CBM Financial, LLC - Portfolio overview

CBM Financial, LLC has 17 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 26.50%
2. SPYM - SPDR SERIES TRUST, 16.13%
3. SPYV - SPDR SERIES TRUST, 11.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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