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 101–150 of 5,559
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 2.9M | $1M+ | SH |
| TAXF | AMERICAN CENTY ETF TR | 1.4M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 203K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 971K | $1M+ | SH |
| CAT | CATERPILLAR INC | 117K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 647K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.2M | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 221K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 877K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.2M | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 536K | $1M+ | SH |
| ORCL | ORACLE CORP | 323K | $1M+ | SH |
| IUSV | ISHARES TR | 613K | $1M+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 1.2M | $1M+ | SH |
| RSST | TIDAL TRUST II | 2.2M | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 72K | $1M+ | SH |
| IWF | ISHARES TR | 131K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 959K | $1M+ | SH |
| USHY | ISHARES TR | 1.6M | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1.5M | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 1.4M | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 1.1M | $1M+ | SH |
| T | AT&T INC | 2.3M | $1M+ | SH |
| TJX | TJX COS INC NEW | 373K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.1M | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 197K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 619K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 1.7M | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 360K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 250K | $1M+ | SH |
| AGGY | WISDOMTREE TR | 1.2M | $1M+ | SH |
| AMGN | AMGEN INC | 164K | $1M+ | SH |
| EMB | ISHARES TR | 556K | $1M+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 1.4M | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 159K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 2.3M | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 731K | $1M+ | SH |
| FMUB | FIDELITY MERRIMACK STR TR | 1.0M | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 190K | $1M+ | SH |
| IGIB | ISHARES TR | 945K | $1M+ | SH |
| KO | COCA COLA CO | 721K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 1.1M | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 234K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 207K | $1M+ | SH |
| DIVI | FRANKLIN TEMPLETON ETF TR | 1.2M | $1M+ | SH |
| MUNI | PIMCO ETF TR | 923K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 272K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 967K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 539K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 824K | $1M+ | SH |