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CBM Financial, LLC

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13F filer, CIK 2055702, AUSTIN, TX

CBM Financial, LLC reported $160,248,529 across 16 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 97.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-26-000084

Period
2026-03-31
Reported value
$160M
Holdings
16
Top 10 weight
97.04%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEFAadded+33,857$3.29M
VUGadded+21,232$1.75M
SPYVadded+24,258$1.44M
IVVadded+1,966$1.4M
SPYMadded+14,415$1.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMDreduced-847-$233K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001986152-26-000084, largest first. % of portfolio is the value over $160,248,529, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 359,171 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 414,460 shares; 2026Q1: 448,317 shares 448,317$43.5M27.15%+33,857Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 303,077 shares; 2026Q1: 317,492 shares 317,492$26.5M16.53%+14,415Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 255,334 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 294,479 shares; 2026Q1: 318,737 shares 318,737$18.9M11.78%+24,258Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 244,315 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 234,672 shares; 2026Q1: 244,640 shares 244,640$17.9M11.2%+9,968Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 140,074 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 132,335 shares; 2026Q1: 142,570 shares 142,570$15.8M9.84%+10,235Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 54,129 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,361 shares; 2026Q1: 17,327 shares 17,327$12.3M7.7%+1,966Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 44,554 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 47,585 shares; 2026Q1: 50,822 shares 50,822$6.92M4.32%+3,237Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 60,957 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 65,382 shares; 2026Q1: 67,714 shares 67,714$6.76M4.22%+2,332Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 73,864 shares; 2026Q1: 76,545 shares 76,545$4.48M2.8%+2,681Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,375 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,182 shares; 2026Q1: 16,068 shares 16,068$2.42M1.51%+886Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,549 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,349 shares; 2026Q1: 25,581 shares 25,581$2.11M1.32%+21,232Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,333 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,668 shares; 2026Q1: 4,469 shares 4,469$1.22M0.76%+801Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,545 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545$452K0.28%0Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,823 shares; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,601 shares; 2026Q1: 8,241 shares 8,241$383K0.24%+640Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,157 shares; 2026Q1: 1,310 shares 1,310$360K0.22%-847Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 670 shares; 2026Q1: 670 shares 670$225K0.14%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001986152-26-000084 base2026-05-12acceptance time not in the bulk data set