§ 13F · FUND PROFILE
CDM FINANCIAL COUNSELING SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 82Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.8T 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 19K | $13.2T | 12.4% | NEW |
| 2 | XLK | SELECT SECTOR SPDR TR | 67K | $9.6T | 9.0% | NEW |
| 3 | VTI | VANGUARD INDEX FDS | 18K | $6.2T | 5.8% | NEW |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 24K | $5.4T | 5.0% | NEW |
| 5 | MSFT | MICROSOFT CORP | 9K | $4.3T | 4.0% | NEW |
| 6 | XLC | SELECT SECTOR SPDR TR | 36K | $4.2T | 3.9% | NEW |
| 7 | MGK | VANGUARD WORLD FD | 10K | $4.0T | 3.7% | NEW |
| 8 | VYM | VANGUARD WHITEHALL FDS | 25K | $3.5T | 3.3% | NEW |
| 9 | XLY | SELECT SECTOR SPDR TR | 21K | $2.6T | 2.4% | NEW |
| 10 | VUG | VANGUARD INDEX FDS | 5K | $2.4T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CDM SIGNAL
AC read
CDM FINANCIAL COUNSELING SERVICES, INC. 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