CM WEALTH ADVISORS LLC — 13F holdings

CM WEALTH ADVISORS LLC reported 194 holdings worth $554M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. OEF ISHARES TR — $88.0M (15.9%)
  2. IVV ISHARES TR — $73.9M (13.3%)
  3. DIA SPDR DOW JONES INDL AVERAGE — $55.7M (10.0%)
  4. LECO LINCOLN ELEC HLDGS INC — $35.8M (6.5%)
  5. VOO VANGUARD INDEX FDS — $27.4M (4.9%)
  6. IWD ISHARES TR — $22.9M (4.1%)
  7. NVDA NVIDIA CORPORATION — $20.7M (3.7%)
  8. EQWL INVESCO EXCHANGE TRADED FD T — $20.3M (3.7%)
  9. VIG VANGUARD SPECIALIZED FUNDS — $19.6M (3.5%)
  10. AAPL APPLE INC — $11.9M (2.1%)