Institutional Fund
Cm Wealth Advisors LLC
Beachwood, OHCIK 17645815 filings on record
Portfolio Value
$469.54M
Q1 2026
Holdings
146
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+6.1%
from $442.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.4%
- Ishares Tr12.5%
- Spdr Dow Jones Indl Average10.8%
- Lincoln Elec Hldgs Inc7.2%
- Vanguard Index Fds5.1%
- Ishares Tr4.3%
- Other43.8%
Portfolio Holdings
146 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 241.7K | $76.88M | 16.4% | −5.6K | Reduced |
| 2 | Ishares Tr | 90.1K | $58.85M | 12.5% | +50.6K | Added |
| 3 | Spdr Dow Jones Indl Average | 109.0K | $50.56M | 10.8% | −177 | Reduced |
| 4 | Lincoln Elec Hldgs Inc | 134.5K | $33.60M | 7.2% | −6.9K | Reduced |
| 5 | Vanguard Index Fds | 40.1K | $23.97M | 5.1% | −218 | Reduced |
| 6 | Ishares Tr | 94.6K | $20.21M | 4.3% | +3.0K | Added |
| 7 | Nvidia Corporation | 103.3K | $18.03M | 3.8% | +12.8K | Added |
| 8 | Vanguard Specialized Funds | 82.8K | $17.81M | 3.8% | −3.5K | Reduced |
| 9 | Invesco Exchange Traded Fd T | 151.1K | $17.42M | 3.7% | +33.2K | Added |
| 10 | Invesco Exchange Traded Fd T | 55.0K | $10.55M | 2.2% | +485 | Added |
136 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio