13F Filings History of CJM Wealth Advisers, Ltd.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$334,305,870
Signature - Title
Tracey A. Baker - President
Location
Falls Church, VA
Summary
This page shows a list of all the recent 13F filings made by CJM Wealth Advisers, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CJM Wealth Advisers, Ltd. reported 74 stock holdings with total value $334,305,870 as of Q4 2025. Top holdings included VOO, QQQ, IJH, IJR, and CGDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $334,305,870 +$7,163,296 -$5,484,078 +$1,679,218 VOO, QQQ, IJH, IJR, CGDV 13F-HR 23 Jan 2026, 16:28
Q3 2025 74 $325,451,468 +$13,637,946 -$11,206,066 +$2,431,880 VOO, QQQ, IJH, IJR, VTV 13F-HR 14 Oct 2025, 13:42
Q2 2025 69 $300,492,220 +$3,977,370 -$12,136,364 -$8,158,994 VOO, QQQ, IJH, IJR, VTV 13F-HR 14 Jul 2025, 15:46
Q1 2025 67 $283,203,998 +$8,222,995 -$7,896,564 +$326,431 VOO, QQQ, IJH, IJR, VTV 13F-HR 14 Apr 2025, 15:11
Q4 2024 69 $296,844,705 +$3,808,400 -$2,932,589 +$875,811 VOO, QQQ, IJH, IJR, VTV 13F-HR 08 Jan 2025, 19:27
Q3 2024 69 $291,850,175 +$5,827,307 -$1,234,679 +$4,592,628 VOO, QQQ, IJH, IJR, VTV 13F-HR 03 Oct 2024, 14:13
Q2 2024 64 $271,845,218 +$6,316,472 -$3,180,831 +$3,135,641 VOO, QQQ, IJH, IJR, VTV 13F-HR 08 Jul 2024, 17:58
Q1 2024 66 $263,884,995 +$47,436,751 -$3,140,278 +$44,296,473 VOO, QQQ, IJH, IJR, VTV 13F-HR 08 Apr 2024, 19:34
Q4 2023 59 $226,561,153 +$6,406,133 -$6,451,935 -$45,802 VOO, IJH, QQQ, IJR, VTV 13F-HR 19 Jan 2024, 14:15
Q3 2023 54 $205,519,660 +$18,999,233 -$4,015,955 +$14,983,278 VOO, IJH, QQQ, IJR, VTV 13F-HR 26 Oct 2023, 17:29
Q2 2023 53 $196,986,215 +$22,000,301 -$10,432,463 +$11,567,838 VOO, IJH, IJR, VTV, QQQ 13F-HR 15 Sep 2023, 12:58
Q1 2023 57 $175,683,402 +$9,070,813 -$1,701,143 +$7,369,670 VOO, IJH, IJR, VTV, VGSH 13F-HR 15 Sep 2023, 12:53
Q4 2022 56 $162,589,210 +$15,753,122 -$6,666,557 +$9,086,565 VOO, IJH, IJR, VTV, VGSH 13F-HR 15 Sep 2023, 12:43
Q3 2022 51 $140,457,385 +$6,183,302 -$1,889,069 +$4,294,233 VOO, IJH, IJR, VTV, XOM 13F-HR 15 Sep 2023, 12:41
Q2 2022 55 $143,910,833 +$28,225,815 -$7,435,321 +$20,790,494 VOO, IJH, IJR, VTV, XOM 13F-HR 15 Sep 2023, 12:36
Q1 2022 60 $146,134,680 +$12,863,153 -$2,759,787 +$10,103,366 VOO, IJH, IJR, VTV, IWF 13F-HR 15 Sep 2023, 12:31
Q4 2021 58 $140,551,521 $0 $0 $0 VOO, IJH, IWF, IJR, VOT 13F-HR 15 Sep 2023, 12:26