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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.5 Million 0.06% of portfolio
282,258
Q3 2025 Reduced 5.26%
$0
$19.2 Million 0.06% of portfolio
351,054
Q3 2025 Added 0.2%
$0
$18.3 Million 0.06% of portfolio
372,350
Q3 2025 Reduced 1.72%
$0
$19.9 Million 0.06% of portfolio
1,481,204
Q3 2025 Added 6.57%
$0
$18.9 Million 0.06% of portfolio
257,394
Q3 2025 Added 4.19%
$0
$19.6 Million 0.06% of portfolio
80,877
Q3 2025 Added 7.59%
$0
$20.5 Million 0.06% of portfolio
211,867
Q3 2025 Added 26.96%
$0
$18.9 Million 0.06% of portfolio
163,956
Q3 2025 Added 1.44%
$0
$19.4 Million 0.06% of portfolio
170,382
Q3 2025 Reduced 88.79%
$0
$19 Million 0.06% of portfolio
374,161
Q3 2025 Added 8.91%
$0
$18.5 Million 0.06% of portfolio
222,112
Q3 2025 Reduced 4.98%
$0
$18.4 Million 0.06% of portfolio
360,087
Q3 2025 Reduced 25.83%
$0
$19.1 Million 0.06% of portfolio
453,918
Q3 2025 Added 31.09%
$0
$18.3 Million 0.06% of portfolio
586,221
Q3 2025 Added 1.74%
$0
$20.7 Million 0.06% of portfolio
419,367
Q3 2025 Reduced 1.14%
$0
$21.3 Million 0.06% of portfolio
72,362
Q3 2025 Added 2.73%
$0
$15.8 Million 0.05% of portfolio
177,832
Q3 2025 Added 335.46%
$5.51B
$15.4 Million 0.05% of portfolio
418,993
Q3 2025 Reduced 1.59%
$0
$15.2 Million 0.05% of portfolio
586,879
Q3 2025 Reduced 3.43%
$0
$17.1 Million 0.05% of portfolio
276,169
Q3 2025 Reduced 1.77%
$0
$17.1 Million 0.05% of portfolio
343,112
Q3 2025 Reduced 0.66%
$0
$15.9 Million 0.05% of portfolio
417,627
Q3 2025 Added 16.72%
$0
$16.9 Million 0.05% of portfolio
325,091
Q3 2025 Reduced 6.76%
$0
$18.1 Million 0.05% of portfolio
380,581
Q3 2025 Reduced 0.3%
$0
$17.4 Million 0.05% of portfolio
146,406
Q3 2025 Reduced 1.7%
$0
$15.9 Million 0.05% of portfolio
41,986
Q3 2025 Added 22.26%
$0
$16.5 Million 0.05% of portfolio
176,423
Q3 2025 Added 2.61%
$0
$15.9 Million 0.05% of portfolio
192,430
Q3 2025 Reduced 0.03%
$0
$16.9 Million 0.05% of portfolio
312,566
Q3 2025 Added 24.32%
$0
$15.8 Million 0.05% of portfolio
114,149
Q3 2025 Added 5.19%
$0
$17.2 Million 0.05% of portfolio
337,512
Q3 2025 Reduced 1.61%
$0
$15.9 Million 0.05% of portfolio
158,848
Q3 2025 Reduced 13.55%
$0
$15.9 Million 0.05% of portfolio
673,636
Q3 2025 Added 5.54%
$0
$16.4 Million 0.05% of portfolio
319,712
Q3 2025 Reduced 11.49%
$0
$17.1 Million 0.05% of portfolio
142,002
Q3 2025 Added 18.61%
$0
$18 Million 0.05% of portfolio
313,650
Q3 2025 Reduced 5.71%
$0
$17.1 Million 0.05% of portfolio
124,619
Q3 2025 New
$0
$18.1 Million 0.05% of portfolio
685,710
Q3 2025 Reduced 7.77%
$0
$17.9 Million 0.05% of portfolio
416,785
Q3 2025 Added 446.66%
$0
$16.1 Million 0.05% of portfolio
179,196
Q3 2025 Added 11.94%
$0
$16.1 Million 0.05% of portfolio
171,129
Q3 2025 Reduced 9.45%
$0
$15.4 Million 0.05% of portfolio
51,886
Q3 2025 Reduced 4.65%
$0
$16.4 Million 0.05% of portfolio
211,783
Q3 2025 Added 21,960.73%
$0
$17.4 Million 0.05% of portfolio
289,429
Q3 2025 Added 3.47%
$0
$14.6 Million 0.04% of portfolio
169,427
Q3 2025 Added 15.48%
$0
$13.9 Million 0.04% of portfolio
405,950
Q3 2025 Added 100.69%
$0
$12.3 Million 0.04% of portfolio
180,076
Q3 2025 Reduced 1.17%
$0
$12.2 Million 0.04% of portfolio
173,970
Q3 2025 Reduced 6.62%
$0
$12.6 Million 0.04% of portfolio
530,406
Q3 2025 Added 70.82%

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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