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
$1.65B
$5.18 Million 0.01% of portfolio
240,536
Q4 2025 Added 230.84%
$22.4B
$4.47 Million 0.01% of portfolio
67,380
Q4 2025 Reduced 57.62%
$8.21B
$2.28 Million 0.01% of portfolio
34,146
Q4 2025 Added 116.33%
$96.7B
$2.53 Million 0.01% of portfolio
52,825
Q4 2025 Added 3.92%
$4.91B
$2.3 Million 0.01% of portfolio
47,909
Q4 2025 Added 11.6%
$6.2B
$2.09 Million 0.01% of portfolio
71,493
Q4 2025 Reduced 23.87%
$12.5B
$2.36 Million 0.01% of portfolio
9,732
Q4 2025 Reduced 33.19%
$8.78B
$3.68 Million 0.01% of portfolio
53,033
Q4 2025 Reduced 27.16%
$7.74B
$1.91 Million 0.01% of portfolio
2,772
Q4 2025 Reduced 35.05%
$5.47B
$1.88 Million 0.01% of portfolio
161,221
Q4 2025 Added 10.28%
$71.5B
$4.94 Million 0.01% of portfolio
6,453
Q4 2025 Added 82.08%
$5.89B
$1.87 Million 0.01% of portfolio
14,054
Q4 2025 Added 1,904.85%
$7.21B
$2.56 Million 0.01% of portfolio
5,714
Q4 2025 Added 1,877.16%
$5.12B
$3.01 Million 0.01% of portfolio
42,609
Q4 2025 Added 6.28%
$14.1B
$3.82 Million 0.01% of portfolio
414,233
Q4 2025 Added 113.63%
$5.59B
$2.1 Million 0.01% of portfolio
14,337
Q4 2025 Added 3.38%
$17.8B
$2.51 Million 0.01% of portfolio
19,274
Q4 2025 Reduced 53.6%
$5.57B
$4.28 Million 0.01% of portfolio
250,065
Q4 2025 Reduced 17.99%
$6.9B
$1.88 Million 0.01% of portfolio
35,951
Q4 2025 Reduced 14.4%
$37.2B
$3.54 Million 0.01% of portfolio
5,685
Q4 2025 Reduced 9.83%
$2.96B
$2.11 Million 0.01% of portfolio
422,667
Q4 2025 Added 24.2%
$5.97B
$2.59 Million 0.01% of portfolio
17,395
Q4 2025 Added 377.88%
$4.88B
$2.39 Million 0.01% of portfolio
7,611
Q4 2025 Added 1.06%
$11.3B
$3.39 Million 0.01% of portfolio
26,805
Q4 2025 Reduced 30.33%
$0
$4.5 Million 0.01% of portfolio
222,421
Q4 2025 Reduced 31.4%
$16.9B
$3.34 Million 0.01% of portfolio
43,118
Q4 2025 Added 12.15%
$26.1B
$5.2 Million 0.01% of portfolio
28,798
Q4 2025 Reduced 13.88%
$9.52B
$5.24 Million 0.01% of portfolio
46,788
Q4 2025 Reduced 10.63%
$2.8B
$2.12 Million 0.01% of portfolio
69,608
Q4 2025 Reduced 1.08%
$1.31B
$2.05 Million 0.01% of portfolio
48,245
Q4 2025 Reduced 34.95%
$20.9B
$4.6 Million 0.01% of portfolio
22,143
Q4 2025 Added 141.55%
$7.94B
$2.41 Million 0.01% of portfolio
18,535
Q4 2025 Added 2,045.25%
$11.3B
$2.03 Million 0.01% of portfolio
12,820
Q4 2025 Reduced 20.71%
$103B
$2.63 Million 0.01% of portfolio
1,306
Q4 2025 Added 20.93%
$8.24B
$4.17 Million 0.01% of portfolio
89,164
Q4 2025 Added 37.23%
$45.2B
$5.2 Million 0.01% of portfolio
9,057
Q4 2025 Reduced 37.84%
$6.36B
$3.17 Million 0.01% of portfolio
20,068
Q4 2025 Added 361.23%
$4.44B
$2.78 Million 0.01% of portfolio
92,968
Q4 2025 Reduced 15.55%
$0
$2.94 Million 0.01% of portfolio
198,600
Q4 2025 Added 0.56%
$43.4B
$3.12 Million 0.01% of portfolio
17,773
Q4 2025 Added 894.02%
$33.9B
$4.11 Million 0.01% of portfolio
18,351
Q4 2025 Reduced 2.63%
$0
$2.18 Million 0.01% of portfolio
65,951
Q4 2025 Reduced 5.89%
$4.4B
$3.07 Million 0.01% of portfolio
50,874
Q4 2025 Reduced 22.03%
$3.65B
$1.88 Million 0.01% of portfolio
36,935
Q4 2025 Reduced 0.01%
$51.8B
$2.7 Million 0.01% of portfolio
12,426
Q4 2025 Reduced 0.55%
$11B
$3.37 Million 0.01% of portfolio
39,972
Q4 2025 Reduced 32.62%
$174B
$3.51 Million 0.01% of portfolio
21,775
Q4 2025 Added 24.41%
$99.7B
$3.92 Million 0.01% of portfolio
24,116
Q4 2025 Added 19.19%
$7.09B
$3.86 Million 0.01% of portfolio
60,051
Q4 2025 Reduced 7.01%

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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