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 151–200 of 5,559
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 83K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 61K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 1.3M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 601K | $1M+ | SH |
| IJH | ISHARES TR | 688K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 94K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 2.5M | $1M+ | SH |
| NFLX | NETFLIX INC | 469K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 355K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 764K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 897K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 1.4M | $1M+ | SH |
| ESGU | ISHARES TR | 278K | $1M+ | SH |
| ABT | ABBOTT LABS | 327K | $1M+ | SH |
| BA | BOEING CO | 188K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 437K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| PFE | PFIZER INC | 1.6M | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 830K | $1M+ | SH |
| NTSI | WISDOMTREE TR | 890K | $1M+ | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 797K | $1M+ | SH |
| EMGF | ISHARES INC | 676K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 335K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 132K | $1M+ | SH |
| IUS | INVESCO EXCH TRD SLF IDX FD | 668K | $1M+ | SH |
| RTX | RTX CORPORATION | 207K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 273K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 446K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 110K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 174K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 132K | $1M+ | SH |
| CRM | SALESFORCE INC | 139K | $1M+ | SH |
| UNP | UNION PAC CORP | 156K | $1M+ | SH |
| IGEB | ISHARES TR | 790K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 711K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 971K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 40K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 782K | $1M+ | SH |
| QCOM | QUALCOMM INC | 206K | $1M+ | SH |
| INTC | INTEL CORP | 953K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 115K | $1M+ | SH |
| MCD | MCDONALDS CORP | 113K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 338K | $1M+ | SH |
| SGOV | ISHARES TR | 342K | $1M+ | SH |
| ALL | ALLSTATE CORP | 163K | $1M+ | SH |
| XTL | SPDR SERIES TRUST | 222K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 542K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 72K | $1M+ | SH |