CBM Financial, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, CBM Financial, LLC held in its portfolio 14 assets valued at $147,209,201 (i.e. $147.21M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($55.67M), ISHARES TR ($40.34M), and ISHARES TR ($16.82M).

The chart below shows the top 10 valuable assets, and the table below shows the top 14 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CBM Financial, LLC Portfolio

SPDR SERIES TRUST

ISHARES TR

VANGUARD SCOTTSDALE FDS

VANGUARD INTL EQUITY INDEX F

VANGUARD INDEX FDS

APPLE INC

CBM Financial, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	729891	55672166	STATE STREET SPD
ISHARES TR	414460	40343561	CORE MSCI EAFE
ISHARES TR	234672	16818940	CORE S&P MCP ETF
ISHARES TR	15361	10588824	CORE S&P500 ETF
ISHARES TR	65382	6594464	CORE US AGGBD ET
ISHARES TR	47585	6242230	CORE S&P SCP ETF
VANGUARD SCOTTSDALE FDS	73864	4346174	SHORT TERM TREAS
VANGUARD INTL EQUITY INDEX F	15182	2231916	TT WRLD ST ETF
VANGUARD INDEX FDS	4349	2011493	GROWTH ETF
APPLE INC	3668	969639	COM
ADVANCED MICRO DEVICES INC	2157	431659	COM
ORACLE CORP	2545	397477	COM
ISHARES TR	7601	357018	CORE UNIVRSL USD
ALPHABET INC	670	203640	CAP STK CL C