CBM Financial, LLC — 13F holdings

CBM Financial, LLC reported 16 holdings worth $168M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. IEFA ISHARES TR — $44.8M (26.7%)
  2. SPYM SPDR SERIES TRUST — $28.1M (16.7%)
  3. SPYV SPDR SERIES TRUST — $20.1M (11.9%)
  4. IJH ISHARES TR — $18.4M (11.0%)
  5. SPYG SPDR SERIES TRUST — $16.4M (9.8%)
  6. IVV ISHARES TR — $12.6M (7.5%)
  7. IJR ISHARES TR — $7.50M (4.5%)
  8. AGG ISHARES TR — $6.95M (4.1%)
  9. VGSH VANGUARD SCOTTSDALE FDS — $4.65M (2.8%)
  10. VT VANGUARD INTL EQUITY INDEX F — $2.44M (1.5%)