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CIK: 0001535847
Total reported value
$38.1B
$38.1B
5481 檔
9.9%
During the Q3 2025 filing period, Cwm, LLC (CIK: 0001535847) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $38.1B across 5481 reported positions.
In Q3 2025, Cwm, LLC displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 5481 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | -0.27% | +10.17% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.40% | -0.03% | -1.53% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.01% | +0.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.18% | +8.47% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.90% | -0.26% | -4.12% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.88% | +0.25% | +3.19% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.12% | +11.02% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | -0.17% | -8.46% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.25% | +7.53% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.41% | -0.12% | +0.58% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.32% | -0.33% | -0.53% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.31% | -0.47% | +1.30% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.17% | -0.06% | +0.49% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.16% | -0.98% | +127.46% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.12% | -0.14% | +2.81% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.07% | +6.34% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | -0.12% | +1.36% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.95% | +0.09% | +6.69% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.88% | -0.44% | +6.68% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | -0.10% | +4.25% | |
| 21 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.82% | -0.03% | +10.39% | |
| 22 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.81% | -0.21% | +0.72% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.78% | +0.02% | +20.50% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.76% | -0.03% | -2.45% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | -0.15% | +6.42% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | -0.10% | -2.48% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.27% | +29.32% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.70% | -0.05% | +1.28% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | -0.11% | +0.38% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.01% | -2.72% | |
| 31 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.64% | -0.02% | +14.68% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.07% | +8.12% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | +16.77% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.54% | -0.01% | -1.80% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | -0.03% | +3.05% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.08% | +2.72% | |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.52% | +0.05% | +27.00% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | -0.19% | +6.51% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.51% | — | +0.21% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.50% | -0.04% | +11.89% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.07% | +6.47% | |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.50% | +0.03% | +84.14% | |
| 43 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.46% | +0.48% | +17.19% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.04% | +12.83% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.44% | -0.08% | -3.94% | |
| 46 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.44% | — | +13.89% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.04% | +0.83% | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.42% | -0.06% | +3.49% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.42% | -0.25% | +82.87% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.04% | +7.03% |
According to official SEC Form 13F filings, Cwm, LLC reported a total U.S. public equity portfolio value of $38.1B across 5481 disclosed positions in Q3 2025.
During Q3 2025, Cwm, LLC's top holdings by market value included IVV (2.7%)、IUSB (2.4%)、SPYM (2.4%). The largest single position, IVV, represented 2.7% of total portfolio value.
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 IVV, IUSB, SPYM) accounted for 9.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $165.7M
Top Position Liquidated / Trimmed
IVV
前期市值: $1.0B
In Q3 2025, Cwm, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 11 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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