Cdm Financial Counseling Services, Inc. Top Holdings and 13F Report (2026) About Cdm Financial Counseling Services, Inc.Investment ActivityCdm Financial Counseling Services, Inc. has $116.05 million in total holdings as of June 30, 2026.Cdm Financial Counseling Services, Inc. owns shares of 77 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.89% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, Cdm Financial Counseling Services, Inc. has purchased 80 new stocks and bought additional shares in 17 stocks.Cdm Financial Counseling Services, Inc. sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,883,853Technology Select Sector SPDR Fund $12,211,997Vanguard Total Stock Market ETF $7,302,035Vanguard Dividend Appreciation ETF $6,134,323Vanguard Mega Cap Growth ETF $4,141,657 Largest New Holdings this Quarter 921932505 - Vanguard S&P 500 Growth ETF $229,683 Holding02072L680 - Strive 500 ETF $206,242 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 37,219 shares (about $3.27M)Vanguard Growth ETF 26,468 shares (about $2.28M)Vanguard Total Stock Market ETF 980 shares (about $362.64K)Vanguard S&P 500 Growth ETF 2,780 shares (about $229.68K)Strive 500 ETF 4,270 shares (about $206.24K) Largest Sales this Quarter Technology Select Sector SPDR Fund 2,366 shares (about $450.77K)SPDR S&P 500 ETF Trust 584 shares (about $436.11K)ASML 204 shares (about $406.78K)Advanced Micro Devices 650 shares (about $377.59K)Communication Services Select Sector SPDR Fund 2,335 shares (about $250.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCdm Financial Counseling Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,883,853$436,111 â–¼-3.0%18,59212.0%FinanceXLKTechnology Select Sector SPDR Fund$12,211,997$450,772 â–¼-3.6%64,09810.5%ETFVTIVanguard Total Stock Market ETF$7,302,035$362,641 â–²5.2%19,7336.3%ETFVIGVanguard Dividend Appreciation ETF$6,134,323$141,965 â–²2.4%25,9265.3%ETFMGKVanguard Mega Cap Growth ETF$4,141,657$3,271,816 â–²376.1%47,1143.6%ETFVYMVanguard High Dividend Yield ETF$3,755,934$4,741 â–²0.1%23,7683.2%Financial ServicesXLCCommunication Services Select Sector SPDR Fund$3,605,720$250,137 â–¼-6.5%33,6593.1%ETFMSFTMicrosoft$3,403,206$133,174 â–¼-3.8%9,1232.9%Computer and TechnologySOXXiShares Semiconductor ETF$3,338,284$49,337 â–¼-1.5%5,2102.9%ETFVUGVanguard Growth ETF$2,744,521$2,279,966 â–²490.8%31,8612.4%ETFVOOVanguard S&P 500 ETF$2,573,005$138,023 â–¼-5.1%3,7472.2%ETFIVViShares Core S&P 500 ETF$2,394,9010.0%3,1982.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,353,222$216,851 â–¼-8.4%20,0652.0%FinanceCATCaterpillar$2,284,484$218,331 â–¼-8.7%2,1452.0%IndustrialsRTXRTX$1,854,810$759 â–²0.0%9,7771.6%AerospaceVVisa$1,820,720$26,765 â–¼-1.4%5,3061.6%Business ServicesBRK.BBerkshire Hathaway$1,803,910$169,132 â–²10.3%3,6051.6%FinanceGOOGAlphabet$1,802,883$245,237 â–¼-12.0%5,1021.6%Computer and TechnologySMHVanEck Semiconductor ETF$1,764,098$16,395 â–¼-0.9%2,6901.5%ManufacturingQQQInvesco QQQ$1,693,159$25,765 â–¼-1.5%2,3001.5%FinanceAAPLApple$1,647,903$202,516 â–¼-10.9%5,6961.4%Computer and TechnologyMARMarriott International$1,552,451$247,562 â–¼-13.8%4,1891.3%Consumer DiscretionaryXLUUtilities Select Sector SPDR Fund$1,528,134$41,351 â–²2.8%33,7031.3%ETFAMZNAmazon.com$1,515,603$68,404 â–¼-4.3%6,3591.3%Retail/WholesalePMPhilip Morris International$1,347,225$3,618 â–²0.3%7,4471.2%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$1,221,577$191,174 â–¼-13.5%4,0321.1%ETFGOOGLAlphabet$1,215,772$100,064 â–¼-7.6%3,4021.0%Computer and TechnologyUNPUnion Pacific$944,705$13,601 â–²1.5%3,4730.8%TransportationHDHome Depot$830,510$27,836 â–¼-3.2%2,3570.7%Retail/WholesaleFDVVFidelity High Dividend ETF$820,568$18,570 â–²2.3%13,6100.7%ETFRSPInvesco S&P 500 Equal Weight ETF$809,590$75,108 â–¼-8.5%3,8050.