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Portfolio (Quarterly) Guide ↗

CJM Wealth Advisers, Ltd.

· CIK 0001992748
13F Portfolio $381M AUM 78 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 24 Reduced 1 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 7,474.0 $316K 0.08% +544.0 +7.8% $42.34 +16.7%
22 T AT&T INC Communication Services 14,653.0 $303K 0.08% +930.0 +6.8% $20.70 +22.9%
23 LIN LINDE PLC Basic Materials 575.0 $298K 0.08% +13.0 +2.3% $518.49 -6.4%
24 TSLA TESLA INC Consumer Cyclical 628.0 $264K 0.07% +29.0 +4.8% $420.86 -15.7%
25 VUG VANGUARD INDEX FDS 2,931.0 $252K 0.07% +2K +518.4% $86.13 +3.2%
26 DSM BNY MELLON STRATEGIC MUN BD Financial Services 15,847.0 $97K 0.03% +212.0 +1.4% $6.15 -5.5%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 64.5%
Technology 15.1%
Energy 6.1%
Industrials 3.0%
Consumer Cyclical 2.8%
Healthcare 2.5%
Communication Services 2.3%
Utilities 1.9%
Consumer Defensive 1.6%
Basic Materials 0.3%