CDM FINANCIAL COUNSELING SERVICES, INC.

Est. AUM

$104.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.5M	19176	11.93%	SOLE
2	SELECT SECTOR SPDR TR	STATE STREET TEC	$8.8M	66464	8.45%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$6.2M	18753	5.96%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.4M	25326	5.21%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET COM	$4.0M	35994	3.82%	SOLE
6	VANGUARD WORLD FD	MEGA GRWTH IND	$3.6M	9895	3.48%	SOLE
7	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.5M	23738	3.36%	SOLE
8	MICROSOFT CORP	COM	$3.5M	9480	3.36%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET CON	$2.4M	21914	2.30%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	3948	2.26%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$2.4M	5393	2.25%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$2.1M	3198	2.00%	SOLE
13	RTX CORPORATION	COM	$1.9M	9773	1.80%	SOLE
14	ISHARES TR	ISHARES SEMICDTR	$1.7M	5287	1.66%	SOLE
15	ALPHABET INC	CAP STK CL C	$1.7M	5796	1.60%	SOLE
16	CATERPILLAR INC	COM	$1.7M	2350	1.59%	SOLE
17	VISA INC	COM CL A	$1.6M	5384	1.56%	SOLE
18	APPLE INC	COM	$1.6M	6396	1.55%	SOLE
19	MARRIOTT INTL INC NEW	CL A	$1.6M	4857	1.52%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	3267	1.50%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.5M	32791	1.44%	SOLE
22	AMAZON COM INC	COM	$1.4M	6646	1.33%	SOLE
23	INVESCO QQQ TR	UNIT SER 1	$1.3M	2335	1.29%	SOLE
24	PHILIP MORRIS INTL INC	COM	$1.2M	7427	1.18%	SOLE
25	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.1M	4663	1.07%	SOLE
26	ALPHABET INC	CAP STK CL A	$1.1M	3682	1.01%	SOLE
27	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	2715	1.01%	SOLE
28	UNION PAC CORP	COM	$830K	3423	0.79%	SOLE
29	MCDONALDS CORP	COM	$827K	2811	0.79%	SOLE
30	MASTERCARD INCORPORATED	CL A	$808K	1617	0.77%	SOLE
31	HOME DEPOT INC	COM	$801K	2436	0.77%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$798K	4158	0.76%	SOLE
33	ASML HLDG NV	N Y REGISTRY SHS	$796K	602	0.76%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$760K	24775	0.73%	SOLE
35	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$735K	13302	0.70%	SOLE
36	JOHNSON & JOHNSON	COM	$719K	2942	0.69%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.69%	SOLE
38	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$704K	1142	0.67%	SOLE
39	META PLATFORMS INC	CL A	$676K	1181	0.65%	SOLE
40	CSX CORP	COM	$636K	15503	0.61%	SOLE
41	WISDOMTREE TR	US QTLY DIV GRT	$614K	6992	0.59%	SOLE
42	NVIDIA CORPORATION	COM	$593K	3298	0.57%	SOLE
43	AMERICAN EXPRESS CO	COM	$575K	1903	0.55%	SOLE
44	NORFOLK SOUTHN CORP	COM	$574K	2002	0.55%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET HEA	$571K	3892	0.55%	SOLE
46	JPMORGAN CHASE & CO	COM	$569K	1934	0.54%	SOLE
47	COCA COLA CO	COM	$555K	7299	0.53%	SOLE
48	YUM BRANDS INC	COM	$553K	3560	0.53%	SOLE
49	PROLOGIS INC.	COM	$511K	3866	0.49%	SOLE
50	THERMO FISHER SCIENTIFIC INC	COM	$509K	1036	0.49%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.