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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$983 Million 2.66% of portfolio
1,435,788
Q4 2025 Added 6.05%
$0
$831 Million 2.25% of portfolio
10,359,261
Q4 2025 Added 4.02%
$0
$800 Million 2.17% of portfolio
17,194,171
Q4 2025 Added 0.5%
$0
$689 Million 1.87% of portfolio
15,520,557
Q4 2025 Added 6.06%
$0
$589 Million 1.59% of portfolio
4,775,251
Q4 2025 Reduced 0.47%
$0
$547 Million 1.48% of portfolio
2,579,248
Q4 2025 Added 37.47%
$0
$487 Million 1.32% of portfolio
8,014,666
Q4 2025 Added 1.36%
$0
$468 Million 1.27% of portfolio
18,193,758
Q4 2025 Added 7.04%
$0
$446 Million 1.21% of portfolio
2,245,928
Q4 2025 Reduced 30.84%
$0
$408 Million 1.11% of portfolio
1,190,792
Q4 2025 Added 2.32%
$0
$393 Million 1.06% of portfolio
5,503,686
Q4 2025 Reduced 14.38%
$0
$386 Million 1.05% of portfolio
4,149,576
Q4 2025 Added 4.48%
$0
$382 Million 1.04% of portfolio
5,690,088
Q4 2025 Added 28.84%
$0
$357 Million 0.97% of portfolio
2,992,182
Q4 2025 Added 14.09%
$0
$342 Million 0.93% of portfolio
502,041
Q4 2025 Added 42.0%
$0
$316 Million 0.86% of portfolio
514,062
Q4 2025 Reduced 3.39%
$0
$314 Million 0.85% of portfolio
643,577
Q4 2025 Added 24.01%
$0
$303 Million 0.82% of portfolio
2,843,217
Q4 2025 Added 2.49%
$0
$286 Million 0.77% of portfolio
1,141,425
Q4 2025 Added 25.28%
$0
$269 Million 0.73% of portfolio
3,266,337
Q4 2025 Added 4.44%
$0
$243 Million 0.66% of portfolio
7,458,612
Q4 2025 Added 2.14%
$0
$232 Million 0.63% of portfolio
4,085,059
Q4 2025 Added 0.26%
$0
$226 Million 0.61% of portfolio
2,471,078
Q4 2025 Reduced 13.11%
$0
$208 Million 0.56% of portfolio
3,590,731
Q4 2025 Reduced 24.06%
$0
$202 Million 0.55% of portfolio
1,405,043
Q4 2025 Added 128.11%
$0
$204 Million 0.55% of portfolio
2,057,442
Q4 2025 Reduced 4.37%
$0
$191 Million 0.52% of portfolio
4,740,178
Q4 2025 Added 10.67%
$0
$182 Million 0.49% of portfolio
1,910,110
Q4 2025 Added 0.38%
$0
$181 Million 0.49% of portfolio
6,289,128
Q4 2025 Added 17.77%
$0
$168 Million 0.46% of portfolio
1,675,562
Q4 2025 Added 1.21%
$0
$170 Million 0.46% of portfolio
4,964,256
Q4 2025 Reduced 2.31%
$0
$164 Million 0.44% of portfolio
859,845
Q4 2025 Added 54.62%
$0
$162 Million 0.44% of portfolio
1,591,487
Q4 2025 Reduced 8.49%
$65.3B
$159 Million 0.43% of portfolio
1,954,113
Q4 2025 Added 3.02%
$0
$154 Million 0.42% of portfolio
3,802,612
Q4 2025 Added 6.75%
$130B
$151 Million 0.41% of portfolio
380,100
Q4 2025 Added 2.28%
$0
$151 Million 0.41% of portfolio
5,505,058
Q4 2025 Added 2.07%
$0
$150 Million 0.41% of portfolio
3,268,874
Q4 2025 Added 24.91%
$0
$148 Million 0.4% of portfolio
3,249,628
Q4 2025 Added 6.39%
$0
$138 Million 0.38% of portfolio
220,765
Q4 2025 Reduced 3.58%
$0
$128 Million 0.35% of portfolio
1,706,206
Q4 2025 Added 12.66%
$0
$127 Million 0.34% of portfolio
2,433,270
Q4 2025 Added 9.84%
$0
$114 Million 0.31% of portfolio
2,438,252
Q4 2025 Added 7.71%
$0
$109 Million 0.3% of portfolio
2,178,011
Q4 2025 Added 4.21%
$0
$106 Million 0.29% of portfolio
4,085,211
Q4 2025 Added 15.36%
$0
$109 Million 0.29% of portfolio
1,108,969
Q4 2025 Added 0.22%
$0
$100 Million 0.27% of portfolio
2,255,337
Q4 2025 Added 3.13%
$0
$98.1 Million 0.27% of portfolio
3,891,846
Q4 2025 Added 54.49%
$0
$97.4 Million 0.26% of portfolio
453,853
Q4 2025 Added 3.75%

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