CM Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 199 distinct equity securities, with the total value of the portfolio listed as zero in the filing header.
The disclosure provides a detailed list of the individual positions held by the firm. The portfolio includes a mix of large-cap technology companies, consumer staples, healthcare providers, and various exchange-traded funds (ETFs). Notable holdings include significant positions in Apple Inc., Microsoft Corporation, and NVIDIA Corporation, alongside major consumer names such as Coca-Cola and Procter & Gamble.
The filing also lists a substantial number of ETF positions, including shares in the Vanguard S&P 500 ETF, the SPDR S&P 500 ETF Trust, and various international and sector-specific funds such as the iShares Core MSCI EAFE ETF and the iShares Core S&P 500 ETF.
Additionally, the report details positions in smaller-cap and specialty companies, including KOPIN Corporation, Silvercrest Asset Management Group, and Trekor Metals Ltd.
