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
$7.94B
$2.35 Million 0.01% of portfolio
28,297
Q3 2025 Added 135.95%
$21B
$2.03 Million 0.01% of portfolio
63,167
Q3 2025 Added 10.63%
$51.1B
$4.95 Million 0.01% of portfolio
153,625
Q3 2025 Reduced 9.28%
Crane Company
-
$2.05 Million 0.01% of portfolio
-
Q3 2025 Added 326.78%
$5B
$2.36 Million 0.01% of portfolio
28,300
Q3 2025 Added 255.66%
$39.1B
$1.76 Million 0.01% of portfolio
18,191
Q3 2025 Reduced 6.46%
$22.1B
$2.09 Million 0.01% of portfolio
10,985
Q3 2025 Reduced 13.72%
$0
$2.25 Million 0.01% of portfolio
91,378
Q3 2025 Reduced 9.44%
$12.1B
$2.1 Million 0.01% of portfolio
9,451
Q3 2025 Added 106.04%
$48.4B
$1.98 Million 0.01% of portfolio
11,450
Q3 2025 Added 6.16%
$0
$2.97 Million 0.01% of portfolio
93,221
Q3 2025 Reduced 39.6%
$0
$2.84 Million 0.01% of portfolio
79,652
Q3 2025 Added 925.39%
$0
$3.05 Million 0.01% of portfolio
68,311
Q3 2025 Reduced 15.36%
$0
$3.43 Million 0.01% of portfolio
47,328
Q3 2025 Reduced 21.22%
$0
$2.97 Million 0.01% of portfolio
50,988
Q3 2025 Reduced 4.02%
$0
$4.34 Million 0.01% of portfolio
94,037
Q3 2025 Added 4.87%
$4.09B
$2.08 Million 0.01% of portfolio
28,678
Q3 2025 Added 31.84%
$22.9B
$2.02 Million 0.01% of portfolio
21,433
Q3 2025 Reduced 26.54%
$49.4B
$3.26 Million 0.01% of portfolio
53,225
Q3 2025 Reduced 87.92%
Ea Series Trust
-
$2.28 Million 0.01% of portfolio
-
Q3 2025 Reduced 3.26%
$0
$3.84 Million 0.01% of portfolio
59,562
Q3 2025 Added 3.43%
$44.9B
$2.56 Million 0.01% of portfolio
28,116
Q3 2025 Added 14.97%
$55.8B
$3.1 Million 0.01% of portfolio
15,390
Q3 2025 Added 17.05%
$81.4B
$3.18 Million 0.01% of portfolio
24,240
Q3 2025 Added 4.23%
$93.9B
$2.57 Million 0.01% of portfolio
50,830
Q3 2025 Added 15.48%
$11.6B
$2.3 Million 0.01% of portfolio
18,139
Q3 2025 Added 41.18%
$51.1B
$3.36 Million 0.01% of portfolio
195,533
Q3 2025 Added 34.49%
$19.6B
$2.15 Million 0.01% of portfolio
23,084
Q3 2025 Reduced 3.88%
$65.7B
$4.63 Million 0.01% of portfolio
148,027
Q3 2025 Added 21.45%
$61.7B
$2.14 Million 0.01% of portfolio
19,094
Q3 2025 Reduced 20.31%
$20.5B
$2.12 Million 0.01% of portfolio
38,972
Q3 2025 Reduced 27.87%
$25.5B
$1.74 Million 0.01% of portfolio
6,783
Q3 2025 Added 200.53%
$75.6B
$2.78 Million 0.01% of portfolio
3,544
Q3 2025 Added 25.58%
$11.9B
$3.88 Million 0.01% of portfolio
70,953
Q3 2025 Added 69.02%
$46.1B
$1.66 Million 0.01% of portfolio
36,965
Q3 2025 Added 8.96%
$1.29B
$3.27 Million 0.01% of portfolio
74,164
Q3 2025 Added 261.55%
$10.4B
$3.85 Million 0.01% of portfolio
36,227
Q3 2025 Added 1,065.98%
$5.52B
$4.91 Million 0.01% of portfolio
304,932
Q3 2025 Reduced 6.36%
$14.9B
$2.55 Million 0.01% of portfolio
7,892
Q3 2025 Added 77.35%
$23.7B
$2.75 Million 0.01% of portfolio
56,092
Q3 2025 Added 0.65%
$7.74B
$3.12 Million 0.01% of portfolio
30,821
Q3 2025 Added 416.44%
Ferguson Enterprises Inc
-
$4.86 Million 0.01% of portfolio
-
Q3 2025 Added 86.69%
$0
$2.36 Million 0.01% of portfolio
30,892
Q3 2025 Reduced 4.67%
$0
$4.44 Million 0.01% of portfolio
75,675
Q3 2025 Added 31.33%
$4.41B
$3.71 Million 0.01% of portfolio
110,092
Q3 2025 Reduced 19.27%
$11.4B
$2.12 Million 0.01% of portfolio
93,860
Q3 2025 Reduced 1.08%
$7.3B
$2.2 Million 0.01% of portfolio
42,651
Q3 2025 Reduced 20.53%
$0
$4.62 Million 0.01% of portfolio
239,103
Q3 2025 Added 26.96%
$0
$3.92 Million 0.01% of portfolio
65,915
Q3 2025 Added 2.66%

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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