Cbm Financial, LLC Portfolio Holdings

Cbm Financial, LLC

  • $123 Billion
  • Q1 2025

Cbm Financial, LLC has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.1B, Ishares Tr with a value of $29.1B, Ishares Core S&P Mid Cap ETF with a value of $14.9B, Spdr Portfolio S&P 500 Value E with a value of $13B, and Spdr Portfolio with a value of $12.5B.

Examining the 13F form we can see an increase of $123B in the current position value.

Cbm Financial, LLC is based out at Austin, TX

Below you can find more details about Cbm Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $121 Billion
Technology: $1.53 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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