13F Filings History of CBM Financial, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$147,209,201
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by CBM Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CBM Financial, LLC reported 16 stock holdings with total value $147,209,201 as of Q4 2025. Top holdings included IEFA, SPYM, SPYV, IJH, and SPYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 16 $147,209,201 $0 $0 $0 IEFA, SPYM, SPYV, IJH, SPYG 13F-HR 19 Feb 2026, 11:13
Q1 2025 13 $122,994,877 $0 $0 $0 IVV, IEFA, IJH, SPYV, SPYG 13F-HR 20 May 2025, 20:42