CM Wealth Advisors LLC

13F filer · CIK 0001764581

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$554MU.S. long equity reported on 13F

Positions15753 new · 10 closed

Net flow last quarter+$16.3MBuys minus sells

Top 10 positions weight27.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026157 positions
DIASPDR Dow Jones Industrial Average ETF Trust	$55.7M	10.05%	Not reported	-2.1%	Q2 2022
LECOLincoln Electric Holdings Inc	$35.8M	6.46%	0.25%	-0.1%	Q2 2022
NVDANvidia Corp	$20.7M	3.74%	0.00%	+0.2%	Q1 2023
AAPLApple Inc.	$11.9M	2.15%	0.00%	+1.2%	Q2 2022
GOOGLAlphabet Inc.	$6.32M	1.14%	0.00%	-2.7%	Q2 2022
MSFTMicrosoft Corp	$6.22M	1.12%	0.00%	-8.1%	Q2 2022
PKOHPark Ohio Holdings Corp	$4.3M	0.78%	0.78%	+1.3%	Q2 2022
ASMLAsml Holding NV	$3.58M	0.65%	0.00%	-7.1%	Q2 2023
AMZNAmazon Com Inc	$3.15M	0.57%	0.00%	+4.9%	Q2 2022
VVisa Inc.	$3.14M	0.57%	0.00%	-5.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$3.12M	0.56%	Not reported	Not reported	Q2 2025
LLYELI LILLY & Co	$2.86M	0.52%	0.00%	-6.7%	Q2 2022
METAMeta Platforms, Inc.	$2.52M	0.45%	Not reported	+28.4%	Q2 2023
GOOGAlphabet Inc.	$2.12M	0.38%	Not reported	-55.4%	Q2 2022
NFLXNetflix Inc	$2.06M	0.37%	0.00%	-13.4%	Q2 2023
JPMJPMorgan Chase & Co	$2.02M	0.36%	0.00%	+2.4%	Q2 2022
CSCOCisco Systems, Inc.	$1.91M	0.34%	0.00%	-3.6%	Q2 2022
NCNOnCino, Inc.	$1.79M	0.32%	0.10%	+2.8%	Q2 2025
INTCIntel Corp	$1.59M	0.29%	0.00%	+3.0%	Q2 2022
IAUIshares Gold Trust	$1.59M	0.29%	0.00%	Not reported	Q3 2025
COSTCostco Wholesale Corp	$1.5M	0.27%	0.00%	+2.7%	Q2 2022
AVGOBroadcom Inc.	$1.44M	0.26%	0.00%	Not reported	Q4 2025
DCODucommun Inc	$1.4M	0.25%	0.05%	Not reported	Q1 2023
