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CM WEALTH ADVISORS LLC 13F portfolio summary

CM WEALTH ADVISORS LLC of CM WEALTH ADVISORS LLC has 144 current stock holdings with a reported portfolio value of $469.5M. The portfolio 1 year return is +16.76%. Top holdings include SPY (0.00%), OEF (16.48%), IVV (12.62%), DIA (10.84%), LECO (7.20%).

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CM WEALTH ADVISORS LLC

CM WEALTH ADVISORS LLC
Latest filing: 2026-03-31

CM WEALTH ADVISORS LLC runs CM WEALTH ADVISORS LLC and currently holds 144 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $469.54M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CM WEALTH ADVISORS LLC ranks #90 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CM WEALTH ADVISORS LLC's portfolio at CM WEALTH ADVISORS LLC has delivered returns of +16.76%. Their 3-year annualized return is +45.33%. Looking at the 5-year horizon, CM WEALTH ADVISORS LLC has achieved +280.47% annualized returns at CM WEALTH ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.76%
#803/1000
3 Year
+45.33%
#854/1000
5 Year
+280.47%
#31/1000

Portfolio Value

$469.54M

Alpha Score

128.8

#90 of 1000

Holdings

144

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change