# EDGAR Filing Document

**Accession Number:** 0001764581
**File Stem:** 0001764581-25-000006
**Filing Date:** 2025-11
**Character Count:** 12427
**Document Hash:** aaa5522484cf3e88438082d2c61623be
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001764581-25-000006.hdr.sgml**: 20251105

**ACCESSION NUMBER**: 0001764581-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251105

**DATE AS OF CHANGE**: 20251105

**EFFECTIVENESS DATE**: 20251105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CM WEALTH ADVISORS LLC
- **CENTRAL INDEX KEY:** 0001764581

**ORGANIZATION NAME:**
- **EIN:** 341410460
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23198
- **FILM NUMBER:** 251452125

**BUSINESS ADDRESS:**
- **STREET 1:** 2000 AUBURN DRIVE STE 400
- **CITY:** BEACHWOOD
- **STATE:** OH
- **ZIP:** 44122
- **BUSINESS PHONE:** 216-831-4108

**MAIL ADDRESS:**
- **STREET 1:** 2000 AUBURN DRIVE STE 400
- **CITY:** BEACHWOOD
- **STATE:** OH
- **ZIP:** 44122

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CM WEALTH ADVISORS LLC<br>**Address:** 2000 AUBURN DRIVE STE 400<br>BEACHWOOD, OH 44122

**Form 13F File Number:** 028-23198

**CRD Number (if applicable):** 000119467

**SEC File Number (if applicable):** 801-62376

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jared Calvert<br>**Title:** Compliance Consultant<br>**Phone:** 8592871657

**Signature, Place, and Date of Signing:**

Jared Calvert  Covington, KY  11-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $379279931

