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CIK: 0001535847
Total reported value
$38.1B
$38.1B
5238 檔
9.2%
According to the latest 13F quarterly dataset, Cwm, LLC managed an equity portfolio of $38.1B at the end of Q2 2025, spanning 5238 distinct U.S. exchange-listed positions.
During Q2 2025, Cwm, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IUSB, IVV, SPYM) accounted for 9.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 5238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.83% | -0.03% | -3.86% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.69% | -0.27% | -31.86% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | +0.01% | +17.16% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.18% | -0.26% | +1.93% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.04% | -0.17% | -2.47% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.02% | +0.25% | +9.36% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.67% | -0.18% | +0.70% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | -0.12% | +1.43% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.25% | +3.38% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.54% | -0.33% | +7.10% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.51% | -0.12% | -2.01% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.42% | -0.47% | +37.34% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | -0.06% | +3.38% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.26% | -0.14% | -7.02% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | -0.07% | +1.11% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | -0.12% | -0.87% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.97% | +0.09% | +87.18% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.90% | -0.21% | -28.67% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | -0.10% | +20.06% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.88% | -0.44% | +64.65% | |
| 21 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.85% | -0.03% | +69.48% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.85% | -0.03% | +1.57% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.10% | +0.01% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | +2.51% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.76% | +0.02% | +16.24% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | -0.05% | -1.94% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | -0.11% | +0.86% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.27% | -7.18% | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.66% | -0.02% | -7.48% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.64% | -0.01% | -4.06% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.08% | +0.50% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.60% | -0.03% | +22.06% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.60% | -0.01% | -1.10% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.15% | -0.99% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.57% | — | +2.38% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.07% | +0.71% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | -0.04% | -13.49% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.55% | -0.98% | +23.17% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.02% | +3.41% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.08% | -0.64% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.52% | -0.04% | -11.06% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | -0.19% | +18.00% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.48% | +0.05% | +14.78% | |
| 44 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.46% | — | -4.99% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.46% | +0.48% | +46.30% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.04% | -2.19% | |
| 47 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.45% | — | +83.48% | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.44% | -0.06% | +7.50% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.04% | -0.32% | |
| 50 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.40% | -0.03% | +350.25% |
According to official SEC Form 13F filings, Cwm, LLC reported a total U.S. public equity portfolio value of $38.1B across 5238 disclosed positions in Q2 2025.
During Q2 2025, Cwm, LLC's top holdings by market value included IUSB (2.8%)、IVV (2.7%)、SPYM (2.5%). The largest single position, IUSB, represented 2.8% of total portfolio value.
In Q2 2025, Cwm, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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