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
$2.1 Million 0.01% of portfolio
39,267
Q3 2025 Added 2.02%
$0
$2.03 Million 0.01% of portfolio
22,533
Q3 2025 Reduced 3.64%
$0
$2.58 Million 0.01% of portfolio
19,033
Q3 2025 Reduced 4.0%
$0
$2.37 Million 0.01% of portfolio
75,010
Q3 2025 Reduced 11.84%
$0
$4.81 Million 0.01% of portfolio
45,038
Q3 2025 Reduced 0.51%
$0
$2.75 Million 0.01% of portfolio
10,039
Q3 2025 Added 1.51%
$0
$4.32 Million 0.01% of portfolio
50,892
Q3 2025 Added 16.11%
$0
$4.73 Million 0.01% of portfolio
109,336
Q3 2025 Added 18.79%
$0
$4.89 Million 0.01% of portfolio
96,697
Q3 2025 Reduced 13.89%
$0
$1.71 Million 0.01% of portfolio
43,236
Q3 2025 Reduced 86.75%
$0
$2.15 Million 0.01% of portfolio
29,288
Q3 2025 Reduced 13.17%
$0
$2.89 Million 0.01% of portfolio
36,098
Q3 2025 Added 1.59%
$0
$2.29 Million 0.01% of portfolio
90,370
Q3 2025 Reduced 22.54%
$0
$2.98 Million 0.01% of portfolio
56,384
Q3 2025 Reduced 22.35%
$0
$2.05 Million 0.01% of portfolio
76,662
Q3 2025 Added 0.17%
$0
$4.93 Million 0.01% of portfolio
210,204
Q3 2025 Added 4.33%
$0
$2.93 Million 0.01% of portfolio
125,198
Q3 2025 Reduced 5.96%
$0
$1.92 Million 0.01% of portfolio
85,274
Q3 2025 Added 30.13%
$0
$3.61 Million 0.01% of portfolio
162,997
Q3 2025 Added 7.04%
$0
$3.51 Million 0.01% of portfolio
46,356
Q3 2025 Added 24.37%
$0
$2.96 Million 0.01% of portfolio
139,329
Q3 2025 Added 7.83%
$0
$2.32 Million 0.01% of portfolio
49,999
Q3 2025 Added 439.42%
$0
$4.3 Million 0.01% of portfolio
63,387
Q3 2025 Added 39.79%
$0
$3.8 Million 0.01% of portfolio
57,225
Q3 2025 Added 145.46%
$0
$4.96 Million 0.01% of portfolio
181,533
Q3 2025 Reduced 6.61%
$0
$2.37 Million 0.01% of portfolio
61,096
Q3 2025 Added 1.8%
$0
$2.49 Million 0.01% of portfolio
25,076
Q3 2025 Added 55.23%
$0
$2.2 Million 0.01% of portfolio
50,144
Q3 2025 Added 43.69%
$0
$1.73 Million 0.01% of portfolio
22,359
Q3 2025 Reduced 5.13%
$0
$4.6 Million 0.01% of portfolio
80,149
Q3 2025 New
$0
$4.26 Million 0.01% of portfolio
83,323
Q3 2025 Reduced 2.09%
$0
$2.99 Million 0.01% of portfolio
38,965
Q3 2025 New
$0
$4.02 Million 0.01% of portfolio
138,242
Q3 2025 Added 9.5%
$0
$4.35 Million 0.01% of portfolio
185,525
Q3 2025 Reduced 39.76%
$0
$4.74 Million 0.01% of portfolio
60,423
Q3 2025 Added 63.17%
$0
$4.96 Million 0.01% of portfolio
10,700
Q3 2025 Added 9.23%
$0
$2.78 Million 0.01% of portfolio
37,176
Q3 2025 Reduced 7.19%
$0
$3.89 Million 0.01% of portfolio
80,572
Q3 2025 Reduced 0.2%
$0
$3.95 Million 0.01% of portfolio
43,158
Q3 2025 Added 22.4%
$0
$3.38 Million 0.01% of portfolio
74,198
Q3 2025 Reduced 4.21%
$0
$1.75 Million 0.01% of portfolio
7,466
Q3 2025 Added 66.54%
$0
$3.9 Million 0.01% of portfolio
62,583
Q3 2025 Added 2.66%
$0
$3.66 Million 0.01% of portfolio
127,575
Q3 2025 Added 30.67%
$0
$3.01 Million 0.01% of portfolio
110,097
Q3 2025 Reduced 1.62%
$0
$4.81 Million 0.01% of portfolio
98,419
Q3 2025 Added 5.42%
$0
$3.39 Million 0.01% of portfolio
77,280
Q3 2025 Reduced 0.67%
$0
$1.97 Million 0.01% of portfolio
106,593
Q3 2025 Added 38.26%
$0
$1.89 Million 0.01% of portfolio
45,350
Q3 2025 Reduced 3.33%
$0
$3.33 Million 0.01% of portfolio
10,211
Q3 2025 Added 5.05%

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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