CJM Wealth Advisers, Ltd. - Portfolio Stock Holdings

CJM Wealth Advisers, Ltd. disclosed 79 stock positions in a recent SEC 13F filing. $380,910,699 of stock holdings were filed, with the largest holdings including VOO, QQQ, and IJH. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,466,177,587 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.