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
$4.41B
$2.83 Million 0.01% of portfolio
32,771
Q4 2025 Added 113.52%
$18.7B
$4.05 Million 0.01% of portfolio
20,167
Q4 2025 Reduced 36.53%
$7.87B
$2.85 Million 0.01% of portfolio
29,068
Q4 2025 Added 20.7%
$7.39B
$2.29 Million 0.01% of portfolio
102,452
Q4 2025 Added 291.13%
$55.6B
$2.67 Million 0.01% of portfolio
21,254
Q4 2025 Reduced 61.38%
$5.08B
$2.03 Million 0.01% of portfolio
185,797
Q4 2025 Reduced 7.24%
$8.06B
$4.68 Million 0.01% of portfolio
11,595
Q4 2025 Added 106.06%
$7.32B
$2.69 Million 0.01% of portfolio
39,821
Q4 2025 Added 9.49%
$11.5B
$3.83 Million 0.01% of portfolio
85,690
Q4 2025 Added 195.82%
$6.61B
$2.76 Million 0.01% of portfolio
42,396
Q4 2025 Added 132.22%
$11.1B
$3.29 Million 0.01% of portfolio
102,565
Q4 2025 Added 1,262.45%
$14.2B
$3.73 Million 0.01% of portfolio
23,433
Q4 2025 Added 3.32%
$72.9B
$4.59 Million 0.01% of portfolio
15,987
Q4 2025 Reduced 1.58%
$8.24B
$3.85 Million 0.01% of portfolio
25,272
Q4 2025 Added 113.61%
$0
$2.01 Million 0.01% of portfolio
92,325
Q4 2025 Reduced 31.86%
$32.9B
$4.61 Million 0.01% of portfolio
55,241
Q4 2025 Reduced 5.59%
$32B
$3.17 Million 0.01% of portfolio
15,599
Q4 2025 Reduced 4.94%
$2.56B
$2.06 Million 0.01% of portfolio
33,858
Q4 2025 Added 8.42%
$6.38B
$4.79 Million 0.01% of portfolio
148,094
Q4 2025 Added 4.84%
$25.3B
$5.08 Million 0.01% of portfolio
75,853
Q4 2025 Added 15.15%
$29.4B
$3.24 Million 0.01% of portfolio
134,961
Q4 2025 Added 12.14%
$23.2B
$4.92 Million 0.01% of portfolio
11,075
Q4 2025 Reduced 9.3%
$32.4B
$1.96 Million 0.01% of portfolio
9,407
Q4 2025 Reduced 59.44%
$16.1B
$4.24 Million 0.01% of portfolio
56,253
Q4 2025 Reduced 8.16%
$5.79B
$2.62 Million 0.01% of portfolio
21,038
Q4 2025 Added 197.69%
$21.7B
$2.28 Million 0.01% of portfolio
16,049
Q4 2025 Added 0.36%
$18.6B
$3.09 Million 0.01% of portfolio
81,332
Q4 2025 Added 332.73%
$15.2B
$3.74 Million 0.01% of portfolio
72,400
Q4 2025 Reduced 56.45%
$6.76B
$5.26 Million 0.01% of portfolio
99,000
Q4 2025 Added 428.28%
$8.2B
$2.07 Million 0.01% of portfolio
49,416
Q4 2025 Added 21.27%
$17.4B
$4.43 Million 0.01% of portfolio
159,413
Q4 2025 Added 40.25%
$11.6B
$3.79 Million 0.01% of portfolio
470,102
Q4 2025 Added 21.18%
$19.9B
$4.43 Million 0.01% of portfolio
110,097
Q4 2025 Added 15.22%
$29.2B
$2.64 Million 0.01% of portfolio
93,895
Q4 2025 Reduced 2.63%
$32B
$2.18 Million 0.01% of portfolio
35,281
Q4 2025 Reduced 3.36%
$9.88B
$3.56 Million 0.01% of portfolio
51,400
Q4 2025 Added 715.74%
$13.6B
$3.24 Million 0.01% of portfolio
47,290
Q4 2025 Added 151.82%
-
$4.12 Million 0.01% of portfolio
-
Q4 2025 Reduced 8.65%
$34.7B
$5.24 Million 0.01% of portfolio
41,599
Q4 2025 Reduced 3.81%
$12.2B
$5.22 Million 0.01% of portfolio
48,519
Q4 2025 Added 2,222.59%
$3.74B
$4.88 Million 0.01% of portfolio
147,590
Q4 2025 Reduced 48.12%
$1.51B
$2.04 Million 0.01% of portfolio
124,970
Q4 2025 Reduced 0.66%
$59.6B
$3.18 Million 0.01% of portfolio
16,123
Q4 2025 Added 0.02%
$3.65B
$2.64 Million 0.01% of portfolio
98,825
Q4 2025 Added 11.94%
-
$4.93 Million 0.01% of portfolio
-
Q4 2025 Reduced 17.92%
$5.08B
$2.86 Million 0.01% of portfolio
124,901
Q4 2025 Added 1.74%
$45.2B
$4.59 Million 0.01% of portfolio
86,935
Q4 2025 Added 45.04%
$11.9B
$2.96 Million 0.01% of portfolio
77,513
Q4 2025 Added 21.84%
$13B
$2.17 Million 0.01% of portfolio
174,040
Q4 2025 Added 4.31%

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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