CM Wealth Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), CM Wealth Advisors LLC reported 138 stock positions worth $442.6 million. Its top holding was iShares S&P 100 ETF (OEF) at 19.2% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 11.9%) and Lincoln Electric (LECO, 7.7%). Compared with Q3 2025, it opened 55 new positions, sold out of 6, added to 48 and reduced 21. The biggest buy was Alphabet Class A (GOOGL, shares +58%) 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
$442.6M (Q4 2025)
SEC Filing
0001764581-26-000001 ↗ filed Jan 26, 2026

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 Q3 2025 Q4 2025: $442.6M $442.6M Q4 2025 Q1 2026: $469.5M Q1 2026 Q2 2026: $554.4M Q2 2026

Holdings 138 stocks · $442.6M
OEF iShares S&P 100 ETF 19.16% 247,292 $84.8M Add +0.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 11.87% 109,149 $52.5M Reduce -1.4%
LECO Lincoln Electric Holdings 7.68% 141,331 $34.0M Reduce -0.4%
IVV iShares Core S&P 500 ETF 6.11% 39,461 $27.0M Add +8.0%
VOO Vanguard S&P 500 ETF 5.72% 40,336 $25.3M Reduce -0.1%
IWD iShares Russell 1000 Value E 4.35% 91,621 $19.3M Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 4.29% 86,318 $19.0M Reduce -0.3%
NVDA Nvidia Corp. 3.81% 90,527 $16.9M Add +33.0%
EQWL Invesco S&P 100 Equal Weight 3.15% 117,908 $13.9M Add +1.4%
AAPL Apple Inc. 2.49% 40,487 $11.0M Add +36.7%
RSP Invesco S&P 500 Equal Weight 2.36% 54,499 $10.4M Add +4.3%
IWB iShares Russell 1000 ETF 2.21% 26,159 $9.8M Add +1.0%
MSFT Microsoft Corp. 1.99% 18,177 $8.8M Add +58.7%
IWN iShares Russell 2000 Value E 1.49% 36,321 $6.6M Add +3.2%
GOOGL Alphabet Inc. Class A 1.30% 18,422 $5.8M Add +58.5%
GOOG Alphabet Inc. Class C 0.91% 12,785 $4.0M Add +25.3%
LLY Eli Lilly & Co. 0.71% 2,924 $3.1M Add +72.0%
META Meta Platforms Inc. Class A 0.68% 4,576 $3.0M Add +48.5%
AMZN Amazon.com Inc. 0.67% 12,874 $3.0M Add +338.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.65% 4,174 $2.9M Add +23.0%
IJR iShares Core S&P Small-Cap E 0.61% 22,424 $2.7M Add +7.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.60% 9,100 $2.6M No change
NCNO Ncino Inc. 0.55% 94,349 $2.4M Add +759.6%
PKOH Park-Ohio Holdings Corp. 0.52% 110,451 $2.3M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.50% 24,181 $2.2M No change
EFA iShares MSCI Eafe ETF 0.48% 21,999 $2.1M Reduce -3.0%
V Visa Inc. Class A 0.43% 5,449 $1.9M Add +244.0%
JPM JPMorgan Chase & Co. 0.43% 5,918 $1.9M Add +44.9%
ASCI Abrdn Internal Small Ca ETF 0.40% 51,643 $1.8M New
ABT Abbott Laboratories 0.39% 13,747 $1.7M Add +117.7%
IAU iShares Gold Trust 0.39% 21,033 $1.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.32% 2,794 $1.4M Add +193.5%
IWM iShares Russell 2000 ETF 0.31% 5,539 $1.4M Reduce -22.9%
AVGO Broadcom Inc. 0.30% 3,822 $1.3M New
COST Costco Wholesale Corp. 0.30% 1,523 $1.3M Add +86.4%
CSCO Cisco Systems Inc. 0.28% 15,891 $1.2M Add +25.7%
VTI VG Morningstar TS MKT ETF-US 0.26% 3,372 $1.1M Add +9.9%
