CM WEALTH ADVISORS LLC - Portfolio Stock Holdings
CM WEALTH ADVISORS LLC disclosed 203 stock positions in a recent SEC 13F filing. $552,909,305 of stock holdings were filed, with the largest holdings including OEF, IVV, and DIA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $3,597,372,487 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
203Est. Stock Holding Value:
$552,909,305Top Stock Holdings By Sector
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Portfolio Stock Holdings - CM WEALTH ADVISORS LLC
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Stock
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% of Portfolio
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