CM Wealth Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), CM Wealth Advisors LLC reported 89 stock positions worth $379.3 million. Its top holding was iShares S&P 100 ETF (OEF) at 21.6% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 13.6%) and Lincoln Electric (LECO, 8.9%). Compared with Q2 2025, it opened 8 new positions, sold out of 1, added to 18 and reduced 18. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +59%) 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
$379.3M (Q3 2025)
SEC Filing
0001764581-25-000006 ↗ filed Nov 5, 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 Q1 2025 Q2 2025: $339.9M Q2 2025 Q3 2025: $379.3M $379.3M Q3 2025 Q4 2025: $442.6M Q4 2025 Q1 2026: $469.5M Q1 2026 Q2 2026: $554.4M Q2 2026

Holdings 89 stocks · $379.3M
OEF iShares S&P 100 ETF 21.56% 245,729 $81.8M Add +1.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 13.56% 110,694 $51.4M Reduce -0.8%
LECO Lincoln Electric Holdings 8.85% 141,958 $33.6M Reduce -4.6%
VOO Vanguard S&P 500 ETF 6.54% 40,381 $24.8M Reduce -0.3%
IVV iShares Core S&P 500 ETF 6.45% 36,551 $24.5M Add +59.1%
VIG Vanguard Dividend Apprec ETF 4.94% 86,621 $18.7M Add +0.6%
IWD iShares Russell 1000 Value E 4.92% 91,696 $18.7M Reduce -0.4%
EQWL Invesco S&P 100 Equal Weight 3.51% 116,249 $13.3M Add +9.7%
NVDA Nvidia Corp. 3.35% 68,040 $12.7M No change
RSP Invesco S&P 500 Equal Weight 2.61% 52,225 $9.9M Reduce -5.3%
IWB iShares Russell 1000 ETF 2.49% 25,891 $9.5M Reduce -5.0%
AAPL Apple Inc. 1.99% 29,622 $7.5M Reduce -6.3%
IWN iShares Russell 2000 Value E 1.64% 35,186 $6.2M Reduce -8.6%
MSFT Microsoft Corp. 1.56% 11,452 $5.9M Reduce -10.0%
GOOGL Alphabet Inc. Class A 0.75% 11,625 $2.8M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.71% 9,100 $2.7M No change
IJR iShares Core S&P Small-Cap E 0.66% 20,948 $2.5M Add +1.1%
GOOG Alphabet Inc. Class C 0.66% 10,200 $2.5M Reduce -10.4%
PKOH Park-Ohio Holdings Corp. 0.62% 110,451 $2.3M Add +2.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.60% 3,394 $2.3M No change
META Meta Platforms Inc. Class A 0.60% 3,082 $2.3M Add +0.5%
SLYV SS SPDR S&P 600 SC Val ETF 0.57% 24,181 $2.1M No change
EFA iShares MSCI Eafe ETF 0.56% 22,691 $2.1M Add +8.2%
IJS iShares S&P Small-Cap 600 Va 0.50% 17,150 $1.9M Add +16.3%
IWM iShares Russell 2000 ETF 0.46% 7,186 $1.7M Add +40.0%
IAU iShares Gold Trust 0.40% 21,033 $1.5M New
LLY Eli Lilly & Co. 0.34% 1,700 $1.3M No change
JPM JPMorgan Chase & Co. 0.34% 4,083 $1.3M No change
VTI VG Morningstar TS MKT ETF-US 0.27% 3,069 $1.0M Add +11.6%
IEFA iShares Core MSCI Eafe ETF 0.26% 11,352 $991K Reduce -1.9%
NSC Norfolk Southern Corp. 0.25% 3,146 $945K No change
ESGV Vanguard ESG US Stock ETF 0.24% 7,547 $894K Reduce -3.8%
