§ 13F · FUND PROFILE
CBM Financial, LLC.
AUM · $168M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 465K | $45M | — | — |
| 2 | SPYM | SPDR SERIES TRUST | 322K | $28M | — | — |
| 3 | SPYV | SPDR SERIES TRUST | 324K | $20M | — | — |
| 4 | IJH | ISHARES TR | 244K | $18M | — | — |
| 5 | SPYG | SPDR SERIES TRUST | 141K | $16M | — | — |
| 6 | IVV | ISHARES TR | 17K | $13M | — | — |
| 7 | IJR | ISHARES TR | 51K | $7M | — | — |
| 8 | AGG | ISHARES TR | 71K | $7M | — | — |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 80K | $5M | — | — |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 16K | $2M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CBM SIGNAL
AC read
CBM Financial, LLC is a Other fund managing $168 million in assets. The fund runs a focused portfolio of just 16 positions.
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