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CIK: 0001091860
Total reported value
$244.6M
$244.6M
488 檔
25.8%
According to the latest 13F quarterly dataset, C M Bidwell & Associates LTD managed an equity portfolio of $244.6M at the end of Q3 2025, spanning 488 distinct U.S. exchange-listed positions.
In Q3 2025, C M Bidwell & Associates LTD displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 488 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.75% | +0.59% | +278.43% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.08% | -0.91% | +1.80% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.98% | +0.06% | -0.06% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.78% | +0.24% | -3.14% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.71% | -0.11% | +27.54% | |
| 6 | GVI | Ishares Intermediate Governm | ETF-Other | 3.46% | -0.29% | +14.84% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.03% | -3.76% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.15% | -0.54% | +19.35% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.32% | -0.28% | +0.96% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.19% | -0.04% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | +0.04% | -0.48% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.93% | -0.21% | -1.35% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.71% | -0.02% | +0.03% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.70% | -0.26% | +4.10% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.58% | +0.01% | +0.01% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.47% | +0.15% | -2.05% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.42% | -0.15% | +0.16% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.13% | +9.01% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.35% | -0.06% | +1.28% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.32% | +0.10% | +2.09% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.31% | -0.16% | +2.14% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.09% | -3.65% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.12% | -0.09% | +15.77% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.04% | +4.21% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.02% | +0.06% | +2.36% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.07% | -1.63% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.16% | +6.39% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | +0.04% | +5.95% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.70% | -0.01% | +0.04% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.01% | -0.29% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.02% | -0.49% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.01% | -0.42% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.03% | -0.11% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.03% | +1.58% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.56% | +0.35% | — | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.53% | — | +4.04% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.03% | +2.32% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.06% | — | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.50% | — | +17.72% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.47% | -0.06% | +3.79% | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.07% | +2.24% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.05% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.03% | -0.57% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.43% | — | -5.13% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.05% | -3.07% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | — | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.40% | — | -5.06% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | -0.05% | +28.02% | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.39% | +0.01% | — | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.38% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +9.2% | +278.43% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +3.2% | -3.76% | Add |
| 3 | SCHO | Schwab Short-term US Treas | +1.2% | +19.35% | Add |
| 4 | VTIP | Vanguard Short-term Tips | +0.6% | +27.54% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +9.01% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | -3.65% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.39% | Add |
| 8 | VRT | Vertiv Holdings Co-a | +0.1% | -4.00% | Trim |
| 9 | MSFT | Microsoft CORP | +0.1% | +4.21% | Add |
| 10 | TWLO | Twilio Inc - A | +0.1% | -6.57% | Add |
| 11 | RDDT | Reddit Inc-cl A | +0.1% | -5.98% | Trim |
| 12 | VT | Vanguard Tot World Stk ETF | +0.1% | +17.72% | Add |
| 13 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -5.13% | Trim |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +4.04% | Add |
| 15 | AGG | Ishares Core U.s. Aggregate | 0% | +28.02% | Add |
| 16 | SCHA | Schwab US Small-cap ETF | 0% | +2.09% | Add |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +15.77% | Add |
| 18 | VB | Vanguard Small-cap ETF | 0% | +5.95% | Add |
| 19 | SCHF | Schwab Intl Equity ETF | 0% | +2.36% | Add |
| 20 | DFAX | Dimensional World Ex US Core | 0% | +1.28% | Add |
| 21 | SCHB | Schwab US Broad Market ETF | -0.1% | +0.01% | Trim |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | — | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.48% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.06% | Add |
| 25 | SWSBX | Schwab Short-term Bond Index | -0.1% | +1.04% | Trim |
| 26 | DFAC | Dimensional US Core Equity 2 | -0.2% | +0.03% | Trim |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | +2.14% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | -0.2% | -2.05% | Trim |
| 29 | IWM | Ishares Russell 2000 ETF | -0.2% | -3.14% | Trim |
| 30 | GVI | Ishares Intermediate Governm | -0.2% | +14.84% | Add |
| 31 | RSG | Republic Services Inc | -0.3% | -96.68% | Trim |
| 32 | BND | Vanguard Total Bond Market | -0.6% | -1.35% | Trim |
| 33 | IWB | Ishares Russell 1000 ETF | -6.5% | -99.07% | Trim |
| 34 | CLX | Clorox Company | — | EXIT | Sold out |
| 35 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 36 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 37 | TAP | Molson Coors Beverage Co - B | — | EXIT | Sold out |
| 38 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 39 | VLTO | Veralto CORP | — | NEW | New buy |
| 40 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 41 | KMX | Carmax Inc | — | EXIT | Sold out |
| 42 | NEM | Newmont CORP | — | NEW | New buy |
| 43 | SYF | Synchrony Financial | — | EXIT | Sold out |
| 44 | RACE | Ferrari N.V. | — | NEW | New buy |
| 45 | WDC | Western Digital CORP | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 48 | OC | Owens Corning | — | EXIT | Sold out |
| 49 | GLW | Corning Inc | — | NEW | New buy |
| 50 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
According to official SEC Form 13F filings, C M Bidwell & Associates LTD reported a total U.S. public equity portfolio value of $244.6M across 488 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BSV, VTI) accounted for 25.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEU
市值: $438.6K
Top Position Liquidated / Trimmed
CLX
前期市值: $457.4K
During Q3 2025, C M Bidwell & Associates LTD's top holdings by market value included VOO (12.8%)、BSV (6.1%)、VTI (4.0%). The largest single position, VOO, represented 12.8% of total portfolio value.
In Q3 2025, C M Bidwell & Associates LTD made 50 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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