TMO Thermo Fisher Scientific Inc. 0.25% 1,905 $1.1M Add +46.1%
IEFA iShares Core MSCI Eafe ETF 0.24% 12,064 $1.1M Add +6.3%
NFLX Netflix Inc. 0.24% 11,497 $1.1M New
XOM Exxon Mobil Corp. 0.24% 8,800 $1.1M Add +44.6%
PG The Procter & Gamble Co. 0.21% 6,511 $933K Add +26.9%
MA Mastercard Inc. Class A 0.21% 1,608 $918K Add +31.4%
CCJ Cameco Corp. 0.21% 10,000 $915K New
ESGV Vanguard ESG US Stock ETF 0.21% 7,547 $913K No change
NOC Northrop Grumman Corp. 0.20% 1,565 $892K Add +7.2%
ABBV Abbvie Inc. 0.20% 3,905 $892K Add +16.0%
SCHV Schwab US Large-Cap Value 0.20% 30,066 $890K No change
SPGI S&P Global Inc. 0.20% 1,693 $885K New
SCHX Schwab US Large-Cap ETF 0.20% 32,538 $876K No change
TSLA Tesla Inc. 0.20% 1,924 $865K New
MCD McDonald's Corp. 0.20% 2,831 $865K Add +16.7%
ISRG Intuitive Surgical Inc. 0.19% 1,454 $823K New
INTU Intuit Inc. 0.18% 1,226 $812K New
NSC Norfolk Southern Corp. 0.18% 2,693 $778K Reduce -14.4%
EEM iShares MSCI Emerging Market 0.17% 13,996 $766K Reduce -1.7%
IJS iShares S&P Small-Cap 600 Va 0.17% 6,594 $750K Reduce -61.5%
AIG American International Group 0.17% 8,689 $743K New
CVX Chevron Corp. 0.16% 4,727 $720K Add +24.9%
VYM Vanguard High DVD Yield ETF 0.16% 5,017 $720K Add +4.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 12,548 $690K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 2,284 $677K Add +27.2%
SHW The Sherwin-Williams Co. 0.15% 2,019 $654K Reduce -8.6%
KEY Keycorp 0.15% 31,324 $647K Add +126.3%
NOW ServiceNow Inc. 0.14% 4,185 $641K New
BX Blackstone Inc. 0.14% 3,997 $616K New
JNJ Johnson & Johnson 0.13% 2,838 $587K Add +16.1%
PEP Pepsico Inc. 0.13% 4,022 $583K Add +22.8%
TSM Taiwan Semiconductor-SP ADR 0.13% 1,912 $583K Reduce -2.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 3,048 $582K No change
ASML ASML Holding NV-NY Reg SHS 0.13% 532 $569K New
DGRW Wisdomtree U.S. Quality Divi 0.13% 6,300 $563K Add +33.4%
COF Capital One Financial Corp. 0.13% 2,307 $559K New
GM General Motors Co. 0.12% 6,697 $545K New
ANET Arista Networks Inc. 0.12% 4,076 $534K New
GLD SPDR Gold Shares 0.12% 1,324 $525K Reduce -18.7%
SHOP Shopify Inc. Class A 0.12% 3,220 $518K New
DHR Danaher Corp. 0.11% 2,211 $507K Add +79.5%
IWV iShares Russell 3000 ETF 0.11% 1,252 $484K Reduce -1.5%
SCZ iShares MSCI Eafe Small-Cap 0.11% 6,141 $476K No change
LHX L3HARRIS Technologies Inc. 0.10% 1,577 $463K Add +116.9%
TXN Texas Instruments Inc. 0.10% 2,650 $460K New
APD Air Products & Chemicals Inc. 0.10% 1,797 $444K Reduce -9.2%
WMT Walmart Inc. 0.10% 3,965 $443K New
UNP Union Pacific Corp. 0.10% 1,897 $439K New
WM Waste Management Inc. 0.10% 1,980 $435K New
SCHD Schwab US DVD Equity ETF 0.10% 15,667 $430K Reduce -13.1%
ABNB Airbnb Inc. Class A 0.10% 3,155 $428K New
MS Morgan Stanley 0.10% 2,373 $421K Add +34.4%
VEA Vanguard Ftse Developed ETF 0.09% 6,698 $418K No change
MDY State Street SPDR S&P Midcap 0.09% 685 $415K Add +8.9%
LRCX Lam Research Corp. 0.09% 2,418 $415K Add +42.2%
