DOSSIER · 13F-HR · Q2 2026

CDM FINANCIAL COUNSELING SERVICES, INC.

$116M in tracked AUM across 77 positions as of Q2 2026.

CF
CIK 0002107537 · last filed Jun 30, 2026
Total AUM
$116M
as of Q2 2026
Holdings
77
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CDM FINANCIAL COUNSELING SERVICES, INC. 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
SPY
STATE STR SPDR S&P 500 ETF T
$14M19K12.0%
02
XLK
SELECT SECTOR SPDR TR
$12M64K10.5%
03
VTI
VANGUARD INDEX FDS
$7M20K6.3%
04
VIG
VANGUARD SPECIALIZED FUNDS
$6M26K5.3%
05
MGK
VANGUARD WORLD FD
$4M47K3.6%
06
VYM
VANGUARD WHITEHALL FDS
$4M24K3.2%
07
XLC
SELECT SECTOR SPDR TR
$4M34K3.1%
08
MSFT
MICROSOFT CORP
$3M9K2.9%
09
SOXX
ISHARES TR
$3M5K2.9%
10
VUG
VANGUARD INDEX FDS
$3M32K2.4%

Filing history

2026Q2Jun 30
$116M 11.0%
77 positionsView →
2026Q1Mar 31
$105M 2.1%
80 positionsView →
2025Q4Dec 31
$107M
82 positionsView →