XOMExxonMobil Holdings Corp	$1.37M	0.25%	0.00%	+13.9%	Q2 2022
BRK.BBerkshire Hathaway Inc	$1.37M	0.25%	Not reported	Not reported	Q2 2022
PESIPerma Fix Environmental Services Inc	$1.26M	0.23%	0.41%	New	Q2 2026
LRCXLam Research Corp	$1.14M	0.21%	0.00%	+1.9%	Q3 2025
ABTAbbott Laboratories	$1.08M	0.19%	0.00%	-13.7%	Q2 2022
ABBVAbbVie Inc.	$1.06M	0.19%	0.00%	+7.6%	Q2 2022
MAMAMama's Creations, Inc.	$1.05M	0.19%	0.14%	New	Q2 2026
MAMastercard Inc	$956K	0.17%	0.00%	+12.4%	Q2 2022
PGPROCTER & GAMBLE Co	$945K	0.17%	0.00%	-1.0%	Q2 2022
IIINInsteel Industries Inc	$932K	0.17%	0.16%	New	Q2 2026
ALNTAllient Inc	$926K	0.17%	0.05%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$915K	0.17%	0.00%	Not reported	Q2 2024
FIPFTAI Infrastructure Inc.	$894K	0.16%	0.16%	New	Q2 2026
NSCNorfolk Southern Corp	$892K	0.16%	0.00%	+3.5%	Q2 2022
CCJCameco Corp	$889K	0.16%	0.00%	-12.7%	Q1 2023
MUMicron Technology Inc	$856K	0.15%	0.00%	+6.3%	Q1 2026
TMOThermo Fisher Scientific Inc.	$850K	0.15%	0.00%	-10.7%	Q2 2022
JNJJohnson & Johnson	$841K	0.15%	0.00%	+15.2%	Q2 2022
SHWSherwin Williams Co	$836K	0.15%	0.00%	+16.7%	Q2 2022
MYFWFirst Western Financial Inc	$835K	0.15%	0.27%	Not reported	Q1 2023
MLABMesa Laboratories Inc	$830K	0.15%	0.15%	New	Q2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$793K	0.14%	Not reported	Not reported	Q2 2022
CVXChevron Corp	$785K	0.14%	0.00%	Not reported	Q2 2022
TSLATesla, Inc.	$768K	0.14%	0.00%	+1.8%	Q2 2023
PHYSSprott Physical Gold Trust	$746K	0.13%	0.01%	Not reported	Q1 2026
NOCNorthrop Grumman Corp	$744K	0.13%	0.00%	-6.7%	Q2 2022
PALProficient Auto Logistics, Inc	$729K	0.13%	0.38%	New	Q2 2026

