Long-term investor
Cm Wealth Advisors LLC @cmwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764581).
Record
- Tracked since 2025-06-30 (441 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +12.4% · 6 months n/a · 1 year +20.6% · all +20.6%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- OEF · 15.9% · long · since 2025-06-30
- IVV · 13.3% · long · since 2025-06-30
- DIA · 10.0% · long · since 2025-06-30
- LECO · 6.5% · long · since 2025-06-30
- VOO · 4.9% · long · since 2025-06-30
- IWD · 4.1% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- EQWL · 3.7% · long · since 2025-06-30
- VIG · 3.5% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- RSP · 2.1% · long · since 2025-06-30
- IWB · 2.0% · long · since 2025-06-30