Cdm Financial Counseling Services
Cdm Financial Counseling Services reported 77 stocks worth $119M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are SPY (11.9%), XLK (10.6%) and VTI (6.6%). Compared with Q2 2026, the fund added to XLK, VTI and VIG and trimmed SPY, VYM and AAPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $14.1M | 11.9% | 19K | −58 (−0%) | 4 of 4 | |
| 2 |  XLK Select Sector Spdr TR | $12.6M | 10.6% | 64K | +103 (+0%) | 4 of 4 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $7.9M | 6.6% | 21K | +1,245 (+6%) | 4 of 4 | |
| 4 |  VIG Vanguard Dividend Appreciation ETF | $6.2M | 5.2% | 27K | +577 (+2%) | 4 of 4 | |
| 5 |  MSFT Microsoft Corp | $4.7M | 4.0% | 9,153 | +30 (+0%) | 4 of 4 | |
| 6 |  MGK Vanguard Mega Cap Growth | $4.4M | 3.7% | 48K | +501 (+1%) | 4 of 4 | |
| 7 |  XLC Select Sector Spdr TR | $3.8M | 3.2% | 34K | +720 (+2%) | 4 of 4 | |
| 8 |  VYM Vanguard Whitehall Fds | $3.7M | 3.1% | 24K | −238 (−1%) | 4 of 4 | |
| 9 |  SOXX Ishares Semiconductor | $3M | 2.5% | 5,315 | +105 (+2%) | 4 of 4 | |
| 10 |  VUG Vanguard Index Fds | $2.9M | 2.4% | 32K | No change | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cdm Financial Counseling Services 13F FAQ
What does Cdm Financial Counseling Services own?
Cdm Financial Counseling Services reported 77 stocks worth $119M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are SPY (11.9%), XLK (10.6%) and VTI (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Cdm Financial Counseling Services buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 41 added to, 10 trimmed and 0 sold out.
When will Cdm Financial Counseling Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cdm Financial Counseling Services's portfolio worth?
The Q3 2026 filing reports $119M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.