Portfolio (Quarterly) Guide ↗

CJM Wealth Advisers, Ltd.

· CIK 0001992748

13F Portfolio $328M AUM 72 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 34 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTI	VANGUARD INDEX FDS	—	1,604	$538K	0.16%	SOLD
2	DIS	DISNEY WALT CO	Communication Services	1,978	$225K	0.07%	SOLD
3	CEG	CONSTELLATION ENERGY CORP	Utilities	620	$219K	0.07%	SOLD
4	ABBV	ABBVIE INC	Healthcare	943	$216K	0.06%	SOLD

Sector Allocation

Financial Services 59.0%

Technology 14.8%

Energy 9.0%

Communication Services 4.4%

Industrials 3.1%

Consumer Cyclical 3.0%

Healthcare 2.4%

Utilities 2.1%

Consumer Defensive 1.9%

Basic Materials 0.3%