You're signed outSign in or to get full access.
CMC Financial Group
CMC Financial Group, LLC is an SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 2011, the firm manages investments for individuals, primarily high-net-worth clients, and has 4 employees. CMC serves clients seeking long-term financial planning with tailored investment management solutions.
Investment Strategy
CMC Financial Group mainly serves individual investors, including high-net-worth individuals, by providing discretionary and non-discretionary investment advisory services. The firm focuses on building diversified portfolios, including equity holdings in large-cap technology and consumer companies, with a strategy centered on risk management and long-term growth adapted to each client's needs.
Latest 13F Filing Activity
CMC Financial Group filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $44M. The fund increased holdings in Pacer FDS TR, Amplify Etf TR, Vaneck Etf Trust among other positions. CMC Financial Group reduced exposure to Janus Detroit STR TR, Crocs Inc., Fox Corp. among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COWZ | PACER FDS TR | 29.78% | $13.0M | 236,661 | $50.40 | $55.10 | +$30.8K |
C COWG | PACER FDS TR | 27.10% | $11.9M | 337,992 | $31.59 | $35.11 | +$1.4M |
G GDX | VANECK ETF TRUST | 8.63% | $3.8M | 72,603 | $30.52 | $52.06 | +$433.3K |
S SILJ | AMPLIFY ETF TR | 7.61% | $3.3M | 225,119 | $12.82 | $14.80 | +$594.6K |
M MSFT | MICROSOFT CORP | 2.74% | $1.2M | 2,409 | $110.50 | $497.41 | +$287.6K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more