CBM Financial, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 21, 2025), CBM Financial, LLC reported 13 stock positions worth $123.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 26.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 23.6%) and iShares Core S&P Midcap ETF (IJH, 12.1%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002055702
- Portfolio Value
- $123.0M (Q1 2025)
- SEC Filing
- 0001986152-25-000048 ↗ filed May 21, 2025
Holdings Value
Holdings 13 stocks · $123.0M
| IVV iShares Core S&P 500 ETF | 26.11% | 54,129 | $32.1M | — |
| IEFA iShares Core MSCI Eafe ETF | 23.62% | 359,171 | $29.1M | — |
| IJH iShares Core S&P Midcap ETF | 12.15% | 244,315 | $14.9M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 10.59% | 255,334 | $13.0M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.19% | 140,074 | $12.5M | — |
| AGG iShares Core U.S. Aggregate | 4.84% | 60,957 | $5.9M | — |
| IJR iShares Core S&P Small-Cap E | 3.90% | 44,554 | $4.8M | — |
| SHY iShares 1-3 Year Treasury Bo | 3.20% | 47,815 | $3.9M | — |
| VT Vanguard Tot World STK ETF | 2.04% | 20,375 | $2.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.86% | 5,549 | $2.3M | — |
| AAPL Apple Inc. | 0.92% | 5,333 | $1.1M | — |
| ORCL Oracle Corp. | 0.33% | 2,545 | $406K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.25% | 6,823 | $310K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.