LOW Lowe's Cos Inc. 0.09% 1,716 $414K Add +21.4%
VOOV Vanguard S&P 500 Value ETF 0.09% 2,012 $412K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.09% 1,926 $408K No change
TDG Transdigm Group Inc. 0.09% 298 $396K New
MSCI MSCI Inc. 0.09% 676 $388K New
MLM Martin Marietta Materials 0.08% 595 $370K New
KO The Coca-Cola Co. 0.08% 5,130 $359K Add +43.3%
BSX Boston Scientific Corp. 0.08% 3,700 $353K New
WFC Wells Fargo & Co. 0.08% 3,728 $347K New
LH Labcorp Holdings Inc. 0.08% 1,375 $345K New
DE Deere & Co. 0.08% 723 $338K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 1,177 $329K No change
NUE Nucor Corp. 0.07% 1,943 $318K New
FICO Fair Isaac Corp. 0.07% 187 $316K New
ICE Intercontinental Exchange Inc. 0.07% 1,931 $313K Reduce -30.2%
RTX RTX Corp. 0.07% 1,700 $312K New
INTC Intel Corp. 0.07% 8,448 $312K Reduce -4.5%
MDT Medtronic PLC 0.07% 3,210 $311K New
NEE Nextera Energy Inc. 0.07% 3,800 $305K New
PFE Pfizer Inc. 0.07% 12,251 $305K New
SBUX Starbucks Corp. 0.07% 3,560 $300K New
FERG Ferguson Enterprises Inc. 0.07% 1,327 $295K New
BXSL Blackstone Secured Lending F 0.07% 10,860 $294K No change
NVR NVR Inc. 0.07% 40 $292K New
UNH Unitedhealth Group Inc. 0.06% 853 $282K New
CSX CSX Corp. 0.06% 7,763 $281K Reduce -28.1%
EXR Extra Space Storage Inc. 0.06% 2,150 $280K New
GE General Electric filed as GE AEROSPACE 0.06% 891 $275K New
VZ Verizon Communications Inc. 0.06% 6,618 $270K New
PLTR Palantir Technologies Inc. Class A 0.06% 1,499 $266K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 2,324 $266K New
COO The Cooper Cos Inc. 0.06% 3,179 $261K New
RRX Regal Rexnord Corp. 0.06% 1,828 $257K New
HD Home Depot Inc. 0.06% 720 $248K New
HCA HCA Healthcare Inc. 0.06% 528 $247K New
FDX FedEx Corp. 0.06% 842 $244K New
SSNC Ss&c Technologies Holdings 0.05% 2,746 $240K New
IJH iShares Core S&P Midcap ETF 0.05% 3,588 $237K Add +7.1%
FANG Diamondback Energy Inc. 0.05% 1,558 $234K New
COP Conocophillips 0.05% 2,476 $232K New
AMD Advanced Micro Devices 0.05% 1,053 $226K New
ORCL Oracle Corp. 0.05% 1,120 $218K New
SYY Sysco Corp. 0.05% 2,811 $207K New
LIN Linde PLC 0.05% 478 $204K Add +6.2%
TNGY Tortoise Energy ETF 0.03% 14,608 $134K Reduce -6.2%
NWL Newell Brands Inc. 0.01% 14,866 $55K Reduce -7.7%

Portfolio Sells Q3 2025 → Q4 2025
DIA SS SPDR Dow Jones Indus Avg Reduce -1.4% 11.87% −1.69
LECO Lincoln Electric Holdings Reduce -0.4% 7.68% −1.18
VOO Vanguard S&P 500 ETF Reduce -0.1% 5.72% −0.82
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 4.29% −0.66
IWD iShares Russell 1000 Value E Reduce -0.1% 4.35% −0.57
IJS iShares S&P Small-Cap 600 Va Reduce -61.5% 0.17% −0.33
IWM iShares Russell 2000 ETF Reduce -22.9% 0.31% −0.15
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.14
FISV Fiserv Inc. Sold out 0.00% −0.08
EFA iShares MSCI Eafe ETF Reduce -3.0% 0.48% −0.08
MOTG Vaneck Mstar GL Wide Moat Sold out 0.00% −0.08
CINF Cincinnati Financial Corp. Sold out 0.00% −0.08
