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
$4.3T
$638 Million 1.92% of portfolio
2,506,458
Q3 2025 Added 8.49%
$465B
$614 Million 1.85% of portfolio
3,291,598
Q3 2025 Added 11.07%
$3.78T
$524 Million 1.57% of portfolio
1,010,930
Q3 2025 Added 7.53%
$2.39T
$323 Million 0.97% of portfolio
1,471,124
Q3 2025 Added 6.35%
$1.65T
$249 Million 0.75% of portfolio
1,025,597
Q3 2025 Added 6.42%
$139B
$207 Million 0.62% of portfolio
625,944
Q3 2025 Added 8.12%
$662B
$188 Million 0.56% of portfolio
373,380
Q3 2025 Added 16.77%
$1.37T
$178 Million 0.54% of portfolio
242,774
Q3 2025 Added 2.72%
$1.29T
$167 Million 0.5% of portfolio
374,543
Q3 2025 Added 6.47%
$881B
$152 Million 0.46% of portfolio
480,453
Q3 2025 Added 12.83%
-
$139 Million 0.42% of portfolio
-
Q3 2025 Added 3.49%
$279B
$121 Million 0.36% of portfolio
1,175,703
Q3 2025 Added 24.22%
$522B
$112 Million 0.34% of portfolio
605,826
Q3 2025 Added 12.36%
$1.74T
$108 Million 0.32% of portfolio
442,829
Q3 2025 Added 15.59%
$490B
$102 Million 0.31% of portfolio
909,029
Q3 2025 Added 17.76%
$346B
$99.7 Million 0.3% of portfolio
648,954
Q3 2025 Added 23.41%
$367B
$91 Million 0.27% of portfolio
224,521
Q3 2025 Added 6.95%
$414B
$87.9 Million 0.26% of portfolio
379,652
Q3 2025 Added 17.4%
$319B
$85.2 Million 0.26% of portfolio
1,244,565
Q3 2025 Added 4.82%
$342B
$83.6 Million 0.25% of portfolio
458,063
Q3 2025 Added 32.13%
$235B
$80.2 Million 0.24% of portfolio
955,066
Q3 2025 Added 23.72%
$533B
$80.6 Million 0.24% of portfolio
236,039
Q3 2025 Added 8.35%
$971B
$75.2 Million 0.23% of portfolio
98,555
Q3 2025 Added 11.06%
$328B
$71.8 Million 0.22% of portfolio
238,802
Q3 2025 Added 20.25%
$204B
$69.9 Million 0.21% of portfolio
497,740
Q3 2025 Added 42.46%
$404B
$65.4 Million 0.2% of portfolio
70,682
Q3 2025 Added 2.09%
$181B
$64.7 Million 0.19% of portfolio
2,291,480
Q3 2025 Added 1.03%
$172B
$64.4 Million 0.19% of portfolio
1,464,437
Q3 2025 Added 12.0%
$413B
$60.6 Million 0.18% of portfolio
1,175,220
Q3 2025 Added 13.28%
$303B
$55.2 Million 0.17% of portfolio
355,287
Q3 2025 Added 19.38%
$82.2B
$55.3 Million 0.17% of portfolio
245,263
Q3 2025 Added 13.44%
$300B
$55.4 Million 0.17% of portfolio
160,487
Q3 2025 Added 20.25%
$49.1B
$52.7 Million 0.16% of portfolio
43,915
Q3 2025 Added 3.27%
$291B
$48.3 Million 0.15% of portfolio
101,188
Q3 2025 Added 11.65%
$512B
$50 Million 0.15% of portfolio
87,939
Q3 2025 Added 18.95%
$170B
$51 Million 0.15% of portfolio
352,732
Q3 2025 Added 12.72%
-
$47 Million 0.14% of portfolio
-
Q3 2025 Added 1.57%
$183B
$44.3 Million 0.13% of portfolio
157,141
Q3 2025 Added 1.76%
$266B
$41.8 Million 0.13% of portfolio
148,049
Q3 2025 Added 20.74%
$306B
$39.8 Million 0.12% of portfolio
600,857
Q3 2025 Added 6.38%
$156B
$39.3 Million 0.12% of portfolio
354,411
Q3 2025 Added 0.77%
$141B
$41.1 Million 0.12% of portfolio
1,612,382
Q3 2025 Added 8.29%
$55.8B
$38.5 Million 0.12% of portfolio
278,238
Q3 2025 Added 34.93%
$228B
$36.6 Million 0.11% of portfolio
272,990
Q3 2025 Added 2.83%
$151B
$35.2 Million 0.11% of portfolio
99,675
Q3 2025 Added 50.88%
$388B
$35.2 Million 0.11% of portfolio
217,463
Q3 2025 Added 17.82%
$57.9B
$37.4 Million 0.11% of portfolio
174,064
Q3 2025 Added 3.82%
$89.3B
$35 Million 0.11% of portfolio
320,834
Q3 2025 Added 1.24%
$99.5B
$36.4 Million 0.11% of portfolio
806,549
Q3 2025 Added 34.52%

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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