Cwm, LLC Portfolio Holdings

Cwm, LLC

  • $33.3 Billion
  • Q3 2025

Cwm, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $33.3 Billion distributed in 5526 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 $906M, Ishares Core Total Usd Bond Ma with a value of $799M, Spdr Portfolio S&P 500 ETF (Ma with a value of $780M, Apple Inc. with a value of $638M, and Ishares Msci Usa Quality Facto with a value of $632M.

Examining the 13F form we can see an increase of $4.89B in the current position value, from $28.4B to 33.3B. Also it can be appreciated an additional of 426 stocks purchases and 1 closed positions.

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

Portfolio value $33.3 Billion
ETFs: $20.4 Billion
Technology: $3.36 Billion
Financial Services: $1.46 Billion
Healthcare: $1.15 Billion
Consumer Cyclical: $1.15 Billion
Communication Services: $948 Million
Industrials: $933 Million
Consumer Defensive: $688 Million
Other: $1.02 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.5B
$36 Million 0.11% of portfolio
105,477
Q3 2025 Added 44.45%
$123B
$35.4 Million 0.11% of portfolio
70,951
Q3 2025 Added 6.54%
$67.3B
$37.7 Million 0.11% of portfolio
135,143
Q3 2025 Added 11.33%
$114B
$32.1 Million 0.1% of portfolio
148,540
Q3 2025 Added 8.07%
$27.4B
$32.7 Million 0.1% of portfolio
133,404
Q3 2025 Added 1.0%
$115B
$33.3 Million 0.1% of portfolio
67,992
Q3 2025 Added 4.53%
$143B
$32.2 Million 0.1% of portfolio
960,710
Q3 2025 Added 96.97%
$224B
$32.2 Million 0.1% of portfolio
106,111
Q3 2025 Added 9.25%
$128B
$31.8 Million 0.1% of portfolio
333,620
Q3 2025 Added 17.54%
$187B
$32.6 Million 0.1% of portfolio
196,159
Q3 2025 Added 18.89%
$317B
$33.9 Million 0.1% of portfolio
404,958
Q3 2025 Added 19.85%
$152B
$28.5 Million 0.09% of portfolio
115,661
Q3 2025 Added 30.28%
$62.3B
$29.7 Million 0.09% of portfolio
263,751
Q3 2025 Added 807.55%
$14.5B
$31 Million 0.09% of portfolio
88,453
Q3 2025 Added 60.1%
$268B
$30.8 Million 0.09% of portfolio
183,815
Q3 2025 Added 65.25%
$17.4B
$30 Million 0.09% of portfolio
692,760
Q3 2025 Reduced 1.04%
$258B
$28.4 Million 0.09% of portfolio
169,620
Q3 2025 Added 27.34%
$7.32B
$30.9 Million 0.09% of portfolio
406,125
Q3 2025 Added 13.21%
$181B
$30.9 Million 0.09% of portfolio
315,072
Q3 2025 Added 5.0%
$136B
$31 Million 0.09% of portfolio
131,335
Q3 2025 Added 12.22%
$104B
$25.6 Million 0.08% of portfolio
388,156
Q3 2025 Added 9.76%
$453B
$25.6 Million 0.08% of portfolio
34
Q3 2025 Reduced 2.86%
-
$25.7 Million 0.08% of portfolio
-
Q3 2025 Reduced 0.28%
$120B
$27.1 Million 0.08% of portfolio
862,592
Q3 2025 Added 0.09%
$36B
$25.7 Million 0.08% of portfolio
255,577
Q3 2025 Added 12.6%
$96.4B
$26 Million 0.08% of portfolio
209,694
Q3 2025 Added 12.79%
$33.2B
$25.7 Million 0.08% of portfolio
260,977
Q3 2025 Added 3.0%
$74.3B
$25.9 Million 0.08% of portfolio
128,929
Q3 2025 Added 75.01%
$237B
$26.7 Million 0.08% of portfolio
112,449
Q3 2025 Added 11.62%
$12.6B
$26.6 Million 0.08% of portfolio
319,161
Q3 2025 Added 1.21%
$11.6B
$28.1 Million 0.08% of portfolio
258,741
Q3 2025 Added 7.11%
$85.9B
$27.1 Million 0.08% of portfolio
122,573
Q3 2025 Added 11.11%
$14B
$25.1 Million 0.08% of portfolio
371,180
Q3 2025 Added 1,973.52%
$34.2B
$23.4 Million 0.07% of portfolio
257,598
Q3 2025 Added 1.38%
$20.5B
$23.4 Million 0.07% of portfolio
305,711
Q3 2025 Reduced 0.25%
$17.6B
$22.3 Million 0.07% of portfolio
293,896
Q3 2025 Added 0.19%
$182B
$24.9 Million 0.07% of portfolio
36,436
Q3 2025 Added 40.59%
$35.1B
$21.8 Million 0.07% of portfolio
175,298
Q3 2025 Added 1.42%
$61.4B
$22.3 Million 0.07% of portfolio
109,614
Q3 2025 Added 46.99%
$82.8B
$21.7 Million 0.07% of portfolio
75,237
Q3 2025 Reduced 1.56%
$8.49B
$22.5 Million 0.07% of portfolio
58,018
Q3 2025 Added 18.07%
$26.8B
$23.8 Million 0.07% of portfolio
85,123
Q3 2025 Added 58.55%
$79.6B
$20.5 Million 0.06% of portfolio
165,896
Q3 2025 Added 42.14%
$191B
$20.7 Million 0.06% of portfolio
3,838
Q3 2025 Added 10.64%
$123B
$18.3 Million 0.06% of portfolio
64,883
Q3 2025 Added 118.09%
$32.5B
$21.1 Million 0.06% of portfolio
25,531
Q3 2025 Added 50.84%
$193B
$20.7 Million 0.06% of portfolio
180,911
Q3 2025 Added 5.99%
$40.2B
$21.4 Million 0.06% of portfolio
99,888
Q3 2025 Added 101.76%
$68.9B
$19.3 Million 0.06% of portfolio
81,709
Q3 2025 Added 244.39%

Summary

  • Portfolio
  • No. of Stocks 5,526
  • Current Value $33.3 Billion
  • Prior Value $28.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 426 stocks
  • Additional Purchases 3,049 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,491 stocks
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