CM WEALTH ADVISORS LLC

CIK 0001764581 • 6 13F filings • Apr 24, 2025 – Aug 10, 2026

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Filer information

Filed by: CM WEALTH ADVISORS LLC, Compliance Consultant
Address: 2000 AUBURN DRIVE STE 400, BEACHWOOD, OH, 44122
Phone: 5132302730
AUM: $442.6M

AUM over time

$554.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $442.6M138 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.7M	0.4%Prev: 0.2%	13,747 SH	Increased+7,431 SH
ABBVIE INC	COM	$892K	0.2%Prev: 0.2%	3,905 SH	Increased+538 SH
ABRDN FDS	INTL SMALL CAP A	$1.8M	0.4%	51,643 SH	New
ADVANCED MICRO DEVICES INC	COM	$226K	0.1%	1,053 SH	New
AIR PRODS & CHEMS INC	COM	$444K	0.1%Prev: 0.1%	1,797 SH	Decreased-181 SH
AIRBNB INC	COM CL A	$428K	0.1%	3,155 SH	New
ALPHABET INC	CAP STK CL A	$5.8M	1.3%Prev: 0.7%	18,422 SH	Increased+6,797 SH
ALPHABET INC	CAP STK CL C	$4.0M	0.9%Prev: 0.7%	12,785 SH	Increased+2,585 SH
AMAZON COM INC	COM	$3.0M	0.7%Prev: 0.2%	12,874 SH	Increased+9,939 SH
AMERICAN INTL GROUP INC	COM NEW	$743K	0.2%	8,689 SH	New
APPLE INC	COM	$11.0M	2.5%Prev: 2.0%	40,487 SH	Increased+10,865 SH
ARISTA NETWORKS INC	COM SHS	$534K	0.1%	4,076 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$569K	0.1%	532 SH	New
BANK AMERICA CORP	COM	$690K	0.2%	12,548 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.3%Prev: 0.1%	2,794 SH	Increased+1,842 SH
BLACKSTONE INC	COM	$616K	0.1%	3,997 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$294K	0.1%Prev: 0.1%	10,860 SH	Increased
BOSTON SCIENTIFIC CORP	COM	$353K	0.1%	3,700 SH	New
BROADCOM INC	COM	$1.3M	0.3%	3,822 SH	New
CAMECO CORP	COM	$915K	0.2%	10,000 SH	New
CAPITAL ONE FINL CORP	COM	$559K	0.1%	2,307 SH	New
CHEVRON CORP NEW	COM	$720K	0.2%Prev: 0.2%	4,727 SH	Increased+942 SH
CISCO SYS INC	COM	$1.2M	0.3%Prev: 0.2%	15,891 SH	Increased+3,252 SH
COCA COLA CO	COM	$359K	0.1%Prev: 0.1%	5,130 SH	Increased+1,549 SH
CONOCOPHILLIPS	COM	$232K	0.1%	2,476 SH	New
COOPER COS INC	COM	$261K	0.1%	3,179 SH	New
COSTCO WHSL CORP NEW	COM	$1.3M	0.3%Prev: 0.2%	1,523 SH	Increased+706 SH
CSX CORP	COM	$281K	0.1%Prev: 0.1%	7,763 SH	Decreased-3,037 SH
DANAHER CORPORATION	COM	$507K	0.1%Prev: 0.1%	2,211 SH	Increased+979 SH
DEERE & CO	COM	$338K	0.1%	723 SH	New
DIAMONDBACK ENERGY INC	COM	$234K	0.1%	1,558 SH	New
DISNEY WALT CO	COM	$266K	0.1%	2,324 SH	New
ELI LILLY & CO	COM	$3.1M	0.7%Prev: 0.3%	2,924 SH	Increased+1,224 SH
EXTRA SPACE STORAGE INC	COM	$280K	0.1%	2,150 SH	New
EXXON MOBIL CORP	COM	$1.1M	0.2%Prev: 0.2%	8,800 SH	Increased+2,714 SH
FAIR ISAAC CORP	COM	$316K	0.1%	187 SH	New
FEDEX CORP	COM	$244K	0.1%	842 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$295K	0.1%	1,327 SH	New
GE AEROSPACE	COM NEW	$275K	0.1%	891 SH	New
GENERAL MTRS CO	COM	$545K	0.1%	6,697 SH	New
HCA HEALTHCARE INC	COM	$247K	0.1%	528 SH	New
HOME DEPOT INC	COM	$248K	0.1%	720 SH	New
INTEL CORP	COM	$312K	0.1%Prev: 0.1%	8,448 SH	Increased-400 SH
INTERCONTINENTAL EXCHANGE IN	COM	$313K	0.1%Prev: 0.1%	1,931 SH	Decreased-834 SH
INTERNATIONAL BUSINESS MACHS	COM	$677K	0.2%Prev: 0.1%	2,284 SH	Increased+488 SH
INTUIT	COM	$812K	0.2%	1,226 SH	New
INTUITIVE SURGICAL INC	COM NEW	$823K	0.2%	1,454 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$13.9M	3.1%Prev: 3.5%	117,908 SH	Increased+1,659 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.4M	2.4%Prev: 2.6%	54,499 SH	Increased+2,274 SH
