CMG Global Holdings, LLC

CIK: 0001839445Latest portfolio: $225.3M · Q4 2025

Holdings

96

Total Value

$225.3M

New Positions

95

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
FBNDFIDELITY MERRIMACK STR TR
375,044$17.2M7.65%NEW
2
BNDVANGUARD BD INDEX FDS
213,905$15.8M7.02%NEW
3
BABOEING CO
56,349$13.3M5.90%NEW
4
SPYSPDR S&P 500 ETF TR
15,838$10.9M4.82%NEW
5
NDQINVESCO QQQ TR
17,137$10.4M4.61%NEW
6
AAPLAPPLE INC
35,519$9.8M4.36%NEW
7
RSPINVESCO EXCHANGE TRADED FD T
38,880$7.8M3.46%NEW
8
IWMISHARES TR
29,778$7.8M3.44%NEW
9
GEGE AEROSPACE
23,468$7.2M3.21%NEW
10
MDYSPDR S&P MIDCAP 400 ETF TR
11,217$7.2M3.18%NEW
11
CSCOCISCO SYS INC
70,989$5.8M2.56%NEW
12
AMZNAMAZON COM INC
22,892$5.3M2.37%NEW
13
SOFISOFI TECHNOLOGIES INC
255,663$5.3M2.35%NEW
14
GQ9SPDR GOLD TR
11,649$5.3M2.35%NEW
15
LLYELI LILLY & CO
3,631$4.0M1.78%NEW
16
GEVGE VERNOVA INC
5,356$4.0M1.77%NEW
17
VGTVANGUARD WORLD FD
5,477$4.0M1.75%NEW
18
AQLTISHARES TR
23,008$3.6M1.58%NEW
19
EFAISHARES TR
32,225$3.3M1.46%NEW
20
XLESELECT SECTOR SPDR TR
57,974$3.1M1.36%NEW
21
UPSUNITED PARCEL SERVICE INC
26,047$3.0M1.35%NEW
22
XLVSELECT SECTOR SPDR TR
19,079$3.0M1.32%NEW
23
BRK/BBERKSHIRE HATHAWAY INC DEL
5,698$2.9M1.27%NEW
24
VTIVANGUARD INDEX FDS
8,220$2.8M1.23%NEW
25
XLISELECT SECTOR SPDR TR
16,353$2.8M1.23%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.7225158071086777e+100T)
Technology0.0% ($9.820576122732048e+35T)
Industrials0.0% ($1.3295723530401908e+26T)
Consumer Defensive0.0% ($2.708203014327514e+23T)
Unknown0.0% ($103805288355128688640.0T)
Healthcare0.0% ($40201459553521.4T)
Energy0.0% ($27291446.4T)
Utilities0.0% ($3996483.4T)
Communication Services0.0% ($1003509.4T)
Consumer Cyclical0.0% ($53331.1T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$225.3M96
Q3 2025Oct 16, 2025$204.5B0
Q2 2025Jul 30, 2025$190.0B90
Q1 2025Apr 25, 2025$153.3B86

Fund Information

CIK0001839445
Most Recent FilingFeb 5, 2026
Number of Filings4

CMG Global Holdings, 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 $225.3M across 96 holdings. The largest position is FIDELITY MERRIMACK STR TR (FBND), representing 7.6% of the portfolio. Compared to the previous quarter, the fund opened 96 new positions and closed 0 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.