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The Analysis of CM WEALTH ADVISORS LLC's Holdings & P&L

Currently, CM WEALTH ADVISORS LLC holds 146 types of securities in its portfolio with a total value $469.5M. In the most recent quarter, they have increased their positions in IVV (+50.6K shares, valued at $33.1M), EQWL (+33.2K shares, valued at $3.8M), NVDA (+12.8K shares, valued at $2.2M); decreased their positions in OEF (-5.6K shares, valued at $1.8M), LECO (-6.9K shares, valued at $1.7M), VIG (-3.5K shares, valued at $757.7K); initiated new positions in PHYS (+24.7K shares, valued at $875.9K), IWF (+1.8K shares, valued at $777.8K), BK (+2.1K shares, valued at $246.9K).

1M P&L

+15.1M+3.35%

3M P&L

+14.1M+3.10%

HY P&L

+26.6M+6.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A288.0M

69.1%

2Tools & Accessories33.6M

8.1%

3Semiconductors20.1M

4.8%

Top Industries by Stock Count

1N/A38 stocks

29.5%

2Semiconductors6 stocks

4.7%

3Software - Application6 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OEF ISHARES TR241.7K shares-2.26%2026-03-312026-05-08

IVV ISHARES TR90.1K shares128.30%2026-03-312026-05-08

DIA SPDR DOW JONES INDL AVERAGE109.0K shares-0.16%2026-03-312026-05-08

LECO LINCOLN ELEC HLDGS INC134.5K shares-4.85%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS40.1K shares-0.54%2026-03-312026-05-08

IWD ISHARES TR94.6K shares3.24%2026-03-312026-05-08

NVDA NVIDIA CORPORATION103.3K shares14.16%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS82.8K shares-4.08%2026-03-312026-05-08

Sponsored

EQWL INVESCO EXCHANGE TRADED FD T151.1K shares28.18%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T55.0K shares0.89%2026-03-312026-05-08

AAPL APPLE INC40.6K shares0.30%2026-03-312026-05-08

IWB ISHARES TR26.8K shares2.30%2026-03-312026-05-08

IWN ISHARES TR41.1K shares13.22%2026-03-312026-05-08

MSFT MICROSOFT CORP18.1K shares-0.20%2026-03-312026-05-08

ALPHABET INC ALPHABET INC18.2K shares-1.41%2026-03-312026-05-08

ALPHABET INC ALPHABET INC13.5K shares5.39%2026-03-312026-05-08

Sponsored

NFLX NETFLIX INC33.3K shares189.58%2026-03-312026-05-08

V VISA INC9.6K shares76.88%2026-03-312026-05-08

IJR ISHARES TR22.5K shares0.13%2026-03-312026-05-08

SPY SPDR S&P 500 ETF TR4.2K shares0.00%2026-03-312026-05-08

PKOH PARK-OHIO HLDGS CORP110.5K shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC12.6K shares-2.07%2026-03-312026-05-08

VO VANGUARD INDEX FDS9.1K shares0.00%2026-03-312026-05-08

ASML ASML HOLDING N V1.9K shares263.72%2026-03-312026-05-08

Sponsored

EFA ISHARES TR26.2K shares19.08%2026-03-312026-05-08

LLY ELI LILLY & CO2.6K shares-12.52%2026-03-312026-05-08

SLYV SPDR SERIES TRUST23.9K shares-1.15%2026-03-312026-05-08

META META PLATFORMS INC3.5K shares-23.93%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR21.0K shares0.00%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO.6.0K shares1.74%2026-03-312026-05-08

ABRDN FDS ABRDN FDS50.6K shares-2.11%2026-03-312026-05-08

NCNO NCINO INC106.4K shares12.79%2026-03-312026-05-08

Sponsored

COST COSTCO WHSL CORP NEW1.6K shares2.63%2026-03-312026-05-08

XOM EXXON MOBIL CORP8.8K shares0.11%2026-03-312026-05-08

ABT ABBOTT LABS13.7K shares0.00%2026-03-312026-05-08

IWM ISHARES TR5.4K shares-1.86%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares-2.29%2026-03-312026-05-08

CSCO CISCO SYS INC16.8K shares5.90%2026-03-312026-05-08

BROADCOM INC BROADCOM INC3.8K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS3.7K shares8.96%2026-03-312026-05-08

