CJM Wealth Advisers, Ltd.
CJM Wealth Advisers, Ltd. reported 78 holdings worth US$381M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
CJM Wealth Advisers, Ltd. reported 78 holdings worth US$381M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Exxon Mobil Corporation and Apple Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$381M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 15,298 | US$7.66M | 2.0% |
| Exxon Mobil Corporation | 46,486 | US$6.36M | 1.7% |
| Apple Inc | 19,923 | US$5.77M | 1.5% |
| Alphabet Inc (google) Class C | 10,663 | US$3.81M | 1.0% |
| International Business Machines Corporation | 11,683 | US$3.29M | 0.86% |
| Amazon.com, Inc. | 8,298 | US$1.98M | 0.52% |
| Nvidia Corporation | 9,725 | US$1.95M | 0.51% |
| Microsoft Corp. | 5,205 | US$1.94M | 0.51% |
| Qualcomm Incorporated | 10,308 | US$1.9M | 0.50% |
| Kla Corporation | 6,000 | US$1.81M | 0.48% |
| Jp Morgan Chase & Co. | 4,928 | US$1.61M | 0.42% |
| Procter & Gamble Company (the) | 9,548 | US$1.4M | 0.37% |
| Nextera Energy, Inc. | 14,085 | US$1.24M | 0.32% |
| Visa Inc. | 3,537 | US$1.21M | 0.32% |
| Caterpillar, Inc. | 1,071 | US$1.14M | 0.30% |
| Johnson & Johnson | 3,922 | US$996K | 0.26% |
| Eli Lilly And Company | 730 | US$876K | 0.23% |
| Ge Aerospace | 2,154 | US$805K | 0.21% |
| Ge Vernova Inc. | 523 | US$615K | 0.16% |
| Automatic Data Processing, Inc. | 2,566 | US$575K | 0.15% |
| Aflac Incorporated | 4,735 | US$555K | 0.15% |
| Home Depot, Inc. (the) | 1,542 | US$544K | 0.14% |
| Chevron Corporation | 3,133 | US$519K | 0.14% |
| Rtx Corporation | 2,495 | US$473K | 0.12% |
| Walmart Inc. | 3,721 | US$421K | 0.11% |
| Northrop Grumman Corporation | 787 | US$401K | 0.11% |
| Leidos Holdings, Inc. | 3,674 | US$378K | 0.10% |
| Meta Platforms, Inc. | 625 | US$352K | 0.09% |
| Oracle Corporation | 2,306 | US$338K | 0.09% |
| Mcdonald's Corporation | 1,207 | US$326K | 0.09% |
| Verizon Communications Inc. | 7,474 | US$316K | 0.08% |
| American Express Company | 919 | US$311K | 0.08% |
| At&t Inc. | 14,653 | US$303K | 0.08% |
| Dominion Energy, Inc. | 4,332 | US$296K | 0.08% |
| Tesla, Inc. | 628 | US$264K | 0.07% |
| Unitedhealth Group Incorporated | 635 | US$264K | 0.07% |
| Stryker Corporation | 825 | US$260K | 0.07% |
| Abbvie Inc. | 930 | US$234K | 0.06% |
| M&t Bank Corporation | 908 | US$216K | 0.06% |
| The Cigna Group | 761 | US$210K | 0.06% |
| Walt Disney Company (the) | 2,116 | US$204K | 0.05% |
| Huntington Bancshares Incorporated | 10,385 | US$184K | 0.05% |
| Marti Technologies, Inc. | 35,000 | US$45,850 | 0.01% |
| Hca Healthcare, Inc. | 0 | US$0 | 0.00% |
Source
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