StockDriftsStockDriftsTop 16 CBM Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 26.65% | 465.4K | $44.8M | +3.80%(+17.05K) | $76.74(+31.67%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 16.75% | 321.8K | $28.1M | +1.35%(+4.28K) | $79.26(+14.86%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 11.93% | 323.9K | $20.1M | +1.62%(+5.18K) | $52.24(+21.36%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.97% | 244.1K | $18.4M | -0.24%(-585) | $60.59(+28.59%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 9.76% | 141.2K | $16.4M | -0.99%(-1.41K) | $85.44(+43.70%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.49% | 16.9K | $12.6M | -2.72%(-472) | $585.93(+32.67%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.46% | 51.4K | $7.5M | +1.04%(+529) | $111.50(+33.42%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.14% | 70.8K | $7.0M | +4.59%(+3.11K) | $98.15(-0.74%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.77% | 80.0K | $4.7M | +4.58%(+3.50K) | $58.77(-1.23%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 1.45% | 15.8K | $2.4M | -1.97%(-317) | $117.98(+36.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.67% |
CBM Financial, LLC reports $168.07M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (26.6%), SPYM (16.8%) and SPYV (11.9%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +10.08% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CBM Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055702). View CBM Financial, LLC’s 13F filings on SEC