Sponsored

CCJ CAMECO CORP10.0K shares0.00%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP1.6K shares0.00%2026-03-312026-05-08

IEFA ISHARES TR11.7K shares-2.61%2026-03-312026-05-08

CVX CHEVRON CORP NEW4.7K shares0.21%2026-03-312026-05-08

PG PROCTER AND GAMBLE CO6.5K shares0.00%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC1.9K shares-0.47%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR30.1K shares0.00%2026-03-312026-05-08

MCD MCDONALDS CORP2.8K shares0.00%2026-03-312026-05-08

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP24.7K sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC3.9K shares0.00%2026-03-312026-05-08

ESGV VANGUARD WORLD FD7.5K shares0.00%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR32.5K shares0.00%2026-03-312026-05-08

MA MASTERCARD INCORPORATED1.7K shares3.05%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP2.7K shares1.71%2026-03-312026-05-08

EEM ISHARES TR13.8K shares-1.14%2026-03-312026-05-08

IJS ISHARES TR6.6K shares0.00%2026-03-312026-05-08

Sponsored

IWF ISHARES TR1.8K sharesnew addition2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS5.0K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.9K shares1.34%2026-03-312026-05-08

GLD SPDR GOLD TR1.6K shares23.04%2026-03-312026-05-08

SPGI S&P GLOBAL INC1.6K shares-4.49%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2026-03-312026-05-08

TSLA TESLA INC1.8K shares-6.76%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO2.1K shares3.02%2026-03-312026-05-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares0.00%2026-03-312026-05-08

KEY KEYCORP31.3K shares0.00%2026-03-312026-05-08

PEP PEPSICO INC4.0K shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP12.5K shares0.00%2026-03-312026-05-08

VTV VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-05-08

DGRW WISDOMTREE TR6.3K shares0.00%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares6.41%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC1.6K shares-0.13%2026-03-312026-05-08

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN3.4K shares76.18%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-3.72%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC4.2K shares2.31%2026-03-312026-05-08

WMT WALMART INC4.1K shares2.98%2026-03-312026-05-08

INTC INTEL CORP11.0K shares30.76%2026-03-312026-05-08

INTU INTUIT1.1K shares-8.32%2026-03-312026-05-08

GM GENERAL MTRS CO6.5K shares-3.06%2026-03-312026-05-08

SCZ ISHARES TR6.1K shares0.00%2026-03-312026-05-08

Sponsored

KO COCA COLA CO6.3K shares22.44%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR15.7K shares0.00%2026-03-312026-05-08

MS MORGAN STANLEY2.8K shares19.38%2026-03-312026-05-08

IWV ISHARES TR1.3K shares0.00%2026-03-312026-05-08

TXN TEXAS INSTRS INC2.4K shares-11.09%2026-03-312026-05-08

NEE NEXTERA ENERGY INC4.8K shares26.76%2026-03-312026-05-08

DHR DANAHER CORPORATION2.3K shares6.20%2026-03-312026-05-08

CSX CSX CORP10.8K shares39.12%2026-03-312026-05-08

Sponsored

WM WASTE MGMT INC DEL1.9K shares-2.98%2026-03-312026-05-08

AIG AMERICAN INTL GROUP INC5.9K shares-32.51%2026-03-312026-05-08

APD AIR PRODS & CHEMS INC1.5K shares-15.75%2026-03-312026-05-08

UNP UNION PAC CORP1.8K shares-4.59%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS6.7K shares0.00%2026-03-312026-05-08

MDY SPDR S&P MIDCAP 400 ETF TR685 shares0.00%2026-03-312026-05-08

VBR VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-03-312026-05-08

Sponsored

DE DEERE & CO723 shares0.00%2026-03-312026-05-08

LOW LOWES COS INC1.7K shares0.00%2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC3.5K shares-12.03%2026-03-312026-05-08

NOW SERVICENOW INC3.4K shares-19.16%2026-03-312026-05-08

MLM MARTIN MARIETTA MATLS INC595 shares0.00%2026-03-312026-05-08

PFE PFIZER INC12.3K shares0.00%2026-03-312026-05-08

ABNB AIRBNB INC2.7K shares-15.94%2026-03-312026-05-08

RRX REGAL REXNORD CORPORATION1.8K shares-3.45%2026-03-312026-05-08

Sponsored

LH LABCORP HOLDINGS INC1.2K shares-10.40%2026-03-312026-05-08

COP CONOCOPHILLIPS2.5K shares0.40%2026-03-312026-05-08

RTX RTX CORPORATION1.7K shares0.00%2026-03-312026-05-08

WFC WELLS FARGO CO NEW4.1K shares10.25%2026-03-312026-05-08

SBUX STARBUCKS CORP3.6K shares0.56%2026-03-312026-05-08

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.3K shares0.00%2026-03-312026-05-08