Q1 2026Reported May 8, 2026113 positions
DIASPDR Dow Jones Industrial Average ETF Trust	$50.6M	10.77%	Not reported	-0.2%	Q2 2022
LECOLincoln Electric Holdings Inc	$33.6M	7.16%	0.25%	-4.9%	Q2 2022
NVDANvidia Corp	$18M	3.84%	0.00%	+14.2%	Q1 2023
AAPLApple Inc.	$10.3M	2.19%	0.00%	+0.3%	Q2 2022
MSFTMicrosoft Corp	$6.72M	1.43%	0.00%	-0.2%	Q2 2022
GOOGLAlphabet Inc.	$5.22M	1.11%	0.00%	-1.4%	Q2 2022
GOOGAlphabet Inc.	$3.87M	0.82%	Not reported	+5.4%	Q2 2022
NFLXNetflix Inc	$3.2M	0.68%	0.00%	+189.6%	Q2 2023
VVisa Inc.	$2.91M	0.62%	0.00%	+76.9%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.72M	0.58%	Not reported	Not reported	Q2 2025
PKOHPark Ohio Holdings Corp	$2.66M	0.57%	0.77%	Not reported	Q2 2022
AMZNAmazon Com Inc	$2.63M	0.56%	0.00%	-2.1%	Q2 2022
ASMLAsml Holding NV	$2.56M	0.54%	0.00%	+263.7%	Q2 2023
LLYELI LILLY & Co	$2.35M	0.50%	0.00%	-12.5%	Q2 2022
METAMeta Platforms, Inc.	$1.99M	0.42%	Not reported	-23.9%	Q2 2023
IAUIshares Gold Trust	$1.85M	0.39%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$1.77M	0.38%	0.00%	+1.7%	Q2 2022
NCNOnCino, Inc.	$1.59M	0.34%	0.09%	+12.8%	Q2 2025
COSTCostco Wholesale Corp	$1.56M	0.33%	0.00%	+2.6%	Q2 2022
XOMExxonMobil Holdings Corp	$1.49M	0.32%	0.00%	+0.1%	Q2 2022
ABTAbbott Laboratories	$1.41M	0.30%	0.00%	Not reported	Q2 2022
BRK.BBerkshire Hathaway Inc	$1.31M	0.28%	Not reported	-2.3%	Q2 2022
CSCOCisco Systems, Inc.	$1.31M	0.28%	0.00%	+5.9%	Q2 2022
AVGOBroadcom Inc.	$1.18M	0.25%	0.00%	Not reported	Q4 2025
CCJCameco Corp	$1.09M	0.23%	0.00%	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$1.07M	0.23%	0.00%	Not reported	Q2 2022
CVXChevron Corp	$980K	0.21%	0.00%	+0.2%	Q2 2022
PGPROCTER & GAMBLE Co	$940K	0.20%	0.00%	Not reported	Q2 2022
TMOThermo Fisher Scientific Inc.	$933K	0.20%	0.00%	-0.5%	Q2 2022
MCDMcdonalds Corp	$880K	0.19%	0.00%	Not reported	Q2 2022
PHYSSprott Physical Gold Trust	$876K	0.19%	0.01%	New	Q1 2026
ABBVAbbVie Inc.	$849K	0.18%	0.00%	Not reported	Q2 2022
MAMastercard Inc	$828K	0.18%	0.00%	+3.1%	Q2 2022
NSCNorfolk Southern Corp	$786K	0.17%	0.00%	+1.7%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$743K	0.16%	Not reported	Not reported	Q2 2022
JNJJohnson & Johnson	$703K	0.15%	0.00%	+1.3%	Q2 2022
GLDSPDR Gold Trust	$701K	0.15%	0.00%	+23.0%	Q3 2025
SPGIS&P Global Inc.	$688K	0.15%	0.00%	-4.5%	Q1 2023
ISRGIntuitive Surgical Inc	$670K	0.14%	0.00%	Not reported	Q1 2023
TSLATesla, Inc.	$667K	0.14%	0.00%	-6.8%	Q2 2023
SHWSherwin Williams Co	$667K	0.14%	0.00%	+3.0%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$648K	0.14%	0.00%	Not reported	Q2 2024
KEYKeycorp	$628K	0.13%	0.00%	Not reported	Q2 2023
PEPPepsico Inc	$625K	0.13%	0.00%	Not reported	Q2 2022
BACBank of America Corp	$612K	0.13%	0.00%	Not reported	Q1 2023
LRCXLam Research Corp	$550K	0.12%	0.00%	+6.4%	Q3 2025
LHXL3harris Technologies, Inc.	$544K	0.12%	0.00%	-0.1%	Q2 2022
ICEIntercontinental Exchange, Inc.	$535K	0.11%	0.00%	+76.2%	Q4 2023
IBMInternational Business Machines Corp	$533K	0.11%	0.00%	-3.7%	Q2 2022
ANETArista Networks, Inc.	$512K	0.11%	0.00%	+2.3%	Q4 2025

