CJM Wealth Advisers, Ltd. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$300.5B
Holdings
69
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 164,485 | $93.4B | 31.09% | |
| 2 | NDQINVESCO QQQ TR | 92,608 | $51.1B | 17.00% | |
| 3 | IJHISHARES TR | 554,578 | $34.4B | 11.45% | |
| 4 | IJRISHARES TR | 205,381 | $22.4B | 7.47% | |
| 5 | VTVVANGUARD INDEX FDS | 92,308 | $16.3B | 5.43% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,097 | $7.3B | 2.44% | |
| 7 | IWFISHARES TR | 17,060 | $7.2B | 2.41% | |
| 8 | XOMEXXON MOBIL CORP | 46,339 | $5.0B | 1.66% | |
| 9 | VBKVANGUARD INDEX FDS | 17,856 | $4.9B | 1.65% | |
| 10 | AAPLAPPLE INC | 21,723 | $4.5B | 1.48% | |
| 11 | CGDGCAPITAL GROUP DIVIDEND VALUE | 86,994 | $3.4B | 1.14% | |
| 12 | IBMINTERNATIONAL BUSINESS MACHS | 11,490 | $3.4B | 1.13% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 58,302 | $3.3B | 1.11% | |
| 14 | VOTVANGUARD INDEX FDS | 9,614 | $2.7B | 0.91% | |
| 15 | MSFTMICROSOFT CORP | 4,987 | $2.5B | 0.83% | |
| 16 | VBRVANGUARD INDEX FDS | 11,238 | $2.2B | 0.73% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 10,222 | $2.1B | 0.70% | |
| 18 | IWDISHARES TR | 10,597 | $2.1B | 0.68% | |
| 19 | IWMISHARES TR | 8,045 | $1.7B | 0.58% | |
| 20 | TCAFT ROWE PRICE ETF INC | 46,515 | $1.6B | 0.55% | |
| 21 | QCOMQUALCOMM INC | 10,089 | $1.6B | 0.53% | |
| 22 | PGPROCTER AND GAMBLE CO | 9,915 | $1.6B | 0.53% | |
| 23 | AMZNAMAZON COM INC | 6,480 | $1.4B | 0.47% | |
| 24 | VVISA INC | 3,732 | $1.3B | 0.44% | |
| 25 | VOEVANGUARD INDEX FDS | 7,750 | $1.3B | 0.42% | |
| 26 | VOVANGUARD INDEX FDS | 4,130 | $1.2B | 0.38% | |
| 27 | JPMJPMORGAN CHASE & CO. | 3,889 | $1.1B | 0.38% | |
| 28 | GOOGALPHABET INC | 6,057 | $1.1B | 0.36% | |
| 29 | IWBISHARES TR | 3,157 | $1.1B | 0.36% | |
| 30 | ESGVVANGUARD WORLD FD | 8,680 | $951.6M | 0.32% | |
| 31 | NEENEXTERA ENERGY INC | 13,648 | $947.5M | 0.32% | |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 2,566 | $791.4M | 0.26% | |
| 33 | GOOGLALPHABET INC | 4,434 | $781.4M | 0.26% | |
| 34 | NVDANVIDIA CORPORATION | 4,882 | $771.3M | 0.26% | |
| 35 | TAT&T INC | 24,506 | $709.2M | 0.24% | |
| 36 | VGSHVANGUARD SCOTTSDALE FDS | 11,453 | $673.2M | 0.22% | |
| 37 | LDOSLEIDOS HOLDINGS INC | 3,674 | $579.6M | 0.19% | |
| 38 | HDHOME DEPOT INC | 1,531 | $561.3M | 0.19% | |
| 39 | VNQVANGUARD INDEX FDS | 6,239 | $555.7M | 0.18% | |
| 40 | LLYELI LILLY & CO | 707 | $551.0M | 0.18% | |
| 41 | KLACKLA CORP | 600 | $537.4M | 0.18% | |
| 42 | SPYSPDR S&P 500 ETF TR | 837 | $516.9M | 0.17% | |
| 43 | ORCLORACLE CORP | 2,306 | $504.2M | 0.17% | |
| 44 | JNJJOHNSON & JOHNSON | 3,082 | $470.8M | 0.16% | |
| 45 | CATCATERPILLAR INC | 1,202 | $466.7M | 0.16% | |
| 46 | GEGE AEROSPACE | 1,754 | $451.4M | 0.15% | |
| 47 | NOCNORTHROP GRUMMAN CORP | 900 | $450.2M | 0.15% | |
| 48 | VSGXVANGUARD WORLD FD | 6,305 | $413.0M | 0.14% | |
| 49 | CVXCHEVRON CORP NEW | 2,863 | $409.9M | 0.14% | |
| 50 | IWNISHARES TR | 2,274 | $358.7M | 0.12% | |
| 51 | MCDMCDONALDS CORP | 1,202 | $351.3M | 0.12% | |
| 52 | WMTWALMART INC | 3,351 | $327.7M | 0.11% | |
| 53 | SYKSTRYKER CORPORATION | 810 | $320.5M | 0.11% | |
| 54 | AXPAMERICAN EXPRESS CO | 953 | $304.0M | 0.10% | |
| 55 | AGGISHARES TR | 2,969 | $294.5M | 0.10% | |
| 56 | BACVERIZON COMMUNICATIONS INC | 6,712 | $290.4M | 0.10% | |
| 57 | CITHE CIGNA GROUP | 864 | $285.6M | 0.10% | |
| 58 | SAICSCIENCE APPLICATIONS INTL CO | 2,354 | $265.1M | 0.09% | |
| 59 | LINLINDE PLC | 546 | $256.2M | 0.09% | |
| 60 | IVVISHARES TR | 403 | $249.9M | 0.08% | |
| 61 | DDOMINION ENERGY INC | 4,344 | $245.5M | 0.08% | |
| 62 | DISDISNEY WALT CO | 1,977 | $245.2M | 0.08% | |
| 63 | GEVGE VERNOVA INC | 430 | $227.5M | 0.08% | |
| 64 | INTUINTUIT | 264 | $207.9M | 0.07% | |
| 65 | RTXRTX CORPORATION | 1,412 | $206.2M | 0.07% | |
| 66 | HCAHCA HEALTHCARE INC | 534 | $204.6M | 0.07% | |
| 67 | 4I1PHILIP MORRIS INTL INC | 1,104 | $201.1M | 0.07% | |
| 68 | MRTMARTI TECHNOLOGIES INC | 35,000 | $106.0M | 0.04% | |
| 69 | DSMBNY MELLON STRATEGIC MUN BD | 15,081 | $84.5M | 0.03% |