CM Wealth Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), CM Wealth Advisors LLC reported 86 stock positions worth $312.7 million. Its top holding was iShares S&P 100 ETF (OEF) at 20.8% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 15.2%) and Lincoln Electric (LECO, 9.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 2, added to 6 and reduced 17. The biggest buy was a new position in Invesco S&P 100 Equal Weight (EQWL) and the biggest sale SS SPDR Dow Jones Indus Avg (DIA, shares −1%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001764581
Portfolio Value
$312.7M (Q1 2025)
SEC Filing
0001764581-25-000002 ↗ filed Apr 24, 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 Q4 2024 Q1 2025: $312.7M $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 86 stocks · $312.7M
OEF iShares S&P 100 ETF 20.84% 240,643 $65.2M Add +9.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 15.19% 112,941 $47.5M Reduce -1.2%
LECO Lincoln Electric Holdings 9.46% 155,744 $29.6M Reduce -2.6%
VOO Vanguard S&P 500 ETF 7.03% 42,779 $22.0M Reduce -0.4%
IWD iShares Russell 1000 Value E 5.54% 92,069 $17.3M No change
VIG Vanguard Dividend Apprec ETF 5.35% 86,278 $16.7M Add +0.4%
EQWL Invesco S&P 100 Equal Weight 3.74% 113,546 $11.7M New
IWB iShares Russell 1000 ETF 2.77% 28,202 $8.7M No change
NVDA Nvidia Corp. 2.77% 79,799 $8.6M Reduce -0.0%
IVV iShares Core S&P 500 ETF 2.49% 13,863 $7.8M Add +25.7%
RSP Invesco S&P 500 Equal Weight 2.37% 42,708 $7.4M Add +34.4%
AAPL Apple Inc. 2.15% 30,234 $6.7M Reduce -0.8%
IWN iShares Russell 2000 Value E 1.90% 39,299 $5.9M Reduce -4.2%
MSFT Microsoft Corp. 1.83% 15,209 $5.7M Reduce -2.6%
IJR iShares Core S&P Small-Cap E 0.76% 22,797 $2.4M Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.75% 9,100 $2.4M No change
PKOH Park-Ohio Holdings Corp. 0.71% 103,326 $2.2M Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.67% 13,618 $2.1M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.60% 24,130 $1.9M No change
GOOG Alphabet Inc. Class C 0.57% 11,470 $1.8M Reduce -0.3%
META Meta Platforms Inc. Class A 0.57% 3,068 $1.8M No change
IJS iShares S&P Small-Cap 600 Va 0.46% 14,899 $1.5M Reduce -4.4%
LLY Eli Lilly & Co. 0.45% 1,700 $1.4M No change
EFA iShares MSCI Eafe ETF 0.44% 16,835 $1.4M No change
JPM JPMorgan Chase & Co. 0.36% 4,629 $1.1M No change
IWM iShares Russell 2000 ETF 0.35% 5,531 $1.1M No change
PG The Procter & Gamble Co. 0.35% 6,422 $1.1M No change
XOM Exxon Mobil Corp. 0.35% 9,138 $1.1M No change
CSCO Cisco Systems Inc. 0.30% 15,423 $952K No change
IWV iShares Russell 3000 ETF 0.29% 2,869 $911K No change
NSC Norfolk Southern Corp. 0.29% 3,764 $892K No change
ABT Abbott Laboratories 0.27% 6,439 $854K No change
SHW The Sherwin-Williams Co. 0.27% 2,436 $851K No change
IEFA iShares Core MSCI Eafe ETF 0.27% 11,139 $843K Reduce -1.0%
SCHV Schwab US Large-Cap Value 0.26% 30,066 $799K No change
MCD McDonald's Corp. 0.25% 2,529 $790K No change
COST Costco Wholesale Corp. 0.25% 822 $777K No change
AMZN Amazon.com Inc. 0.25% 4,086 $777K No change
ESGV Vanguard ESG US Stock ETF 0.25% 7,845 $768K No change
CVX Chevron Corp. 0.24% 4,500 $753K No change
NOC Northrop Grumman Corp. 0.24% 1,460 $748K No change
VTI VG Morningstar TS MKT ETF-US 0.23% 2,637 $725K Add +5.7%
SCHX Schwab US Large-Cap ETF 0.23% 32,124 $709K No change
ABBV Abbvie Inc. 0.23% 3,367 $705K No change
MA Mastercard Inc. Class A 0.21% 1,224 $671K No change
TMO Thermo Fisher Scientific Inc. 0.21% 1,313 $654K Reduce -14.6%
EEM iShares MSCI Emerging Market 0.20% 14,376 $628K No change
JNJ Johnson & Johnson 0.20% 3,759 $623K No change
VYM Vanguard High DVD Yield ETF 0.20% 4,805 $620K No change
V Visa Inc. Class A 0.19% 1,727 $605K No change
APD Air Products & Chemicals Inc. 0.19% 1,972 $582K Reduce -9.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 2,286 $568K No change
FISV Fiserv Inc. 0.17% 2,410 $532K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 3,048 $527K No change
PEP Pepsico Inc. 0.17% 3,479 $522K Reduce -39.3%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 952 $507K Reduce -5.0%
ICE Intercontinental Exchange Inc. 0.15% 2,765 $477K No change
AWK American Water Works Co. Inc. 0.14% 2,889 $426K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 5,000 $419K No change
SCHD Schwab US DVD Equity ETF 0.13% 14,883 $416K No change
VOOV Vanguard S&P 500 Value ETF 0.12% 2,012 $371K No change
BXSL Blackstone Secured Lending F 0.12% 10,860 $360K No change
LOW Lowe's Cos Inc. 0.11% 1,515 $353K No change
VEA Vanguard Ftse Developed ETF 0.11% 6,698 $340K No change
MDY State Street SPDR S&P Midcap 0.11% 629 $336K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,711 $319K No change
TSM Taiwan Semiconductor-SP ADR 0.10% 1,912 $319K No change
CSX CSX Corp. 0.10% 10,800 $318K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 1,177 $288K No change
SCZ iShares MSCI Eafe Small-Cap 0.09% 4,508 $286K New
CINF Cincinnati Financial Corp. 0.09% 1,904 $283K No change
KRE SS SPDR S&P Regional Bank 0.09% 4,870 $277K Reduce -7.9%
SYK Stryker Corp. 0.08% 708 $264K No change
UNH Unitedhealth Group Inc. 0.08% 500 $262K No change
RTX RTX Corp. 0.08% 1,974 $261K No change
KO The Coca-Cola Co. 0.08% 3,531 $255K No change
DHR Danaher Corp. 0.08% 1,189 $244K No change
KEY Keycorp 0.07% 14,492 $232K No change
WFC Wells Fargo & Co. 0.07% 3,110 $223K No change
INTC Intel Corp. 0.07% 9,648 $219K Reduce -4.6%
ITW Illinois Tool Works 0.07% 850 $212K No change
LIN Linde PLC 0.07% 450 $210K New
ORCL Oracle Corp. 0.07% 1,496 $209K No change
MS Morgan Stanley 0.07% 1,766 $206K No change
WEC WEC Energy Group Inc. 0.06% 1,840 $201K New
NWL Newell Brands Inc. 0.05% 27,400 $170K No change