NOC Northrop Grumman Corp. 0.23% 1,460 $890K No change
SCHV Schwab US Large-Cap Value 0.23% 30,066 $875K No change
CSCO Cisco Systems Inc. 0.23% 12,639 $865K Reduce -2.2%
SCHX Schwab US Large-Cap ETF 0.23% 32,538 $857K No change
ABT Abbott Laboratories 0.22% 6,316 $846K Reduce -1.9%
PG The Procter & Gamble Co. 0.21% 5,133 $789K Add +0.6%
ABBV Abbvie Inc. 0.21% 3,367 $780K No change
SHW The Sherwin-Williams Co. 0.20% 2,209 $765K Add +2.4%
EEM iShares MSCI Emerging Market 0.20% 14,241 $760K No change
COST Costco Wholesale Corp. 0.20% 817 $756K No change
MCD McDonald's Corp. 0.19% 2,425 $737K No change
MA Mastercard Inc. Class A 0.18% 1,224 $696K No change
XOM Exxon Mobil Corp. 0.18% 6,086 $686K No change
VYM Vanguard High DVD Yield ETF 0.18% 4,805 $677K No change
AMZN Amazon.com Inc. 0.17% 2,935 $644K Reduce -47.0%
TMO Thermo Fisher Scientific Inc. 0.17% 1,304 $633K No change
CVX Chevron Corp. 0.15% 3,785 $588K No change
GLD SPDR Gold Shares 0.15% 1,629 $579K New
VTV Vanguard Mrngstr Val ETF-Aui 0.15% 3,048 $571K No change
TSM Taiwan Semiconductor-SP ADR 0.14% 1,958 $548K Add +2.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.14% 5,000 $545K No change
V Visa Inc. Class A 0.14% 1,584 $541K Reduce -5.2%
APD Air Products & Chemicals Inc. 0.14% 1,978 $539K Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,796 $507K No change
SCHD Schwab US DVD Equity ETF 0.13% 18,027 $492K Add +21.1%
IWV iShares Russell 3000 ETF 0.13% 1,271 $482K No change
BRK.B Berkshire Hathaway Inc. Class B 0.13% 952 $479K No change
SCZ iShares MSCI Eafe Small-Cap 0.12% 6,141 $471K No change
ICE Intercontinental Exchange Inc. 0.12% 2,765 $466K No change
PEP Pepsico Inc. 0.12% 3,275 $460K No change
JNJ Johnson & Johnson 0.12% 2,444 $453K No change
DGRW Wisdomtree U.S. Quality Divi 0.11% 4,722 $420K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 1,926 $404K No change
VEA Vanguard Ftse Developed ETF 0.11% 6,698 $401K No change
VOOV Vanguard S&P 500 Value ETF 0.11% 2,012 $401K No change
CSX CSX Corp. 0.10% 10,800 $384K No change
MDY State Street SPDR S&P Midcap 0.10% 629 $376K No change
LOW Lowe's Cos Inc. 0.09% 1,414 $355K Reduce -6.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 1,177 $346K No change
FISV Fiserv Inc. 0.08% 2,410 $311K No change
MOTG Vaneck Mstar GL Wide Moat 0.08% 6,734 $303K New
CINF Cincinnati Financial Corp. 0.08% 1,904 $303K No change
NCNO Ncino Inc. 0.08% 10,976 $298K No change
INTC Intel Corp. 0.08% 8,848 $297K New
BXSL Blackstone Secured Lending F 0.08% 10,860 $291K No change
MS Morgan Stanley 0.07% 1,766 $281K No change
SYK Stryker Corp. 0.07% 708 $262K No change
KEY Keycorp 0.07% 13,842 $259K Reduce -4.5%
DHR Danaher Corp. 0.06% 1,232 $245K Add +3.6%
KO The Coca-Cola Co. 0.06% 3,581 $239K Add +1.4%
