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Disclosed positions
CDM FINANCIAL COUNSELING SERVICES, INC.: source evidence dated 2026-07-15T03:59:59.999Z.
- Issuer
- STATE STR SPDR S&P 500 ETF T
- Ticker
- SPY
- Class
- TR UNIT
- Reported value
- $13,883,853
- Reported amount
- 18,592
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000722Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,883,853 | 18,592 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $12,211,997 | 64,098 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $7,302,035 | 19,733 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $6,134,323 | 25,926 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $4,141,657 | 47,114 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $3,755,934 | 23,768 | SH | None |
| SELECT SECTOR SPDR TR | XLC | ST STR SVC ETF | $3,605,720 | 33,659 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,403,206 | 9,123 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $3,338,284 | 5,210 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $2,744,521 | 31,861 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,573,005 | 3,747 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,394,901 | 3,198 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $2,353,222 | 20,065 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,284,484 | 2,145 | SH | None |
| RTX CORPORATION | RTX | COM | $1,854,810 | 9,777 | SH | None |
| VISA INC | V | COM CL A | $1,820,720 | 5,306 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,803,910 | 3,605 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,802,883 | 5,102 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $1,764,098 | 2,690 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,693,159 | 2,300 | SH | None |
| APPLE INC | AAPL | COM | $1,647,903 | 5,696 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $1,552,451 | 4,189 | SH | None |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $1,528,134 | 33,703 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,515,603 | 6,359 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,347,225 | 7,447 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $1,221,577 | 4,032 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,215,772 | 3,402 | SH | None |
| UNION PAC CORP | UNP | COM | $944,705 | 3,473 | SH | None |
| HOME DEPOT INC | HD | COM | $830,510 | 2,357 | SH | None |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $820,568 | 13,610 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $809,590 | 3,805 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $802,363 | 1,141 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $793,622 | 398 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $763,725 | 24,085 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $748,850 | 1 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $747,374 | 1,455 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $663,794 | 6,942 | SH | None |
| MCDONALDS CORP | MCD | COM | $644,681 | 2,385 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $633,064 | 1,934 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $629,855 | 2,002 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $617,609 | 3,893 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $601,146 | 2,367 | SH | None |
| DEERE & CO | DE | COM | $585,840 | 924 | SH | None |
| ELI LILLY & CO | LLY | COM | $579,324 | 483 | SH | None |
| COCA COLA CO | KO | COM | $562,289 | 6,919 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $560,855 | 2,803 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $542,061 | 1,603 | SH | None |
| PROLOGIS INC. | PLD | COM | $539,739 | 3,984 | SH | None |
| STARBUCKS CORP | SBUX | COM | $528,915 | 5,176 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $527,800 | 1,053 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.