CWM, LLC

Est. AUM

$37.32B

13F long equity, this entity only

Positions

5,611

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$910.9M	1394503	2.44%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$861.5M	11255034	2.31%	SOLE
3	ISHARES TR	CORE UNIVRSL USD	$813.7M	17616671	2.18%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$807.2M	17682357	2.16%	SOLE
5	APPLE INC	COM	$693.1M	2730847	1.86%	SOLE
6	NVIDIA CORPORATION	COM	$605.9M	3473955	1.62%	SOLE
7	ISHARES TR	S&P 500 VAL ETF	$542.0M	2566919	1.45%	SOLE
8	ISHARES TR	S&P 500 GRWT ETF	$540.4M	4777915	1.45%	SOLE
9	BLACKROCK ETF TRUST	ISHARES INTL CTR	$521.1M	16208136	1.40%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$455.6M	7830130	1.22%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$444.1M	682869	1.19%	SOLE
12	MICROSOFT CORP	COM	$439.2M	1186360	1.18%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$368.2M	12847946	0.99%	SOLE
14	ISHARES TR	MSCI USA QLT FCT	$362.4M	1889343	0.97%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$358.7M	14001534	0.96%	SOLE
16	PIMCO ETF TR	ACTIVE BD ETF	$345.3M	3741411	0.93%	SOLE
17	AMAZON COM INC	COM	$337.4M	1619786	0.90%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$317.7M	1783969	0.85%	SOLE
19	VANGUARD INDEX FDS	GROWTH ETF	$285.4M	653482	0.76%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$283.3M	490751	0.76%	SOLE
21	ALPHABET INC	CAP STK CL A	$276.9M	962835	0.74%	SOLE
22	ISHARES TR	MSCI USA MMENTM	$275.8M	1149067	0.74%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$272.3M	2780818	0.73%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$264.8M	3349506	0.71%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$241.1M	2630828	0.65%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$235.5M	4161823	0.63%	SOLE
27	ISHARES INC	CORE MSCI EMKT	$226.5M	3247216	0.61%	SOLE
28	ISHARES TR	EAFE VALUE ETF	$225.3M	3030442	0.60%	SOLE
29	SSGA ACTIVE ETF TR	STATE STREET DOU	$216.7M	5455083	0.58%	SOLE
30	SCHWAB STRATEGIC TR	US LCAP GR ETF	$209.9M	7205154	0.56%	SOLE
31	BROADCOM INC	COM	$206.5M	667208	0.55%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$200.8M	2019477	0.54%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$189.1M	394551	0.51%	SOLE
34	BLACKROCK ETF TRUST	ISHARES A I INNO	$184.9M	5610905	0.50%	SOLE
35	ISHARES TR	MBS ETF	$183.0M	1927060	0.49%	SOLE
36	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$176.3M	3864523	0.47%	SOLE
37	WALMART INC	COM	$176.2M	1417724	0.47%	SOLE
38	EXXON MOBIL CORP	COM	$174.9M	1030824	0.47%	SOLE
39	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$173.6M	5140529	0.47%	SOLE
40	ISHARES TR	US TREAS BD ETF	$173.0M	7549432	0.46%	SOLE
41	JOHNSON & JOHNSON	COM	$169.2M	692270	0.45%	SOLE
42	VANGUARD INDEX FDS	VALUE ETF	$167.6M	854071	0.45%	SOLE
43	JPMORGAN CHASE & CO	COM	$161.8M	550203	0.43%	SOLE
44	PIMCO ETF TR	ENHAN SHRT MA AC	$161.3M	1603698	0.43%	SOLE
45	SSGA ACTIVE ETF TR	STATE STREET ULT	$160.0M	3949890	0.43%	SOLE
46	ISHARES TR	10-20 YR TRS ETF	$157.0M	1558713	0.42%	SOLE
47	PUTNAM ETF TRUST	FOCUSED LAR CAP	$155.1M	3343154	0.42%	SOLE
48	TESLA INC	COM	$153.6M	413279	0.41%	SOLE
49	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$144.9M	1912801	0.39%	SOLE
50	SPDR GOLD TR	GOLD SHS	$141.7M	329282	0.38%	SOLE

1–50 of 5,611

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.