CM WEALTH ADVISORS LLC
CIK 0001764581 · BEACHWOOD, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$554.4M
2026 Q2
Positions
194
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
OEF
ISHARES TR
15.9%
IVV
ISHARES TR
13.3%
DIA
STATE STR SPDR DOW JONES IND
10.0%
LECO
LINCOLN ELEC HLDGS INC
6.5%
VOO
VANGUARD INDEX FDS
4.9%
IWD
ISHARES TR
4.1%
NVDA
NVIDIA CORPORATION
3.7%
EQWL
INVESCO EXCHANGE TRADED FD T
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.