CM Wealth Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), CM Wealth Advisors LLC reported 194 stock positions worth $554.4 million. Its top holding was iShares S&P 100 ETF (OEF) at 15.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.3%) and SS SPDR Dow Jones Indus Avg (DIA, 10.0%). Compared with Q1 2026, it opened 57 new positions, sold out of 9, added to 44 and reduced 50. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +9%) and the biggest sale SS SPDR Dow Jones Indus Avg (DIA, shares −2%).

Most Recent 13F
Q2 2026
Location
BEACHWOOD, OH
CIK
0001764581
Portfolio Value
$554.4M (Q2 2026)
SEC Filing
0001764581-26-000003 ↗ filed Aug 10, 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 Q4 2025 Q1 2026: $469.5M Q1 2026 Q2 2026: $554.4M $554.4M Q2 2026

Holdings 194 stocks · $554.4M
OEF iShares S&P 100 ETF 15.88% 240,621 $88.0M Reduce -0.5%
IVV iShares Core S&P 500 ETF 13.32% 98,618 $73.9M Add +9.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 10.05% 106,644 $55.7M Reduce -2.1%
LECO Lincoln Electric Holdings 6.46% 134,394 $35.8M Reduce -0.1%
VOO Vanguard S&P 500 ETF 4.94% 39,868 $27.4M Reduce -0.6%
IWD iShares Russell 1000 Value E 4.14% 94,592 $22.9M No change
NVDA Nvidia Corp. 3.74% 103,565 $20.7M Add +0.2%
EQWL Invesco S&P 100 Equal Weight 3.67% 157,710 $20.3M Add +4.3%
VIG Vanguard Dividend Apprec ETF 3.53% 82,631 $19.6M Reduce -0.2%
AAPL Apple Inc. 2.15% 41,103 $11.9M Add +1.2%
RSP Invesco S&P 500 Equal Weight 2.14% 55,659 $11.8M Add +1.2%
IWB iShares Russell 1000 ETF 1.96% 26,580 $10.9M Reduce -0.7%
IWN iShares Russell 2000 Value E 1.59% 39,804 $8.8M Reduce -3.2%
GOOGL Alphabet Inc. Class A 1.14% 17,679 $6.3M Reduce -2.7%
MSFT Microsoft Corp. 1.12% 16,670 $6.2M Reduce -8.1%
PKOH Park-Ohio Holdings Corp. 0.78% 111,892 $4.3M Add +1.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.65% 1,798 $3.6M Reduce -7.1%
IJR iShares Core S&P Small-Cap E 0.60% 22,559 $3.3M Add +0.5%
AMZN Amazon.com Inc. 0.57% 13,223 $3.2M Add +4.9%
EFA iShares MSCI Eafe ETF 0.57% 30,291 $3.1M Add +15.6%
V Visa Inc. Class A 0.57% 9,160 $3.1M Reduce -5.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 4,174 $3.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.53% 36,400 $2.9M No change
LLY Eli Lilly & Co. 0.52% 2,386 $2.9M Reduce -6.7%
SLYV SS SPDR S&P 600 SC Val ETF 0.47% 23,904 $2.6M No change
META Meta Platforms Inc. Class A 0.45% 4,469 $2.5M Add +28.4%
GOOG Alphabet Inc. Class C 0.38% 6,012 $2.1M Reduce -55.4%
NFLX Netflix Inc. 0.37% 28,829 $2.1M Reduce -13.4%
JPM JPMorgan Chase & Co. 0.36% 6,163 $2.0M Add +2.4%
IWM iShares Russell 2000 ETF 0.35% 6,503 $2.0M Add +19.6%
CSCO Cisco Systems Inc. 0.34% 16,228 $1.9M Reduce -3.6%
