CDM FINANCIAL COUNSELING SERVICES, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, CDM FINANCIAL COUNSELING SERVICES, INC. held in its portfolio 81 assets valued at $106,755,957 (i.e. $106.76M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($13.25M), SELECT SECTOR SPDR TR ($9.58M), and VANGUARD INDEX FDS ($6.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CDM FINANCIAL COUNSELING SERVICES, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19427 | 13247293 | TR UNIT |
| SELECT SECTOR SPDR TR | 66514 | 9575776 | STATE STREET TEC |
| VANGUARD INDEX FDS | 18432 | 6179696 | TOTAL STK MKT |
| VANGUARD SPECIALIZED FUNDS | 24461 | 5375733 | DIV APP ETF |
| MICROSOFT CORP | 8874 | 4291713 | COM |
| SELECT SECTOR SPDR TR | 35698 | 4202435 | STATE STREET COM |
| VANGUARD WORLD FD | 9654 | 3985271 | MEGA GRWTH IND |
| VANGUARD WHITEHALL FDS | 24656 | 3538605 | HIGH DIV YLD |
| SELECT SECTOR SPDR TR | 21444 | 2560690 | STATE STREET CON |
| VANGUARD INDEX FDS | 4837 | 2359765 | GROWTH ETF |
| VANGUARD INDEX FDS | 3571 | 2238495 | S&P 500 ETF SHS |
| ISHARES TR | 2989 | 2047151 | CORE S&P500 ETF |
| VISA INC | 5209 | 1826858 | COM CL A |
| RTX CORPORATION | 9912 | 1817734 | COM |
| ALPHABET INC | 5587 | 1753302 | CAP STK CL C |
| APPLE INC | 6239 | 1695727 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3245 | 1631107 | CL B NEW |
| INVESCO QQQ TR | 2603 | 1598827 | UNIT SER 1 |
| ISHARES TR | 4911 | 1479110 | ISHARES SEMICDTR |
| MARRIOTT INTL INC NEW | 4680 | 1452203 | CL A |
| AMAZON COM INC | 6087 | 1405001 | COM |
| SELECT SECTOR SPDR TR | 32523 | 1388439 | STATE STREET UTI |
| CATERPILLAR INC | 2335 | 1337627 | COM |
| ALPHABET INC | 3776 | 1181888 | CAP STK CL A |
| PHILIP MORRIS INTL INC | 7224 | 1158600 | COM |
| INVESCO EXCH TRADED FD TR II | 4220 | 1067323 | NASDAQ 100 ETF |
| VANECK ETF TRUST | 2540 | 914838 | SEMICONDUCTR ETF |
| MCDONALDS CORP | 2810 | 858764 | COM |
| HOME DEPOT INC | 2445 | 841339 | COM |
| MASTERCARD INCORPORATED | 1459 | 833171 | CL A |
| FIDELITY COVINGTON TRUST | 13744 | 779138 | HIGH DIVID ETF |
| UNION PAC CORP | 3352 | 775294 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SCHWAB STRATEGIC TR | 27264 | 747845 | US DIVIDEND EQ |
| SPDR S&P MIDCAP 400 ETF TR | 1172 | 707047 | UTSER1 S&PDCRP |
| AMERICAN EXPRESS CO | 1866 | 690160 | COM |
| SELECT SECTOR SPDR TR | 4392 | 679849 | STATE STREET HEA |
| META PLATFORMS INC | 1021 | 674114 | CL A |
| ASML HOLDING N V | 605 | 647873 | N Y REGISTRY SHS |
| WISDOMTREE TR | 6992 | 625295 | US QTLY DIV GRT |
| JPMORGAN CHASE & CO. | 1870 | 602504 | COM |
| JOHNSON & JOHNSON | 2882 | 596432 | COM |
| NORFOLK SOUTHN CORP | 2051 | 592233 | COM |
| THERMO FISHER SCIENTIFIC INC | 982 | 568822 | COM |
| INVESCO EXCHANGE TRADED FD T | 2958 | 566565 | S&P500 EQL WGT |
| CSX CORP | 15503 | 561978 | COM |
| NVIDIA CORPORATION | 2938 | 547978 | COM |
| COCA COLA CO | 7763 | 542735 | COM |
| YUM BRANDS INC | 3560 | 538499 | COM |
| FIDELITY COVINGTON TRUST | 6992 | 519343 | MSCI HLTH CARE I |
| ELI LILLY & CO | 472 | 507249 | COM |
| FIDELITY COVINGTON TRUST | 8100 | 494262 | DIVID ETF RISI |
| INTERCONTINENTAL EXCHANGE IN | 2928 | 474231 | COM |
| PROLOGIS INC. | 3688 | 470807 | COM |
| STARBUCKS CORP | 5289 | 445326 | COM |
| MONSTER BEVERAGE CORP NEW | 5500 | 421685 | COM |
| GARMIN LTD | 2050 | 415843 | SHS |
| WALMART INC | 3616 | 402835 | COM |
| INVESCO EXCHANGE TRADED FD T | 6500 | 385320 | S&P 500 TOP 50 |
| DEERE & CO | 826 | 384584 | COM |
| GOLDMAN SACHS GROUP INC | 434 | 381486 | COM |
| MORGAN STANLEY | 2120 | 376363 | COM NEW |
| SCHWAB STRATEGIC TR | 14280 | 374564 | US BRD MKT ETF |
| PEPSICO INC | 2331 | 334535 | COM |
| COSTCO WHSL CORP NEW | 374 | 322515 | COM |
| VANGUARD INDEX FDS | 1145 | 319616 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 1003 | 303583 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 1436 | 300192 | EXTEND MKT ETF |
| ISHARES TR | 3056 | 293467 | MSCI EAFE ETF |
| LOCKHEED MARTIN CORP | 585 | 282947 | COM |
| NEXTERA ENERGY INC | 3436 | 275811 | COM |
| AUTOMATIC DATA PROCESSING IN | 1025 | 263569 | COM |
| GENERAL DYNAMICS CORP | 746 | 251197 | COM |
| ALPS ETF TR | 5124 | 240930 | ALERIAN MLP |
| PROCTER AND GAMBLE CO | 1548 | 221823 | COM |
| ABBOTT LABS | 1769 | 221638 | COM |
| ADVANCED MICRO DEVICES INC | 1005 | 215231 | COM |
| SELECT SECTOR SPDR TR | 1334 | 207068 | STATE STREET IND |
| SCHWAB STRATEGIC TR | 8459 | 203354 | INTL EQTY ETF |
| HONEYWELL INTL INC | 1030 | 200875 | COM |
| VANGUARD ADMIRAL FDS INC | 450 | 200066 | 500 GRTH IDX F |
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