CDM FINANCIAL COUNSELING SERVICES, INC.
•CIK: 2107537•Filing: Q4 2025
**CDM FINANCIAL COUNSELING SERVICES, INC.** manages $105M across a diversified portfolio of 81 positions. The strategy exhibits a significant tilt toward large-cap growth and technology, evidenced by top holdings including SPY ($13.2M) and XLK ($9.6M). Further concentration is visible in core market indices and sector ETFs, with VTI ($6.2M) and VIG ($5.4M) anchoring the equity exposure. The top ten holdings alone represent substantial allocations across major market segments.
Total AUM
$105.2M
+ $122.9K in options
QoQ Performance
N/A
Positions
61
+ 1 option
Top 10 Concentration
52.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
XLK
VTI
VIG
SPY12.6%
XLK9.1%
VTI5.9%
VIG5.1%
MSFT4.1%
XLC4.0%
MGK3.8%
VYM3.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other53.8%
ETF16.7%
Technology9.8%
Financial6.4%
Consumer5.4%
Industrial4.6%
Healthcare1.8%
Consumer Staples0.8%