What does CWM, LLC hold?

CWM, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1535847.

What is CWM, LLC's AUM?

CWM, LLC reported approximately $38.1B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $50.6B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source CWM, LLC's holdings?

All CWM, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1535847. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is CWM, LLC's 13F data updated on 13F Pro?

CWM, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

CWM, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1535847

Institutional-grade research for retail investors

Sector Allocation

Other61.1%$23.2B
Technology11.2%$4.2B
Financials9.8%$3.7B
Healthcare4.0%$1.5B
Industrials3.4%$1.3B
Consumer Discretionary3.2%$1.2B
Consumer Staples2.2%$828.9M
Energy1.7%$662.9M
Utilities1.0%$385.9M
Communication Services1.0%$368.7M

AUM History

13fpro.ai/research/fund/cwm-llc-1535847

Conviction and streaks

Stable · top 10 = 17.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold2.4% weight · held 9 quarters

$Conviction hold2.3% weight · held 9 quarters

$Conviction hold2.1% weight · held 9 quarters

$AAPLConviction hold1.8% weight · held 9 quarters

$Accumulating+73% shares · 8 quarters running

$Accumulating+78% shares · 8 quarters running

$AAPLAccumulating+40% shares · 8 quarters running

$NVDAAccumulating+1541% shares · 8 quarters running

$AMZNAccumulating+38% shares · 8 quarters running

$Trimming-29% shares · 8 quarters running

$Trimming-61% shares · 8 quarters running

$Trimming-62% shares · 8 quarters running

$Trimming-94% shares · 8 quarters running

$Trimming-23% shares · 8 quarters running

Largest positions — Q1 2026

ISHARES
$910.9M
SPDR
$861.5M
ISHARES
$813.7M
SPDR
$807.2M
AAPL
$693.1M
NVDA
$605.9M
ISHARES
$542.0M
ISHARES
$540.4M
BLACKROCK
$521.1M
BLACKROCK
$455.6M
SPY
$444.1M
MSFT
$439.2M
IVZ
$402.7M
SPDR
$368.2M
ISHARES
$362.4M
SPDR
$358.7M
PIMCO
$345.3M
AMZN
$337.4M
SPDR
$317.7M
VANGUARD
$285.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cwm-llc-1535847

CWM, LLC 13F holdings — Q1 2026

$38.1B portfolio (+3.1% QoQ) · 5,671 holdings · Q1 2026 13F · top 10 are 18% of the stock portfolio

Includes $15.9M of put/call options ($14.2M puts, $1.6M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $38.0B. Weights use the stock portfolio.

1
ISHARES TR
$910.9M
2.4% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
SPDR SERIES TRUST
$861.5M
2.3% of stocks
+9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
ISHARES TR
$813.7M
2.1% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
SPDR INDEX SHS FDS
$807.2M
2.1% of stocks
+14%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
Apple Inc.
$AAPL
$693.1M
1.8% of stocks
+0.8%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
6
NVIDIA CORP
$NVDA
$605.9M
1.6% of stocks
+3%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
7
ISHARES TR
$542.0M
1.4% of stocks
-0.5%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
ISHARES TR
$540.4M
1.4% of stocks
+0.1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
BLACKROCK ETF TRUST
$521.1M
1.4% of stocks
NewThis quarter—Since Q-endNew this quarterHeld
AIQuality—Est. buy—
10
BLACKROCK ETF TRUST
$455.6M
1.2% of stocks
-2%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	ISHARES TR	$910.9M	2.4%	-3%	—	—	—	—
2	SPDR SERIES TRUST	$861.5M	2.3%	+9%	—	—	—	—
3	ISHARES TR	$813.7M	2.1%	+2%	—	—	—	—
4	SPDR INDEX SHS FDS	$807.2M	2.1%	+14%	—	—	—	—
5	Apple Inc.$AAPL	$693.1M	1.8%	+0.8%	—	—	75.7#88	—
6	NVIDIA CORP$NVDA	$605.9M	1.6%	+3%	—	—	AI quality score is Pro: unlock with a free trial	—
7	ISHARES TR	$542.0M	1.4%	-0.5%	—	—	—	—
8	ISHARES TR	$540.4M	1.4%	+0.1%	—	—	—	—
9	BLACKROCK ETF TRUST	$521.1M	1.4%	New	—	New this quarter	—	—
10	BLACKROCK ETF TRUST	$455.6M	1.2%	-2%	—	—	—	—

