CCM Investment Advisers LLC ETF holdings
Columbia, SC
Reported $3.1M in 8 ETFs in its Form 13F for June 30, 2026.
ETF value
$3.1M
ETFs held
8
Change from prior quarter
+38.2%
With price moves
ETFs as a share of its 13F
0.2%
of $1.3B
Top 8 of 8 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $553K | 738 | −135 shares |
| VIG | Vanguard Dividend Appreciation ETF | $521K | 2,200 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $481K | 644 | −32 shares |
| IBIT | iShares Bitcoin Trust ETF | $462K | 13,885 | No change |
| IWM | iShares Russell 2000 ETF | $319K | 1,062 | New position |
| IWD | iShares Russell 1000 Value ETF | $299K | 1,235 | New position |
| VTI | Vanguard Morningstar Total Stock Market ETF | $288K | 779 | No change |
| DFAI | Dimensional International Core Equity Market ETF | $208K | 5,042 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000931097. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does CCM Investment Advisers LLC own?
CCM Investment Advisers LLC reported 8 ETF positions worth $3.1M in its Form 13F for June 30, 2026. The largest was IVV, at $553K.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.