CM WEALTH ADVISORS LLC

Institutional manager (13F) · CIK 1764581

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $430M

#	Issuer	Value	Shares
1	ISHARES TR	$77M	241,705
2	ISHARES TR	$59M	90,090
3	SPDR DOW JONES INDL AVERAGE	$51M	108,972
4	LINCOLN ELEC HLDGS INC	$34M	134,472
5	VANGUARD INDEX FDS	$24M	40,118
6	ISHARES TR	$20M	94,592
7	NVIDIA CORPORATION	$18M	103,350
8	VANGUARD SPECIALIZED FUNDS	$18M	82,795
9	INVESCO EXCHANGE TRADED FD T	$17M	151,136
10	INVESCO EXCHANGE TRADED FD T	$11M	54,984
11	APPLE INC	$10M	40,607
12	ISHARES TR	$10M	26,760
13	ISHARES TR	$8M	41,123
14	MICROSOFT CORP	$7M	18,141
15	ALPHABET INC	$5M	18,162
16	ALPHABET INC	$4M	13,474
17	NETFLIX INC	$3M	33,293
18	VISA INC	$3M	9,638
19	ISHARES TR	$3M	22,454
20	SPDR S&P 500 ETF TR	$3M	4,174
21	PARK-OHIO HLDGS CORP	$3M	110,451
22	AMAZON COM INC	$3M	12,608
23	VANGUARD INDEX FDS	$3M	9,100
24	ASML HOLDING N V	$3M	1,935
25	ISHARES TR	$3M	26,197
26	ELI LILLY & CO	$2M	2,558
27	SPDR SERIES TRUST	$2M	23,904
28	META PLATFORMS INC	$2M	3,481
29	ISHARES GOLD TR	$2M	21,033
30	JPMORGAN CHASE & CO.	$2M	6,021
31	ABRDN FDS	$2M	50,554
32	NCINO INC	$2M	106,412
33	COSTCO WHSL CORP NEW	$2M	1,563
34	EXXON MOBIL CORP	$1M	8,810
35	ABBOTT LABS	$1M	13,747
36	ISHARES TR	$1M	5,436
37	BERKSHIRE HATHAWAY INC DEL	$1M	2,730
38	CISCO SYS INC	$1M	16,828
39	BROADCOM INC	$1M	3,822
40	VANGUARD INDEX FDS	$1M	3,674
41	CAMECO CORP	$1M	10,000
42	NORTHROP GRUMMAN CORP	$1M	1,565
43	ISHARES TR	$1M	11,749
44	CHEVRON CORP NEW	$980k	4,737
45	PROCTER AND GAMBLE CO	$940k	6,511
46	THERMO FISHER SCIENTIFIC INC	$933k	1,896
47	SCHWAB STRATEGIC TR	$917k	30,066
48	MCDONALDS CORP	$880k	2,831
49	SPROTT ASSET MANAGEMENT LP	$876k	24,715
50	ABBVIE INC	$849k	3,905

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.