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$802,363$703 â–¼-0.1%1,1410.7%ETFASMLASML$793,622$406,781 â–¼-33.9%3980.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$763,725$21,880 â–¼-2.8%24,0850.7%ETFBRK.ABerkshire Hathaway$748,8500.0%10.6%FinanceMAMastercard$747,374$83,213 â–¼-10.0%1,4550.6%Business ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$663,794$4,781 â–¼-0.7%6,9420.6%ManufacturingMCDMcDonald's$644,681$115,151 â–¼-15.2%2,3850.6%Retail/WholesaleJPMJPMorgan Chase & Co.$633,0640.0%1,9340.5%FinanceNSCNorfolk Southern$629,8550.0%2,0020.5%TransportationXLVHealth Care Select Sector SPDR Fund$617,609$159 â–²0.0%3,8930.5%ETFJNJJohnson & Johnson$601,146$146,033 â–¼-19.5%2,3670.5%MedicalDEDeere & Company$585,840$58,964 â–²11.2%9240.5%IndustrialsLLYEli Lilly and Company$579,3240.0%4830.5%MedicalKOCocaCola$562,289$30,882 â–¼-5.2%6,9190.5%Consumer StaplesNVDANVIDIA$560,855$99,045 â–¼-15.0%2,8030.5%Computer and TechnologyAXPAmerican Express$542,061$101,446 â–¼-15.8%1,6030.5%FinancePLDPrologis$539,739$15,986 â–²3.1%3,9840.5%FinanceSBUXStarbucks$528,915$11,956 â–²2.3%5,1760.5%Retail/WholesaleTMOThermo Fisher Scientific$527,800$8,521 â–²1.6%1,0530.5%MedicalYUMYum! Brands$523,702$45,400 â–¼-8.0%3,2760.5%Retail/WholesaleCSXCSX$522,964$213,881 â–¼-29.0%11,0030.5%TransportationMETAMeta Platforms$513,172$152,093 â–¼-22.9%9110.4%Computer and TechnologyFDRRFidelity Dividend ETF for Rising Rates$509,3080.0%7,8500.4%ETFGRMNGarmin$486,9570.0%2,0500.4%Computer and TechnologyMSMorgan Stanley$459,2600.0%2,1970.4%FinanceFHLCFidelity MSCI Health Care Index ETF$457,134$75,314 â–¼-14.1%5,9180.4%ETFGSThe Goldman Sachs Group$438,9340.0%4340.4%FinanceSCHBSchwab US Broad Market ETF$413,5490.0%14,2800.4%ETFXLGInvesco S&P 500 Top 50 ETF$397,9950.0%6,5000.3%ETFWALMART INC$378,3770.0%3,3410.3%COMCOSTCostco Wholesale$370,4460.0%3960.3%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$367,5440.0%1,0040.3%ETFVXFVanguard Extended Market ETF$358,5080.0%1,4560.3%ETFVOTVanguard Mid-Cap Growth ETF$350,7140.0%1,1450.3%ETFMNSTMonster Beverage$336,420$192,240 â–¼-36.4%3,5000.3%Consumer StaplesEFAiShares MSCI EAFE ETF$309,043$8,414 â–¼-2.7%2,9750.3%FinanceLMTLockheed Martin$298,0340.0%5850.3%AerospaceNEENextEra Energy$294,258$1,229 â–²0.4%3,3530.3%UtilitiesICEIntercontinental Exchange$268,554$106,018 â–¼-28.3%2,1810.2%FinanceGDGeneral Dynamics$263,354$1,063 â–¼-0.4%7430.2%AerospaceAMLPAlerian MLP ETF$245,925$4,200 â–¼-1.7%4,7430.2%ETFSCHFSchwab International Equity ETF$234,3140.0%8,4590.2%ETFVOOGVanguard S&P 500 Growth ETF$229,683$229,683 â–²New Holding2,7800.2%ETFADPAutomatic Data Processing$229,4700.0%1,0250.2%Computer and TechnologyAMDAdvanced Micro Devices$214,937$377,592 â–¼-63.7%3700.2%Computer and TechnologySTRVStrive 500 ETF$206,242$206,242 â–²New Holding4,2700.2%ETFPEPPepsiCo$0$337,959 â–¼-100.0%00.0%Consumer StaplesHONHoneywell International$0$245,390 â–¼-100.0%00.0%Multi-Sector ConglomeratesCWCurtiss-Wright$0$238,392 â–¼-100.0%00.0%AerospaceXLIIndustrial Select Sector SPDR Fund$0$215,275 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$204,925 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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