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Cdm Financial Counseling Services

Latest statistics and disclosures from Cdm Financial Counseling Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002107537

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Positions held by Cdm Financial Counseling Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cdm Financial Counseling Services

Cdm Financial Counseling Services holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.4	$13M	19k	681.90	View chart
Select Sector Spdr Tr State Street Tec (XLK)	9.0	$9.6M	67k	143.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.8	$6.2M	18k	335.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$5.4M	25k	219.77	View chart
Microsoft Corporation (MSFT)	4.0	$4.3M	8.9k	483.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	3.9	$4.2M	36k	117.72	View chart
Vanguard World Mega Grwth Ind (MGK)	3.7	$4.0M	9.7k	412.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.3	$3.5M	25k	143.52	View chart
Select Sector Spdr Tr State Street Con (XLY)	2.4	$2.6M	21k	119.41	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$2.4M	4.8k	487.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$2.2M	3.6k	626.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$2.0M	3.0k	684.89	View chart
Visa Com Cl A (V)	1.7	$1.8M	5.2k	350.71	View chart
Raytheon Technologies Corp (RTX)	1.7	$1.8M	9.9k	183.39	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$1.8M	5.6k	313.82	View chart
Apple (AAPL)	1.6	$1.7M	6.2k	271.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$1.6M	3.2k	502.65	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	1.5	$1.6M	2.6k	614.31	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.4	$1.5M	4.9k	301.18	View chart
Marriott Intl Cl A (MAR)	1.4	$1.5M	4.7k	310.30	View chart
Amazon (AMZN)	1.3	$1.4M	6.1k	230.82	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.3	$1.4M	33k	42.69	View chart
Caterpillar (CAT)	1.3	$1.3M	2.3k	572.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$1.2M	3.8k	313.00	View chart
Philip Morris International (PM)	1.1	$1.2M	7.2k	160.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$1.1M	4.2k	252.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$915k	2.5k	360.17	View chart
McDonald's Corporation (MCD)	0.8	$859k	2.8k	305.61	View chart
Home Depot (HD)	0.8	$841k	2.4k	344.11	View chart
Mastercard Incorporated Cl A (MA)	0.8	$833k	1.5k	571.06	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$779k	14k	56.69	View chart
Union Pacific Corporation (UNP)	0.7	$775k	3.4k	231.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$755k	1.00	754800.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$748k	27k	27.43	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.7	$707k	1.2k	603.28	View chart
American Express Company (AXP)	0.6	$690k	1.9k	369.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$680k	4.4k	154.79	View chart
Meta Platforms Cl A (META)	0.6	$674k	1.0k	660.25	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.6	$648k	605.00	1070.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$625k	7.0k	89.43	View chart
JPMorgan Chase & Co. (JPM)	0.6	$603k	1.9k	322.19	View chart
Johnson & Johnson (JNJ)	0.6	$596k	2.9k	206.95	View chart
Norfolk Southern (NSC)	0.6	$592k	2.1k	288.75	View chart
Thermo Fisher Scientific (TMO)	0.5	$569k	982.00	579.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$567k	3.0k	191.54	View chart
CSX Corporation (CSX)	0.5	$562k	16k	36.25	View chart
NVIDIA Corporation (NVDA)	0.5	$548k	2.9k	186.51	View chart
Coca-Cola Company (KO)	0.5	$543k	7.8k	69.91	View chart
Yum! Brands (YUM)	0.5	$539k	3.6k	151.26	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.5	$519k	7.0k	74.28	View chart
Eli Lilly & Co. (LLY)	0.5	$507k	472.00	1074.68	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.5	$494k	8.1k	61.02	View chart
Intercontinental Exchange (ICE)	0.4	$474k	2.9k	161.96	View chart
Prologis (PLD)	0.4	$471k	3.7k	127.66	View chart
Starbucks Corporation (SBUX)	0.4	$445k	5.3k	84.20	View chart
Monster Beverage Corp (MNST)	0.4	$422k	5.5k	76.67	View chart
Garmin SHS (GRMN)	0.4	$416k	2.1k	202.85	View chart
Wal-Mart Stores (WMT)	0.4	$403k	3.6k	111.40	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$385k	6.5k	59.28	View chart
Deere & Company (DE)	0.4	$385k	826.00	465.60	View chart
Goldman Sachs (GS)	0.4	$382k	434.00	879.00	View chart
Morgan Stanley Com New (MS)	0.4	$376k	2.1k	177.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$375k	14k	26.23	View chart
Pepsi (PEP)	0.3	$335k	2.3k	143.52	View chart
Costco Wholesale Corporation (COST)	0.3	$323k	374.00	862.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$320k	1.1k	279.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$304k	1.0k	302.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$300k	1.4k	209.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$294k	3.1k	96.03	View chart
Lockheed Martin Corporation (LMT)	0.3	$283k	585.00	483.67	View chart
Nextera Energy (NEE)	0.3	$276k	3.4k	80.27	View chart
Automatic Data Processing (ADP)	0.2	$264k	1.0k	257.14	View chart
General Dynamics Corporation (GD)	0.2	$251k	746.00	336.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$241k	5.1k	47.02	View chart
Procter & Gamble Company (PG)	0.2	$222k	1.5k	143.30	View chart
Abbott Laboratories (ABT)	0.2	$222k	1.8k	125.29	View chart
Advanced Micro Devices (AMD)	0.2	$215k	1.0k	214.16	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$207k	1.3k	155.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$203k	8.5k	24.04	View chart
Honeywell International (HON)	0.2	$201k	1.0k	195.02	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$200k	450.00	444.59	View chart

Past Filings by Cdm Financial Counseling Services

SEC 13F filings are viewable for Cdm Financial Counseling Services going back to 2025

Cdm Financial Counseling Services 2025 Q4 filed Feb. 5, 2026

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