CDM FINANCIAL COUNSELING SERVICES, INC. - Portfolio Stock Holdings
CDM FINANCIAL COUNSELING SERVICES, INC. disclosed 82 stock positions in a recent SEC 13F filing. $116,053,147 of stock holdings were filed, with the largest holdings including SPY, XLK, and VTI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $315,443,079 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
82Est. Stock Holding Value:
$116,053,147Top Stock Holdings By Sector
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Portfolio Stock Holdings - CDM FINANCIAL COUNSELING SERVICES, INC.
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