§ 13F · FUND PROFILE
CDM FINANCIAL COUNSELING SERVICES, INC..
AUM · $116M (13F)Positions · 77Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$436K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $14M | 12.0% | −3% |
| 2 | XLK | SELECT SECTOR SPDR TR | 64K | $12M | 10.5% | −4% |
| 3 | VTI | VANGUARD INDEX FDS | 20K | $7M | 6.3% | +5% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 26K | $6M | 5.3% | +2% |
| 5 | MGK | VANGUARD WORLD FD | 47K | $4M | 3.6% | +376% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 24K | $4M | 3.2% | ±0% |
| 7 | XLC | SELECT SECTOR SPDR TR | 34K | $4M | 3.1% | −6% |
| 8 | MSFT | MICROSOFT CORP | 9K | $3M | 2.9% | −4% |
| 9 | SOXX | ISHARES TR | 5K | $3M | 2.9% | −1% |
| 10 | VUG | VANGUARD INDEX FDS | 32K | $3M | 2.4% | +491% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CDM SIGNAL
AC read
CDM FINANCIAL COUNSELING SERVICES, INC. is a Other fund managing $116 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →