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Showing Q1 2025 data
CBM Financial, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CBM Financial, LLC
•CIK: 2055702•Filing: Q1 2025
**CBM Financial, LLC** manages $123M across a concentrated portfolio of 13 holdings. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top positions in IVV ($32.1M) and IEFA ($29.1M). Further allocations include substantial exposure to index products such as IJH ($14.9M) and SPYV ($13.0M). This structure suggests a core mandate focused on diversified, large-cap equity market tracking.
Total AUM
$123.0M
QoQ Performance
N/A
Positions
6
Top 10 Concentration
98.5%
Latest Filing
Q1 2025
Top Holdings Allocation
IVV
IEFA
IJH
SPYV
SPYG
IVV26.1%
IEFA23.6%
IJH12.1%
SPYV10.6%
SPYG10.2%
AGG4.8%
IJR3.9%
SHY3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other72.6%
ETF26.1%
Technology1.2%