Cdm Financial Counseling Services, Inc. Top Holdings and 13F Report (2026) About Cdm Financial Counseling Services, Inc.Investment ActivityCdm Financial Counseling Services, Inc. has $104.51 million in total holdings as of March 31, 2026.Cdm Financial Counseling Services, Inc. owns shares of 80 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.76% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Cdm Financial Counseling Services, Inc. has purchased 81 new stocks and bought additional shares in 41 stocks.Cdm Financial Counseling Services, Inc. sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $12,470,980Technology Select Sector SPDR Fund $8,832,847Vanguard Total Stock Market ETF $6,229,356Vanguard Dividend Appreciation ETF $5,446,686Communication Services Select Sector SPDR Fund $3,990,403 Largest New Holdings this Quarter 231561101 - Curtiss-Wright $238,392 Holding Largest Purchases this Quarter Vanguard Growth ETF 556 shares (about $242.82K)Curtiss-Wright 350 shares (about $238.39K)Invesco S&P 500 Equal Weight ETF 1,200 shares (about $230.28K)Vanguard S&P 500 ETF 377 shares (about $225.19K)Microsoft 606 shares (about $224.31K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 251 shares (about $163.24K)Invesco QQQ 268 shares (about $154.63K)Vanguard High Dividend Yield ETF 918 shares (about $135.96K)Schwab US Dividend Equity ETF 2,489 shares (about $76.36K)Health Care Select Sector SPDR Fund 500 shares (about $73.31K) 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$12,470,980$163,236 ▼-1.3%19,17611.9%FinanceXLKTechnology Select Sector SPDR Fund$8,832,847$6,645 ▼-0.1%66,4648.5%ETFVTIVanguard Total Stock Market ETF$6,229,356$106,630 ▲1.7%18,7536.0%ETFVIGVanguard Dividend Appreciation ETF$5,446,686$186,030 ▲3.5%25,3265.2%ETFXLCCommunication Services Select Sector SPDR Fund$3,990,403$32,815 ▲0.8%35,9943.8%ETFMGKVanguard Mega Cap Growth ETF$3,636,029$88,558 ▲2.5%9,8953.5%ETFVYMVanguard High Dividend Yield ETF$3,515,650$135,958 ▼-3.7%23,7383.4%ETFMSFTMicrosoft$3,508,999$224,309 ▲6.8%9,4803.4%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$2,399,219$51,457 ▲2.2%21,9142.3%FinanceVOOVanguard S&P 500 ETF$2,358,215$225,189 ▲10.6%3,9482.3%ETFVUGVanguard Growth ETF$2,355,279$242,821 ▲11.5%5,3932.3%ETFIVViShares Core S&P 500 ETF$2,088,880$136,515 ▲7.0%3,1982.0%ETFRTXRTX$1,885,296$26,814 ▼-1.4%9,7731.8%AerospaceSOXXiShares Semiconductor ETF$1,737,558$123,571 ▲7.7%5,2871.7%ETFGOOGAlphabet$1,672,687$60,316 ▲3.7%5,7961.6%Computer and TechnologyCATCaterpillar$1,664,963$10,627 ▲0.6%2,3501.6%IndustrialsVVisa$1,627,389$52,896 ▲3.4%5,3841.6%Business ServicesAAPLApple$1,622,925$39,837 ▲2.5%6,3961.6%Computer and TechnologyMARMarriott International$1,588,428$57,886 ▲3.8%4,8571.5%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,565,546$10,542 ▲0.7%3,2671.5%FinanceXLUUtilities Select Sector SPDR Fund$1,504,813$12,299 ▲0.8%32,7911.4%ETFAMZNAmazon.com$1,394,577$117,299 ▲9.2%6,6461.3%Retail/WholesaleQQQInvesco QQQ$1,347,278$154,634 ▼-10.3%2,3351.3%FinancePMPhilip Morris International$1,227,897$33,562 ▲2.8%7,4271.2%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$1,119,859$106,390 ▲10.5%4,6631.1%ETFGOOGLAlphabet$1,058,797$27,031 ▼-2.5%3,6821.0%Computer and TechnologySMHVanEck Semiconductor ETF$1,056,385$68,091 ▲6.9%2,7151.0%ManufacturingUNPUnion Pacific$830,468$17,226 ▲2.1%3,4230.8%TransportationMCDMcDonald's$826,519$294 ▲0.0%2,8110.8%Retail/WholesaleMAMastercard$807,903$78,942 ▲10.8%1,6170.8%Business ServicesHDHome Depot$800,834$2,959 ▼-0.4%2,4360.8%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$797,934$230,284 ▲40.6%4,1580.8%ETFASMLASML$796,258$3,968 ▼-0.5%6020.