q1 2026 146$469.5MOEF, IVV, DIA, LECO, VOO
Q4 2025 138$442.6MOEF, DIA, LECO, IVV, VOO
Q3 2025 89$379.3MOEF, DIA, LECO, VOO, IVV
Q2 2025 82$339.9MOEF, DIA, LECO, VOO, IWD
Q1 2025 86$312.7MOEF, DIA, LECO, VOO, IWD
Q4 2024 84$305.9MOEF, DIA, LECO, VOO, IWD
Q3 2024 84$308.7MOEF, DIA, LECO, VOO, IWD
Q2 2024 75$210.3MDIA, OEF, LECO, VOO, IWB
Q1 2024 183$349.9MOEF, DIA, VOO, VIG, IWB