SEC Form 13F

CM WEALTH ADVISORS LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$554,416,507
Positions194

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TROEFS&P 100 ETF$88,036,005240,621
ISHARES TRIVVCORE S&P500 ETF$73,854,03498,618
STATE STR SPDR DOW JONES INDDIAUT SER 1$55,710,105106,644
LINCOLN ELEC HLDGS INCLECOCOM$35,789,122134,394
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$27,381,74139,868
ISHARES TRIWDRUS 1000 VAL ETF$22,931,93994,592
NVIDIA CORPORATIONNVDACOM$20,722,321103,565
INVESCO EXCHANGE TRADED FD TEQWLS&P 100 EQL WIGH$20,347,744157,710
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$19,552,14782,631
APPLE INCAAPLCOM$11,893,56441,103

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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