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
$45.6B
$1.99 Million 0.01% of portfolio
45,589
Q4 2025 Added 23.33%
$47.8B
$4.05 Million 0.01% of portfolio
64,788
Q4 2025 Reduced 10.32%
$38.4B
$4.52 Million 0.01% of portfolio
13,383
Q4 2025 Added 7.41%
$63.4B
$2.96 Million 0.01% of portfolio
7,717
Q4 2025 Added 0.88%
$39.9B
$4.42 Million 0.01% of portfolio
39,153
Q4 2025 Added 0.17%
$7.05B
$3.06 Million 0.01% of portfolio
27,771
Q4 2025 Added 1.07%
$4.93B
$1.85 Million 0.01% of portfolio
123,016
Q4 2025 Added 6,481.92%
$19.3B
$5.02 Million 0.01% of portfolio
18,230
Q4 2025 Added 6.43%
$65.7B
$3.58 Million 0.01% of portfolio
45,345
Q4 2025 Added 20.34%
$50.4B
$2.99 Million 0.01% of portfolio
51,023
Q4 2025 Reduced 4.14%
$42.9B
$3.28 Million 0.01% of portfolio
25,406
Q4 2025 Added 2.58%
$15.6B
$3.29 Million 0.01% of portfolio
18,950
Q4 2025 Reduced 28.44%
$52.4B
$2.76 Million 0.01% of portfolio
72,028
Q4 2025 Added 85.56%
$19.3B
$2.41 Million 0.01% of portfolio
26,034
Q4 2025 Added 12.78%
$34.1B
$4.81 Million 0.01% of portfolio
29,955
Q4 2025 Added 5.55%
$12.6B
$4.99 Million 0.01% of portfolio
24,538
Q4 2025 Added 197.07%
$27.2B
$2.56 Million 0.01% of portfolio
11,233
Q4 2025 Reduced 6.61%
$79.2B
$3.12 Million 0.01% of portfolio
48,946
Q4 2025 Reduced 2.98%
$1.83B
$1.94 Million 0.01% of portfolio
232,447
Q4 2025 Reduced 3.2%
$25.4B
$4.65 Million 0.01% of portfolio
208,634
Q4 2025 Added 34.0%
$44.1B
$5.01 Million 0.01% of portfolio
67,885
Q4 2025 Added 7.77%
$79.5B
$2.8 Million 0.01% of portfolio
41,617
Q4 2025 Reduced 44.97%
$20.5B
$3.62 Million 0.01% of portfolio
46,799
Q4 2025 Reduced 10.87%
$52.1B
$2.74 Million 0.01% of portfolio
209,028
Q4 2025 Added 34.12%
$9.96B
$3.59 Million 0.01% of portfolio
91,607
Q4 2025 Reduced 51.5%
$92.7B
$3.15 Million 0.01% of portfolio
10,136
Q4 2025 Added 1.12%
$23.5B
$2.26 Million 0.01% of portfolio
18,357
Q4 2025 Reduced 14.35%
$4.98B
$2.37 Million 0.01% of portfolio
16,533
Q4 2025 Added 521.31%
$65.7B
$3.78 Million 0.01% of portfolio
13,104
Q4 2025 Reduced 2.35%
$22.7B
$4.04 Million 0.01% of portfolio
233,077
Q4 2025 Added 31.67%
$12.6B
$3.33 Million 0.01% of portfolio
187,636
Q4 2025 Added 1.58%
$20.8B
$2.57 Million 0.01% of portfolio
18,651
Q4 2025 Added 350.18%
$13.8B
$3.49 Million 0.01% of portfolio
33,583
Q4 2025 Added 284.42%
$23.9B
$5.23 Million 0.01% of portfolio
40,044
Q4 2025 Added 99.09%
$9.38B
$2.26 Million 0.01% of portfolio
81,154
Q4 2025 Added 201.21%
$10.3B
$3.27 Million 0.01% of portfolio
73,716
Q4 2025 Added 32.23%
$57.4B
$4 Million 0.01% of portfolio
5,908
Q4 2025 Added 2.29%
$8.96B
$2.58 Million 0.01% of portfolio
60,376
Q4 2025 Reduced 7.59%
$9.6B
$2.11 Million 0.01% of portfolio
8,208
Q4 2025 Added 14.77%
$55.8B
$3.27 Million 0.01% of portfolio
15,992
Q4 2025 Added 3.91%
$39.1B
$3.33 Million 0.01% of portfolio
13,009
Q4 2025 Added 88.43%
$26.6B
$2.85 Million 0.01% of portfolio
22,077
Q4 2025 Reduced 38.49%
$7.56B
$3.84 Million 0.01% of portfolio
97,174
Q4 2025 Added 0.08%
$4.73B
$2.26 Million 0.01% of portfolio
27,039
Q4 2025 Added 103.58%
$7.63B
$2.14 Million 0.01% of portfolio
36,629
Q4 2025 Reduced 21.69%
$5.02B
$4.52 Million 0.01% of portfolio
225,110
Q4 2025 Added 123.78%
$48.1B
$5.21 Million 0.01% of portfolio
20,062
Q4 2025 Reduced 64.44%
$23.8B
$5.19 Million 0.01% of portfolio
48,478
Q4 2025 Reduced 3.02%
$64.5B
$3.8 Million 0.01% of portfolio
13,620
Q4 2025 Added 2.96%

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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