ASCI Abrdn Internal Small Ca ETF 0.33% 50,554 $1.9M No change
NCNO Ncino Inc. 0.32% 109,424 $1.8M Add +2.8%
INTC Intel Corp. 0.29% 11,379 $1.6M Add +3.0%
IAU iShares Gold Trust 0.29% 21,033 $1.6M No change
VTI VG Morningstar TS MKT ETF-US 0.27% 4,116 $1.5M Add +12.0%
COST Costco Wholesale Corp. 0.27% 1,605 $1.5M Add +2.7%
AVGO Broadcom Inc. 0.26% 3,822 $1.4M No change
DCO Ducommun Inc. 0.25% 7,579 $1.4M New
XOM Exxon Mobil Corp. 0.25% 10,036 $1.4M Add +13.9%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 2,730 $1.4M No change
PESI Perma-Fix Environmental SVCS 0.23% 87,839 $1.3M New
IEFA iShares Core MSCI Eafe ETF 0.21% 11,921 $1.2M Add +1.5%
LRCX Lam Research Corp. 0.21% 2,622 $1.1M Add +1.9%
ABT Abbott Laboratories 0.19% 11,862 $1.1M Reduce -13.7%
ABBV Abbvie Inc. 0.19% 4,201 $1.1M Add +7.6%
MAMA Mama's Creations Inc. 0.19% 58,894 $1.1M New
SCHV Schwab US Large-Cap Value 0.19% 30,066 $1.0M No change
ESGV Vanguard ESG US Stock ETF 0.18% 7,547 $998K No change
SCHX Schwab US Large-Cap ETF 0.17% 32,720 $963K Add +0.6%
MA Mastercard Inc. Class A 0.17% 1,862 $956K Add +12.4%
PG The Procter & Gamble Co. 0.17% 6,446 $945K Reduce -1.0%
EEM iShares MSCI Emerging Market 0.17% 13,668 $935K Reduce -1.2%
IIIN Insteel Industries Inc. 0.17% 30,873 $932K New
ALNT Allient Inc. 0.17% 8,996 $926K New
TSM Taiwan Semiconductor-SP ADR 0.17% 1,912 $915K No change
IWF iShares Russell 1000 Growth 0.16% 7,276 $903K Reduce -0.3%
FIP Ftai Infrastructure Inc. 0.16% 192,656 $894K New
NSC Norfolk Southern Corp. 0.16% 2,834 $892K Add +3.5%
CCJ Cameco Corp. 0.16% 8,729 $889K Reduce -12.7%
MU Micron Technology Inc. 0.15% 742 $856K Add +6.3%
TMO Thermo Fisher Scientific Inc. 0.15% 1,693 $850K Reduce -10.7%
JNJ Johnson & Johnson 0.15% 3,312 $841K Add +15.2%
SHW The Sherwin-Williams Co. 0.15% 2,427 $836K Add +16.7%
MYFW First Western Financial Inc. 0.15% 26,002 $835K New
MLAB Mesa Laboratories Inc. 0.15% 8,341 $830K New
VYM Vanguard High DVD Yield ETF 0.14% 5,017 $793K No change
CVX Chevron Corp. 0.14% 4,737 $785K No change
TSLA Tesla Inc. 0.14% 1,827 $768K Add +1.8%
PHYS Sprott Physical Gold Trust 0.13% 24,715 $746K No change
NOC Northrop Grumman Corp. 0.13% 1,460 $744K Reduce -6.7%
PAL Proficient Auto Logistics Inc. 0.13% 107,013 $729K New
KEY Keycorp 0.13% 31,324 $722K No change
KOPN Kopin Corp. 0.13% 161,137 $722K New
BAC Bank of America Corp. 0.13% 12,648 $721K Add +0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 2,559 $720K Add +16.4%
ANET Arista Networks Inc. 0.13% 4,170 $708K No change
CMT Core Molding Technologies Inc. 0.13% 29,785 $703K New
AMD Advanced Micro Devices 0.12% 1,165 $677K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 3,048 $664K No change