NSC Norfolk Southern Corp. Reduce -14.4% 0.18% −0.07
SYK Stryker Corp. Sold out 0.00% −0.07
ITW Illinois Tool Works Sold out 0.00% −0.06
SHW The Sherwin-Williams Co. Reduce -8.6% 0.15% −0.05
ICE Intercontinental Exchange Inc. Reduce -30.2% 0.07% −0.05
APD Air Products & Chemicals Inc. Reduce -9.2% 0.10% −0.04
CSX CSX Corp. Reduce -28.1% 0.06% −0.04
GLD SPDR Gold Shares Reduce -18.7% 0.12% −0.03
SCHD Schwab US DVD Equity ETF Reduce -13.1% 0.10% −0.03
EEM iShares MSCI Emerging Market Reduce -1.7% 0.17% −0.03
IWV iShares Russell 3000 ETF Reduce -1.5% 0.11% −0.02
TSM Taiwan Semiconductor-SP ADR Reduce -2.4% 0.13% −0.01
NWL Newell Brands Inc. Reduce -7.7% 0.01% −0.01
INTC Intel Corp. Reduce -4.5% 0.07% −0.01
TNGY Tortoise Energy ETF Reduce -6.2% 0.03% −0.01

Portfolio Buys Q3 2025 → Q4 2025
GOOGL Alphabet Inc. Class A Add +58.5% 1.30% +0.56
AMZN Amazon.com Inc. Add +338.6% 0.67% +0.50
AAPL Apple Inc. Add +36.7% 2.49% +0.50
NCNO Ncino Inc. Add +759.6% 0.55% +0.47
NVDA Nvidia Corp. Add +33.0% 3.81% +0.47
MSFT Microsoft Corp. Add +58.7% 1.99% +0.42
ASCI Abrdn Internal Small Ca ETF New 0.40% +0.40
LLY Eli Lilly & Co. Add +72.0% 0.71% +0.37
AVGO Broadcom Inc. New 0.30% +0.30
V Visa Inc. Class A Add +244.0% 0.43% +0.29
GOOG Alphabet Inc. Class C Add +25.3% 0.91% +0.25
NFLX Netflix Inc. New 0.24% +0.24
CCJ Cameco Corp. New 0.21% +0.21
SPGI S&P Global Inc. New 0.20% +0.20
TSLA Tesla Inc. New 0.20% +0.20
BRK.B Berkshire Hathaway Inc. Class B Add +193.5% 0.32% +0.19
ISRG Intuitive Surgical Inc. New 0.19% +0.19
INTU Intuit Inc. New 0.18% +0.18
AIG American International Group New 0.17% +0.17
ABT Abbott Laboratories Add +117.7% 0.39% +0.17
BAC Bank of America Corp. New 0.16% +0.16
NOW ServiceNow Inc. New 0.14% +0.14
BX Blackstone Inc. New 0.14% +0.14
ASML ASML Holding NV-NY Reg SHS New 0.13% +0.13
COF Capital One Financial Corp. New 0.13% +0.13
GM General Motors Co. New 0.12% +0.12
ANET Arista Networks Inc. New 0.12% +0.12
SHOP Shopify Inc. Class A New 0.12% +0.12
TXN Texas Instruments Inc. New 0.10% +0.10
WMT Walmart Inc. New 0.10% +0.10
UNP Union Pacific Corp. New 0.10% +0.10
WM Waste Management Inc. New 0.10% +0.10
COST Costco Wholesale Corp. Add +86.4% 0.30% +0.10
ABNB Airbnb Inc. Class A New 0.10% +0.10
JPM JPMorgan Chase & Co. Add +44.9% 0.43% +0.09
TDG Transdigm Group Inc. New 0.09% +0.09
MSCI MSCI Inc. New 0.09% +0.09
META Meta Platforms Inc. Class A Add +48.5% 0.68% +0.09
MLM Martin Marietta Materials New 0.08% +0.08
TMO Thermo Fisher Scientific Inc. Add +46.1% 0.25% +0.08
BSX Boston Scientific Corp. New 0.08% +0.08
WFC Wells Fargo & Co. New 0.08% +0.08
KEY Keycorp Add +126.3% 0.15% +0.08
LH Labcorp Holdings Inc. New 0.08% +0.08
DE Deere & Co. New 0.08% +0.08
NUE Nucor Corp. New 0.07% +0.07
FICO Fair Isaac Corp. New 0.07% +0.07
RTX RTX Corp. New 0.07% +0.07
MDT Medtronic PLC New 0.07% +0.07
NEE Nextera Energy Inc. New 0.07% +0.07

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