DOSSIER · 13F-HR · Q3 2026

CDM FINANCIAL COUNSELING SERVICES, INC.

$119M in tracked AUM across 77 positions as of Q3 2026.

CF
CIK 0002107537 · last filed Sep 30, 2026
Total AUM
$119M
as of Q3 2026
Holdings
77
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CDM FINANCIAL COUNSELING SERVICES, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$14M19K11.9%
02
XLK
SELECT SECTOR SPDR TR
$13M64K10.6%
03
VTI
VANGUARD INDEX FDS
$8M21K6.6%
04
VIG
VANGUARD SPECIALIZED FUNDS
$6M27K5.2%
05
MSFT
MICROSOFT CORP
$5M9K3.9%
06
MGK
VANGUARD WORLD FD
$4M48K3.7%
07
XLC
SELECT SECTOR SPDR TR
$4M34K3.2%
08
VYM
VANGUARD WHITEHALL FDS
$4M24K3.1%
09
SOXX
ISHARES TR
$3M5K2.5%
10
VUG
VANGUARD INDEX FDS
$3M32K2.4%

Filing history

2026Q3Sep 30
$119M▲ 2.5%
77 positionsView →
2026Q2Jun 30
$116M▲ 11.0%
77 positionsView →
2026Q1Mar 31
$105M▼ 2.1%
80 positionsView →
2025Q4Dec 31
$107M—
82 positionsView →