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
$13.7 Million 0.04% of portfolio
360,292
Q3 2025 Added 3.52%
$0
$12.1 Million 0.04% of portfolio
261,694
Q3 2025 Reduced 1.04%
$0
$13.2 Million 0.04% of portfolio
288,984
Q3 2025 Reduced 0.44%
$0
$12 Million 0.04% of portfolio
435,430
Q3 2025 Added 58.29%
$0
$11.8 Million 0.04% of portfolio
145,870
Q3 2025 Reduced 1.57%
$0
$13.4 Million 0.04% of portfolio
325,944
Q3 2025 Added 4.85%
$0
$13.4 Million 0.04% of portfolio
790,890
Q3 2025 Reduced 2.05%
$0
$13.4 Million 0.04% of portfolio
236,586
Q3 2025 Reduced 6.33%
$0
$12.5 Million 0.04% of portfolio
118,759
Q3 2025 Added 836.73%
$0
$14 Million 0.04% of portfolio
68,556
Q3 2025 Added 6.53%
$0
$12.6 Million 0.04% of portfolio
88,206
Q3 2025 Added 2.65%
$0
$12.8 Million 0.04% of portfolio
261,122
Q3 2025 Added 1.02%
$0
$14.4 Million 0.04% of portfolio
149,175
Q3 2025 Added 26.98%
$0
$14.2 Million 0.04% of portfolio
159,150
Q3 2025 Added 6.95%
$0
$13 Million 0.04% of portfolio
116,840
Q3 2025 Added 118.97%
$0
$13.2 Million 0.04% of portfolio
242,436
Q3 2025 Reduced 8.34%
$0
$12.4 Million 0.04% of portfolio
182,651
Q3 2025 Reduced 9.6%
$0
$13.5 Million 0.04% of portfolio
187,009
Q3 2025 Reduced 1.32%
$0
$14.3 Million 0.04% of portfolio
568,925
Q3 2025 Reduced 2.19%
$0
$14.6 Million 0.04% of portfolio
601,444
Q3 2025 Reduced 1.87%
$0
$12.8 Million 0.04% of portfolio
527,398
Q3 2025 Added 2.0%
$0
$14.3 Million 0.04% of portfolio
301,698
Q3 2025 Added 84.35%
$0
$13.1 Million 0.04% of portfolio
175,024
Q3 2025 Reduced 9.38%
$0
$12.8 Million 0.04% of portfolio
92,103
Q3 2025 Added 7.92%
$0
$13.9 Million 0.04% of portfolio
58,089
Q3 2025 Added 9.2%
$0
$12.3 Million 0.04% of portfolio
274,163
Q3 2025 Added 0.25%
$0
$14.3 Million 0.04% of portfolio
102,350
Q3 2025 Added 31.29%
$0
$12 Million 0.04% of portfolio
143,303
Q3 2025 Reduced 6.87%
$0
$12.1 Million 0.04% of portfolio
356,329
Q3 2025 Reduced 12.51%
$0
$11.9 Million 0.04% of portfolio
57,022
Q3 2025 Reduced 0.57%
$0
$12.2 Million 0.04% of portfolio
41,517
Q3 2025 Added 54.24%
$0
$9.82 Million 0.03% of portfolio
171,518
Q3 2025 Added 489,951.44%
$0
$9.54 Million 0.03% of portfolio
138,954
Q3 2025 Reduced 7.56%
$0
$10.2 Million 0.03% of portfolio
219,709
Q3 2025 Reduced 4.52%
$0
$8.37 Million 0.03% of portfolio
192,677
Q3 2025 Added 0.05%
$0
$8.83 Million 0.03% of portfolio
169,082
Q3 2025 Reduced 7.36%
$0
$11.6 Million 0.03% of portfolio
206,844
Q3 2025 Added 12.65%
$0
$11.4 Million 0.03% of portfolio
270,463
Q3 2025 Reduced 9.28%
$0
$11.6 Million 0.03% of portfolio
254,336
Q3 2025 Reduced 0.01%
$0
$9.5 Million 0.03% of portfolio
220,291
Q3 2025 Added 6.59%
$0
$11.5 Million 0.03% of portfolio
251,256
Q3 2025 Added 1.91%
$0
$9.19 Million 0.03% of portfolio
239,633
Q3 2025 Added 8.8%
$0
$9.92 Million 0.03% of portfolio
423,658
Q3 2025 Reduced 3.65%
$0
$8.44 Million 0.03% of portfolio
410,395
Q3 2025 Added 4.8%
$0
$10.6 Million 0.03% of portfolio
561,842
Q3 2025 Reduced 2.08%
$0
$9.63 Million 0.03% of portfolio
133,520
Q3 2025 Added 0.58%
$0
$10.4 Million 0.03% of portfolio
28,445
Q3 2025 Reduced 39.54%
$0
$9.56 Million 0.03% of portfolio
68,410
Q3 2025 Reduced 5.3%
$0
$10.9 Million 0.03% of portfolio
131,270
Q3 2025 Reduced 11.53%

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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