CDM Financial Counseling Services, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Vice President Andrew D. Sawyer, CFA, reports the firm holds positions in 77 distinct equity securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds, with the top five holdings by shares being:
- Vanguard Index Funds Morningstar Total Stock Market ETF (9,097,818 shares)
- Vanguard Index Funds Morningstar Large Cap Growth ETF (3,188,113 shares)
- Vanguard Index Funds Morningstar Small Cap Growth ETF (2,097,8 shares)
- Vanguard Index Funds Morningstar Mid Cap Growth ETF (1,145 shares)
- Vanguard Specialized Funds Dividend Appreciation ETF (26,503 shares)
Among individual stocks, Microsoft Corporation is the largest holding with 9,153 shares. Other notable individual stock positions include Monster Beverage Corporation (9,000 shares), Philip Morris International Inc. (7,606 shares), and NVIDIA Corporation (2,840 shares). The filing also lists significant exposure to sector-specific ETFs, such as the Select Sector SPDR Trust Technology ETF (64,201 shares) and the Select Sector SPDR Trust Health Care ETF (3,893 shares).
