DOSSIER · 13F-HR · Q2 2026

CBM Financial, LLC

$168M in tracked AUM across 16 positions as of Q2 2026.

CF
CIK 0002055702 · last filed Jun 30, 2026
Total AUM
$168M
as of Q2 2026
Holdings
16
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CBM Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$45M465K26.7%
02
SPYM
SPDR SERIES TRUST
$28M322K16.7%
03
SPYV
SPDR SERIES TRUST
$20M324K11.9%
04
IJH
ISHARES TR
$18M244K11.0%
05
SPYG
SPDR SERIES TRUST
$16M141K9.8%
06
IVV
ISHARES TR
$13M17K7.5%
07
IJR
ISHARES TR
$7M51K4.5%
08
AGG
ISHARES TR
$7M71K4.1%
09
VGSH
VANGUARD SCOTTSDALE FDS
$5M80K2.8%
10
VT
VANGUARD INTL EQUITY INDEX F
$2M16K1.5%

Filing history

2026Q2Jun 30
$168M 4.9%
16 positionsView →
2026Q1Mar 31
$160M 8.9%
16 positionsView →
2025Q4Dec 31
$147M 166.1%
16 positionsView →
2025Q1Mar 31
$55M
5 positionsLocked