All holdings — CWM, LLC (Q1 2026)

Sort

5,671 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$444.1M	1.2%	683K	+36%	—	—	13F
12	$MSFT	MICROSOFT CORP	Technology	$439.2M	1.1%	1.19M	+11%	—	AI quality score is Pro: unlock with a free trial	13F
13	$IVZ	Invesco Ltd.	Financials	$402.7M	1.1%	3.59M	+20%	—	—	13F
14	—	SPDR SERIES TRUSTetf/fund	—	$368.2M	1.0%	12.85M	+104%	—	—	13F
15	—	ISHARES TRetf/fund	—	$362.4M	0.9%	1.89M	-16%	—	—	13F
16	—	SPDR SERIES TRUSTetf/fund	—	$358.7M	0.9%	14.00M	-23%	—	—	13F
17	—	PIMCO ETF TRetf/fund	—	$345.3M	0.9%	3.74M	-10%	—	—	13F
18	$AMZN	AMAZON COM INC	Consumer Discretionary	$337.4M	0.9%	1.62M	+5%	—	AI quality score is Pro: unlock with a free trial	13F
19	—	SPDR SERIES TRUSTetf/fund	—	$317.7M	0.8%	1.78M	-1%	—	—	13F
20	—	VANGUARD INDEX FDSetf/fund	—	$285.4M	0.8%	653K	+2%	—	—	13F
21	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$283.3M	0.7%	491K	-5%	—	—	13F
22	$GOOGL	Alphabet Inc.	Technology	$276.9M	0.7%	963K	-7%	—	AI quality score is Pro: unlock with a free trial	13F
23	—	ISHARES TRetf/fund	—	$275.8M	0.7%	1.15M	+0.7%	—	—	13F
24	—	SPDR SERIES TRUSTetf/fund	—	$272.3M	0.7%	2.78M	-2%	—	—	13F
25	—	SPDR SERIES TRUSTetf/fund	—	$264.8M	0.7%	3.35M	+3%	—	—	13F
26	—	SPDR SERIES TRUST	—	$241.1M	0.6%	2.63M	+6%
27	—	SPDR SERIES TRUST	—	$235.5M	0.6%	4.16M	+2%
28	—	ISHARES INC	—	$226.5M	0.6%	3.25M	-43%
29	—	ISHARES TR	—	$225.3M	0.6%	3.03M	-45%
30	—	SSGA ACTIVE ETF TR	—	$216.7M	0.6%	5.46M	+15%
31	—	SCHWAB STRATEGIC TR	—	$209.9M	0.6%	7.21M	-3%
32	$AVGO	Broadcom Inc.	Technology	$206.5M	0.5%	667K	+3%
33	—	SPDR SERIES TRUST	—	$200.8M	0.5%	2.02M	-2%
34	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$189.1M	0.5%	395K	+3%
35	—	BLACKROCK ETF TRUST	—	$184.9M	0.5%	5.61M	+10%
36	—	ISHARES TR	—	$183.0M	0.5%	1.93M	+0.9%
37	—	FIDELITY MERRIMACK STR TR	—	$176.3M	0.5%	3.86M	+18%
38	$WMT	Walmart Inc.	Consumer Staples	$176.2M	0.5%	1.42M	+15%
39	$XOM.R34088	EXXON MOBIL CORP	Energy	$174.9M	0.5%	1.03M	-2%
40	—	FIRST TR EXCHNG TRADED FD VI	—	$173.6M	0.5%	5.14M	+4%
41	—	ISHARES TR	—	$173.0M	0.5%	7.55M	+605%
42	$JNJ	JOHNSON & JOHNSON	Healthcare	$169.2M	0.4%	692K	+5%
43	—	VANGUARD INDEX FDS	—	$167.6M	0.4%	854K	-0.7%
44	$JPM	JPMORGAN CHASE & CO	Financials	$161.8M	0.4%	550K	+3%
45	—	PIMCO ETF TR	—	$161.3M	0.4%	1.60M	-4%
46	—	SSGA ACTIVE ETF TR	—	$160.0M	0.4%	3.95M	+4%
47	—	ISHARES TR	—	$157.0M	0.4%	1.56M	-2%
48	—	PUTNAM ETF TRUST	—	$155.1M	0.4%	3.34M	+3%
49	$TSLA	Tesla, Inc.	Consumer Discretionary	$153.6M	0.4%	413K	+6%
50	—	J P MORGAN EXCHANGE TRADED F	—	$144.9M	0.4%	1.91M	+12%
51	$GLD	SPDR GOLD TRUST	Financials	$141.7M	0.4%	329K	-13%
52	—	SPDR INDEX SHS FDS	—	$140.1M	0.4%	2.99M	+22%
53	$META	Meta Platforms, Inc.	Technology	$139.9M	0.4%	245K	-3%
