§ 13F · FUND PROFILE
CWM, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $28.4T (13F)Positions · 5277Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.44M | $983.4B | 2.7% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 10.36M | $831.0B | 2.3% | NEW |
| 3 | IUSB | ISHARES TR | 17.19M | $800.2B | 2.2% | NEW |
| 4 | AAPL | APPLE INC | 2.71M | $736.8B | 2.0% | NEW |
| 5 | SPDW | SPDR INDEX SHS FDS | 15.52M | $689.3B | 1.9% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 3.37M | $629.2B | 1.7% | NEW |
| 7 | IVW | ISHARES TR | 4.78M | $588.6B | 1.6% | NEW |
| 8 | IVE | ISHARES TR | 2.58M | $547.0B | 1.5% | NEW |
| 9 | MSFT | MICROSOFT CORP | 1.07M | $517.9B | 1.4% | NEW |
| 10 | DYNF | BLACKROCK ETF TRUST | 8.01M | $487.4B | 1.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CWM, SIGNAL
AC read
CWM, LLC is a Other fund managing $28357.2 trillion in assets. The fund runs a massive portfolio of 5,277 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed