Holdings
Cm Wealth Advisors LLC
As of Jun 30, 2026, Cm Wealth Advisors LLC reported 145 positions worth US$177M. Largest: Lincoln Electric Holdings, Inc., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lincoln Electric Holdings, Inc. | 134K | US$35.8M | −78 | Jun 30, 2026 |
| Nvidia Corporation | 104K | US$20.7M | +215 | Jun 30, 2026 |
| Apple Inc | 41,103 | US$11.9M | +496 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 23,623 | US$8.44M | −7,980 | Jun 30, 2026 |
| Microsoft Corp. | 16,670 | US$6.22M | −1,471 | Jun 30, 2026 |
| Park-ohio Holdings Corp. | 112K | US$4.3M | +1,441 | Jun 30, 2026 |
| Asml Holding Nv | 1,798 | US$3.58M | −137 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,223 | US$3.15M | +615 | Jun 30, 2026 |
| Visa Inc. | 9,160 | US$3.14M | −478 | Jun 30, 2026 |
| Eli Lilly And Company | 2,386 | US$2.86M | −172 | Jun 30, 2026 |