CBM Financial, LLC

CIK: 0002055702Latest portfolio: $147.2M · Q4 2025

Holdings

16

Total Value

$147.2M

New Positions

16

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioChangeType
1
AQLTISHARES TR
414,460$40.3M27.41%+55K
2
SPYMSPDR SERIES TRUST
303,077$24.5M16.62%NEW
3
SPYVSPDR SERIES TRUST
294,479$17.4M11.84%+39K
4
IJHISHARES TR
234,672$16.8M11.42%-9,643
5
SPYGSPDR SERIES TRUST
132,335$13.8M9.35%-7,739
6
IVVISHARES TR
15,361$10.6M7.19%-38,768
7
AGGISHARES TR
65,382$6.6M4.48%+4K
8
IJRISHARES TR
47,585$6.2M4.24%+3K
9
VGSHVANGUARD SCOTTSDALE FDS
73,864$4.3M2.95%NEW
10
VTVANGUARD INTL EQUITY INDEX F
15,182$2.2M1.52%-5,193
11
VUGVANGUARD INDEX FDS
4,349$2.0M1.37%-1,200
12
AAPLAPPLE INC
3,668$969K0.66%-1,665
13
AMDADVANCED MICRO DEVICES INC
2,157$431K0.29%NEW
14
ORCLORACLE CORP
2,545$397K0.27%
15
IUSBISHARES TR
7,601$357K0.24%+778
16
GOOGALPHABET INC
670$203K0.14%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AQLT414K+55K
SPYV294K+39K
AGG65K+4K
IJR48K+3K
IUSB8K+778

Decreased Positions

NameSharesChange
IVV15K-38768
IJH235K-9643
SPYG132K-7739
VT15K-5193
AAPL4K-1665
VUG4K-1200

Sector Breakdown

Financial Services0.0% ($2.4473174331681814e+38T)
Technology0.0% ($969.4B)
Unknown0.0% ($40.3M)
Communication Services0.0% ($203K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 19, 2026$147.2M16
Q1 2025May 21, 2025$123.0B13

Fund Information

CIK0002055702
Most Recent FilingFeb 19, 2026
Number of Filings2

CBM Financial, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $147.2M across 16 holdings. The largest position is ISHARES TR (AQLT), representing 27.4% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.