CMC Financial Group
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 51,605
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 45 | 51,605 | 13F-HR | CMC Financial Group |
| Q1 2026 | 5/8/2026 | 38 | 50,981 | 13F-HR | CMC Financial Group |
| Q4 2025 | 1/26/2026 | 34 | 56,037 | 13F-HR | CMC Financial Group |
| Q3 2025 | 12/1/2025 | 35 | 54,013 | 13F-HR | CMC Financial Group |
| Q2 2025 | 8/13/2025 | 27 | 43,785 | 13F-HR | CMC Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.53 K | 53.4% | 5.061 K | 0 | 5.061 K |
| ETFs | 24.07 K | 46.6% | 0 | 2.052 K | -2.052 K |
| Debt | 0 | 0.0% | 0 | 756 | -756 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
51,605
Holdings
45
QoQ value change ($000)
624
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.