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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.8B
$5.02 Million 0.02% of portfolio
26,811
Q3 2025 Reduced 4.19%
$10.8B
$5.95 Million 0.02% of portfolio
113,744
Q3 2025 Added 1.04%
$25.1B
$5.26 Million 0.02% of portfolio
12,211
Q3 2025 Added 653.3%
$74.7B
$5.5 Million 0.02% of portfolio
21,074
Q3 2025 Added 22.02%
$68.8B
$5.14 Million 0.02% of portfolio
316,098
Q3 2025 Added 4.67%
$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%
-
$7.86 Million 0.02% of portfolio
-
Q3 2025 Reduced 4.38%
$0
$6.54 Million 0.02% of portfolio
65,790
Q3 2025 Added 6.78%
$22.9B
$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
$7.75 Million 0.02% of portfolio
54,513
Q3 2025 Added 4.92%
-
$7.04 Million 0.02% of portfolio
-
Q2 2025 Reduced 1.44%
$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%
$0
$7.31 Million 0.02% of portfolio
128,063
Q3 2025 Added 3.9%
$0
$5.56 Million 0.02% of portfolio
53,769
Q3 2025 Reduced 0.09%
$0
$5.72 Million 0.02% of portfolio
69,281
Q3 2025 Added 1.7%
$0
$6.58 Million 0.02% of portfolio
96,662
Q3 2025 Added 22.81%
$0
$8.17 Million 0.02% of portfolio
118,221
Q3 2025 Added 26.39%
$0
$7.09 Million 0.02% of portfolio
255,178
Q3 2025 Reduced 8.84%
$0
$6.07 Million 0.02% of portfolio
237,998
Q3 2025 Added 4.19%
$0
$5.18 Million 0.02% of portfolio
111,044
Q3 2025 Added 26.36%
$7.2B
$5.75 Million 0.02% of portfolio
129,279
Q3 2025 Added 169.7%
$173B
$5.32 Million 0.02% of portfolio
4,932
Q3 2025 Reduced 0.6%
$47.2B
$5.52 Million 0.02% of portfolio
102,576
Q3 2025 Added 77.97%
$26.4B
$6.32 Million 0.02% of portfolio
33,441
Q3 2025 Added 180.36%
$13.4B
$5.75 Million 0.02% of portfolio
24,373
Q3 2025 Added 44.3%
$87.9B
$7.36 Million 0.02% of portfolio
36,505
Q3 2025 Added 61.06%
$15.8B
$6.39 Million 0.02% of portfolio
30,044
Q3 2025 Added 56.41%
$12.6B
$7.06 Million 0.02% of portfolio
203,725
Q3 2025 Added 200.35%
$7.06B
$5.48 Million 0.02% of portfolio
42,507
Q3 2025 Added 173.83%
$25.4B
$5.89 Million 0.02% of portfolio
18,977
Q3 2025 Added 11.85%
$35B
$6.74 Million 0.02% of portfolio
100,072
Q3 2025 Reduced 3.36%
Morgan Stanley ETF Trust
-
$5.3 Million 0.02% of portfolio
-
Q3 2025 Added 33.27%
$46.5B
$8.27 Million 0.02% of portfolio
14,570
Q3 2025 Added 34.8%
$6.14B
$7.58 Million 0.02% of portfolio
74,947
Q3 2025 Added 7,058.26%
$42.4B
$5.65 Million 0.02% of portfolio
63,826
Q3 2025 Added 111.49%
$25.4B
$5.92 Million 0.02% of portfolio
49,989
Q3 2025 Added 85.3%
$9.44B
$6.75 Million 0.02% of portfolio
117,633
Q3 2025 Added 69.17%
$9.95B
$6.41 Million 0.02% of portfolio
208,731
Q3 2025 Added 32.25%
$7.24B
$5.39 Million 0.02% of portfolio
126,661
Q3 2025 Added 279.65%
$0
$5.81 Million 0.02% of portfolio
92,151
Q3 2025 Reduced 10.53%

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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