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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HCA	HCA HEALTHCARE INC	Healthcare	477	$226K	0.07%	SOLD

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%