CM WEALTH ADVISORS LLC
RIA/Wealth
CM WEALTH ADVISORS LLC is a RIA/Wealth based in Beachwood, OH led by Robert Douglas Mccreery, reporting $3.4B in AUM as of Q3 2025 with 70% ETF concentration, 76% concentrated in top 10 holdings, and 22% allocation to OEF.
CEORobert Douglas Mccreery
- Portfolio Value
- $379.1M
- Positions
- 88
- Top Holding
- OEF at 21.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CM WEALTH ADVISORS LLC's portfolio (76.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $81.8M | 21.57% | +$1.2M Bought | — 245.7K shares | |
ETF ETF | $51.4M | 13.57% | -$393.2K Sold | — 110.7K shares | |
Manufacturing - Tools & Accessories Industrials | $33.6M | 8.86% | -$1.6M Sold | 0.26% 142.0K shares | |
ETF ETF | $24.8M | 6.54% | -$86.0K Sold | — 40.4K shares | |
ETF ETF | $24.5M | 6.45% | +$9.1M Bought | — 36.6K shares | |
Unknown Unknown | $18.7M | 4.94% | +$103.2K Bought | — 86.6K shares | |
ETF ETF | $18.7M | 4.92% | -$75.9K Sold | — 91.7K shares | |
ETF ETF | $13.3M | 3.52% | +$1.2M Bought | — 116.2K shares | |
Semiconductors Technology | $12.7M | 3.35% | — | 0.00% 68.0K shares | |
ETF ETF | $9.9M | 2.61% | -$554.5K Sold | — 52.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CM WEALTH ADVISORS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-46.98% | |
-10.38% | |
-10.04% | |
-8.56% |
Analytics
Portfolio insights and performance metrics for CM WEALTH ADVISORS LLC
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