CM WEALTH ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Beachwood, OH
CIK
0001764581
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 84 308,730 OEF, DIA, LECO, VOO 13F-HR 11/12/2024 000176458124000007
Q2 2024 75 210,348 DIA, OEF, LECO, VOO 13F-HR 8/14/2024 000176458124000004
Q1 2024 186 349,925 OEF, DIA, VOO, VIG 13F-HR 5/13/2024 000176458124000002
Q4 2023 75 232,617 OEF, DIA, LECO, VOO 13F-HR 2/5/2024 000176458124000001
Q3 2023 82 259,451 LECO, OEF, DIA, VOO 13F-HR 11/16/2023 000198604223000026
Q2 2023 164 304,878 OEF, LECO, DIA, VOO 13F-HR 8/15/2023 000176458123000011
Q1 2023 415 516,811 DIA, LECO, VOO, VIG 13F-HR 5/1/2023 000176458123000003
Q4 2022 73 195,873 OEF, DIA, LECO, VOO 13F-HR 5/4/2023 000176458123000004
Q3 2022 72 180,445 OEF, DIA, LECO, VOO 13F-HR 5/11/2023 000176458123000007
Q2 2022 76 163,393 OEF, LECO, VOO, DIA 13F-HR 5/9/2023 000176458123000006