CBM Financial, LLC
CBM Financial, LLC reported 16 positions worth $168.1M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IEFA (26.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEFA | SH | $44.8M | 26.65% | 465,364 | — | — | |
| ▸ 2 | SPYM | SH | $28.1M | 16.75% | 321,768 | — | — | |
| ▸ 3 | SPYV | SH | $20.1M | 11.93% | 323,913 | — | — | |
| ▸ 4 | IJH | SH | $18.4M | 10.97% | 244,055 | — | — | |
| ▸ 5 | SPYG | SH | $16.4M | 9.76% | 141,160 | — | — | |
| ▸ 6 | IVV | SH | $12.6M | 7.49% | 16,855 | — | — | |
| ▸ 7 | IJR | SH | $7.5M | 4.46% | 51,351 | — | — | |
| ▸ 8 | AGG | SH | $7.0M | 4.14% | 70,820 | — | — | |
| ▸ 9 | VGSH | SH | $4.7M | 2.77% | 80,049 | — | — | |
| ▸ 10 | VT | SH | $2.4M | 1.45% | 15,751 | — | — |
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Frequently Asked Questions
What stocks does CBM Financial, LLC hold as of Q2 2026?
CBM Financial, LLC reported 16 positions worth $168.1M in its Q2 2026 13F filing. Largest positions: IEFA (26.7%), SPYM (16.7%), SPYV (11.9%), IJH (11.0%) and SPYG (9.8%).
What did CBM Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CBM Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.