CWM, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$36.9B
Holdings
5,559
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (5,559 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPTLSPDR SERIES TRUST | 2,750,127 | $72.8M | 0.20% | |
| 102 | AGGISHARES TR | 719,445 | $71.9M | 0.19% | |
| 103 | SCHFSCHWAB STRATEGIC TR | 2,934,069 | $70.5M | 0.19% | |
| 104 | TAXFAMERICAN CENTY ETF TR | 1,389,743 | $70.0M | 0.19% | |
| 105 | VTIVANGUARD INDEX FDS | 202,911 | $68.0M | 0.18% | |
| 106 | RDVYFIRST TR EXCHANGE TRADED FD | 970,829 | $67.4M | 0.18% | |
| 107 | CATCATERPILLAR INC | 117,356 | $67.2M | 0.18% | |
| 108 | MOATVANECK ETF TRUST | 646,558 | $67.0M | 0.18% | |
| 109 | BMYBRISTOL-MYERS SQUIBB CO | 1,228,590 | $66.3M | 0.18% | |
| 110 | IBMINTERNATIONAL BUSINESS MACHS | 220,569 | $65.3M | 0.18% | |
| 111 | VEUVANGUARD INTL EQUITY INDEX F | 876,974 | $64.5M | 0.17% | |
| 112 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,178,579 | $63.7M | 0.17% | |
| 113 | XLCSELECT SECTOR SPDR TR | 536,255 | $63.1M | 0.17% | |
| 114 | ORCLORACLE CORP | 323,239 | $63.0M | 0.17% | |
| 115 | IUSVISHARES TR | 613,072 | $62.9M | 0.17% | |
| 116 | GSSTGOLDMAN SACHS ETF TR | 1,242,300 | $62.7M | 0.17% | |
| 117 | RSSTTIDAL TRUST II | 2,192,957 | $62.2M | 0.17% | |
| 118 | COSTCOSTCO WHSL CORP NEW | 71,705 | $61.8M | 0.17% | |
| 119 | IWFISHARES TR | 130,580 | $61.8M | 0.17% | |
| 120 | JMEEJ P MORGAN EXCHANGE TRADED F | 958,735 | $61.7M | 0.17% | |
| 121 | USHYISHARES TR | 1,643,393 | $61.5M | 0.17% | |
| 122 | BACVERIZON COMMUNICATIONS INC | 1,486,831 | $60.6M | 0.16% | |
| 123 | XLUSELECT SECTOR SPDR TR | 1,383,556 | $59.1M | 0.16% | |
| 124 | FBCGFIDELITY COVINGTON TRUST | 1,069,699 | $58.7M | 0.16% | |
| 125 | TAT&T INC | 2,316,764 | $57.5M | 0.16% | |
| 126 | TJXTJX COS INC NEW | 372,642 | $57.2M | 0.16% | |
| 127 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,115,317 | $56.4M | 0.15% | |
| 128 | MUMICRON TECHNOLOGY INC | 197,019 | $56.2M | 0.15% | |
| 129 | VYMIVANGUARD WHITEHALL FDS | 619,181 | $55.7M | 0.15% | |
| 130 | DFEMDIMENSIONAL ETF TRUST | 1,674,861 | $55.4M | 0.15% | |
| 131 | CVXCHEVRON CORP NEW | 359,809 | $54.8M | 0.15% | |
| 132 | SNOWSNOWFLAKE INC | 249,886 | $54.8M | 0.15% | |
| 133 | AGGYWISDOMTREE TR | 1,237,268 | $54.5M | 0.15% | |
| 134 | AMGNAMGEN INC | 163,784 | $53.6M | 0.15% | |
| 135 | EMBISHARES TR | 555,651 | $53.5M | 0.14% | |
| 136 | FELCFIDELITY COVINGTON TRUST | 1,396,617 | $53.3M | 0.14% | |
| 137 | UNHUNITEDHEALTH GROUP INC | 158,866 | $52.4M | 0.14% | |
| 138 | SPMBSPDR SERIES TRUST | 2,335,864 | $52.4M | 0.14% | |
| 139 | CIBRFIRST TR EXCHANGE TRADED FD | 730,867 | $52.2M | 0.14% | |
| 140 | FMUBFIDELITY MERRIMACK STR TR | 1,021,446 | $52.1M | 0.14% | |
| 141 | ACNACCENTURE PLC IRELAND | 190,055 | $51.0M | 0.14% | |
| 142 | IGIBISHARES TR | 944,617 | $50.9M | 0.14% | |
| 143 | KOCOCA COLA CO | 721,031 | $50.4M | 0.14% | |
| 144 | XLESELECT SECTOR SPDR TR | 1,126,411 | $50.4M | 0.14% | |
| 145 | AMDADVANCED MICRO DEVICES INC | 234,019 | $50.1M | 0.14% | |
| 146 | XARSPDR SERIES TRUST | 206,667 | $49.9M | 0.14% | |
| 147 | DIVIFRANKLIN TEMPLETON ETF TR | 1,244,471 | $48.4M | 0.13% | |
| 148 | MUNIPIMCO ETF TR | 922,709 | $48.4M | 0.13% | |