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$760,081$76,361 ▼-9.1%24,7750.7%ETFFDVVFidelity High Dividend ETF$734,788$24,416 ▼-3.2%13,3020.7%ETFJNJJohnson & Johnson$719,141$14,666 ▲2.1%2,9420.7%MedicalBRK.ABerkshire Hathaway$718,1400.0%10.7%FinanceMDYSPDR S&P MidCap 400 ETF Trust$704,429$18,505 ▼-2.6%1,1420.7%ETFMETAMeta Platforms$675,831$91,561 ▲15.7%1,1810.6%Computer and TechnologyCSXCSX$636,3910.0%15,5030.6%TransportationDGRWWisdomTree U.S. Quality Dividend Growth Fund$614,1770.0%6,9920.6%ManufacturingNVDANVIDIA$592,648$64,692 ▲12.3%3,2980.6%Computer and TechnologyAXPAmerican Express$575,481$11,189 ▲2.0%1,9030.6%FinanceNSCNorfolk Southern$574,485$14,061 ▼-2.4%2,0020.5%TransportationXLVHealth Care Select Sector SPDR Fund$570,637$73,309 ▼-11.4%3,8920.5%ETFJPMJPMorgan Chase & Co.$568,739$18,821 ▲3.4%1,9340.5%FinanceKOCocaCola$555,114$35,289 ▼-6.0%7,2990.5%Consumer StaplesYUMYum! Brands$553,4490.0%3,5600.5%Retail/WholesalePLDPrologis$511,032$23,529 ▲4.8%3,8660.5%FinanceTMOThermo Fisher Scientific$509,075$26,535 ▲5.5%1,0360.5%MedicalFHLCFidelity MSCI Health Care Index ETF$485,020$6,966 ▼-1.4%6,8930.5%ETFICEIntercontinental Exchange$478,503$17,932 ▲3.9%3,0420.5%FinanceGRMNGarmin$475,6210.0%2,0500.5%Computer and TechnologyDEDeere & Company$468,274$2,818 ▲0.6%8310.4%IndustrialsFDRRFidelity Dividend ETF for Rising Rates$461,606$14,701 ▼-3.1%7,8500.4%ETFSBUXStarbucks$453,247$20,606 ▼-4.3%5,0590.4%Retail/WholesaleLLYEli Lilly and Company$444,249$10,117 ▲2.3%4830.4%MedicalWALMART INC$415,192$34,175 ▼-7.6%3,3410.4%COMMNSTMonster Beverage$413,0220.0%5,5000.4%Consumer StaplesCOSTCostco Wholesale$394,586$21,921 ▲5.9%3960.4%Retail/WholesaleGSThe Goldman Sachs Group$367,1600.0%4340.4%FinanceMSMorgan Stanley$361,561$12,672 ▲3.6%2,1970.3%FinanceSCHBSchwab US Broad Market ETF$358,4280.0%14,2800.3%ETFXLGInvesco S&P 500 Top 50 ETF$354,5750.0%6,5000.3%ETFLMTLockheed Martin$353,5690.0%5850.3%AerospacePEPPepsiCo$337,959$24,073 ▼-6.6%2,1760.3%Consumer StaplesNEENextEra Energy$310,121$9,009 ▼-2.8%3,3390.3%UtilitiesVBKVanguard Small-Cap Growth ETF$303,753$303 ▲0.1%1,0040.3%ETFVXFVanguard Extended Market ETF$299,614$4,116 ▲1.4%1,4560.3%ETFEFAiShares MSCI EAFE ETF$296,8300.0%3,0560.3%FinanceVOTVanguard Mid-Cap Growth ETF$294,6660.0%1,1450.3%ETFGDGeneral Dynamics$256,1400.0%7460.2%AerospaceAMLPAlerian MLP ETF$253,935$15,792 ▼-5.9%4,8240.2%ETFHONHoneywell International$245,390$12,654 ▲5.4%1,0860.2%Multi-Sector ConglomeratesCWCurtiss-Wright$238,392$238,392 ▲New Holding3500.2%AerospaceXLIIndustrial Select Sector SPDR Fund$215,275$485 ▼-0.2%1,3310.2%ETFSCHFSchwab International Equity ETF$209,3600.0%8,4590.2%ETFADPAutomatic Data Processing$208,1860.0%1,0250.2%Computer and TechnologyAMDAdvanced Micro Devices$207,500$3,051 ▲1.5%1,0200.2%Computer and TechnologyPGProcter & Gamble$204,925$18,630 ▼-8.3%1,4190.2%Consumer StaplesABTAbbott Laboratories$0$221,638 ▼-100.0%00.0%MedicalVOOGVanguard S&P 500 Growth ETF$0$200,066 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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