CBM Financial, LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Austin, TX
CIK
0002055702
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
16
147,209
IEFA, SPLG, SPYV, IJH
13F-HR
2/19/2026
000198615226000045
Q1 2025
13
122,994
IVV, IEFA, IJH, SPYV
13F-HR
5/20/2025
000198615225000048