54	—	BLACKROCK ETF TRUST	—	$139.1M	0.4%	4.25M	New
55	—	BLACKROCK ETF TRUST	—	$138.9M	0.4%	3.38M	New
56	—	SELECT SECTOR SPDR TR	—	$138.8M	0.4%	1.04M	-26%
57	—	SPDR SERIES TRUST	—	$134.0M	0.3%	2.26M	-37%
58	$GOOG	Alphabet Inc.	Technology	$133.2M	0.3%	464K	+4%
59	$LLY	ELI LILLY & Co	Healthcare	$132.5M	0.3%	144K	+5%
60	—	PIMCO ETF TR	—	$131.1M	0.3%	5.00M	+19%
61	—	VANGUARD INDEX FDS	—	$128.2M	0.3%	214K	-3%
62	—	SCHWAB STRATEGIC TR	—	$124.4M	0.3%	4.05M	-26%
63	$MRK	Merck & Co., Inc.	Healthcare	$121.6M	0.3%	1.01M	-0.6%
64	—	FIDELITY COVINGTON TRUST	—	$120.9M	0.3%	2.41M	+126%
65	—	AMERICAN CENTY ETF TR	—	$120.1M	0.3%	1.42M	+23%
66	—	SPDR SERIES TRUST	—	$119.2M	0.3%	4.58M	+12%
67	—	J P MORGAN EXCHANGE TRADED F	—	$118.8M	0.3%	1.41M	-3%
68	—	BLACKROCK ETF TRUST	—	$118.3M	0.3%	3.27M	+0.1%
69	—	LISTED FDS TR	—	$113.3M	0.3%	4.59M	+18%
70	—	ISHARES TR	—	$112.9M	0.3%	2.26M	+4%
71	—	SCHWAB STRATEGIC TR	—	$111.2M	0.3%	4.79M	+19%
72	—	PIMCO ETF TR	—	$110.2M	0.3%	1.14M	+3%
73	—	TIDAL TRUST II	—	$108.7M	0.3%	4.00M	+6%
74	$PG	PROCTER & GAMBLE Co	Consumer Staples	$108.4M	0.3%	750K	+9%
75	$ABBV	AbbVie Inc.	Healthcare	$101.0M	0.3%	464K	+1.0%
76	$CSCO	CISCO SYSTEMS, INC.	Technology	$99.7M	0.3%	1.29M	-3%
77	—	CAPITAL GROUP DIVIDEND VALUE	—	$99.6M	0.3%	2.34M	+17%
78	—	VANECK ETF TRUST	—	$99.1M	0.3%	2.43M	+1027%
79	$WT	WisdomTree, Inc.	Financials	$94.1M	0.3%	862K	+0.3%
80	—	BLACKROCK ETF TRUST II	—	$93.4M	0.3%	1.80M	-9%
81	$CAT	CATERPILLAR INC	Industrials	$92.3M	0.2%	130K	+11%
82	—	SIMPLIFY EXCHANGE TRADED FUN	—	$90.2M	0.2%	3.37M	+15%
83	—	VANGUARD SCOTTSDALE FDS	—	$88.9M	0.2%	1.12M	+11%
84	$HD	HOME DEPOT, INC.	Consumer Discretionary	$86.1M	0.2%	262K	+8%
85	$GLDM	World Gold Trust	Financials	$85.5M	0.2%	923K	-0.9%
86	—	PIMCO ETF TR	—	$85.4M	0.2%	892K	-5%
87	$GE	GENERAL ELECTRIC CO	Industrials	$84.6M	0.2%	298K	+17%
88	$IVZ	Invesco Ltd.	Financials	$84.1M	0.2%	354K	+5%
89	$IVZ	Invesco Ltd.	Financials	$83.7M	0.2%	1.79M	-13%
90	$CVX	CHEVRON CORP	Energy	$82.5M	0.2%	399K	+11%
91	—	DOUBLELINE ETF TRUST	—	$82.2M	0.2%	1.80M	+11%
92	—	SELECT SECTOR SPDR TR	—	$82.2M	0.2%	1.34M	+19%
93	$V	VISA INC.	Financials	$81.5M	0.2%	270K	+6%
94	—	J P MORGAN EXCHANGE TRADED F	—	$81.1M	0.2%	1.60M	+44%
95	—	CAPITAL GROUP GROWTH ETF	—	$80.5M	0.2%	2.00M	-11%
96	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$80.5M	0.2%	81K	+13%
97	—	ISHARES TR	—	$79.8M	0.2%	752K	+9%
98	—	SCHWAB STRATEGIC TR	—	$79.7M	0.2%	3.22M	+10%
99	—	SPDR SERIES TRUST	—	$78.0M	0.2%	2.97M	+8%
100	—	ISHARES TR	—	$78.0M	0.2%	774K	+126%
101	—	AMERICAN CENTY ETF TR	—	$77.7M	0.2%	1.55M	+12%
102	—	J P MORGAN EXCHANGE TRADED F	—	$77.6M	0.2%	1.37M	-17%
103	$WT	WisdomTree, Inc.	Financials	$77.0M	0.2%	1.69M	+3%
