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 51–100 of 5,559
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 447K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 221K | $1M+ | SH |
| WMT | WALMART INC | 1.2M | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 657K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 1.5M | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 1.7M | $1M+ | SH |
| SPEU | SPDR INDEX SHS FDS | 2.4M | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 1.1M | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 3.3M | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 2.4M | $1M+ | SH |
| PYLD | PIMCO ETF TR | 4.2M | $1M+ | SH |
| IAGG | ISHARES TR | 2.2M | $1M+ | SH |
| CORP | PIMCO ETF TR | 1.1M | $1M+ | SH |
| MRK | MERCK & CO INC | 1.0M | $1M+ | SH |
| RSSB | TIDAL TRUST II | 3.8M | $1M+ | SH |
| SPIP | SPDR SERIES TRUST | 4.1M | $1M+ | SH |
| ABBV | ABBVIE INC | 460K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 2.0M | $1M+ | SH |
| CSCO | CISCO SYS INC | 1.3M | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.3M | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 686K | $1M+ | SH |
| HEGD | LISTED FDS TR | 3.9M | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 2.1M | $1M+ | SH |
| ITA | ISHARES TR | 454K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.2M | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.7M | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 4.0M | $1M+ | SH |
| LDUR | PIMCO ETF TR | 940K | $1M+ | SH |
| V | VISA INC | 255K | $1M+ | SH |
| DHS | WISDOMTREE TR | 859K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 492K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.0M | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 338K | $1M+ | SH |
| IEFA | ISHARES TR | 950K | $1M+ | SH |
| HD | HOME DEPOT INC | 242K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.0M | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 2.9M | $1M+ | SH |
| ITOT | ISHARES TR | 536K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 932K | $1M+ | SH |
| GE | GE AEROSPACE | 255K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.2M | $1M+ | SH |
| QHY | WISDOMTREE TR | 1.6M | $1M+ | SH |
| BAC | BANK AMERICA CORP | 1.4M | $1M+ | SH |
| NTSX | WISDOMTREE TR | 1.4M | $1M+ | SH |
| DBND | DOUBLELINE ETF TRUST | 1.6M | $1M+ | SH |
| USMV | ISHARES TR | 796K | $1M+ | SH |
| PEP | PEPSICO INC | 515K | $1M+ | SH |
| MUB | ISHARES TR | 688K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 2.8M | $1M+ | SH |
| AGG | ISHARES TR | 719K | $1M+ | SH |