CM WEALTH ADVISORS LLC - Portfolio overview

CM WEALTH ADVISORS LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. OEF - ISHARES TR, 16.32%
2. IVV - ISHARES TR, 12.49%
3. DIA - SPDR DOW JONES INDL AVERAGE, 10.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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