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
$10.1 Million 0.03% of portfolio
124,941
Q3 2025 Added 4.52%
$0
$9.72 Million 0.03% of portfolio
183,349
Q3 2025 Reduced 10.3%
$0
$9.14 Million 0.03% of portfolio
72,565
Q3 2025 Reduced 4.29%
$0
$11.6 Million 0.03% of portfolio
242,310
Q3 2025 Reduced 8.33%
$0
$8.52 Million 0.03% of portfolio
168,672
Q3 2025 Added 12.64%
$0
$10.3 Million 0.03% of portfolio
146,398
Q3 2025 Added 20.39%
$0
$8.35 Million 0.03% of portfolio
319,716
Q3 2025 Added 2.13%
$0
$10.9 Million 0.03% of portfolio
217,774
Q3 2025 Added 3.06%
$0
$10.5 Million 0.03% of portfolio
407,400
Q3 2025 Added 1.54%
$0
$8.37 Million 0.03% of portfolio
54,253
Q3 2025 Added 49.97%
$0
$9.55 Million 0.03% of portfolio
16,026
Q3 2025 Added 8.72%
$0
$11.4 Million 0.03% of portfolio
128,293
Q3 2025 Reduced 13.18%
$0
$9.96 Million 0.03% of portfolio
389,100
Q3 2025 Reduced 16.46%
$0
$9.14 Million 0.03% of portfolio
179,580
Q3 2025 Reduced 3.15%
$0
$11.1 Million 0.03% of portfolio
53,129
Q3 2025 Reduced 13.22%
$0
$8.81 Million 0.03% of portfolio
162,547
Q3 2025 Added 17.76%
$0
$9.04 Million 0.03% of portfolio
12,106
Q3 2025 Reduced 1.37%
$0
$9.33 Million 0.03% of portfolio
162,436
Q3 2025 New
$0
$10.5 Million 0.03% of portfolio
276,048
Q3 2025 Reduced 5.7%
$0
$5.4 Million 0.02% of portfolio
117,380
Q3 2025 New
$0
$8.11 Million 0.02% of portfolio
182,278
Q3 2025 Reduced 6.69%
$0
$5.1 Million 0.02% of portfolio
75,682
Q3 2025 Added 544.98%
$0
$7.32 Million 0.02% of portfolio
233,172
Q3 2025 Added 10.13%
$0
$6.44 Million 0.02% of portfolio
127,041
Q3 2025 Added 19.09%
$0
$5.34 Million 0.02% of portfolio
112,448
Q3 2025 Added 17.89%
$0
$7.45 Million 0.02% of portfolio
77,021
Q3 2025 Reduced 1.0%
$0
$5.18 Million 0.02% of portfolio
18,515
Q3 2025 Added 2.37%
$0
$7.66 Million 0.02% of portfolio
284,355
Q3 2025 Added 2.52%
$0
$5.34 Million 0.02% of portfolio
221,115
Q3 2025 Reduced 2.55%
$0
$5.13 Million 0.02% of portfolio
156,854
Q3 2025 Added 51.1%
$0
$8.11 Million 0.02% of portfolio
174,186
Q3 2025 Reduced 16.36%
$0
$5.08 Million 0.02% of portfolio
108,732
Q3 2025 Added 12.52%
$0
$5.4 Million 0.02% of portfolio
122,163
Q3 2025 Added 34.11%
$0
$7.26 Million 0.02% of portfolio
293,046
Q3 2025 Added 150.84%
$0
$5.83 Million 0.02% of portfolio
281,679
Q3 2025 Added 0.25%
$0
$6.03 Million 0.02% of portfolio
246,018
Q3 2025 Reduced 8.18%
$0
$5.21 Million 0.02% of portfolio
90,602
Q3 2025 Added 0.35%
$0
$7.96 Million 0.02% of portfolio
63,464
Q3 2025 Reduced 3.9%
$0
$6.54 Million 0.02% of portfolio
65,790
Q3 2025 Added 6.78%
$22.4B
$7.47 Million 0.02% of portfolio
176,268
Q3 2025 Reduced 3.17%
$0
$5.86 Million 0.02% of portfolio
33,129
Q3 2025 Reduced 4.93%
$0
$7.27 Million 0.02% of portfolio
44,189
Q3 2025 Reduced 6.99%
$0
$5.08 Million 0.02% of portfolio
15,877
Q3 2025 Reduced 0.64%
$0
$7.72 Million 0.02% of portfolio
125,240
Q3 2025 Added 6.88%
$0
$8.19 Million 0.02% of portfolio
64,983
Q3 2025 Added 0.57%
$0
$7.75 Million 0.02% of portfolio
54,513
Q3 2025 Added 4.92%
$0
$7.38 Million 0.02% of portfolio
66,810
Q3 2025 Reduced 10.14%
$0
$5.34 Million 0.02% of portfolio
102,236
Q3 2025 Added 19.02%
$0
$8.11 Million 0.02% of portfolio
67,868
Q3 2025 Reduced 3.84%

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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