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
$7.3B
$5.39 Million 0.02% of portfolio
126,661
Q3 2025 Added 279.65%
$86.7B
$7.29 Million 0.02% of portfolio
11,958
Q3 2025 Added 8.99%
$109B
$8.09 Million 0.02% of portfolio
145,793
Q3 2025 Added 35.0%
$38B
$5.23 Million 0.02% of portfolio
38,587
Q3 2025 Added 9.17%
$13.7B
$7.4 Million 0.02% of portfolio
174,260
Q3 2025 Added 87.42%
$14.7B
$5.47 Million 0.02% of portfolio
67,127
Q3 2025 Added 20.42%
$37B
$7.67 Million 0.02% of portfolio
83,870
Q3 2025 Added 244.17%
$9.96B
$7.63 Million 0.02% of portfolio
188,866
Q3 2025 Added 820.4%
$9.52B
$7.41 Million 0.02% of portfolio
52,352
Q3 2025 Added 18.23%
$18.5B
$6.7 Million 0.02% of portfolio
30,720
Q3 2025 Added 118.52%
$71.6B
$5.77 Million 0.02% of portfolio
86,023
Q3 2025 Added 31.57%
$17.2B
$5.43 Million 0.02% of portfolio
49,064
Q3 2025 Added 138.33%
$8.39B
$8.26 Million 0.02% of portfolio
65,032
Q3 2025 Added 132.49%
$114B
$6.62 Million 0.02% of portfolio
57,806
Q3 2025 Added 89.7%
$25.3B
$5.52 Million 0.02% of portfolio
65,873
Q3 2025 Added 86.75%
$15.6B
$5.05 Million 0.02% of portfolio
26,482
Q3 2025 Added 11.02%
$10.1B
$5.04 Million 0.02% of portfolio
133,915
Q3 2025 Added 727.5%
$2.92B
$6.96 Million 0.02% of portfolio
204,808
Q3 2025 Added 55.5%
$12.2B
$4.99 Million 0.02% of portfolio
24,882
Q3 2025 Reduced 38.81%
$159B
$6.63 Million 0.02% of portfolio
13,616
Q3 2025 Reduced 5.37%
$130B
$5.49 Million 0.02% of portfolio
116,235
Q3 2025 Added 2.57%
$270B
$5.38 Million 0.02% of portfolio
75,190
Q3 2025 Added 20.79%
$36B
$8.23 Million 0.02% of portfolio
285,987
Q3 2025 Reduced 3.35%
$25.8B
$8.07 Million 0.02% of portfolio
32,622
Q3 2025 Added 434.26%
$1.87B
$6.4 Million 0.02% of portfolio
19,858
Q3 2025 Added 19.33%
$136B
$6.8 Million 0.02% of portfolio
18,381
Q3 2025 Added 4.13%
$6.8B
$7.22 Million 0.02% of portfolio
147,138
Q3 2025 Added 494.26%
$11.2B
$6.08 Million 0.02% of portfolio
36,566
Q3 2025 Reduced 17.38%
$17.1B
$5.8 Million 0.02% of portfolio
68,619
Q3 2025 Added 84.6%
$222B
$7.73 Million 0.02% of portfolio
15,937
Q3 2025 Added 40.06%
$173B
$5.95 Million 0.02% of portfolio
99,701
Q3 2025 Added 0.49%
$272B
$7.11 Million 0.02% of portfolio
37,214
Q3 2025 Added 5.74%
$59.5B
$7.07 Million 0.02% of portfolio
154,659
Q3 2025 Added 102.76%
$15.6B
$7.14 Million 0.02% of portfolio
131,525
Q3 2025 Added 95.85%
$150B
$6.55 Million 0.02% of portfolio
110,416
Q3 2025 Reduced 3.48%
$31.1B
$5.05 Million 0.02% of portfolio
52,365
Q3 2025 Added 19.03%
$70.1B
$8 Million 0.02% of portfolio
46,997
Q3 2025 Added 9.3%
$37.3B
$5.02 Million 0.02% of portfolio
16,330
Q3 2025 Added 9.78%
$37.1B
$5.91 Million 0.02% of portfolio
29,478
Q3 2025 Added 90.67%
$44.1B
$5.08 Million 0.02% of portfolio
62,989
Q3 2025 Reduced 9.26%
$55.6B
$8.05 Million 0.02% of portfolio
55,040
Q3 2025 Added 53.22%
$7.09B
$4.11 Million 0.01% of portfolio
64,581
Q3 2025 Added 1,685.98%
$57.5B
$2.38 Million 0.01% of portfolio
8,733
Q3 2025 Added 17.05%
$5.29B
$1.8 Million 0.01% of portfolio
36,177
Q3 2025 Added 37.52%
$418B
$1.81 Million 0.01% of portfolio
10,134
Q3 2025 Reduced 15.75%
$10.7B
$2.5 Million 0.01% of portfolio
19,975
Q3 2025 Added 50.52%
$14.2B
$4.02 Million 0.01% of portfolio
22,679
Q3 2025 Added 0.23%
$7.87B
$2.04 Million 0.01% of portfolio
24,082
Q3 2025 Reduced 6.95%
$2.76B
$1.75 Million 0.01% of portfolio
23,920
Q3 2025 Added 513.65%

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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