Portfolio Sells Q4 2024 → Q1 2025
DIA SS SPDR Dow Jones Indus Avg Reduce -1.2% 15.19% −0.74
NVDA Nvidia Corp. Reduce -0.0% 2.77% −0.74
VOO Vanguard S&P 500 ETF Reduce -0.4% 7.03% −0.54
LECO Lincoln Electric Holdings Reduce -2.6% 9.46% −0.38
AAPL Apple Inc. Reduce -0.8% 2.15% −0.35
MSFT Microsoft Corp. Reduce -2.6% 1.83% −0.33
IWN iShares Russell 2000 Value E Reduce -4.2% 1.90% −0.31
PKOH Park-Ohio Holdings Corp. Reduce -0.2% 0.71% −0.18
GOOG Alphabet Inc. Class C Reduce -0.3% 0.57% −0.14
PEP Pepsico Inc. Reduce -39.3% 0.17% −0.12
IJS iShares S&P Small-Cap 600 Va Reduce -4.4% 0.46% −0.09
ROP Roper Technologies Inc. Sold out 0.00% −0.09
ETN Eaton Corp. PLC Sold out 0.00% −0.07
TMO Thermo Fisher Scientific Inc. Reduce -14.6% 0.21% −0.05
APD Air Products & Chemicals Inc. Reduce -9.2% 0.19% −0.02
KRE SS SPDR S&P Regional Bank Reduce -7.9% 0.09% −0.02
INTC Intel Corp. Reduce -4.6% 0.07% +0.00
IEFA iShares Core MSCI Eafe ETF Reduce -1.0% 0.27% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.0% 0.16% +0.01

Portfolio Buys Q4 2024 → Q1 2025
EQWL Invesco S&P 100 Equal Weight New 3.74% +3.74
RSP Invesco S&P 500 Equal Weight Add +34.4% 2.37% +0.55
IVV iShares Core S&P 500 ETF Add +25.7% 2.49% +0.37
SCZ iShares MSCI Eafe Small-Cap New 0.09% +0.09
LIN Linde PLC New 0.07% +0.07
WEC WEC Energy Group Inc. New 0.06% +0.06
VTI VG Morningstar TS MKT ETF-US Add +5.7% 0.23% −0.00
OEF iShares S&P 100 ETF Add +9.0% 20.84% −0.01
IJR iShares Core S&P Small-Cap E Add +0.3% 0.76% −0.09
VIG Vanguard Dividend Apprec ETF Add +0.4% 5.35% −0.15

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