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
$100B
$20.8 Million 0.06% of portfolio
340,858
Q3 2025 Added 50.75%
$265B
$20.3 Million 0.06% of portfolio
25,553
Q3 2025 Added 69.75%
$193B
$19.3 Million 0.06% of portfolio
43,066
Q3 2025 Added 5.03%
$30.4B
$19.5 Million 0.06% of portfolio
749,575
Q3 2025 Added 9.26%
$270B
$20.3 Million 0.06% of portfolio
127,727
Q3 2025 Added 7.76%
$237B
$21 Million 0.06% of portfolio
129,764
Q3 2025 Added 30.3%
$24.5B
$18.8 Million 0.06% of portfolio
165,803
Q3 2025 Added 35.84%
$177B
$21.2 Million 0.06% of portfolio
115,215
Q3 2025 Added 15.53%
$46.9B
$16.6 Million 0.05% of portfolio
136,363
Q3 2025 Added 156.02%
$197B
$16.7 Million 0.05% of portfolio
81,408
Q3 2025 Added 10.16%
$77.2B
$16.2 Million 0.05% of portfolio
76,158
Q3 2025 Added 69.56%
$190B
$16 Million 0.05% of portfolio
157,495
Q3 2025 Added 11.57%
$74.1B
$15.3 Million 0.05% of portfolio
56,287
Q3 2025 Added 3.24%
$3.85B
$15.5 Million 0.05% of portfolio
116,665
Q3 2025 Added 3.44%
$140B
$16 Million 0.05% of portfolio
42,738
Q3 2025 Added 83.06%
$22.4B
$15.4 Million 0.05% of portfolio
279,061
Q3 2025 Added 53.15%
-
$17.9 Million 0.05% of portfolio
-
Q3 2025 Reduced 3.42%
$28.1B
$15.7 Million 0.05% of portfolio
312,037
Q3 2025 Added 17.78%
$23.2B
$16.7 Million 0.05% of portfolio
196,472
Q3 2025 Added 49.77%
$61.6B
$17.2 Million 0.05% of portfolio
606,610
Q3 2025 Added 57.77%
$7.96B
$18 Million 0.05% of portfolio
819,677
Q3 2025 Added 52.13%
$73.7B
$15.4 Million 0.05% of portfolio
183,763
Q3 2025 Added 25.77%
$15.1B
$15.8 Million 0.05% of portfolio
112,928
Q3 2025 Added 3.5%
$168B
$17.6 Million 0.05% of portfolio
233,493
Q3 2025 Added 8.57%
$32.8B
$18.1 Million 0.05% of portfolio
1,198,078
Q3 2025 Added 560.16%
$23B
$17 Million 0.05% of portfolio
165,761
Q3 2025 Added 4.33%
$48.1B
$16.3 Million 0.05% of portfolio
56,410
Q3 2025 Reduced 42.84%
$269B
$17.7 Million 0.05% of portfolio
73,748
Q3 2025 Added 15.6%
$68.7B
$16.6 Million 0.05% of portfolio
199,048
Q3 2025 Added 11.67%
$41.2B
$16 Million 0.05% of portfolio
53,627
Q3 2025 Added 93.29%
$21.1B
$17.7 Million 0.05% of portfolio
214,537
Q3 2025 Added 76.71%
$42.8B
$16.8 Million 0.05% of portfolio
56,146
Q3 2025 Added 128.4%
$91.4B
$12.4 Million 0.04% of portfolio
80,021
Q3 2025 Added 0.33%
$7.1B
$12.3 Million 0.04% of portfolio
1,414,830
Q3 2025 Added 235.51%
$13.5B
$13.4 Million 0.04% of portfolio
165,074
Q3 2025 Added 14.78%
$55.3B
$13.4 Million 0.04% of portfolio
29,287
Q3 2025 Added 431.33%
$53.1B
$13 Million 0.04% of portfolio
40,814
Q3 2025 Reduced 35.35%
$73.2B
$11.8 Million 0.04% of portfolio
2,748
Q3 2025 Added 283.26%
$17B
$13.9 Million 0.04% of portfolio
183,842
Q3 2025 Added 272.65%
$20.6B
$12.4 Million 0.04% of portfolio
346,205
Q3 2025 Added 309.67%
$100B
$14 Million 0.04% of portfolio
51,973
Q3 2025 Reduced 11.38%
$65.2B
$11.9 Million 0.04% of portfolio
28,235
Q3 2025 Added 58.41%
$144B
$11.8 Million 0.04% of portfolio
25,889
Q3 2025 Added 2.35%
$23.5B
$11.8 Million 0.04% of portfolio
336,861
Q3 2025 Added 70.01%
$13.3B
$13 Million 0.04% of portfolio
347,397
Q3 2025 Added 89.6%
$12.4B
$14.8 Million 0.04% of portfolio
598,907
Q3 2025 Added 3.25%
$140B
$13 Million 0.04% of portfolio
51,799
Q3 2025 Added 21.36%
$121B
$13.2 Million 0.04% of portfolio
17,039
Q3 2025 Added 16.59%
$18.4B
$14.7 Million 0.04% of portfolio
28,496
Q3 2025 Added 311.38%

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
Track This Portfolio

Track Cwm, LLC Portfolio

Follow Cwm, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email