ISHARES GOLD TR	ISHARES NEW	$1.7M	0.4%Prev: 0.4%	21,033 SH	Increased
ISHARES TR	CORE MSCI EAFE	$1.1M	0.2%Prev: 0.3%	12,064 SH	Increased+712 SH
ISHARES TR	CORE S&P MCP ETF	$237K	0.1%Prev: 0.1%	3,588 SH	Increased+238 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	0.6%Prev: 0.7%	22,424 SH	Increased+1,476 SH
ISHARES TR	CORE S&P500 ETF	$27.0M	6.1%Prev: 6.5%	39,461 SH	Increased+2,910 SH
ISHARES TR	EAFE SML CP ETF	$476K	0.1%Prev: 0.1%	6,141 SH	Increased
ISHARES TR	MSCI EAFE ETF	$2.1M	0.5%Prev: 0.6%	21,999 SH	Decreased-692 SH
ISHARES TR	MSCI EMG MKT ETF	$766K	0.2%Prev: 0.2%	13,996 SH	Increased-245 SH
ISHARES TR	RUS 1000 ETF	$9.8M	2.2%Prev: 2.5%	26,159 SH	Increased+268 SH
ISHARES TR	RUS 1000 VAL ETF	$19.3M	4.4%Prev: 4.9%	91,621 SH	Increased-75 SH
ISHARES TR	RUS 2000 VAL ETF	$6.6M	1.5%Prev: 1.6%	36,321 SH	Increased+1,135 SH
ISHARES TR	RUSSELL 2000 ETF	$1.4M	0.3%Prev: 0.5%	5,539 SH	Decreased-1,647 SH
ISHARES TR	RUSSELL 3000 ETF	$484K	0.1%Prev: 0.1%	1,252 SH	Increased-19 SH
ISHARES TR	S&P 100 ETF	$84.8M	19.2%Prev: 21.6%	247,292 SH	Increased+1,563 SH
ISHARES TR	SP SMCP600VL ETF	$750K	0.2%Prev: 0.5%	6,594 SH	Decreased-10,556 SH
JOHNSON & JOHNSON	COM	$587K	0.1%Prev: 0.1%	2,838 SH	Increased+394 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.4%Prev: 0.3%	5,918 SH	Increased+1,835 SH
KEYCORP	COM	$647K	0.1%Prev: 0.1%	31,324 SH	Increased+17,482 SH
L3HARRIS TECHNOLOGIES INC	COM	$463K	0.1%Prev: 0.1%	1,577 SH	Increased+850 SH
LABCORP HOLDINGS INC	COM SHS	$345K	0.1%	1,375 SH	New
LAM RESEARCH CORP	COM NEW	$415K	0.1%Prev: 0.1%	2,418 SH	Increased+718 SH
LINCOLN ELEC HLDGS INC	COM	$34.0M	7.7%Prev: 8.9%	141,331 SH	Increased-627 SH
LINDE PLC	SHS	$204K	0.0%Prev: 0.1%	478 SH	Decreased+28 SH
LOWES COS INC	COM	$414K	0.1%Prev: 0.1%	1,716 SH	Increased+302 SH
MARTIN MARIETTA MATLS INC	COM	$370K	0.1%	595 SH	New
MASTERCARD INCORPORATED	CL A	$918K	0.2%Prev: 0.2%	1,608 SH	Increased+384 SH
MCDONALDS CORP	COM	$865K	0.2%Prev: 0.2%	2,831 SH	Increased+406 SH
MEDTRONIC PLC	SHS	$311K	0.1%	3,210 SH	New
META PLATFORMS INC	CL A	$3.0M	0.7%Prev: 0.6%	4,576 SH	Increased+1,494 SH
MICROSOFT CORP	COM	$8.8M	2.0%Prev: 1.6%	18,177 SH	Increased+6,725 SH
MORGAN STANLEY	COM NEW	$421K	0.1%Prev: 0.1%	2,373 SH	Increased+607 SH
MSCI INC	COM	$388K	0.1%	676 SH	New
NCINO INC	COM	$2.4M	0.5%Prev: 0.1%	94,349 SH	Increased+83,373 SH
NETFLIX INC	COM	$1.1M	0.2%	11,497 SH	New
NEWELL BRANDS INC	COM	$55K	0.0%Prev: 0.0%	14,866 SH	Decreased-1,234 SH
NEXTERA ENERGY INC	COM	$305K	0.1%	3,800 SH	New
NORFOLK SOUTHN CORP	COM	$778K	0.2%Prev: 0.2%	2,693 SH	Decreased-453 SH
NORTHROP GRUMMAN CORP	COM	$892K	0.2%Prev: 0.2%	1,565 SH	Increased+105 SH
NUCOR CORP	COM	$318K	0.1%	1,943 SH	New
NVIDIA CORPORATION	COM	$16.9M	3.8%Prev: 3.3%	90,527 SH	Increased+22,487 SH
NVR INC	COM	$292K	0.1%	40 SH	New
ORACLE CORP	COM	$218K	0.0%	1,120 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$266K	0.1%	1,499 SH	New
PARK-OHIO HLDGS CORP	COM	$2.3M	0.5%Prev: 0.6%	110,451 SH	Decreased
PEPSICO INC	COM	$583K	0.1%Prev: 0.1%	4,022 SH	Increased+747 SH
PFIZER INC	COM	$305K	0.1%	12,251 SH	New
PROCTER AND GAMBLE CO	COM	$933K	0.2%Prev: 0.2%	6,511 SH	Increased+1,378 SH
REGAL REXNORD CORPORATION	COM	$257K	0.1%	1,828 SH	New
