account_balance

Investment manager · 13F filer · SEC CIK 2107537

CDM Financial Counseling Services, Inc.

Reported value$119Mas of Sep 30, 2026

Positions77 0 new, 0 sold out

Top 10 weight53.1%SPY alone is 12%

FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

11.9%

XLKSelect Sector SPDR Tr

10.6%

VTIVanguard Index FDS

6.6%Added +6%

VIGVanguard Specialized Funds

5.2%Added +2%

MSFTMicrosoft Corp

3.9%

MGKVanguard World Fd

3.7%

XLCSelect Sector SPDR Tr

3.2%Added +2%

VYMVanguard Whitehall FDS

3.1%

SOXXiShares Tr

2.5%+2%

VUGVanguard Index FDS

2.4%

VOOVanguard Index FDS

2.2%

IVViShares Tr

2.1%

SPYSPDR S&P 500 ETF Trust

11.9%

XLKSelect Sector SPDR Tr

10.6%

VTIVanguard Index FDS

6.6%

VIGVanguard Specialized Funds

5.2%

MSFTMicrosoft Corp

3.9%

MGKVanguard World Fd

3.7%

XLCSelect Sector SPDR Tr

3.2%

VYMVanguard Whitehall FDS

3.1%

SOXX

VUG2.4%

VOO2.2%

IVV2.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPY SPDR S&P 500 ETF Trust 11.9% Held

XLK Select Sector SPDR Tr 10.6% Held

VTI Vanguard Index FDS 6.6% Added +6%

VIG Vanguard Specialized Funds 5.2% Added +2%

MSFT Microsoft Corp 3.9% Held

MGK Vanguard World Fd 3.7% Held

XLC Select Sector SPDR Tr 3.2% Added +2%

VYM Vanguard Whitehall FDS 3.1% Held

SOXX iShares Tr 2.5% Added +2%

VUG Vanguard Index FDS 2.4% Held

VOO Vanguard Index FDS 2.2% Held

IVV iShares Tr 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 14, 2026 filing

add_circleNew

None

arrow_upwardAdded

MNST +29%
MAR +14%
SCHD +13%
RSP +8%

arrow_downwardTrimmed

HD −10%
YUM −9%
ICE −5%
MCD −4%

remove_circleSold out

None

CDM Financial Counseling Services, Inc.

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email