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
$98.6B
$14.4 Million 0.04% of portfolio
165,475
Q4 2025 Added 63.24%
$10.7B
$16.2 Million 0.04% of portfolio
103,817
Q4 2025 Added 419.73%
$100B
$14 Million 0.04% of portfolio
51,447
Q4 2025 Reduced 1.01%
$23.5B
$15.9 Million 0.04% of portfolio
119,930
Q4 2025 Added 62.43%
$57.4B
$14.1 Million 0.04% of portfolio
277,299
Q4 2025 Added 27.79%
$65.2B
$15.5 Million 0.04% of portfolio
30,378
Q4 2025 Added 7.59%
$50B
$16.4 Million 0.04% of portfolio
252,410
Q4 2025 Added 146.07%
$875M
$14.4 Million 0.04% of portfolio
388,374
Q4 2025 Added 538.42%
$222B
$14.8 Million 0.04% of portfolio
25,627
Q4 2025 Added 60.8%
$18.3B
$14.6 Million 0.04% of portfolio
57,684
Q4 2025 Added 86.38%
$37.5B
$16.6 Million 0.04% of portfolio
238,723
Q4 2025 Added 27.21%
$6.59B
$13.7 Million 0.04% of portfolio
75,665
Q4 2025 Added 190.51%
$269B
$14.3 Million 0.04% of portfolio
70,345
Q4 2025 Reduced 4.61%
$7.96B
$16.4 Million 0.04% of portfolio
846,125
Q4 2025 Added 3.23%
-
$14.3 Million 0.04% of portfolio
-
Q4 2025 Reduced 22.34%
$111B
$10.1 Million 0.03% of portfolio
28,485
Q4 2025 Added 76.59%
$84.4B
$9.53 Million 0.03% of portfolio
46,495
Q4 2025 Added 1.99%
$132B
$10.2 Million 0.03% of portfolio
52,120
Q4 2025 Reduced 2.68%
$67.6B
$12.2 Million 0.03% of portfolio
229,220
Q4 2025 Added 21.22%
$140B
$11.7 Million 0.03% of portfolio
48,656
Q4 2025 Reduced 6.07%
$81.8B
$9.4 Million 0.03% of portfolio
78,498
Q4 2025 Reduced 0.31%
$44.4B
$12.6 Million 0.03% of portfolio
61,131
Q4 2025 Added 7.23%
$144B
$12.1 Million 0.03% of portfolio
26,027
Q4 2025 Added 0.53%
$97.3B
$10.9 Million 0.03% of portfolio
129,586
Q4 2025 Reduced 11.55%
$118B
$11.7 Million 0.03% of portfolio
43,318
Q4 2025 Reduced 0.32%
$1.46T
$10.8 Million 0.03% of portfolio
35,611
Q4 2025 Added 5.11%
$10.5B
$10.5 Million 0.03% of portfolio
231,949
Q4 2025 Reduced 1.66%
$103B
$11.9 Million 0.03% of portfolio
150,215
Q4 2025 Added 4.08%
$283B
$11.5 Million 0.03% of portfolio
83,074
Q4 2025 Reduced 7.15%
$132B
$11 Million 0.03% of portfolio
48,223
Q4 2025 Added 9.28%
$89.7B
$11.9 Million 0.03% of portfolio
64,363
Q4 2025 Added 76.31%
$10.6B
$9.99 Million 0.03% of portfolio
143,865
Q4 2025 Added 22.3%
$14.7B
$11.8 Million 0.03% of portfolio
146,704
Q4 2025 Added 118.55%
$89.8B
$10.2 Million 0.03% of portfolio
54,923
Q4 2025 Reduced 6.18%
$113B
$11.2 Million 0.03% of portfolio
119,482
Q4 2025 Added 24.42%
$23.5B
$9.96 Million 0.03% of portfolio
271,907
Q4 2025 Reduced 19.28%
$20.8B
$10.6 Million 0.03% of portfolio
53,435
Q4 2025 Added 17.48%
$14.4B
$10.3 Million 0.03% of portfolio
117,981
Q4 2025 Added 11.46%
$25.8B
$9.43 Million 0.03% of portfolio
37,175
Q4 2025 Added 13.96%
$28.4B
$11.1 Million 0.03% of portfolio
47,566
Q4 2025 Added 3.75%
$49.5B
$10.4 Million 0.03% of portfolio
72,040
Q4 2025 Added 46.25%
$114B
$9.57 Million 0.03% of portfolio
74,990
Q4 2025 Added 29.73%
$8.65B
$9.86 Million 0.03% of portfolio
92,101
Q4 2025 Added 37.02%
$31.2B
$9.33 Million 0.03% of portfolio
120,618
Q4 2025 Added 70.79%
$6.08B
$12.5 Million 0.03% of portfolio
108,958
Q4 2025 Added 45.38%
$37.6B
$12.3 Million 0.03% of portfolio
148,724
Q4 2025 Added 97.92%
$21.2B
$10.2 Million 0.03% of portfolio
18,425
Q4 2025 Added 75.79%
$61.4B
$11.4 Million 0.03% of portfolio
27,102
Q4 2025 Added 325.4%
$47B
$10.9 Million 0.03% of portfolio
22,155
Q4 2025 Added 302.09%

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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