FANG DIAMONDBACK ENERGY INC1.6K shares0.00%2026-03-312026-05-08

NUE NUCOR CORP1.8K shares-6.95%2026-03-312026-05-08

Sponsored

VOT VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-08

FDX FEDEX CORP842 shares0.00%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP1.6K shares-30.26%2026-03-312026-05-08

SHOP SHOPIFY INC2.5K shares-23.17%2026-03-312026-05-08

MSCI MSCI INC533 shares-21.15%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC5.6K shares-15.11%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC3.2K shares0.00%2026-03-312026-05-08

LINDE PLC LINDE PLC549 shares14.85%2026-03-312026-05-08

Sponsored

NVR NVR INC40 shares0.00%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE891 shares0.00%2026-03-312026-05-08

HCA HCA HEALTHCARE INC528 shares0.00%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2026-03-312026-05-08

IJH ISHARES TR3.6K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.4K sharesnew addition2026-03-312026-05-08

EXR EXTRA SPACE STORAGE INC1.8K shares-15.12%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-05-08

Sponsored

TDG TRANSDIGM GROUP INC206 shares-30.87%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.2K shares10.64%2026-03-312026-05-08

HD HOME DEPOT INC720 shares0.00%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC698 sharesnew addition2026-03-312026-05-08

COOPER COS INC COOPER COS INC3.2K shares0.00%2026-03-312026-05-08

DIS DISNEY WALT CO2.3K shares0.00%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC1.5K shares1.07%2026-03-312026-05-08

GEV GE VERNOVA INC252 sharesnew addition2026-03-312026-05-08

Sponsored

UNH UNITEDHEALTH GROUP INC788 shares-7.62%2026-03-312026-05-08

VXUS VANGUARD STAR FDS2.7K sharesnew addition2026-03-312026-05-08

IAC IAC INC5.2K sharesnew addition2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC794 sharesnew addition2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP332 sharesnew addition2026-03-312026-05-08

SYY SYSCO CORP2.8K shares0.00%2026-03-312026-05-08

GTM ZOOMINFO TECHNOLOGIES INC30.1K sharesnew addition2026-03-312026-05-08

TNGY TORTOISE CAPITAL SERIES TRUS14.6K shares0.00%2026-03-312026-05-08

Sponsored

CCC CCC INTELLIGENT SOLUTIONS HL14.6K sharesnew addition2026-03-312026-05-08

NWL NEWELL BRANDS INC13.6K shares-8.29%2026-03-312026-05-08

OEF

ISHARES TR

-2.26%

Shares241.7K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

128.30%

Shares90.1K

Event2026-03-31

Filed2026-05-08

DIA

SPDR DOW JONES INDL AVERAGE

-0.16%

Shares109.0K

Event2026-03-31

Filed2026-05-08

LECO

LINCOLN ELEC HLDGS INC

-4.85%

Shares134.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-0.54%

Shares40.1K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

3.24%

Shares94.6K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

14.16%

Shares103.3K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-4.08%

Shares82.8K

Event2026-03-31

Filed2026-05-08

EQWL

INVESCO EXCHANGE TRADED FD T

28.18%

Shares151.1K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.89%

Shares55.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

0.30%

Shares40.6K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

2.30%

Shares26.8K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

13.22%

Shares41.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-0.20%

Shares18.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.41%

Shares18.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

5.39%

Shares13.5K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC

189.58%

Shares33.3K

Event2026-03-31

Filed2026-05-08

VISA INC

76.88%

Shares9.6K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

0.13%

Shares22.5K

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-08

PKOH

PARK-OHIO HLDGS CORP

0.00%

Shares110.5K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-2.07%

Shares12.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-08

ASML

ASML HOLDING N V

263.72%

Shares1.9K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

19.08%

Shares26.2K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-12.52%

Shares2.6K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

-1.15%

Shares23.9K

Event2026-03-31

Filed2026-05-08