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Disclosed positions
CJM Wealth Advisers, Ltd.: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $107,300,375
- Reported amount
- 156,230
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001992748-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $107,300,375 | 156,230 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $66,217,859 | 89,921 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $41,026,783 | 532,055 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $25,215,931 | 170,022 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $24,569,198 | 498,563 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $13,861,881 | 63,607 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $10,941,603 | 29,920 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,655,003 | 15,298 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $6,937,285 | 55,869 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $6,355,606 | 46,486 | SH | None |
| APPLE INC | AAPL | COM | $5,765,055 | 19,923 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $4,570,910 | 64,153 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $3,285,434 | 11,683 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $2,657,439 | 10,962 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $2,621,662 | 8,559 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $2,464,189 | 8,202 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,440,158 | 10,313 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,378,851 | 6,733 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $2,225,959 | 9,161 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,977,825 | 8,298 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,945,917 | 9,725 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,941,565 | 5,205 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,904,856 | 10,308 | SH | None |
| KLA CORP | KLAC | COM NEW | $1,810,260 | 6,000 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $1,790,703 | 43,569 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,612,971 | 4,928 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,468,480 | 19,447 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,431,757 | 4,006 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,404,855 | 7,110 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,400,060 | 9,548 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,279,477 | 15,880 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $1,236,216 | 14,085 | SH | None |
| VISA INC | V | COM CL A | $1,213,402 | 3,537 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $1,198,197 | 2,926 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,140,413 | 1,071 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $1,037,610 | 7,846 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $996,139 | 3,922 | SH | None |
| ELI LILLY & CO | LLY | COM | $876,060 | 730 | SH | None |
| GE AEROSPACE | GE | COM NEW | $805,160 | 2,154 | SH | None |
| GE VERNOVA INC | GEV | COM | $614,632 | 523 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $606,956 | 813 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $574,656 | 2,566 | SH | None |
| AFLAC INC | AFL | COM | $555,179 | 4,735 | SH | None |
| HOME DEPOT INC | HD | COM | $543,833 | 1,542 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $543,284 | 6,598 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $541,807 | 5,619 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $519,293 | 3,133 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $503,965 | 2,278 | SH | None |
| RTX CORPORATION | RTX | COM | $473,376 | 2,495 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $465,435 | 622 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.