Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CBM Financial, LLC (CIK 2055702) reported $168.1M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEFA ($44.8M, 26.65%), SPYM ($28.1M, 16.75%), SPYV ($20.1M, 11.93%), IJH ($18.4M, 10.97%), SPYG ($16.4M, 9.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $44.8M | 26.65% | 465,364 | Added |
| 2 | SPYM | SPDR SERIES TRUST | $28.1M | 16.75% | 321,768 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $20.1M | 11.93% | 323,913 | Added |
| 4 | IJH | ISHARES TR | $18.4M | 10.97% | 244,055 | Trimmed |
| 5 | SPYG | SPDR SERIES TRUST | $16.4M | 9.76% | 141,160 | Trimmed |
| 6 | IVV | ISHARES TR | $12.6M | 7.49% | 16,855 | Trimmed |
| 7 | IJR | ISHARES TR | $7.5M | 4.46% | 51,351 | Added |
| 8 | AGG | ISHARES TR | $7.0M | 4.14% | 70,820 | Added |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $4.7M | 2.77% | 80,049 | Added |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.45% | 15,751 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $2.1M | 1.23% | 24,178 | Trimmed |
| 12 | AAPL | APPLE INC | $1.4M | 0.83% | 4,166 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $1.1M | 0.65% | 2,968 | New |
| 14 | VOO | VANGUARD INDEX FDS | $902,468 | 0.54% | 1,321 | New |
| 15 | IUSB | ISHARES TR | $374,157 | 0.22% | 8,171 | Trimmed |
| 16 | ORCL | ORACLE CORP | $280,650 | 0.17% | 2,220 | Trimmed |
| 17 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30