Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CBM Financial, LLC (CIK 2055702) reported $160.2M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($43.5M, 27.15%), SPLG ($26.5M, 16.53%), SPYV ($18.9M, 11.78%), IJH ($17.9M, 11.20%), SPYG ($15.8M, 9.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $43.5M | 27.15% | 448,317 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $26.5M | 16.53% | 317,492 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $18.9M | 11.78% | 318,737 | Added |
| 4 | IJH | ISHARES TR | $17.9M | 11.20% | 244,640 | Added |
| 5 | SPYG | SPDR SERIES TRUST | $15.8M | 9.84% | 142,570 | Added |
| 6 | IVV | ISHARES TR | $12.3M | 7.70% | 17,327 | Added |
| 7 | IJR | ISHARES TR | $6.9M | 4.32% | 50,822 | Added |
| 8 | AGG | ISHARES TR | $6.8M | 4.22% | 67,714 | Added |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $4.5M | 2.80% | 76,545 | Added |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.51% | 16,068 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $2.1M | 1.32% | 25,581 | Added |
| 12 | AAPL | APPLE INC | $1.2M | 0.76% | 4,469 | Added |
| 13 | ORCL | ORACLE CORP | $451,969 | 0.28% | 2,545 | Hold |
| 14 | IUSB | ISHARES TR | $383,228 | 0.24% | 8,241 | Added |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $360,185 | 0.22% | 1,310 | Trimmed |
| 16 | GOOG | ALPHABET INC | $224,718 | 0.14% | 670 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31