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CM Wealth Advisors LLCETFConcentrated long-term

CIK: 0001764581 | BEACHWOOD, OH

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR194$554.4M2026-08-10SEC ↗
Q1 2026
13F-HR146$469.5M2026-05-08SEC ↗
Q4 2025
13F-HR138$442.6M2026-01-26SEC ↗
Q3 2025
13F-HR89$379.3M2025-11-05SEC ↗
Q2 2025
13F-HR82$339.9M2025-08-06SEC ↗
Q1 2025
13F-HR86$312.7M2025-04-24SEC ↗
Q4 2024
13F-HR84$305.9M2025-02-13SEC ↗
Q3 2024
13F-HR84$308.7M2024-11-12SEC ↗
Q2 2024
13F-HR75$210.3M2024-08-14SEC ↗
Q1 2024
13F-HR190$349.9M2024-05-13SEC ↗
Q4 2023
13F-HR75$232.6M2024-02-05SEC ↗
Q3 2023
13F-HR82$259.5M2023-11-16SEC ↗
Q2 2023
13F-HR164$304.9M2023-08-15SEC ↗
Q1 2023
13F-HR415$9.1M2023-05-01SEC ↗
Q4 2022
13F-HR73$195.9M2023-05-04SEC ↗
Q3 2022
13F-HR72$180.4M2023-05-11SEC ↗
Q2 2022
13F-HR76$163.4M2023-05-09SEC ↗