104	—	CAPITAL GROUP CORE BALANCED	—	$76.7M	0.2%	2.23M	+3%
105	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$76.2M	0.2%	1.26M	+2%
106	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$75.5M	0.2%	311K	+41%
107	—	ISHARES TR	—	$74.4M	0.2%	2.02M	+23%
108	$MU	MICRON TECHNOLOGY INC	Technology	$74.1M	0.2%	219K	+11%
109	$WT	WisdomTree, Inc.	Financials	$73.6M	0.2%	1.41M	+2%
110	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$73.3M	0.2%	1.46M	-2%
111	—	J P MORGAN EXCHANGE TRADED F	—	$73.0M	0.2%	1.49M	+87%
112	—	J P MORGAN EXCHANGE TRADED F	—	$71.2M	0.2%	1.32M	+12%
113	—	SELECT SECTOR SPDR TR	—	$70.9M	0.2%	639K	+19%
114	$PLTR	Palantir Technologies Inc.	Technology	$70.7M	0.2%	483K	-2%
115	—	VANGUARD INTL EQUITY INDEX F	—	$70.4M	0.2%	938K	+7%
116	—	J P MORGAN EXCHANGE TRADED F	—	$70.4M	0.2%	1.05M	+10%
117	—	ISHARES TR	—	$69.8M	0.2%	490K	-9%
118	$BAC	BANK OF AMERICA CORP /DE/	Financials	$68.8M	0.2%	1.41M	+2%
119	—	ISHARES TR	—	$68.0M	0.2%	733K	-8%
120	$IAU	ISHARES GOLD TRUST	Financials	$67.6M	0.2%	766K	-61%
121	—	ISHARES TR	—	$66.6M	0.2%	736K	-23%
122	—	VANGUARD INDEX FDS	—	$66.3M	0.2%	207K	+2%
123	$T	AT&T INC.	Communication Services	$65.8M	0.2%	2.27M	-2%
124	$PEP	PEPSICO INC	Consumer Staples	$64.8M	0.2%	417K	-19%
125	—	FIRST TR EXCHANGE TRADED FD	—	$64.1M	0.2%	940K	-3%
126	—	TIDAL TRUST II	—	$63.8M	0.2%	2.26M	+3%
127	—	VANGUARD WHITEHALL FDS	—	$63.4M	0.2%	673K	+9%
128	—	DIMENSIONAL ETF TRUST	—	$63.1M	0.2%	1.83M	+9%
129	—	ISHARES TR	—	$63.1M	0.2%	635K	-12%
130	—	SPDR SERIES TRUST	—	$62.9M	0.2%	442K	New
131	—	PIMCO ETF TR	—	$62.8M	0.2%	1.27M	+140%
132	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$62.5M	0.2%	391K	+5%
133	$STT	STATE STREET CORP	Financials	$61.9M	0.2%	1.21M	-50%
134	—	FIDELITY COVINGTON TRUST	—	$61.4M	0.2%	1.69M	+21%
135	$GS	GOLDMAN SACHS GROUP INC	Financials	$61.3M	0.2%	1.21M	-2%
136	—	VANECK ETF TRUST	—	$60.4M	0.2%	625K	-3%
137	—	FIDELITY MERRIMACK STR TR	—	$60.4M	0.2%	1.19M	+17%
138	—	FRANKLIN TEMPLETON ETF TR	—	$60.1M	0.2%	1.51M	+21%
139	—	T ROWE PRICE ETF INC	—	$59.8M	0.2%	1.35M	+2627%
140	$LMT	LOCKHEED MARTIN CORP	Industrials	$59.4M	0.2%	98K	+5%
141	$PFE	PFIZER INC	Healthcare	$59.3M	0.2%	2.11M	+30%
142	—	AMERICAN CENTY ETF TR	—	$59.1M	0.2%	733K	+22%
143	$NFLX	NETFLIX INC	Communication Services	$58.3M	0.1%	606K	+29%
144	—	ISHARES TR	—	$58.2M	0.1%	569K	-7%
145	—	DIMENSIONAL ETF TRUST	—	$57.0M	0.1%	1.08M	+12%
146	$WT	WisdomTree, Inc.	Financials	$55.9M	0.1%	1.29M	+4%
147	$AMGN	AMGEN INC	Healthcare	$55.5M	0.1%	158K	-4%
148	$KO	COCA COLA CO	Consumer Staples	$55.4M	0.1%	729K	+1%
149	—	SPDR SERIES TRUST	—	$54.0M	0.1%	2.41M	+3%
150	—	VANGUARD INDEX FDS	—	$53.6M	0.1%	291K	+7%

