Stock Taper

CM WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Walt Disney CompanyDIS2.3K$223.39K
Airbnb, Inc.ABNB2.34K$335.14K
Eli Lilly and CompanyLLY2.39K$2.86M
The Sherwin-Williams CompanySHW2.43K$835.66K
Shopify Inc.SHOP2.47K$282.48K
ConocoPhillipsCOP2.49K$258.44K
International Business Machines CorporationIBM2.56K$719.62K
Merck & Co., Inc.MRK2.58K$334.37K
Lam Research CorporationLRCX2.62K$1.14M
Berkshire Hathaway Inc.BRK-B2.73K$1.37M
Intercontinental Exchange, Inc.ICE2.77K$340.4K
Sysco CorporationSYY2.81K$234.94K
Morgan StanleyMS2.83K$592.21K
Norfolk Southern CorporationNSC2.83K$891.55K
PepsiCo, Inc.PEP2.92K$396.05K
Blackstone Inc.BX3.19K$375.49K
ServiceNow, Inc.NOW3.31K$328.42K
Johnson & JohnsonJNJ3.31K$841.15K
Allegiant Travel CompanyALGT3.34K$392.78K
Medtronic plcMDT3.47K$273.8K