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Jared Calvert

Cm Wealth Advisors Llc

Assets Managed
$469.542M
Holdings
146
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
6.1%(2Q avg: 11.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cm Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Cm Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 469.542M in assets, with a quarterly growth rate of 6.1% and a 2-quarter average growth rate of 11.4%. The portfolio is managed by Jared Calvert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -2.25%
16.38%
$76.879M
241,705 shares@ $318.07 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 128.31%
12.54%
$58.848M
90,090 shares@ $653.22 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -0.16%
10.77%
$50.556M
108,972 shares@ $463.94 avg price
LECO
Lincoln Electric Holdings
Recent Activity
Decreased -4.85%
7.16%
$33.601M
134,472 shares@ $249.88 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.54%
5.11%
$23.973M
40,118 shares@ $597.56 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 3.25%
4.31%
$20.211M
94,592 shares@ $213.68 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.17%
3.84%
$18.025M
103,350 shares@ $174.41 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -4.08%
3.8%
$17.806M
82,795 shares@ $215.07 avg price
EQWL
Invesco S&p 100 Equal Weight
Recent Activity
Increased 28.19%
3.71%
$17.417M
151,136 shares@ $115.25 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.89%
2.25%
$10.553M
54,984 shares@ $191.92 avg price

1-10 of 146