CDM FINANCIAL COUNSELING SERVICES, INC.
CIK: 0002107537SEC EDGAR →
Portfolio Value
$107K
Holdings
81
As of
Q4 2025
New Positions
81
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | 66,514 | $9.6M | 8969.13% |
| 2 | VANGUARD INDEX FDS | 18,432 | $6.2M | 5788.02% |
| 3 | VANGUARD SPECIALIZED FUNDS | 24,461 | $5.4M | 5034.89% |
| 4 | MICROSOFT CORP | 8,874 | $4.3M | 4019.48% |
| 5 | SELECT SECTOR SPDR TR | 35,698 | $4.2M | 3936.12% |
| 6 | VANGUARD WORLD FD | 9,654 | $4.0M | 3732.85% |
| 7 | VANGUARD WHITEHALL FDS | 24,656 | $3.5M | 3314.13% |
| 8 | SELECT SECTOR SPDR TR | 21,444 | $2.6M | 2398.01% |
| 9 | VANGUARD INDEX FDS | 4,837 | $2.4M | 2209.73% |
| 10 | VISA INC | 5,209 | $1.8M | 1710.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $53.5M | 67.5% |
| Technology | 6 | $7.2M | 9.0% |
| Consumer Cyclical | 6 | $5.5M | 7.0% |
| Industrials | 10 | $5.1M | 6.5% |
| Communication Services | 3 | $2.9M | 3.7% |
| Consumer Defensive | 6 | $1.9M | 2.4% |
| Unknown | 5 | $1.5M | 1.9% |
| Healthcare | 4 | $818K | 1.0% |
| Real Estate | 1 | $470K | 0.6% |
| Utilities | 1 | $275K | 0.3% |