0001764581-23-000003.txt : 20230501 0001764581-23-000003.hdr.sgml : 20230501 20230501172610 ACCESSION NUMBER: 0001764581-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230501 DATE AS OF CHANGE: 20230501 EFFECTIVENESS DATE: 20230501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CM WEALTH ADVISORS LLC CENTRAL INDEX KEY: 0001764581 IRS NUMBER: 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: 23875331 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 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001764581 XXXXXXXX 03-31-2023 03-31-2023 CM WEALTH ADVISORS LLC

2000 AUBURN DRIVE STE 400 BEACHWOOD OH 44122

13F HOLDINGS REPORT 028-23198 N NEAL COLBY 216-831-4020 ROSEANN HIGGINS COVINGTON KY 05-01-2023 0 415 516811 false INFORMATION TABLE 2 Q12023CMWEALTH13F.xml Aar Corp COM 000361105 221 4296 SH SOLE 0 0 4296 Abbott Laboratories COM 002824100 2906 26599 SH SOLE 0 0 26599 Abbvie Inc COM 00287Y109 1424 8719 SH SOLE 0 0 8719 Acadia Healthcare Co Inc COM 00404A109 782 10550 SH SOLE 0 0 10550 Alteryx Inc COM 02156B103 456 9050 SH SOLE 0 0 9050 Amazon Com Inc COM 023135106 1914 18231 SH SOLE 0 0 18231 Amerant Bancorp Inc COM 023576101 410 22466 SH SOLE 0 0 22466 American International Group I COM 026874784 2718 53485 SH SOLE 0 0 53485 American Tower Corp COM 03027X100 2148 10639 SH SOLE 0 0 10639 American Water Works Co Inc COM 030420103 440 2955 SH SOLE 0 0 2955 Ametek Inc COM 031100100 1385 10355 SH SOLE 0 0 10355 Ansys Inc COM 03662Q105 2653 8525 SH SOLE 0 0 8525 Appfolio Inc COM 03783C100 1086 8695 SH SOLE 0 0 8695 Aptiv PLC COM G6095L109 1094 10640 SH SOLE 0 0 10640 Arbutus Biopharma Corp 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16140 SH SOLE 0 0 16140 Cerence Inc COM 156727109 374 14811 SH SOLE 0 0 14811 Ceridian HCM Holding Inc COM 15677J108 1187 18780 SH SOLE 0 0 18780 Cerus Corp COM 157085101 51 21914 SH SOLE 0 0 21914 Chefs Warehouse Inc The COM 163086101 336 10577 SH SOLE 0 0 10577 Chevron COM 166764100 1832 11036 SH SOLE 0 0 11036 Chewy Inc COM 16679L109 565 18227 SH SOLE 0 0 18227 Children's Place In The COM 168905107 488 16367 SH SOLE 0 0 16367 Chipotle Mexican Grill Inc COM 169656105 5678 2825 SH SOLE 0 0 2825 Cincinnati Finl COM 172062101 202 1987 SH SOLE 0 0 1987 Circor International Inc COM 17273K109 1579 59489 SH SOLE 0 0 59489 Cisco Systems COM 17275R102 585 12569 SH SOLE 0 0 12569 Clarus Corp COM 18270P109 203 21743 SH SOLE 0 0 21743 Clearway Energy Inc COM 18539C204 549 18663 SH SOLE 0 0 18663 Cno Financial Group Inc COM 12621E103 229 10794 SH SOLE 0 0 10794 CNX Resources Corp COM 12653C108 391 25914 SH SOLE 0 0 25914 Coca Cola COM 191216100 246 3864 SH SOLE 0 0 3864 Coherent Corp COM 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SOLE 0 0 4717 Old Dominion Freight Line Inc COM 679580100 2193 7178 SH SOLE 0 0 7178 Oncternal Therapeutics Inc COM 68236P107 16 55631 SH SOLE 0 0 55631 One Group Hospitality Inc The COM 88338K103 369 48579 SH SOLE 0 0 48579 Ooma Inc COM 683416101 190 15484 SH SOLE 0 0 15484 Orasure Technologies Inc COM 68554V108 317 47706 SH SOLE 0 0 47706 Orion Engineered Carbons SA COM L72967109 1126 47608 SH SOLE 0 0 47608 Orion Group Holdings Inc COM 68628V308 58 24450 SH SOLE 0 0 24450 Osi Systems Inc COM 671044105 263 2568 SH SOLE 0 0 2568 Outbrain Inc COM 69002R103 287 75826 SH SOLE 0 0 75826 Palo Alto Networks Inc COM 697435105 1752 9530 SH SOLE 0 0 9530 Park Oh HDG COM 700666100 1416 115126 SH SOLE 0 0 115126 Parker Hannifin COM 701094104 1259 4041 SH SOLE 0 0 4041 Patrick Industries Inc COM 703343103 625 9686 SH SOLE 0 0 9686 Pepsico Inc COM 713448108 3000 15911 SH SOLE 0 0 15911 Perion Network LTD COM M78673114 260 7401 SH SOLE 0 0 7401 Pfizer COM 717081103 1110 28724 SH SOLE 0 0 28724 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