Q4 2025Reported Jan 26, 2026107 positions
DIASPDR Dow Jones Industrial Average ETF Trust	$52.5M	11.87%	Not reported	-1.4%	Q2 2022
LECOLincoln Electric Holdings Inc	$34M	7.68%	0.26%	-0.4%	Q2 2022
NVDANvidia Corp	$16.9M	3.81%	0.00%	+33.1%	Q1 2023
AAPLApple Inc.	$11M	2.49%	0.00%	+36.7%	Q2 2022
MSFTMicrosoft Corp	$8.79M	1.99%	0.00%	+58.7%	Q2 2022
GOOGLAlphabet Inc.	$5.77M	1.30%	0.00%	+58.5%	Q2 2022
GOOGAlphabet Inc.	$4.01M	0.91%	Not reported	+25.3%	Q2 2022
LLYELI LILLY & Co	$3.14M	0.71%	0.00%	+72.0%	Q2 2022
METAMeta Platforms, Inc.	$3.02M	0.68%	Not reported	+48.5%	Q2 2023
AMZNAmazon Com Inc	$2.97M	0.67%	0.00%	+338.6%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.85M	0.65%	Not reported	+23.0%	Q2 2025
NCNOnCino, Inc.	$2.42M	0.55%	0.08%	+759.6%	Q2 2025
PKOHPark Ohio Holdings Corp	$2.31M	0.52%	0.77%	Not reported	Q2 2022
VVisa Inc.	$1.91M	0.43%	0.00%	+244.0%	Q2 2022
JPMJPMorgan Chase & Co	$1.91M	0.43%	0.00%	+44.9%	Q2 2022
ABTAbbott Laboratories	$1.72M	0.39%	0.00%	+117.7%	Q2 2022
IAUIshares Gold Trust	$1.71M	0.39%	0.00%	Not reported	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.4M	0.32%	Not reported	+193.5%	Q2 2022
AVGOBroadcom Inc.	$1.32M	0.30%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$1.31M	0.30%	0.00%	+86.4%	Q2 2022
CSCOCisco Systems, Inc.	$1.22M	0.28%	0.00%	+25.7%	Q2 2022
TMOThermo Fisher Scientific Inc.	$1.1M	0.25%	0.00%	+46.1%	Q2 2022
NFLXNetflix Inc	$1.08M	0.24%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$1.06M	0.24%	0.00%	+44.6%	Q2 2022
PGPROCTER & GAMBLE Co	$933K	0.21%	0.00%	+26.9%	Q2 2022
MAMastercard Inc	$918K	0.21%	0.00%	+31.4%	Q2 2022
CCJCameco Corp	$915K	0.21%	0.00%	Not reported	Q1 2023
NOCNorthrop Grumman Corp	$892K	0.20%	0.00%	+7.2%	Q2 2022
ABBVAbbVie Inc.	$892K	0.20%	0.00%	+16.0%	Q2 2022
SPGIS&P Global Inc.	$885K	0.20%	0.00%	Not reported	Q1 2023
TSLATesla, Inc.	$865K	0.20%	0.00%	Not reported	Q2 2023
MCDMcdonalds Corp	$865K	0.20%	0.00%	+16.7%	Q2 2022
ISRGIntuitive Surgical Inc	$823K	0.19%	0.00%	Not reported	Q1 2023
INTUIntuit Inc.	$812K	0.18%	0.00%	Not reported	Q2 2023
NSCNorfolk Southern Corp	$778K	0.18%	0.00%	-14.4%	Q2 2022
AIGAmerican International Group, Inc.	$743K	0.17%	0.00%	Not reported	Q1 2023
CVXChevron Corp	$720K	0.16%	0.00%	+24.9%	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$720K	0.16%	Not reported	+4.4%	Q2 2022
BACBank of America Corp	$690K	0.16%	0.00%	Not reported	Q1 2023
IBMInternational Business Machines Corp	$677K	0.15%	0.00%	+27.2%	Q2 2022
SHWSherwin Williams Co	$654K	0.15%	0.00%	-8.6%	Q2 2022
KEYKeycorp	$647K	0.15%	0.00%	+126.3%	Q2 2023
NOWServiceNow, Inc.	$641K	0.14%	0.00%	Not reported	Q1 2023
BXBlackstone Inc.	$616K	0.14%	0.00%	Not reported	Q1 2023
JNJJohnson & Johnson	$587K	0.13%	0.00%	+16.1%	Q2 2022
PEPPepsico Inc	$583K	0.13%	0.00%	+22.8%	Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$583K	0.13%	0.00%	-2.4%	Q2 2024
ASMLAsml Holding NV	$569K	0.13%	0.00%	Not reported	Q2 2023
COFCapital One Financial Corp	$559K	0.13%	0.00%	New	Q4 2025
GMGeneral Motors Co	$545K	0.12%	0.00%	Not reported	Q1 2023