What changed in Q1 2026

Against the previous quarter's 13F: 147 new, 3,140 added to, 1,786 trimmed, 122 sold out. Share-count changes; largest moves by dollar size first.

New positions (147)

$VSNTVersant Media Group, Inc.$3.6M
first bought this quarter
$BULLWebull Corp$1.2M
first bought this quarter
$VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.$186K
first bought this quarter
$PHKPIMCO HIGH INCOME FUND$158K
first bought this quarter
$ORBSEightco Holdings Inc.$138K
first bought this quarter
NUVEEN S&P 500 DYNAMIC OVERW$138K
first bought this quarter

+141 more in the Excel export

Added to (3,140)

$SPYSPDR S&P 500 ETF TRUST+36%
now $444.1M
SPDR INDEX SHS FDS+14%
now $807.2M
VANECK ETF TRUST+1027%
now $99.1M
SPDR SERIES TRUST+9%
now $861.5M
FIDELITY COVINGTON TRUST+126%
now $120.9M
$IVZInvesco Ltd.+20%
now $402.7M

+3,134 more in the Excel export

Trimmed (1,786)

ISHARES INC-43%
now $226.5M
$IAUISHARES GOLD TRUST-61%
now $67.6M
$STTSTATE STREET CORP-50%
now $61.9M
SELECT SECTOR SPDR TR-26%
now $138.8M
PIMCO ETF TR-10%
now $345.3M
ISHARES TR-3%
now $910.9M

+1,780 more in the Excel export

Sold out (122)

$CFLTConfluent, Inc.was $7.9M
held 8+ qtrs
SYNOVUS FINL CORPwas $6.0M
DAYFORCE INCwas $3.6M
REV GROUP INCwas $1.4M
COMERICA INCwas $1.1M
$THSTreeHouse Foods, Inc.was $945K

+116 more in the Excel export

Firm AUM (Form ADV): $50.6B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F CWM, LLC has filed, 30 earlier quarters. Pick one to see what it held then.

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Portfolio Overview

CWM, LLC disclosed 5,671 positions worth $38.1B in its Form 13F-HR for Q1 2026 — $38.0B in common stock plus $15.9M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 147 new positions and exited 122 — including a new stake in $VSNT and a full exit from $CFLT. The portfolio is most concentrated in Other (61.1% of disclosed assets). All figures are sourced directly from CWM, LLC’s Form 13F-HR filing with the SEC under CIK 1535847.

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AI-Powered Hedge Fund Analysis: CWM, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For CWM, LLC (SEC CIK: 1535847), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in CWM, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.