13F Filings History of CM WEALTH ADVISORS LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$442,561,279
Signature - Title
Jared Calvert - Compliance Consultant
Location
Beachwood, OH
Summary
This page shows a list of all the recent 13F filings made by CM WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CM WEALTH ADVISORS LLC reported 138 stock holdings with total value $442,561,279 as of Q4 2025. Top holdings included OEF, DIA, LECO, IVV, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 138 $442,561,279 +$58,080,100 -$5,354,649 +$52,725,451 OEF, DIA, LECO, IVV, VOO 13F-HR 26 Jan 2026, 15:35
Q3 2025 89 $379,279,931 +$16,670,437 -$6,272,416 +$10,398,021 OEF, DIA, LECO, VOO, IVV 13F-HR 05 Nov 2025, 09:43
Q2 2025 82 $339,890,052 +$12,174,709 -$12,545,388 -$370,679 OEF, DIA, LECO, VOO, IWD 13F-HR 06 Aug 2025, 16:59
Q1 2025 86 $312,667,250 +$21,371,757 -$3,016,021 +$18,355,736 OEF, DIA, LECO, VOO, IWD 13F-HR 24 Apr 2025, 13:12
Q4 2024 84 $305,861,043 +$20,319,800 -$23,517,763 -$3,197,963 OEF, DIA, LECO, VOO, IWD 13F-HR 13 Feb 2025, 14:24
Q3 2024 84 $308,730,987 +$86,605,747 -$781,793 +$85,823,954 OEF, DIA, LECO, VOO, IWD 13F-HR 12 Nov 2024, 12:26
Q2 2024 75 $210,348,699 +$34,292,547 -$180,421,339 -$146,128,792 DIA, OEF, LECO, VOO, IWB 13F-HR 14 Aug 2024, 17:23
Q1 2024 183 $349,241,731 +$157,455,179 -$54,871,021 +$102,584,158 OEF, DIA, VOO, VIG, IWB 13F-HR 13 May 2024, 11:18
Q4 2023 75 $232,617,088 +$6,787,580 -$6,049,844 +$737,736 OEF, DIA, LECO, VOO, IWN 13F-HR 05 Feb 2024, 14:28
Q3 2023 78 $178,253,632 +$21,434,366 -$105,378,696 -$83,944,330 OEF, DIA, VOO, IWB, IWN 13F-HR 16 Nov 2023, 13:53
Q2 2023 164 $303,935,762 +$138,776,838 -$385,008,242 -$246,231,404 OEF, LECO, DIA, VOO, IWB 13F-HR 15 Aug 2023, 14:37
Q1 2023 415 $511,350,000 +$385,642,905 -$72,698,250 +$312,944,655 DIA, LECO, VOO, VIG, CMG 13F-HR 01 May 2023, 17:26
Q4 2022 69 $195,404,971 +$2,509,324 -$5,785,703 -$3,276,379 OEF, DIA, LECO, VOO, IWN 13F-HR 04 May 2023, 15:04
Q3 2022 69 $142,457,594 +$3,273,610 -$38,911,555 -$35,637,945 DIA, LECO, VOO, OEF, IWN 13F-HR 11 May 2023, 14:33
Q2 2022 72 $155,987,924 $0 $0 $0 OEF, LECO, VOO, IWN, VIG 13F-HR 09 May 2023, 14:53