§ 13F · FUND PROFILE
CBM Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 16Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$147.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 414K | $40.3T | 27.4% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 303K | $24.5T | 16.6% | NEW |
| 3 | SPYV | SPDR SERIES TRUST | 294K | $17.4T | 11.8% | NEW |
| 4 | IJH | ISHARES TR | 235K | $16.8T | 11.4% | NEW |
| 5 | SPYG | SPDR SERIES TRUST | 132K | $13.8T | 9.4% | NEW |
| 6 | IVV | ISHARES TR | 15K | $10.6T | 7.2% | NEW |
| 7 | AGG | ISHARES TR | 65K | $6.6T | 4.5% | NEW |
| 8 | IJR | ISHARES TR | 48K | $6.2T | 4.2% | NEW |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 74K | $4.3T | 3.0% | NEW |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 15K | $2.2T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CBM SIGNAL
AC read
CBM Financial, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed