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Cwm, LLC Top Holdings and 13F Report (2026)

About Cwm, LLC

Investment Activity

  • Cwm, LLC has $38.05 billion in total holdings as of March 31, 2026.
  • Cwm, LLC owns shares of 5,645 different stocks, but just 323 companies or ETFs make up 80% of its holdings.
  • Approximately 11.91% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Cwm, LLC has purchased 5,558 new stocks and bought additional shares in 3,087 stocks.
  • Cwm, LLC sold shares of 1,686 stocks and completely divested from 202 stocks this quarter.

Largest New Holdings this Quarter

09290C764 - BLACKROCK ETF TRUST
$521,140,214 Holding
09290C699 - BLACKROCK ETF TRUST
$139,073,121 Holding
09290C855 - BLACKROCK ETF TRUST
$138,875,836 Holding
82889N228 - SIMPLIFY EXCHANGE TRADED FUN
$90,232,191 Holding
78464A599 - SPDR S&P Software & Services ETF
$62,937,144 Holding

Largest Purchases this Quarter

BLACKROCK ETF TRUST
16,208,136 shares (about $521.14M)
SPDR Portfolio Intermediate Term Treasury ETF
6,558,818 shares (about $187.98M)
SPDR S&P 500 ETF Trust
354,628 shares (about $156.29M)
iShares U.S. Treasury Bond ETF
6,478,078 shares (about $148.41M)
BLACKROCK ETF TRUST
4,250,401 shares (about $139.07M)

