Cwm, LLC Portfolio Holdings

Cwm, LLC

  • $36.9 Billion
  • Q4 2025

Cwm, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $36.9 Billion distributed in 5622 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $983M, Spdr Portfolio S&P 500 ETF (Ma with a value of $831M, Ishares Core Total Usd Bond Ma with a value of $800M, Apple Inc. with a value of $737M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $689M.

Examining the 13F form we can see an increase of $3.66B in the current position value, from $33.3B to 36.9B.

Below you can find more details about Cwm, LLC portfolio as well as his latest detailed transactions.

Portfolio value $36.9 Billion
ETFs: $22.5 Billion
Technology: $3.62 Billion
Financial Services: $1.63 Billion
Healthcare: $1.45 Billion
Consumer Cyclical: $1.26 Billion
Industrials: $1.11 Billion
Communication Services: $995 Million
Consumer Defensive: $714 Million
Other: $1.15 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.1B
$4.13 Million 0.01% of portfolio
25,260
Q4 2025 Added 8.94%
$70.2B
$5.29 Million 0.01% of portfolio
164,980
Q4 2025 Added 11.45%
$62.7B
$3.18 Million 0.01% of portfolio
40,298
Q4 2025 Reduced 29.57%
$10.1B
$3.88 Million 0.01% of portfolio
7,287
Q4 2025 Added 14.2%
$42.4B
$2.36 Million 0.01% of portfolio
15,589
Q4 2025 Added 9.26%
$1.87B
$3.78 Million 0.01% of portfolio
24,864
Q4 2025 Added 25.21%
$21.3B
$3.01 Million 0.01% of portfolio
34,474
Q4 2025 Added 0.12%
$4.78B
$3.52 Million 0.01% of portfolio
47,395
Q4 2025 Added 9.14%
$3.73B
$2.62 Million 0.01% of portfolio
41,394
Q4 2025 Reduced 1.19%
$17.2B
$3.68 Million 0.01% of portfolio
35,313
Q4 2025 Reduced 28.03%
$29.5B
$5.06 Million 0.01% of portfolio
79,339
Q4 2025 Added 17.39%
$12.8B
$4.59 Million 0.01% of portfolio
125,715
Q4 2025 Reduced 38.29%
$15B
$2.52 Million 0.01% of portfolio
47,494
Q4 2025 Added 56.33%
$19B
$4.59 Million 0.01% of portfolio
24,427
Q4 2025 Reduced 7.51%
$49.4B
$2.23 Million 0.01% of portfolio
13,838
Q4 2025 Added 1.91%
$35B
$2.9 Million 0.01% of portfolio
27,452
Q4 2025 Reduced 1.29%
$18.5B
$4.09 Million 0.01% of portfolio
19,847
Q4 2025 Reduced 35.39%
$5.75B
$4.86 Million 0.01% of portfolio
47,881
Q4 2025 Added 44.52%
$8.87B
$2.37 Million 0.01% of portfolio
60,771
Q4 2025 Reduced 34.77%
$270B
$5.03 Million 0.01% of portfolio
68,450
Q4 2025 Reduced 8.96%
$23.2B
$2.37 Million 0.01% of portfolio
58,957
Q4 2025 Added 5.11%
$2.79B
$3.83 Million 0.01% of portfolio
65,252
Q4 2025 Reduced 19.06%
$37.2B
$1.97 Million 0.01% of portfolio
9,694
Q4 2025 Reduced 74.09%
$5.44B
$5.05 Million 0.01% of portfolio
130,757
Q4 2025 Added 38.13%
$3.76B
$1.97 Million 0.01% of portfolio
30,459
Q4 2025 Added 16.59%
$8.15B
$4.7 Million 0.01% of portfolio
37,445
Q4 2025 Added 0.6%
$66.3B
$2.26 Million 0.01% of portfolio
10,671
Q4 2025 Reduced 18.57%
$3.5B
$3.02 Million 0.01% of portfolio
85,995
Q4 2025 Added 181.95%
$37.3B
$4.84 Million 0.01% of portfolio
16,969
Q4 2025 Added 3.91%
$53.3B
$3.26 Million 0.01% of portfolio
11,825
Q4 2025 Added 11.61%
$8.99B
$2.15 Million 0.01% of portfolio
89,129
Q4 2025 Reduced 64.17%
$9B
$2.79 Million 0.01% of portfolio
12,816
Q4 2025 Added 17.82%
$12.8B
$5.12 Million 0.01% of portfolio
36,589
Q4 2025 Reduced 16.36%
$16.4B
$2 Million 0.01% of portfolio
29,291
Q4 2025 Reduced 26.27%
$84.9B
$3.93 Million 0.01% of portfolio
24,291
Q4 2025 Added 40.87%
$14.8B
$2.22 Million 0.01% of portfolio
14,140
Q4 2025 Reduced 26.53%
$9.78B
$3.56 Million 0.01% of portfolio
90,862
Q4 2025 Reduced 6.19%
$107B
$5.44 Million 0.01% of portfolio
6,190
Q4 2025 Added 24.47%
$12.9B
$3.13 Million 0.01% of portfolio
27,312
Q4 2025 Added 1,351.22%
$13B
$3.79 Million 0.01% of portfolio
15,481
Q4 2025 Added 15.33%
$405B
$4.88 Million 0.01% of portfolio
4,556
Q4 2025 Added 8.09%
$38.8B
$4.51 Million 0.01% of portfolio
28,314
Q4 2025 Added 239.82%
$6.08B
$2.05 Million 0.01% of portfolio
92,055
Q4 2025 Added 3.12%
$11B
$2.09 Million 0.01% of portfolio
5,813
Q4 2025 Added 35.75%
$20.1B
$2.85 Million 0.01% of portfolio
5,159
Q4 2025 Added 2.24%
$6.46B
$3.95 Million 0.01% of portfolio
21,590
Q4 2025 Added 9.57%
$9.92B
$2.3 Million 0.01% of portfolio
36,535
Q4 2025 Reduced 5.84%
$10.2B
$5.15 Million 0.01% of portfolio
86,616
Q4 2025 Reduced 47.32%
$2.76B
$1.99 Million 0.01% of portfolio
27,456
Q4 2025 Added 14.78%

Summary

  • Portfolio
  • No. of Stocks 5,622
  • Current Value $36.9 Billion
  • Prior Value $33.3 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 302 stocks
  • Additional Purchases 2,835 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,881 stocks
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