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 |
|---|
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