Largest Sales this Quarter

TIDAL TRUST II
30 shares (about $∞T)
iShares S&P 100 ETF
1,034,925 shares (about $329.18M)
iShares MSCI EAFE Value ETF
2,473,244 shares (about $183.89M)
iShares Core MSCI Emerging Markets ETF
2,442,872 shares (about $170.39M)
SPDR Portfolio Aggregate Bond ETF
4,192,224 shares (about $107.40M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCwm, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$910,903,214$26,967,772 â–¼-2.9%1,394,5032.4%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$861,460,300$68,562,465 â–²8.6%11,255,0342.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$813,714,056$19,515,276 â–²2.5%17,616,6712.1%Manufacturing
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$807,199,618$98,686,173 â–²13.9%17,682,3572.1%ETF
Apple Inc. stock logo
AAPL
Apple
$693,113,935$6,480,333 â–²0.9%2,740,5471.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$605,982,184$17,042,795 â–²2.9%3,486,9551.6%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$542,004,853$2,603,268 â–¼-0.5%2,566,9191.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$540,430,014$301,325 â–²0.1%4,777,9151.4%ETF
BLACKROCK ETF TRUST
$521,140,214$521,140,214 â–²New Holding16,208,1361.4%ISHARES INTL CTR
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$459,220,748$156,293,072 â–²51.6%1,041,9691.2%Finance
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$455,556,936$10,736,304 â–¼-2.3%7,830,1301.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$439,249,097$43,729,172 â–²11.1%1,189,3601.2%Computer and Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$402,652,128$67,198,619 â–²20.0%3,591,5811.1%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$368,222,128$187,975,722 â–²104.3%12,847,9461.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$362,394,890$68,396,571 â–¼-15.9%1,889,3431.0%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$358,719,298$107,404,778 â–¼-23.0%14,001,5340.9%ETF
PIMCO ETF TR
$345,257,427$37,665,468 â–¼-9.8%3,741,4110.9%ACTIVE BD ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$337,378,303$16,662,823 â–²5.2%1,622,7860.9%Retail/Wholesale
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$317,724,882$3,596,017 â–¼-1.1%1,783,9690.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$285,434,375$4,326,405 â–²1.5%653,4820.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$283,251,568$13,454,639 â–¼-4.5%490,7510.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$276,872,723$22,175,181 â–¼-7.4%962,8350.7%Computer and Technology
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$275,764,516$1,834,003 â–²0.7%1,149,0670.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$272,269,892$6,109,486 â–¼-2.2%2,780,8180.7%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$264,811,917$6,575,340 â–²2.5%3,349,5060.7%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$241,089,081$14,639,490 â–²6.5%2,630,8280.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$235,475,923$4,343,307 â–²1.9%4,161,8230.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$226,493,349$170,390,347 â–¼-42.9%3,247,2160.6%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$225,313,350$183,885,681 â–¼-44.9%3,030,4420.6%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$216,730,446$28,403,175 â–²15.1%5,455,0830.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$209,886,129$7,383,231 â–¼-3.4%7,205,1540.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$206,507,654$5,060,801 â–²2.5%667,2080.5%Computer and Technology
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$200,816,793$3,775,240 â–¼-1.8%2,019,4770.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$189,068,781$4,660,698 â–²2.5%394,5510.5%Finance
BLACKROCK ETF TRUST
$184,879,315$16,154,264 â–²9.6%5,610,9050.5%ISHARES A I INNO
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$182,974,342$1,609,402 â–²0.9%1,927,0600.5%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$176,301,268$27,173,774 â–²18.2%3,864,5230.5%ETF
WALMART INC
$176,194,785$22,892,755 â–²14.9%1,417,7240.5%COM
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$174,889,634$3,911,682 â–¼-2.2%1,030,8240.5%Energy
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$173,595,647$5,952,739 â–²3.6%5,140,5290.5%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$172,957,496$148,412,775 â–²604.7%7,549,4320.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$169,218,437$8,651,952 â–²5.4%692,2700.4%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$167,568,812$1,132,859 â–¼-0.7%854,0710.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$161,847,677$4,145,890 â–²2.6%550,2030.4%Finance
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$161,283,886$7,227,362 â–¼-4.3%1,603,6980.4%ETF
SPDR SSgA Ultra Short Term Bond ETF stock logo
ULST
SPDR SSgA Ultra Short Term Bond ETF
$159,970,526$5,964,758 â–²3.9%3,949,8900.4%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$156,993,581$3,300,997 â–¼-2.1%1,558,7130.4%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$155,122,344$4,339,606 â–²2.9%3,343,1540.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$153,667,241$9,814,001 â–²6.8%416,0790.4%Auto/Tires/Trucks
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$144,875,518$15,647,502 â–²12.1%1,912,8010.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$141,686,758$21,866,478 â–¼-13.4%329,2820.4%Finance
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$140,065,449$25,687,029 â–²22.5%2,985,8330.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$139,940,351$4,684,608 â–¼-3.2%244,5950.4%Computer and Technology
BLACKROCK ETF TRUST
$139,073,121$139,073,121 â–²New Holding4,250,4010.4%ISHARES DEFENSE
BLACKROCK ETF TRUST
$138,875,836$138,875,836 â–²New Holding3,382,2660.4%ISHARES LARGE CA
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$138,843,348$47,886,947 â–¼-25.6%1,044,7200.4%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$134,041,812$78,601,289 â–¼-37.0%2,263,4550.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$133,194,615$5,094,923 â–²4.0%464,3190.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$132,517,163$5,743,980 â–²4.5%144,0760.3%Medical
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$131,122,954$20,611,173 â–²18.7%5,004,6930.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$128,166,230$3,752,020 â–¼-2.8%214,4860.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$124,390,362$44,504,803 â–¼-26.4%4,054,4450.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$121,556,037$781,644 â–¼-0.6%1,010,5250.3%Medical
Fidelity Blue Chip Growth ETF stock logo
FBCG
Fidelity Blue Chip Growth ETF
$120,908,751$67,295,431 â–²125.5%2,412,3850.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$120,055,872$22,425,838 â–²23.0%1,415,0860.3%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$119,180,562$12,924,214 â–²12.2%4,582,1050.3%ETF
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$118,771,572$3,987,147 â–¼-3.2%1,405,2480.3%ETF
BTHM
BlackRock Future U.S. Themes ETF
$118,295,074$157,122 â–²0.1%3,266,0150.3%ETF
Swan Hedged Equity US Large Cap ETF stock logo
HEGD
Swan Hedged Equity US Large Cap ETF
$113,286,102$17,157,509 â–²17.8%4,586,4820.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$112,881,704$3,894,013 â–²3.6%2,255,8290.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$111,213,308$17,813,038 â–²19.1%4,789,5480.3%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$110,204,590$2,856,375 â–²2.7%1,138,4770.3%ETF
TIDAL TRUST II
$108,715,848$5,978,228 â–²5.8%3,995,4370.3%RET STCKD GL STK
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$108,380,317$9,303,963 â–²9.4%750,3480.3%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$101,002,443$956,739 â–²1.0%464,4000.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$99,735,730$3,457,410 â–¼-3.4%1,285,4200.3%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$99,550,067$14,563,314 â–²17.1%2,340,1520.3%ETF
VanEck Real Assets ETF stock logo
RAAX
VanEck Real Assets ETF
$99,096,282$90,306,097 â–²1,027.4%2,434,2000.3%ETF
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$94,145,750$313,680 â–²0.3%861,9830.2%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$93,447,629$9,178,109 â–¼-8.9%1,799,4920.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$92,266,520$9,124,279 â–²11.0%130,2350.2%Industrials
SIMPLIFY EXCHANGE TRADED FUN
$90,232,191$90,232,191 â–²New Holding3,369,0850.2%US EQUITY PLUS M
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$88,885,465$9,057,947 â–²11.3%1,121,3000.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$86,139,802$6,474,192 â–²8.1%261,9110.2%Retail/Wholesale
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$85,528,562$814,096 â–¼-0.9%922,7380.2%Finance
LDUR
PIMCO Low Duration Exchange-Traded Fund
$85,449,596$4,614,787 â–¼-5.1%891,7720.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$84,573,061$12,185,251 â–²16.8%299,2860.2%Aerospace
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$84,148,954$3,845,172 â–²4.8%354,1320.2%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$83,668,079$12,845,611 â–¼-13.3%1,786,6340.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$82,533,570$8,089,161 â–²10.9%398,9060.2%Energy
DBND
DoubleLine Opportunistic Bond ETF
$82,244,605$7,931,176 â–²10.7%1,795,3420.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$82,219,410$13,215,493 â–²19.2%1,342,1390.2%ETF
Visa Inc. stock logo
V
Visa
$81,522,987$4,339,567 â–²5.6%269,7290.2%Business Services
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$81,134,884$24,688,677 â–²43.7%1,603,1390.2%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$80,464,610$10,177,395 â–¼-11.2%2,002,1050.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$80,459,097$9,009,761 â–²12.6%80,7470.2%Retail/Wholesale
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$79,782,355$6,759,209 â–²9.3%751,6000.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$79,657,518$7,039,320 â–²9.7%3,218,4860.2%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$78,018,550$5,690,215 â–²7.9%2,966,4850.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$77,960,232$43,494,363 â–²126.2%774,4910.2%ETF

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