13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001535847
Total reported value
$38.1B
$38.1B
5559 檔
10.6%
According to the latest 13F quarterly dataset, Cwm, LLC managed an equity portfolio of $38.1B at the end of Q4 2025, spanning 5559 distinct U.S. exchange-listed positions.
In Q4 2025, Cwm, LLC displayed an active expansion posture, initiating 2 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 5559 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | -0.27% | +6.05% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | +0.01% | +4.02% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.17% | -0.03% | +0.50% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.18% | +8.11% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.87% | +0.25% | +6.06% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | -0.12% | +2.61% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | -0.17% | -0.47% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.06% | +37.47% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.25% | +5.94% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.32% | -0.12% | +1.36% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.27% | -0.33% | +7.04% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.21% | -0.26% | -30.84% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.11% | -0.98% | +2.32% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.06% | -0.47% | -14.38% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.05% | -0.14% | +4.48% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | -0.44% | +28.84% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.97% | +0.09% | +14.09% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | -0.07% | +4.72% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.27% | +53.41% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.15% | +1.40% | |
| 21 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.86% | -0.03% | +18.38% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | -0.12% | -3.39% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | -0.10% | +24.01% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | -0.10% | +2.49% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.77% | -0.05% | +25.28% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.73% | -0.03% | +4.44% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.66% | -0.11% | +2.14% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | +0.26% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.61% | +0.02% | -13.11% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.07% | +3.98% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.56% | -0.21% | -24.06% | |
| 32 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.55% | -0.02% | -4.37% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | -0.19% | +128.11% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | +3.07% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.52% | +0.05% | +10.67% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.49% | -0.01% | +0.38% | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.49% | +0.48% | +17.77% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.07% | +4.00% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.04% | +11.58% | |
| 40 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.46% | +0.03% | +5.58% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | — | -2.31% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.46% | -0.04% | +1.21% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.08% | +4.12% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | — | +54.62% | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.44% | -0.03% | -8.49% | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | -0.25% | +3.02% | |
| 47 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 0.42% | — | +6.75% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.08% | +2.07% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.04% | +2.28% | |
| 50 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.41% | +0.05% | +24.91% |
According to official SEC Form 13F filings, Cwm, LLC reported a total U.S. public equity portfolio value of $38.1B across 5559 disclosed positions in Q4 2025.
During Q4 2025, Cwm, LLC's top holdings by market value included IVV (2.7%)、SPYM (2.3%)、IUSB (2.2%). 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, SPYM, IUSB) accounted for 10.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
XTL
市值: $34.0M
Top Position Liquidated / Trimmed
QUAL
前期市值: $631.6M
In Q4 2025, Cwm, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 43 positions, trimming 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.