BBCP Concrete Pumping Holdings Inc. 0.12% 55,088 $664K New
IJS iShares S&P Small-Cap 600 Va 0.12% 4,849 $663K Reduce -26.5%
UTZ Utz Brands Inc. 0.11% 81,560 $628K New
INFU Infusystem Holdings Inc. 0.11% 64,807 $625K New
DGRW Wisdomtree U.S. Quality Divi 0.11% 6,300 $602K No change
GLD SPDR Gold Shares 0.11% 1,629 $600K No change
RAIL Freightcar America Inc. 0.11% 61,450 $599K New
MS Morgan Stanley 0.11% 2,833 $592K No change
IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L 0.11% 22,556 $590K New
KO The Coca-Cola Co. 0.11% 7,208 $590K Add +14.8%
LYTS Lsi Industries Inc. 0.10% 21,741 $578K New
TXN Texas Instruments Inc. 0.10% 1,847 $551K Reduce -21.6%
IWV iShares Russell 3000 ETF 0.10% 1,252 $534K No change
APD Air Products & Chemicals Inc. 0.09% 1,741 $510K Add +15.0%
ISRG Intuitive Surgical Inc. 0.09% 1,278 $508K Reduce -12.1%
GHM Graham Corp. 0.09% 4,045 $501K New
SCHD Schwab US DVD Equity ETF 0.09% 15,667 $497K No change
UNP Union Pacific Corp. 0.09% 1,810 $492K No change
MDY State Street SPDR S&P Midcap 0.09% 685 $483K No change
SPGI S&P Global Inc. 0.09% 1,183 $482K Reduce -26.8%
BNY Bank of New York Mellon Corp. 0.09% 3,301 $477K Add +58.6%
VEA Vanguard Ftse Developed ETF 0.09% 6,698 $477K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.08% 1,926 $468K No change
ACU Acme United Corp. filed as ACME UTD CORP 0.08% 9,752 $465K New
DE Deere & Co. 0.08% 723 $460K No change
SAMG Silvercrest Asset Manageme-A 0.08% 45,305 $458K New
WMT Walmart Inc. 0.08% 4,030 $456K Reduce -1.3%
NEE Nextera Energy Inc. 0.08% 5,113 $449K Add +6.1%
VOOV Vanguard S&P 500 Value ETF 0.08% 2,012 $441K No change
ODC Oil-Dri Corp. of America 0.08% 4,313 $441K New
DHR Danaher Corp. 0.08% 2,256 $431K Reduce -3.9%
IWR iShares Russell Mid-Cap ETF 0.08% 3,884 $428K New
LHX L3HARRIS Technologies Inc. 0.07% 1,413 $411K Reduce -10.3%
BLFS Biolife Solutions Inc. 0.07% 14,165 $400K New
UNH Unitedhealth Group Inc. 0.07% 961 $399K Add +21.9%
PEP Pepsico Inc. 0.07% 2,925 $396K Reduce -27.3%
ALGT Allegiant Travel Co. 0.07% 3,340 $393K New
ALOT Astronova Inc. 0.07% 13,446 $383K New
GM General Motors Co. 0.07% 4,885 $377K Reduce -24.8%
BX Blackstone Inc. 0.07% 3,191 $375K Reduce -9.2%
GE General Electric filed as GE AEROSPACE 0.07% 1,001 $374K Add +12.3%
AIG American International Group 0.07% 5,008 $373K Reduce -14.6%
RTX RTX Corp. 0.07% 1,944 $369K Add +14.3%
SBUX Starbucks Corp. 0.07% 3,567 $365K Reduce -0.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 1,177 $361K No change
AMAT Applied Materials Inc. 0.06% 495 $358K New
WM Waste Management Inc. 0.06% 1,602 $357K Reduce -16.6%