RTX CORPORATION	COM	$312K	0.1%	1,700 SH	New
S&P GLOBAL INC	COM	$885K	0.2%	1,693 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$430K	0.1%Prev: 0.1%	15,667 SH	Decreased-2,360 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$890K	0.2%Prev: 0.2%	30,066 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$876K	0.2%Prev: 0.2%	32,538 SH	Increased
SERVICENOW INC	COM	$641K	0.1%	4,185 SH	New
SHERWIN WILLIAMS CO	COM	$654K	0.1%Prev: 0.2%	2,019 SH	Decreased-190 SH
SHOPIFY INC	CL A SUB VTG SHS	$518K	0.1%	3,220 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$52.5M	11.9%Prev: 13.6%	109,149 SH	Increased-1,545 SH
SPDR GOLD TR	GOLD SHS	$525K	0.1%Prev: 0.2%	1,324 SH	Decreased-305 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	0.6%Prev: 0.6%	4,174 SH	Increased+780 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$415K	0.1%Prev: 0.1%	685 SH	Increased+56 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.2M	0.5%	24,181 SH	New
SS&C TECHNOLOGIES HLDGS INC	COM	$240K	0.1%	2,746 SH	New
STARBUCKS CORP	COM	$300K	0.1%	3,560 SH	New
SYSCO CORP	COM	$207K	0.0%	2,811 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$583K	0.1%Prev: 0.1%	1,912 SH	Increased-46 SH
TESLA INC	COM	$865K	0.2%	1,924 SH	New
TEXAS INSTRS INC	COM	$460K	0.1%	2,650 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.1M	0.2%Prev: 0.2%	1,905 SH	Increased+601 SH
TORTOISE CAPITAL SERIES TRUS	ENERGY FD	$134K	0.0%Prev: 0.0%	14,608 SH	Decreased-961 SH
TRANSDIGM GROUP INC	COM	$396K	0.1%	298 SH	New
UNION PAC CORP	COM	$439K	0.1%	1,897 SH	New
UNITEDHEALTH GROUP INC	COM	$282K	0.1%	853 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$412K	0.1%Prev: 0.1%	2,012 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$329K	0.1%Prev: 0.1%	1,177 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$2.6M	0.6%Prev: 0.7%	9,100 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.3M	5.7%Prev: 6.5%	40,336 SH	Increased-45 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$408K	0.1%Prev: 0.1%	1,926 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.3%Prev: 0.3%	3,372 SH	Increased+303 SH
VANGUARD INDEX FDS	VALUE ETF	$582K	0.1%Prev: 0.2%	3,048 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$19.0M	4.3%Prev: 4.9%	86,318 SH	Increased-303 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$418K	0.1%Prev: 0.1%	6,698 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$720K	0.2%Prev: 0.2%	5,017 SH	Increased+212 SH
VANGUARD WORLD FD	ESG US STK ETF	$913K	0.2%Prev: 0.2%	7,547 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$270K	0.1%	6,618 SH	New
VISA INC	COM CL A	$1.9M	0.4%Prev: 0.1%	5,449 SH	Increased+3,865 SH
WALMART INC	COM	$443K	0.1%	3,965 SH	New
WASTE MGMT INC DEL	COM	$435K	0.1%	1,980 SH	New
WELLS FARGO CO NEW	COM	$347K	0.1%	3,728 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$563K	0.1%Prev: 0.1%	6,300 SH	Increased+1,578 SH

Sold (vs prior filing)

BANK NEW YORK MELLON CORP — $545K
CINCINNATI FINL CORP — $303K
FISERV INC — $311K
ILLINOIS TOOL WKS INC — $223K
SPDR SERIES TRUST — $2.1M
STRYKER CORPORATION — $262K
VANECK ETF TRUST — $303K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001764581-26-000001	$442.6M	View
Nov 5, 2025	Q3 2025	13F-HR	0001764581-25-000006	$379.3M	View
Aug 10, 2026	Q2 2026