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
$31.1B
$9.43 Million 0.03% of portfolio
84,286
Q4 2025 Added 60.96%
$13.4B
$12.7 Million 0.03% of portfolio
290,715
Q4 2025 Added 46.21%
$55.3B
$10.1 Million 0.03% of portfolio
25,475
Q4 2025 Reduced 13.02%
$47.7B
$12.4 Million 0.03% of portfolio
27,966
Q4 2025 Added 361.94%
$21.2B
$11.7 Million 0.03% of portfolio
23,909
Q4 2025 Added 160.19%
$4.67B
$9.8 Million 0.03% of portfolio
164,150
Q4 2025 Reduced 3.87%
$11.6B
$9.43 Million 0.03% of portfolio
27,727
Q4 2025 Reduced 17.2%
$6.81B
$10.4 Million 0.03% of portfolio
109,279
Q4 2025 Added 17.1%
$11.9B
$12.3 Million 0.03% of portfolio
121,092
Q4 2025 Added 70.67%
$98.1B
$11.7 Million 0.03% of portfolio
75,985
Q4 2025 Added 11.84%
$38.4B
$11.7 Million 0.03% of portfolio
417,993
Q4 2025 Added 803.93%
$27.1B
$11.2 Million 0.03% of portfolio
18,470
Q4 2025 Reduced 6.17%
$64.9B
$11.5 Million 0.03% of portfolio
145,241
Q4 2025 Added 102.95%
$41B
$12.6 Million 0.03% of portfolio
55,830
Q4 2025 Added 23.88%
$25.6B
$11 Million 0.03% of portfolio
187,477
Q4 2025 Added 86.88%
$19B
$10.8 Million 0.03% of portfolio
26,968
Q4 2025 Added 31.42%
$24.2B
$9.23 Million 0.03% of portfolio
21,986
Q4 2025 Added 15.86%
$7.1B
$12.2 Million 0.03% of portfolio
1,514,768
Q4 2025 Added 7.06%
$123B
$12.2 Million 0.03% of portfolio
21,066
Q4 2025 Added 1.07%
$9.69B
$11.5 Million 0.03% of portfolio
389,299
Q4 2025 Reduced 0.26%
$15.6B
$10.2 Million 0.03% of portfolio
394,969
Q4 2025 Added 23.98%
$17.1B
$11 Million 0.03% of portfolio
126,697
Q4 2025 Added 84.64%
$13.3B
$11.5 Million 0.03% of portfolio
332,769
Q4 2025 Reduced 4.21%
$3.86B
$8.44 Million 0.02% of portfolio
224,869
Q4 2025 Added 203.25%
-
$7.33 Million 0.02% of portfolio
-
Q4 2025 Added 350.29%
-
$6.46 Million 0.02% of portfolio
-
Q4 2025 Added 265.2%
$25.4B
$7.58 Million 0.02% of portfolio
112,500
Q4 2025 Reduced 5.34%
$35.1B
$7.81 Million 0.02% of portfolio
138,466
Q4 2025 Reduced 8.09%
$7.85B
$5.77 Million 0.02% of portfolio
57,206
Q4 2025 Added 85.61%
$37.9B
$6.17 Million 0.02% of portfolio
83,727
Q4 2025 Added 69.41%
$59.5B
$6.01 Million 0.02% of portfolio
122,191
Q4 2025 Reduced 20.99%
$136B
$6.94 Million 0.02% of portfolio
19,744
Q4 2025 Added 7.42%
$104B
$6.67 Million 0.02% of portfolio
25,936
Q4 2025 Reduced 10.49%
$72.3B
$6.01 Million 0.02% of portfolio
54,493
Q4 2025 Reduced 3.63%
$78.2B
$6.83 Million 0.02% of portfolio
19,482
Q4 2025 Added 2.06%
$37.1B
$7.14 Million 0.02% of portfolio
33,432
Q4 2025 Added 13.41%
$53.8B
$6.66 Million 0.02% of portfolio
32,401
Q4 2025 Added 89.52%
$41.4B
$8.24 Million 0.02% of portfolio
84,294
Q4 2025 Added 117.15%
$96.9B
$8.62 Million 0.02% of portfolio
22,154
Q4 2025 Reduced 3.69%
$76.2B
$8.11 Million 0.02% of portfolio
150,569
Q4 2025 Reduced 8.48%
$74.3B
$7.17 Million 0.02% of portfolio
119,319
Q4 2025 Reduced 20.88%
$69.4B
$6.78 Million 0.02% of portfolio
77,438
Q4 2025 Added 7.81%
$8.56B
$6.57 Million 0.02% of portfolio
224,853
Q4 2025 Added 41.62%
$84B
$7.64 Million 0.02% of portfolio
43,528
Q4 2025 Added 172.71%
$16.8B
$7.13 Million 0.02% of portfolio
105,859
Q4 2025 Added 37.66%
$7.33B
$6.71 Million 0.02% of portfolio
262,065
Q4 2025 Added 4.93%
$11.4B
$8.29 Million 0.02% of portfolio
80,511
Q4 2025 Added 11.7%
$73.4B
$5.68 Million 0.02% of portfolio
156,629
Q4 2025 Added 8.61%
$24.8B
$7.67 Million 0.02% of portfolio
271,325
Q4 2025 Added 43.11%

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
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