CDM FINANCIAL COUNSELING SERVICES, INC.: 13F holdings
CIK 21075372026Q2
| Positions | 77 |
|---|
| Reported value | $116.1m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 77 (-3 vs prior quarter) |
|---|
| Reported value | $116.1m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 18,592 | $13.9m | 12.0% |
| XLK SELECT SECTOR SPDR TR | 64,098 | $12.2m | 10.5% |
| VTI VANGUARD INDEX FDS | 19,733 | $7.3m | 6.3% |
| VIG VANGUARD SPECIALIZED FUNDS | 25,926 | $6.1m | 5.3% |
| MGK VANGUARD WORLD FD | 47,114 | $4.1m | 3.6% |
| VYM VANGUARD WHITEHALL FDS | 23,768 | $3.8m | 3.2% |
| XLC SELECT SECTOR SPDR TR | 33,659 | $3.6m | 3.1% |
| MSFT MICROSOFT CORP | 9,123 | $3.4m | 2.9% |
| SOXX ISHARES TR | 5,210 | $3.3m | 2.9% |
| VUG VANGUARD INDEX FDS | 31,861 | $2.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107537")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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