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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHF SCHWAB STRATEGIC TR 14,037.0 $389K 0.10% NEW $27.70 +2.6%
2 UNH UNITEDHEALTH GROUP INC Healthcare 635.0 $264K 0.07% NEW $415.30 -4.9%
3 ABBV ABBVIE INC Healthcare 930.0 $234K 0.06% NEW $251.62 +2.5%
4 MTB M & T BK CORP Financial Services 908.0 $216K 0.06% NEW $238.01 +0.3%
5 VTI VANGUARD INDEX FDS 582.0 $215K 0.06% NEW $370.13 +2.8%
6 DIS DISNEY WALT CO Communication Services 2,116.0 $204K 0.05% NEW $96.24 +11.0%
7 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,385.0 $184K 0.05% NEW $17.73 -4.9%

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%