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Tracey A. Baker

Cjm Wealth Advisers, Ltd.

Assets Managed
$328.307M
Holdings
72
Last Quarter
2026 - Q1
Filed Date
2mo 2d ago
Growth Rate
-1.79%(2Q avg: 0.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cjm Wealth Advisers, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Cjm Wealth Advisers, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 328.307M in assets, with a quarterly growth rate of -1.79% and a 2-quarter average growth rate of 0.47%. The portfolio is managed by Tracey A. Baker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -3.09%
28.7%
$94.208M
157,657 shares@ $597.55 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.37%
15.53%
$50.966M
88,301 shares@ $577.19 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.57%
11.14%
$36.559M
541,370 shares@ $67.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.96%
6.63%
$21.736M
174,853 shares@ $124.32 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 31.61%
5.66%
$18.579M
436,751 shares@ $42.54 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -5.12%
4.05%
$13.296M
67,767 shares@ $196.21 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -0.56%
2.84%
$9.312M
30,810 shares@ $302.25 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.24%
2.43%
$7.963M
46,936 shares@ $169.67 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.33%
2.29%
$7.495M
15,640 shares@ $479.22 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -2.38%
2.01%
$6.586M
15,447 shares@ $426.4 avg price

1-10 of 72