CSX CSX Corp. 0.06% 7,434 $353K Reduce -31.2%
ICE Intercontinental Exchange Inc. 0.06% 2,765 $340K Reduce -18.7%
TRNS Transcat Inc. 0.06% 3,656 $339K New
USB US Bancorp 0.06% 5,567 $338K New
ABNB Airbnb Inc. Class A 0.06% 2,342 $335K Reduce -11.7%
MRK Merck & Co. Inc. 0.06% 2,585 $334K Add +30.9%
MVBF MVB Financial Corp. 0.06% 11,516 $334K New
NOW ServiceNow Inc. 0.06% 3,308 $328K Reduce -2.2%
COF Capital One Financial Corp. 0.06% 1,609 $323K No change
MLM Martin Marietta Materials 0.06% 557 $321K Reduce -6.4%
RRX Regal Rexnord Corp. 0.06% 1,339 $319K Reduce -24.1%
FERG Ferguson Enterprises Inc. 0.06% 1,327 $316K No change
TGB Trekor Metals Ltd. 0.06% 45,837 $315K New
CAT Caterpillar Inc. 0.06% 295 $314K New
SNDK Sandisk Corp. 0.06% 138 $314K New
LH Labcorp Holdings Inc. 0.06% 1,119 $313K Reduce -9.2%
NUE Nucor Corp. 0.06% 1,389 $310K Reduce -23.2%
CINF Cincinnati Financial Corp. 0.06% 1,646 $306K New
INTU Intuit Inc. 0.05% 1,141 $298K Add +1.5%
GEV GE Vernova Inc. 0.05% 252 $296K No change
MSCI MSCI Inc. 0.05% 524 $293K Reduce -1.7%
PFE Pfizer Inc. 0.05% 12,150 $293K Reduce -0.8%
PM Philip Morris International 0.05% 1,603 $292K Add +11.1%
SHOP Shopify Inc. Class A 0.05% 2,474 $282K No change
IJH iShares Core S&P Midcap ETF 0.05% 3,588 $277K No change
FANG Diamondback Energy Inc. 0.05% 1,558 $274K No change
MDT Medtronic PLC 0.05% 3,468 $274K Add +8.0%
NVR NVR Inc. 0.05% 40 $273K No change
EXR Extra Space Storage Inc. 0.05% 1,825 $265K No change
FDX FedEx Corp. 0.05% 842 $265K No change
VXUS Vanguard Total Intl Stock 0.05% 3,073 $263K Add +12.0%
IXN iShares Global Tech ETF 0.05% 1,803 $260K New
COP Conocophillips 0.05% 2,486 $258K No change
VZ Verizon Communications Inc. 0.05% 6,034 $255K Add +7.4%
PPLI People Inc. 0.05% 5,524 $255K Add +5.4%
MCD McDonald's Corp. 0.05% 943 $255K Reduce -66.7%
GD General Dynamics Corp. 0.04% 702 $249K New
PCYO Pure Cycle Corp. 0.04% 23,079 $247K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,631 $247K New
HWM Howmet Aerospace Inc. 0.04% 906 $244K New
C Citigroup Inc. 0.04% 1,731 $242K New
LOW Lowe's Cos Inc. 0.04% 1,096 $242K Reduce -36.1%
KLAC KLA Corp. 0.04% 800 $241K New
AXP American Express Co. 0.04% 695 $235K New
SYY Sysco Corp. 0.04% 2,811 $235K No change
ASUR Asure Software Inc. 0.04% 29,325 $233K New
NWSA News Corp. Class A 0.04% 9,293 $231K New
PANW Palo Alto Networks Inc. 0.04% 673 $230K New
PSX Phillips 66 0.04% 1,353 $229K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,303 $223K Reduce -0.9%
AMGN Amgen Inc. 0.04% 616 $223K New
ORCL Oracle Corp. 0.04% 1,467 $215K New
VRTX Vertex Pharmaceuticals Inc. 0.04% 431 $214K New
WELL Welltower Inc. 0.04% 927 $210K New
