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
$24.3B
$2.06 Million 0.01% of portfolio
12,073
Q3 2025 Added 15.12%
$9.63B
$4.11 Million 0.01% of portfolio
18,788
Q3 2025 Added 54.61%
$6.08B
$4.04 Million 0.01% of portfolio
141,253
Q3 2025 Added 211.8%
$50.2B
$3.1 Million 0.01% of portfolio
4,314
Q3 2025 Reduced 15.4%
$46B
$2.18 Million 0.01% of portfolio
44,731
Q3 2025 Added 0.65%
$5.29B
$1.93 Million 0.01% of portfolio
37,910
Q3 2025 Added 6.05%
$5.39B
$2.59 Million 0.01% of portfolio
100,595
Q3 2025 Added 18.08%
$4.12B
$3.21 Million 0.01% of portfolio
88,287
Q3 2025 Added 2,681.57%
$13.5B
$3.28 Million 0.01% of portfolio
63,619
Q3 2025 Added 38.93%
$4.21B
$2.64 Million 0.01% of portfolio
42,903
Q3 2025 Added 378.35%
$7.93B
$2.29 Million 0.01% of portfolio
45,257
Q3 2025 Added 198.55%
-
$2.09 Million 0.01% of portfolio
-
Q3 2025 Added 2.96%
$2.1B
$3.85 Million 0.01% of portfolio
18,217
Q3 2025 Added 1,467.73%
$142B
$4.62 Million 0.01% of portfolio
47,299
Q3 2025 Reduced 7.83%
$108B
$2.82 Million 0.01% of portfolio
81,950
Q3 2025 Added 4.3%
$5.93B
$3.6 Million 0.01% of portfolio
33,131
Q3 2025 Added 86.52%
$34.4B
$2 Million 0.01% of portfolio
8,407
Q3 2025 Added 7.41%
$4.78B
$2.75 Million 0.01% of portfolio
43,426
Q3 2025 Added 14.93%
$3.45B
$3.22 Million 0.01% of portfolio
42,390
Q3 2025 Reduced 3.0%
$10.1B
$3.18 Million 0.01% of portfolio
6,381
Q3 2025 Added 120.34%
$3.52B
$2.04 Million 0.01% of portfolio
38,361
Q3 2025 Added 109.21%
$64.9B
$1.83 Million 0.01% of portfolio
19,446
Q3 2025 Added 45.63%
$0
$2.99 Million 0.01% of portfolio
101,093
Q3 2025 Added 12.08%
-
$1.78 Million 0.01% of portfolio
-
Q3 2025 Added 5.42%
$51.2B
$2.68 Million 0.01% of portfolio
17,096
Q3 2025 Added 30.16%
$6.44B
$4.25 Million 0.01% of portfolio
94,663
Q3 2025 Reduced 13.0%
$29.1B
$3.39 Million 0.01% of portfolio
117,285
Q3 2025 Added 27.31%
$15.1B
$2.33 Million 0.01% of portfolio
9,476
Q3 2025 Added 351.67%
$48.1B
$3.58 Million 0.01% of portfolio
59,940
Q3 2025 Reduced 3.16%
$19.5B
$2.85 Million 0.01% of portfolio
5,046
Q3 2025 Reduced 3.92%
$48.6B
$2.14 Million 0.01% of portfolio
13,578
Q3 2025 Added 0.73%
$4.51B
$1.68 Million 0.01% of portfolio
29,250
Q3 2025 Added 41.32%
$38.4B
$3.89 Million 0.01% of portfolio
12,460
Q3 2025 Added 5.66%
$16.8B
$3.45 Million 0.01% of portfolio
38,447
Q3 2025 Reduced 25.62%
$51.6B
$4.78 Million 0.01% of portfolio
20,337
Q3 2025 Added 41.1%
$880M
$2.38 Million 0.01% of portfolio
60,834
Q3 2025 Reduced 17.34%
$3.69B
$3.59 Million 0.01% of portfolio
36,148
Q3 2025 Added 31.52%
$21B
$2.17 Million 0.01% of portfolio
24,728
Q3 2025 Added 89.43%
$25.1B
$3.67 Million 0.01% of portfolio
23,188
Q3 2025 Added 15.0%
$7.25B
$2.13 Million 0.01% of portfolio
17,034
Q3 2025 Added 46.52%
$65.9B
$3.46 Million 0.01% of portfolio
16,119
Q3 2025 Added 1.67%
$14.1B
$2.1 Million 0.01% of portfolio
193,905
Q3 2025 Reduced 15.12%
$43.6B
$2.67 Million 0.01% of portfolio
7,903
Q3 2025 Reduced 13.18%
$63.9B
$3.01 Million 0.01% of portfolio
37,680
Q3 2025 Added 14.37%
$0
$1.77 Million 0.01% of portfolio
48,589
Q3 2025 Reduced 10.9%
$8.2B
$4.82 Million 0.01% of portfolio
263,376
Q3 2025 Added 174.52%
$2.02B
$3.99 Million 0.01% of portfolio
86,510
Q3 2025 Added 8.28%
$3.2B
$3.63 Million 0.01% of portfolio
183,272
Q3 2025 Added 2,689.95%
$10.2B
$4.36 Million 0.01% of portfolio
96,858
Q3 2025 Added 179.48%

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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