CJM Wealth Advisers, Ltd. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by President Tracey A. Baker, details a portfolio consisting of 84 distinct securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the disclosed positions. The largest holding is the Vanguard S&P 500 ETF, with 152,523 shares. Other significant ETF positions include the Vanguard Morningstar Small Cap Growth ETF (27,589 shares), the Vanguard Tax-Managed Funds FTSE Developed Market ETF (62,797 shares), and the Vanguard Morningstar Small Cap Value ETF (7,876 shares).
Among individual common stocks, Berkshire Hathaway Inc. Class B is the largest holding with 15,512 shares. Other notable individual stock positions include JPMorgan Chase & Co. (4,968 shares), UnitedHealth Group Inc. (599 shares), and Snowflake Inc. (609 shares). The filing also includes positions in technology giants such as Apple Inc. (19,328 shares), Microsoft Corp. (5,250 shares), and NVIDIA Corp. (7,673 shares).
The report lists the firm's address as 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042.