LRCX Lam Research Corp. 0.06% 1,700 $228K New
ITW Illinois Tool Works 0.06% 850 $223K No change
LHX L3HARRIS Technologies Inc. 0.06% 727 $222K New
IJH iShares Core S&P Midcap ETF 0.06% 3,350 $219K New
LIN Linde PLC 0.06% 450 $214K No change
TNGY Tortoise Energy ETF 0.04% 15,569 $141K No change
NWL Newell Brands Inc. 0.02% 16,100 $84K No change

Portfolio Sells Q2 2025 → Q3 2025
DIA SS SPDR Dow Jones Indus Avg Reduce -0.8% 13.56% −0.93
IWD iShares Russell 1000 Value E Reduce -0.4% 4.92% −0.34
RSP Invesco S&P 500 Equal Weight Reduce -5.3% 2.61% −0.34
MSFT Microsoft Corp. Reduce -10.0% 1.56% −0.30
VOO Vanguard S&P 500 ETF Reduce -0.3% 6.54% −0.25
LECO Lincoln Electric Holdings Reduce -4.6% 8.85% −0.25
IWB iShares Russell 1000 ETF Reduce -5.0% 2.49% −0.23
AMZN Amazon.com Inc. Reduce -47.0% 0.17% −0.19
IWN iShares Russell 2000 Value E Reduce -8.6% 1.64% −0.15
KRE SS SPDR S&P Regional Bank Sold out 0.00% −0.09
CSCO Cisco Systems Inc. Reduce -2.2% 0.23% −0.04
ABT Abbott Laboratories Reduce -1.9% 0.22% −0.03
V Visa Inc. Class A Reduce -5.2% 0.14% −0.03
IEFA iShares Core MSCI Eafe ETF Reduce -1.9% 0.26% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -3.8% 0.24% −0.02
KEY Keycorp Reduce -4.5% 0.07% −0.01
LOW Lowe's Cos Inc. Reduce -6.7% 0.09% −0.01
GOOG Alphabet Inc. Class C Reduce -10.4% 0.66% +0.06
AAPL Apple Inc. Reduce -6.3% 1.99% +0.08

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +59.1% 6.45% +2.25
IAU iShares Gold Trust New 0.40% +0.40
GLD SPDR Gold Shares New 0.15% +0.15
IWM iShares Russell 2000 ETF Add +40.0% 0.46% +0.13
DGRW Wisdomtree U.S. Quality Divi New 0.11% +0.11
EQWL Invesco S&P 100 Equal Weight Add +9.7% 3.51% +0.09
MOTG Vaneck Mstar GL Wide Moat New 0.08% +0.08
INTC Intel Corp. New 0.08% +0.08
IJS iShares S&P Small-Cap 600 Va Add +16.3% 0.50% +0.07
LRCX Lam Research Corp. New 0.06% +0.06
LHX L3HARRIS Technologies Inc. New 0.06% +0.06
IJH iShares Core S&P Midcap ETF New 0.06% +0.06
PKOH Park-Ohio Holdings Corp. Add +2.6% 0.62% +0.05
VTI VG Morningstar TS MKT ETF-US Add +11.6% 0.27% +0.02
TSM Taiwan Semiconductor-SP ADR Add +2.4% 0.14% +0.02
SCHD Schwab US DVD Equity ETF Add +21.1% 0.13% +0.01
EFA iShares MSCI Eafe ETF Add +8.2% 0.56% +0.01
DHR Danaher Corp. Add +3.6% 0.06% −0.00
IJR iShares Core S&P Small-Cap E Add +1.1% 0.66% −0.01
KO The Coca-Cola Co. Add +1.4% 0.06% −0.01
SHW The Sherwin-Williams Co. Add +2.4% 0.20% −0.02
APD Air Products & Chemicals Inc. Add +0.3% 0.14% −0.02
PG The Procter & Gamble Co. Add +0.6% 0.21% −0.03
META Meta Platforms Inc. Class A Add +0.5% 0.60% −0.07
OEF iShares S&P 100 ETF Add +1.6% 21.56% −0.10
VIG Vanguard Dividend Apprec ETF Add +0.6% 4.94% −0.25

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