CIK 1535847
CWM, LLC
Institutional 13F holdings & portfolio
Holdings
5,559
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 5,559
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | 185K | $1M+ | SH |
| TPHD | TIMOTHY PLAN | 157K | $1M+ | SH |
| SNV | SYNOVUS FINL CORP | 121K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 122K | $1M+ | SH |
| RGLD | ROYAL GOLD INC | 27K | $1M+ | SH |
| AFL | AFLAC INC | 54K | $1M+ | SH |
| USIG | ISHARES TR | 115K | $1M+ | SH |
| WWD | WOODWARD INC | 20K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 99K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 191K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 77K | $1M+ | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 69K | $1M+ | SH |
| QEFA | SPDR INDEX SHS FDS | 64K | $1M+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 207K | $1M+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 57K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 97K | $1M+ | SH |
| VIK | VIKING HOLDINGS LTD | 80K | $1M+ | SH |
| CRH | CRH PLC | 46K | $1M+ | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 117K | $1M+ | SH |
| NANR | SPDR INDEX SHS FDS | 84K | $1M+ | SH |
| SUB | ISHARES TR | 54K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 18K | $1M+ | SH |
| CGNX | COGNEX CORP | 158K | $1M+ | SH |
| CSX | CSX CORP | 157K | $1M+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 124K | $1M+ | SH |
| ETSY | ETSY INC | 102K | $1M+ | SH |
| BBAG | J P MORGAN EXCHANGE TRADED F | 122K | $1M+ | SH |
| FDRR | FIDELITY COVINGTON TRUST | 92K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 129K | $1M+ | SH |
| INFY | INFOSYS LTD | 315K | $1M+ | SH |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 228K | $1M+ | SH |
| SNY | SANOFI SA | 116K | $1M+ | SH |
| VST | VISTRA CORP | 34K | $1M+ | SH |
| DINO | HF SINCLAIR CORP | 120K | $1M+ | SH |
| BPOP | POPULAR INC | 44K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 6K | $1M+ | SH |
| IBDU | ISHARES TR | 228K | $1M+ | SH |
| CSB | VICTORY PORTFOLIOS II | 91K | $1M+ | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 97K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 111K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 165K | $1M+ | SH |
| AA | ALCOA CORP | 99K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 174K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 42K | $1M+ | SH |
| OC | OWENS CORNING NEW | 47K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 40K | $1M+ | SH |
| TW | TRADEWEB MKTS INC | 49K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 368K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 20K | $1M+ | SH |