CJM Wealth Advisers, Ltd. ETF holdings
Falls Church, VA
Reported $326.2M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$326.2M
ETFs held
32
Change from prior quarter
+17.5%
With price moves
ETFs as a share of its 13F
85.6%
of $380.9M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $107.3M | 156,230 | −1,427 shares |
| QQQ | Invesco QQQ Trust | $66.2M | 89,921 | +1,620 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $41.0M | 532,055 | −9,315 shares |
| IJR | iShares Core S&P Small-Cap ETF | $25.2M | 170,022 | −4,831 shares |
| CGDV | Capital Group Dividend Value ETF | $24.6M | 498,563 | +61,812 shares |
| VTV | Vanguard Morningstar Value ETF | $13.9M | 63,607 | −4,160 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $10.9M | 29,920 | −890 shares |
| IWF | iShares Russell 1000 Growth ETF | $6.9M | 55,869 | +40,422 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $4.6M | 64,153 | +936 shares |
| IWD | iShares Russell 1000 Value ETF | $2.7M | 10,962 | +414 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001992748. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does CJM Wealth Advisers, Ltd. own?
CJM Wealth Advisers, Ltd. reported 32 ETF positions worth $326.2M in its Form 13F for June 30, 2026. The largest was VOO, at $107.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.