SEC Form 13F

CDM FINANCIAL COUNSELING SERVICES, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$116,052,464
Positions77

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$13,883,85318,592
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$12,211,99764,098
VANGUARD INDEX FDSVTITOTAL STK MKT$7,302,03519,733
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$6,134,32325,926
VANGUARD WORLD FDMGKMEGA GRWTH IND$4,141,65747,114
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$3,755,93423,768
SELECT SECTOR SPDR TRXLCST STR SVC ETF$3,605,72033,659
MICROSOFT CORPMSFTCOM$3,403,2069,123
ISHARES TRSOXXISHARES SEMICDTR$3,338,2845,210
VANGUARD INDEX FDSVUGGROWTH ETF$2,744,52131,861

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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