Back to investors
CM WEALTH ADVISORS LLC
CM WEALTH ADVISORS LLC
Latest filing: 2026-06-30
CM WEALTH ADVISORS LLC runs CM WEALTH ADVISORS LLC and currently holds 194 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $554.42M. Their top holdings are OEF, IVV, DIA, LECO, VOO. The top five represent 50.6% of reported portfolio weight. CM WEALTH ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CM WEALTH ADVISORS LLC initiated 14 new positions. They added to 34 existing positions. They trimmed 26 positions. Their current best-performing preview position is MU with returns of +241.55%.
Sign in to enable email alerts for this investor.
Showper page
194 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 OEF ISHARES TR | 15.88% | $244.11 | $377.78 | +54.76% | Trimmed -0.45% |
 IVV ISHARES TR | 13.32% | $638.89 | $769.30 | +20.41% | Added +9.47% |
 DIA STATE STR SPDR DOW JONES IND | 10.05% | $349.55 | $532.21 | +52.26% | Trimmed -2.14% |
 LECO LINCOLN ELEC HLDGS INC | 6.46% | $186.00 | $281.82 | +51.52% | Trimmed -0.06% |
 VOO VANGUARD INDEX FDS | 4.94% | $352.50 | $703.77 | +99.65% | Trimmed -0.62% |
 IWD ISHARES TR | 4.14% | $190.03 | $257.31 | +35.40% | Held |
 NVDA NVIDIA CORPORATION | 3.74% | $147.18 | $214.76 | +45.92% | Added +0.21% |
 EQWL INVESCO EXCHANGE TRADED FD T | 3.67% | $107.64 | $134.97 | +25.39% | Added +4.35% |
 VIG VANGUARD SPECIALIZED FUNDS | 3.53% | $187.76 | $243.85 | +29.87% | Trimmed -0.20% |
 AAPL APPLE INC | 2.15% | $241.24 | $309.35 | +28.23% | Added +1.22% |
Showing 1-10 of 194