CPT Camden Property Trust 0.04% 1,814 $210K New
IQLT iShares MSCI International Q 0.04% 4,185 $207K New
LIN Linde PLC 0.04% 399 $207K Reduce -27.3%
GS Goldman Sachs Group Inc. 0.04% 204 $206K New
CTAS Cintas Corp. 0.04% 1,212 $206K New
HCA HCA Healthcare Inc. 0.04% 528 $206K No change
SMMD iShares Russell 2500 ETF 0.04% 2,234 $205K New
EBAY eBay Inc. 0.04% 1,818 $203K New
ECL Ecolab Inc. 0.04% 718 $201K New
ONDS Ondas Inc. 0.03% 23,154 $191K New
TNGY Tortoise Energy ETF 0.03% 14,608 $142K No change
CCC CCC Intelligent Solutions Ho 0.02% 19,600 $101K Add +34.5%
NWL Newell Brands Inc. 0.01% 12,400 $76K Reduce -9.0%

Portfolio Sells Q1 2026 → Q2 2026
DIA SS SPDR Dow Jones Indus Avg Reduce -2.1% 10.05% −0.72
LECO Lincoln Electric Holdings Reduce -0.1% 6.46% −0.70
OEF iShares S&P 100 ETF Reduce -0.5% 15.88% −0.49
GOOG Alphabet Inc. Class C Reduce -55.4% 0.38% −0.44
NFLX Netflix Inc. Reduce -13.4% 0.37% −0.31
MSFT Microsoft Corp. Reduce -8.1% 1.12% −0.31
VIG Vanguard Dividend Apprec ETF Reduce -0.2% 3.53% −0.27
VOO Vanguard S&P 500 ETF Reduce -0.6% 4.94% −0.17
MCD McDonald's Corp. Reduce -66.7% 0.05% −0.14
ABT Abbott Laboratories Reduce -13.7% 0.19% −0.11
SCZ iShares MSCI Eafe Small-Cap Sold out 0.00% −0.10
NOC Northrop Grumman Corp. Reduce -6.7% 0.13% −0.09
IWN iShares Russell 2000 Value E Reduce -3.2% 1.59% −0.07
CCJ Cameco Corp. Reduce -12.7% 0.16% −0.07
WFC Wells Fargo & Co. Sold out 0.00% −0.07
IWB iShares Russell 1000 ETF Reduce -0.7% 1.96% −0.07
PEP Pepsico Inc. Reduce -27.3% 0.07% −0.06
SPGI S&P Global Inc. Reduce -26.8% 0.09% −0.06
V Visa Inc. Class A Reduce -5.0% 0.57% −0.05
ICE Intercontinental Exchange Inc. Reduce -18.7% 0.06% −0.05
ISRG Intuitive Surgical Inc. Reduce -12.1% 0.09% −0.05
TDG Transdigm Group Inc. Sold out 0.00% −0.05
HD Home Depot Inc. Sold out 0.00% −0.05
COO The Cooper Cos Inc. Sold out 0.00% −0.05
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.05
IJS iShares S&P Small-Cap 600 Va Reduce -26.5% 0.12% −0.05
TMO Thermo Fisher Scientific Inc. Reduce -10.7% 0.15% −0.05
ITW Illinois Tool Works Sold out 0.00% −0.04
LOW Lowe's Cos Inc. Reduce -36.1% 0.04% −0.04
LMT Lockheed Martin Corp. Sold out 0.00% −0.04
LHX L3HARRIS Technologies Inc. Reduce -10.3% 0.07% −0.04
GTM Zoominfo Technologies Inc. Sold out 0.00% −0.04
GM General Motors Co. Reduce -24.8% 0.07% −0.04
CSX CSX Corp. Reduce -31.2% 0.06% −0.03
PG The Procter & Gamble Co. Reduce -1.0% 0.17% −0.03
WM Waste Management Inc. Reduce -16.6% 0.06% −0.03
AIG American International Group Reduce -14.6% 0.07% −0.03
WMT Walmart Inc. Reduce -1.3% 0.08% −0.03
LIN Linde PLC Reduce -27.3% 0.04% −0.02
PFE Pfizer Inc. Reduce -0.8% 0.05% −0.02