| 149 | VOEVANGUARD INDEX FDS | 272,291 | $48.3M | 0.13% | |
| 150 | DFIVDIMENSIONAL ETF TRUST | 967,006 | $48.3M | 0.13% | |
| 151 | DGRWWISDOMTREE TR | 539,056 | $48.2M | 0.13% | |
| 152 | JEPQJ P MORGAN EXCHANGE TRADED F | 823,751 | $47.9M | 0.13% | |
| 153 | MAMASTERCARD INCORPORATED | 83,248 | $47.5M | 0.13% | |
| 154 | REGNREGENERON PHARMACEUTICALS | 60,569 | $46.8M | 0.13% | |
| 155 | FTGSFIRST TR EXCHANGE-TRADED FD | 1,310,365 | $46.3M | 0.13% | |
| 156 | AVEMAMERICAN CENTY ETF TR | 601,178 | $46.3M | 0.13% | |
| 157 | IJHISHARES TR | 688,424 | $45.4M | 0.12% | |
| 158 | LMTLOCKHEED MARTIN CORP | 93,899 | $45.4M | 0.12% | |
| 159 | QYLDGLOBAL X FDS | 2,545,651 | $45.0M | 0.12% | |
| 160 | NFLXNETFLIX INC | 469,496 | $44.0M | 0.12% | |
| 161 | GILDGILEAD SCIENCES INC | 354,924 | $43.6M | 0.12% | |
| 162 | SCHBSCHWAB STRATEGIC TR | 1,648,774 | $43.2M | 0.12% | |
| 163 | FLQMFRANKLIN TEMPLETON ETF TR | 763,619 | $43.0M | 0.12% | |
| 164 | JSCPJ P MORGAN EXCHANGE TRADED F | 897,404 | $42.7M | 0.12% | |
| 165 | SPTSSPDR SERIES TRUST | 1,443,445 | $42.3M | 0.11% | |
| 166 | ESGUISHARES TR | 277,685 | $41.4M | 0.11% | |
| 167 | ABTABBOTT LABS | 327,276 | $41.0M | 0.11% | |
| 168 | BABOEING CO | 188,382 | $40.9M | 0.11% | |
| 169 | WFCWELLS FARGO CO NEW | 436,768 | $40.7M | 0.11% | |
| 170 | DFAEDIMENSIONAL ETF TRUST | 1,247,591 | $40.6M | 0.11% | |
| 171 | PFEPFIZER INC | 1,625,379 | $40.5M | 0.11% | |
| 172 | BNDXVANGUARD CHARLOTTE FDS | 829,587 | $40.1M | 0.11% | |
| 173 | NTSIWISDOMTREE TR | 890,387 | $39.3M | 0.11% | |
| 174 | JVALJ P MORGAN EXCHANGE TRADED F | 797,213 | $39.1M | 0.11% | |
| 175 | EMGFISHARES INC | 675,529 | $39.1M | 0.11% | |
| 176 | BKBANK NEW YORK MELLON CORP | 334,561 | $38.8M | 0.11% | |
| 177 | TRVTRAVELERS COMPANIES INC | 131,852 | $38.2M | 0.10% | |
| 178 | IUSINVESCO EXCH TRD SLF IDX FD | 667,862 | $38.2M | 0.10% | |
| 179 | RTXRTX CORPORATION | 207,464 | $38.0M | 0.10% | |
| 180 | XMMOINVESCO EXCHANGE TRADED FD T | 272,771 | $37.8M | 0.10% | |
| 181 | VCITVANGUARD SCOTTSDALE FDS | 445,581 | $37.3M | 0.10% | |
| 182 | GDGENERAL DYNAMICS CORP | 110,211 | $37.1M | 0.10% | |
| 183 | VBRVANGUARD INDEX FDS | 173,948 | $36.8M | 0.10% | |
| 184 | VOTVANGUARD INDEX FDS | 131,898 | $36.8M | 0.10% | |
| 185 | CRMSALESFORCE INC | 138,572 | $36.7M | 0.10% | |
| 186 | UNPUNION PAC CORP | 156,127 | $36.1M | 0.10% | |
| 187 | IGEBISHARES TR | 790,126 | $36.1M | 0.10% | |
| 188 | SMMUPIMCO ETF TR | 711,164 | $35.9M | 0.10% | |
| 189 | LVHILEGG MASON ETF INVT | 971,487 | $35.8M | 0.10% | |
| 190 | GSGOLDMAN SACHS GROUP INC | 40,409 | $35.5M | 0.10% | |
| 191 | FNDFSCHWAB STRATEGIC TR | 782,249 | $35.4M | 0.10% | |
| 192 | QCOMQUALCOMM INC | 206,117 | $35.3M | 0.10% | |
| 193 | INTCINTEL CORP | 952,957 | $35.2M | 0.10% | |
| 194 | VBKVANGUARD INDEX FDS | 115,034 | $34.8M | 0.09% | |
| 195 | MCDMCDONALDS CORP | 113,091 | $34.6M | 0.09% | |
| 196 | DFISDIMENSIONAL ETF TRUST | 1,046,523 | $34.5M | 0.09% | |
| 197 | AVUVAMERICAN CENTY ETF TR | 337,661 | $34.4M | 0.09% | |
| 198 | SGOVISHARES TR | 342,399 | $34.4M | 0.09% | |
| 199 | ALSALLSTATE CORP | 163,337 | $34.0M | 0.09% | |
| 200 | XTLSPDR SERIES TRUST | 221,635 | $34.0M | 0.09% |