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 845965 | 6316 | SH |  | SOLE |  | 0 | 0 | 6316 |
| ABBVIE INC | COM | 00287Y109 |  | 779595 | 3367 | SH |  | SOLE |  | 0 | 0 | 3367 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 539440 | 1978 | SH |  | SOLE |  | 0 | 0 | 1978 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2484210 | 10200 | SH |  | SOLE |  | 0 | 0 | 10200 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2826038 | 11625 | SH |  | SOLE |  | 0 | 0 | 11625 |
| AMAZON COM INC | COM | 023135106 |  | 644438 | 2935 | SH |  | SOLE |  | 0 | 0 | 2935 |
| APPLE INC | COM | 037833100 |  | 7542650 | 29622 | SH |  | SOLE |  | 0 | 0 | 29622 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 544800 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 478608 | 952 | SH |  | SOLE |  | 0 | 0 | 952 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 291482 | 10860 | SH |  | SOLE |  | 0 | 0 | 10860 |
| CHEVRON CORP NEW | COM | 166764100 |  | 587773 | 3785 | SH |  | SOLE |  | 0 | 0 | 3785 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 302679 | 1904 | SH |  | SOLE |  | 0 | 0 | 1904 |
| CISCO SYS INC | COM | 17275R102 |  | 864760 | 12639 | SH |  | SOLE |  | 0 | 0 | 12639 |
| COCA COLA CO | COM | 191216100 |  | 239318 | 3581 | SH |  | SOLE |  | 0 | 0 | 3581 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 756240 | 817 | SH |  | SOLE |  | 0 | 0 | 817 |
| CSX CORP | COM | 126408103 |  | 383508 | 10800 | SH |  | SOLE |  | 0 | 0 | 10800 |
| DANAHER CORPORATION | COM | 235851102 |  | 244651 | 1232 | SH |  | SOLE |  | 0 | 0 | 1232 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 686197 | 6086 | SH |  | SOLE |  | 0 | 0 | 6086 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2263359 | 3082 | SH |  | SOLE |  | 0 | 0 | 3082 |
| FISERV INC | COM | 337738108 |  | 310721 | 2410 | SH |  | SOLE |  | 0 | 0 | 2410 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 223015 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| INTEL CORP | COM | 458140100 |  | 296850 | 8848 | SH |  | SOLE |  | 0 | 0 | 8848 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 465847 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 506759 | 1796 | SH |  | SOLE |  | 0 | 0 | 1796 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 13331435 | 116249 | SH |  | SOLE |  | 0 | 0 | 116249 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 9907082 | 52225 | SH |  | SOLE |  | 0 | 0 | 52225 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 991143 | 11352 | SH |  | SOLE |  | 0 | 0 | 11352 |
| ISHARES TR | CORE S ETF | 464287200 |  | 24463584 | 36551 | SH |  | SOLE |  | 0 | 0 | 36551 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 218621 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2489251 | 20948 | SH |  | SOLE |  | 0 | 0 | 20948 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1530571 | 21033 | SH |  | SOLE |  | 0 | 0 | 21033 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2118659 | 22691 | SH |  | SOLE |  | 0 | 0 | 22691 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 471138 | 6141 | SH |  | SOLE |  | 0 | 0 | 6141 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 760469 | 14241 | SH |  | SOLE |  | 0 | 0 | 14241 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 9462643 | 25891 | SH |  | SOLE |  | 0 | 0 | 25891 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 18668389 | 91696 | SH |  | SOLE |  | 0 | 0 | 91696 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1738725 | 7186 | SH |  | SOLE |  | 0 | 0 | 7186 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 6221237 | 35186 | SH |  | SOLE |  | 0 | 0 | 35186 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 481633 | 1271 | SH |  | SOLE |  | 0 | 0 | 1271 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1896619 | 17150 | SH |  | SOLE |  | 0 | 0 | 17150 |
| ISHARES TR | S 100 ETF | 464287101 |  | 81788440 | 245729 | SH |  | SOLE |  | 0 | 0 | 245729 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 453166 | 2444 | SH |  | SOLE |  | 0 | 0 | 2444 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1287901 | 4083 | SH |  | SOLE |  | 0 | 0 | 4083 |
| KEYCORP | COM | 493267108 |  | 258707 | 13842 | SH |  | SOLE |  | 0 | 0 | 13842 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 222033 | 727 | SH |  | SOLE |  | 0 | 0 | 727 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 228072 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| ELI LILLY  CO | COM | 532457108 |  | 1297100 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 33584424 | 141958 | SH |  | SOLE |  | 0 | 0 | 141958 |
| LINDE PLC | SHS | G54950103 |  | 213750 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| LOWES COS INC | COM | 548661107 |  | 355352 | 1414 | SH |  | SOLE |  | 0 | 0 | 1414 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 696223 | 1224 | SH |  | SOLE |  | 0 | 0 | 1224 |
| MCDONALDS CORP | COM | 580135101 |  | 736933 | 2425 | SH |  | SOLE |  | 0 | 0 | 2425 |
| MICROSOFT CORP | COM | 594918104 |  | 5931563 | 11452 | SH |  | SOLE |  | 0 | 0 | 11452 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 280723 | 1766 | SH |  | SOLE |  | 0 | 0 | 1766 |
| NEWELL BRANDS INC | COM | 651229106 |  | 84364 | 16100 | SH |  | SOLE |  | 0 | 0 | 16100 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 945090 | 3146 | SH |  | SOLE |  | 0 | 0 | 3146 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 889607 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 12695584 | 68040 | SH |  | SOLE |  | 0 | 0 | 68040 |
| PARK-OHIO HLDGS CORP | COM | 700666100 |  | 2345979 | 110451 | SH |  | SOLE |  | 0 | 0 | 110451 |
| PEPSICO INC | COM | 713448108 |  | 459941 | 3275 | SH |  | SOLE |  | 0 | 0 | 3275 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 788685 | 5133 | SH |  | SOLE |  | 0 | 0 | 5133 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 857051 | 32538 | SH |  | SOLE |  | 0 | 0 | 32538 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 492137 | 18027 | SH |  | SOLE |  | 0 | 0 | 18027 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 875221 | 30066 | SH |  | SOLE |  | 0 | 0 | 30066 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 764888 | 2209 | SH |  | SOLE |  | 0 | 0 | 2209 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 51444267 | 110694 | SH |  | SOLE |  | 0 | 0 | 110694 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 579061 | 1629 | SH |  | SOLE |  | 0 | 0 | 1629 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2267230 | 3394 | SH |  | SOLE |  | 0 | 0 | 3394 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 2143646 | 24181 | SH |  | SOLE |  | 0 | 0 | 24181 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 375921 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| STRYKER CORPORATION | COM | 863667101 |  | 262321 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 548406 | 1958 | SH |  | SOLE |  | 0 | 0 | 1958 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 633027 | 1304 | SH |  | SOLE |  | 0 | 0 | 1304 |
| TORTOISE CAPITAL SERIES TRUS | ENERGY FD | 890930209 |  | 141211 | 15569 | SH |  | SOLE |  | 0 | 0 | 15569 |
| VANECK ETF TRUST | MRNGSTR GBL WIDE | 92189F122 |  | 302998 | 6734 | SH |  | SOLE |  | 0 | 0 | 6734 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 18744100 | 86621 | SH |  | SOLE |  | 0 | 0 | 86621 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 401344 | 6698 | SH |  | SOLE |  | 0 | 0 | 6698 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 677265 | 4805 | SH |  | SOLE |  | 0 | 0 | 4805 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 346301 | 1177 | SH |  | SOLE |  | 0 | 0 | 1177 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2682444 | 9100 | SH |  | SOLE |  | 0 | 0 | 9100 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 24798780 | 40381 | SH |  | SOLE |  | 0 | 0 | 40381 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 401334 | 2012 | SH |  | SOLE |  | 0 | 0 | 2012 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 403763 | 1926 | SH |  | SOLE |  | 0 | 0 | 1926 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1009938 | 3069 | SH |  | SOLE |  | 0 | 0 | 3069 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 571297 | 3048 | SH |  | SOLE |  | 0 | 0 | 3048 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 893867 | 7547 | SH |  | SOLE |  | 0 | 0 | 7547 |
| VISA INC | COM CL A | 92826C839 |  | 540746 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 420069 | 4722 | SH |  | SOLE |  | 0 | 0 | 4722 |
| NCINO INC | COM | 63947X101 |  | 297559 | 10976 | SH |  | SOLE |  | 0 | 0 | 10976 |

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