Q3 2025Reported Nov 5, 202558 positions
DIASPDR Dow Jones Industrial Average ETF Trust	$51.4M	13.56%	Not reported	-0.8%	Q2 2022
LECOLincoln Electric Holdings Inc	$33.6M	8.85%	0.26%	-4.6%	Q2 2022
NVDANvidia Corp	$12.7M	3.35%	0.00%	Not reported	Q1 2023
AAPLApple Inc.	$7.54M	1.99%	0.00%	-6.3%	Q2 2022
MSFTMicrosoft Corp	$5.93M	1.56%	0.00%	-10.0%	Q2 2022
GOOGLAlphabet Inc.	$2.83M	0.75%	0.00%	Not reported	Q2 2022
GOOGAlphabet Inc.	$2.48M	0.65%	Not reported	-10.4%	Q2 2022
PKOHPark Ohio Holdings Corp	$2.35M	0.62%	0.77%	+2.6%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$2.27M	0.60%	Not reported	Not reported	Q2 2025
METAMeta Platforms, Inc.	$2.26M	0.60%	Not reported	+0.5%	Q2 2023
IAUIshares Gold Trust	$1.53M	0.40%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$1.3M	0.34%	0.00%	Not reported	Q2 2022
JPMJPMorgan Chase & Co	$1.29M	0.34%	0.00%	Not reported	Q2 2022
NSCNorfolk Southern Corp	$945K	0.25%	0.00%	Not reported	Q2 2022
NOCNorthrop Grumman Corp	$890K	0.23%	0.00%	Not reported	Q2 2022
CSCOCisco Systems, Inc.	$865K	0.23%	0.00%	-2.2%	Q2 2022
ABTAbbott Laboratories	$846K	0.22%	0.00%	-1.9%	Q2 2022
PGPROCTER & GAMBLE Co	$789K	0.21%	0.00%	+0.6%	Q2 2022
ABBVAbbVie Inc.	$780K	0.21%	0.00%	Not reported	Q2 2022
SHWSherwin Williams Co	$765K	0.20%	0.00%	+2.4%	Q2 2022
COSTCostco Wholesale Corp	$756K	0.20%	0.00%	Not reported	Q2 2022
MCDMcdonalds Corp	$737K	0.19%	0.00%	Not reported	Q2 2022
MAMastercard Inc	$696K	0.18%	0.00%	Not reported	Q2 2022
XOMExxonMobil Holdings Corp	$686K	0.18%	0.00%	Not reported	Q2 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$677K	0.18%	Not reported	Not reported	Q2 2022
AMZNAmazon Com Inc	$644K	0.17%	0.00%	-47.0%	Q2 2022
TMOThermo Fisher Scientific Inc.	$633K	0.17%	0.00%	Not reported	Q2 2022
CVXChevron Corp	$588K	0.15%	0.00%	Not reported	Q2 2022
GLDSPDR Gold Trust	$579K	0.15%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$548K	0.14%	0.00%	+2.4%	Q2 2024
BNYBank of New York Mellon Corp	$545K	0.14%	0.00%	Not reported	Q2 2022
VVisa Inc.	$541K	0.14%	0.00%	-5.2%	Q2 2022
APDAir Products & Chemicals, Inc.	$539K	0.14%	0.00%	+0.3%	Q2 2022
IBMInternational Business Machines Corp	$507K	0.13%	0.00%	Not reported	Q2 2022
BRK.BBerkshire Hathaway Inc	$479K	0.13%	Not reported	Not reported	Q2 2022
SCZNXG NextGen Infrastructure Income Fund	$471K	0.12%	Not reported	Not reported	Q3 2024
ICEIntercontinental Exchange, Inc.	$466K	0.12%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$460K	0.12%	0.00%	Not reported	Q2 2022
JNJJohnson & Johnson	$453K	0.12%	0.00%	Not reported	Q2 2022
CSXCSX Corp	$384K	0.10%	0.00%	Not reported	Q2 2022
MDYSPDR S&P Midcap 400 ETF Trust	$376K	0.10%	Not reported	Not reported	Q2 2022
LOWLowes Companies Inc	$355K	0.09%	0.00%	-6.7%	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$346K	0.09%	Not reported	Not reported	Q2 2022
FISVFiserv Inc	$311K	0.08%	0.00%	Not reported	Q2 2022
CINFCincinnati Financial Corp	$303K	0.08%	0.00%	Not reported	Q2 2022
NCNOnCino, Inc.	$298K	0.08%	0.01%	Not reported	Q2 2025
INTCIntel Corp	$297K	0.08%	0.00%	Not reported	Q2 2022
BXSLBlackstone Secured Lending Fund	$291K	0.08%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$281K	0.07%	0.00%	Not reported	Q4 2024
SYKStryker Corp	$262K	0.07%	0.00%	Not reported	Q4 2022

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