BX Blackstone Inc. Reduce -9.2% 0.07% −0.02
DHR Danaher Corp. Reduce -3.9% 0.08% −0.02
MLM Martin Marietta Materials Reduce -6.4% 0.06% −0.02
NOW ServiceNow Inc. Reduce -2.2% 0.06% −0.02
LH Labcorp Holdings Inc. Reduce -9.2% 0.06% −0.01
RRX Regal Rexnord Corp. Reduce -24.1% 0.06% −0.01
ABNB Airbnb Inc. Class A Reduce -11.7% 0.06% −0.01
NUE Nucor Corp. Reduce -23.2% 0.06% −0.01
MSCI MSCI Inc. Reduce -1.7% 0.05% −0.01
DIS The Walt Disney Co. Reduce -0.9% 0.04% −0.01

Portfolio Buys Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Add +9.5% 13.32% +0.79
DCO Ducommun Inc. New 0.25% +0.25
PESI Perma-Fix Environmental SVCS New 0.23% +0.23
PKOH Park-Ohio Holdings Corp. Add +1.3% 0.78% +0.21
MAMA Mama's Creations Inc. New 0.19% +0.19
INTC Intel Corp. Add +3.0% 0.29% +0.18
IIIN Insteel Industries Inc. New 0.17% +0.17
ALNT Allient Inc. New 0.17% +0.17
FIP Ftai Infrastructure Inc. New 0.16% +0.16
MYFW First Western Financial Inc. New 0.15% +0.15
MLAB Mesa Laboratories Inc. New 0.15% +0.15
PAL Proficient Auto Logistics Inc. New 0.13% +0.13
KOPN Kopin Corp. New 0.13% +0.13
CMT Core Molding Technologies Inc. New 0.13% +0.13
BBCP Concrete Pumping Holdings Inc. New 0.12% +0.12
UTZ Utz Brands Inc. New 0.11% +0.11
INFU Infusystem Holdings Inc. New 0.11% +0.11
RAIL Freightcar America Inc. New 0.11% +0.11
IGIC International General Insura New 0.11% +0.11
LYTS Lsi Industries Inc. New 0.10% +0.10
MU Micron Technology Inc. Add +6.3% 0.15% +0.10
GHM Graham Corp. New 0.09% +0.09
LRCX Lam Research Corp. Add +1.9% 0.21% +0.09
ACU Acme United Corp. New 0.08% +0.08
SAMG Silvercrest Asset Manageme-A New 0.08% +0.08
ODC Oil-Dri Corp. of America New 0.08% +0.08
IWR iShares Russell Mid-Cap ETF New 0.08% +0.08
BLFS Biolife Solutions Inc. New 0.07% +0.07
ALGT Allegiant Travel Co. New 0.07% +0.07
ALOT Astronova Inc. New 0.07% +0.07
IWM iShares Russell 2000 ETF Add +19.6% 0.35% +0.07
AMAT Applied Materials Inc. New 0.06% +0.06
TRNS Transcat Inc. New 0.06% +0.06
USB US Bancorp New 0.06% +0.06
MVBF MVB Financial Corp. New 0.06% +0.06
TGB Trekor Metals Ltd. New 0.06% +0.06
CAT Caterpillar Inc. New 0.06% +0.06
SNDK Sandisk Corp. New 0.06% +0.06
CINF Cincinnati Financial Corp. New 0.06% +0.06
IXN iShares Global Tech ETF New 0.05% +0.05
GD General Dynamics Corp. New 0.04% +0.04
PCYO Pure Cycle Corp. New 0.04% +0.04
TJX TJX Companies Inc. New 0.04% +0.04
HWM Howmet Aerospace Inc. New 0.04% +0.04
C Citigroup Inc. New 0.04% +0.04
KLAC KLA Corp. New 0.04% +0.04
AXP American Express Co. New 0.04% +0.04
ASUR Asure Software Inc. New 0.04% +0.04
NWSA News Corp. Class A New 0.04% +0.04
PANW Palo Alto Networks Inc. New 0.04% +0.04

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