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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.6M
$0 0.0% of portfolio
191
Q1 2025 Reduced 9.91%
$37.4M
$8,000 0.0% of portfolio
5,244
Q3 2025 New
$0
$669,000 0.0% of portfolio
18,236
Q3 2025 Added 1,807.53%
$0
$64,000 0.0% of portfolio
4,075
Q3 2025 Added 152.48%
$0
$105,000 0.0% of portfolio
5,767
Q1 2025 Added 0.87%
$24.9M
$1,000 0.0% of portfolio
337
Q3 2024 Reduced 10.37%
$0
$149,000 0.0% of portfolio
8,884
Q3 2025 Reduced 10.97%
$0
$3,000 0.0% of portfolio
469
Q3 2024 New
$33.8M
$0 0.0% of portfolio
154
Q3 2025 Reduced 62.44%
$0
$86,000 0.0% of portfolio
2,000
Q1 2025 Reduced 20.0%
$0
$5,000 0.0% of portfolio
835
Q1 2024 New
$0
$112,000 0.0% of portfolio
3,285
Q3 2025 Added 83.93%
$0
$2,000 0.0% of portfolio
381
Q3 2025 Reduced 61.08%
$0
$107,000 0.0% of portfolio
6,527
Q3 2025 Reduced 0.64%
$21.6M
$0 0.0% of portfolio
8
Q3 2025 Reduced 98.61%
$22.3M
$0 0.0% of portfolio
1
Q3 2022 New
$0
$52,000 0.0% of portfolio
3,971
Q3 2025 Added 0.33%
$0
$84,000 0.0% of portfolio
3,327
Q3 2025 Added 73.28%
$0
$5,000 0.0% of portfolio
794
Q3 2025 Added 2.98%
$0
$2,000 0.0% of portfolio
456
Q3 2025 New
$0
$0 0.0% of portfolio
1
Q1 2025 New
$0
$2,000 0.0% of portfolio
311
Q3 2024 New
$35.7M
$3,000 0.0% of portfolio
1,569
Q3 2025 Reduced 81.43%
$0
$36,000 0.0% of portfolio
2,431
Q3 2025 Added 9.7%
$0
$19,000 0.0% of portfolio
1,831
Q3 2025 Added 35.43%
$0
$0 0.0% of portfolio
42
Q3 2025 New
$0
$0 0.0% of portfolio
18
Q3 2025 Reduced 73.53%
$0
$51,000 0.0% of portfolio
3,960
Q3 2025 Added 760.87%
$0
$15,000 0.0% of portfolio
1,737
Q3 2024 New
$35.9M
$0 0.0% of portfolio
25
Q3 2024 Reduced 84.47%
$15.6M
$1,000 0.0% of portfolio
406
Q1 2025 Added 6,666.67%
$43.4M
$0 0.0% of portfolio
312
Q3 2025 Reduced 86.85%

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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