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Filers›Family Office›CMC Financial Group
DOSSIER · 13F-HR · Q1 2026

CMC Financial Group

CMC Financial's family office based in Stamford, CT — $51M in tracked AUM across 38 positions as of Q1 2026.

CF
CMC Financial·Stamford, CT·Family Office
CIK 0001770940 · last filed Mar 31, 2026
Total AUM
$51M
▲ 13.5%
vs prior
Holdings
38
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CMC Financial Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TCAL
T ROWE PRICE ETF INC
$9M386K16.9%
02
COWZ
PACER FDS TR
$5M86K10.5%
03
SILJ
AMPLIFY ETF TR
$4M146K8.5%
04
THIR
THOR FINL TECHNOLOGIES TR
$4M140K8.5%
05
GDX
VANECK ETF TRUST
$4M47K8.5%
06
AAPL
APPLE INC
$2M10K4.8%
07
TLT
ISHARES TR
$2M26K4.5%
08
CGIC
CAPITAL GROUP INTERNATIONAL
$2M53K3.4%
09
TLH
ISHARES TR
$1M12K2.4%
10
GOOG
ALPHABET INC
$1M4K2.3%

Filing history

Filing history loading…
AI Agent · grounded in CMC
haiku-4-5 · 38 positions indexed
Sector mix
  • Tech13%
  • Financials29%
  • Cons. Disc.5%
  • Communications46%
  • Industrials6%
  • Energy13%
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