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
$0
$6.07 Million 0.02% of portfolio
143,021
Q3 2025 Reduced 2.01%
$0
$8.3 Million 0.02% of portfolio
186,728
Q3 2025 Added 0.76%
$88.8B
$7.29 Million 0.02% of portfolio
11,958
Q3 2025 Added 8.99%
$109B
$8.09 Million 0.02% of portfolio
145,793
Q3 2025 Added 35.0%
$37.1B
$5.23 Million 0.02% of portfolio
38,587
Q3 2025 Added 9.17%
$12.4B
$7.4 Million 0.02% of portfolio
174,260
Q3 2025 Added 87.42%
$15B
$5.47 Million 0.02% of portfolio
67,127
Q3 2025 Added 20.42%
$37.8B
$7.67 Million 0.02% of portfolio
83,870
Q3 2025 Added 244.17%
$9.48B
$7.63 Million 0.02% of portfolio
188,866
Q3 2025 Added 820.4%
$11.5B
$7.41 Million 0.02% of portfolio
52,352
Q3 2025 Added 18.23%
$18.5B
$6.7 Million 0.02% of portfolio
30,720
Q3 2025 Added 118.52%
$76.4B
$5.77 Million 0.02% of portfolio
86,023
Q3 2025 Added 31.57%
$17.6B
$5.43 Million 0.02% of portfolio
49,064
Q3 2025 Added 138.33%
$8.16B
$8.26 Million 0.02% of portfolio
65,032
Q3 2025 Added 132.49%
$114B
$6.62 Million 0.02% of portfolio
57,806
Q3 2025 Added 89.7%
$0
$5.61 Million 0.02% of portfolio
50,024
Q3 2025 New
$28.4B
$5.52 Million 0.02% of portfolio
65,873
Q3 2025 Added 86.75%
$15.6B
$5.05 Million 0.02% of portfolio
26,482
Q3 2025 Added 11.02%
$13.3B
$5.98 Million 0.02% of portfolio
19,066
Q3 2025 Reduced 0.76%
$9.73B
$5.04 Million 0.02% of portfolio
133,915
Q3 2025 Added 727.5%
$2.79B
$6.96 Million 0.02% of portfolio
204,808
Q3 2025 Added 55.5%
$11.1B
$4.99 Million 0.02% of portfolio
24,882
Q3 2025 Reduced 38.81%
$163B
$6.63 Million 0.02% of portfolio
13,616
Q3 2025 Reduced 5.37%
Sandisk Corp
-
$7.37 Million 0.02% of portfolio
-
Q3 2025 Added 175.86%
$123B
$5.49 Million 0.02% of portfolio
116,235
Q3 2025 Added 2.57%
$0
$5.6 Million 0.02% of portfolio
200,647
Q3 2025 Reduced 3.91%
$0
$6.35 Million 0.02% of portfolio
252,769
Q3 2025 Reduced 27.39%
$0
$5.29 Million 0.02% of portfolio
178,513
Q3 2025 Reduced 14.36%
$263B
$5.38 Million 0.02% of portfolio
75,190
Q3 2025 Added 20.79%
$34.6B
$8.23 Million 0.02% of portfolio
285,987
Q3 2025 Reduced 3.35%
$0
$5.1 Million 0.02% of portfolio
57,993
Q3 2025 Reduced 0.01%
$0
$6.2 Million 0.02% of portfolio
95,924
Q3 2025 Reduced 9.14%
$0
$6.75 Million 0.02% of portfolio
227,841
Q3 2025 Reduced 22.73%
$0
$6.86 Million 0.02% of portfolio
222,132
Q3 2025 Reduced 10.74%
$0
$8.19 Million 0.02% of portfolio
186,112
Q3 2025 Added 19.41%
$0
$5.76 Million 0.02% of portfolio
138,502
Q3 2025 Added 27.01%
$24.2B
$8.07 Million 0.02% of portfolio
32,622
Q3 2025 Added 434.26%
$2.47B
$6.4 Million 0.02% of portfolio
19,858
Q3 2025 Added 19.33%
$137B
$6.8 Million 0.02% of portfolio
18,381
Q3 2025 Added 4.13%
$6.51B
$7.22 Million 0.02% of portfolio
147,138
Q3 2025 Added 494.26%
Tcw ETF Trust
-
$8.04 Million 0.02% of portfolio
-
Q3 2025 Added 233.42%
$10.8B
$6.08 Million 0.02% of portfolio
36,566
Q3 2025 Reduced 17.38%
$16.9B
$5.8 Million 0.02% of portfolio
68,619
Q3 2025 Added 84.6%
$221B
$7.73 Million 0.02% of portfolio
15,937
Q3 2025 Added 40.06%
Thomson Reuters Corp
-
$5.88 Million 0.02% of portfolio
-
Q3 2025 Reduced 0.93%
$0
$5.97 Million 0.02% of portfolio
151,806
Q3 2025 Reduced 8.77%
$0
$7.1 Million 0.02% of portfolio
212,679
Q3 2025 Added 33.69%
$173B
$5.95 Million 0.02% of portfolio
99,701
Q3 2025 Added 0.49%
$279B
$7.11 Million 0.02% of portfolio
37,214
Q3 2025 Added 5.74%

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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