Cwm, Llc Portfolio Stock Holdings

Cwm, Llc disclosed 5645 stock positions valued at approximately $38.0 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
5645
Portfolio Value
$38.0B
Holdings by Sector
Cwm, Llc Portfolio Holdings in Q1 2026

4923 holdings in the latest reporting period.

Page 1 of 50
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther2.39%1,394,503-41,285-2.88%$910,903,214
SPDR SERIES TRUSTSPLGOther2.26%11,255,034+895,773+8.65%$861,460,300
ISHARES TRIUSBOther2.14%17,616,671+422,500+2.46%$813,714,056
SPDR INDEX SHS FDSSPDWOther2.12%17,682,357+2,161,800+13.93%$807,199,618
APPLE INCAAPLTechnology1.82%2,730,847+20,623+0.76%$693,061,573
NVIDIA CORPORATIONNVDATechnology1.59%3,473,955+100,068+2.97%$605,857,694
ISHARES TRIVEOther1.42%2,566,919-12,329-0.48%$542,004,853
ISHARES TRIVWOther1.42%4,777,915+2,664+0.06%$540,430,014
BLACKROCK ETF TRUSTDYNFOther1.20%7,830,130-184,536-2.30%$455,556,936
STATE STR SPDR S&P 500 ETF TSPYOther1.17%682,869+180,828+36.02%$444,097,116
MICROSOFT CORPMSFTTechnology1.15%1,186,360+115,406+10.78%$439,154,929
INVESCO EXCH TRADED FD TR IISPMOOther1.06%3,591,581+599,399+20.03%$402,652,128
SPDR SERIES TRUSTSPTIOther0.97%12,847,946+6,558,818+104.29%$368,222,128
ISHARES TRQUALOther0.95%1,889,343-356,585-15.88%$362,394,890
SPDR SERIES TRUSTSPABOther0.94%14,001,534-4,192,224-23.04%$358,719,298
PIMCO ETF TRBONDOther0.91%3,741,411-408,165-9.84%$345,257,427
AMAZON COM INCAMZNConsumer Cyclical0.89%1,619,786+79,148+5.14%$337,352,780
SPDR SERIES TRUSTLGLVOther0.84%1,783,969-20,191-1.12%$317,724,882
VANGUARD INDEX FDSVUGOther0.75%653,482+9,905+1.54%$285,434,375
INVESCO QQQ TRQQQOther0.74%490,751-23,311-4.53%$283,251,568
ALPHABET INCGOOGLCommunication Services0.73%962,835-77,115-7.42%$276,872,723
ISHARES TRMTUMOther0.72%1,149,067+7,642+0.67%$275,764,516
SPDR SERIES TRUSTSPYGOther0.72%2,780,818-62,399-2.19%$272,269,892
SPDR SERIES TRUSTSPTMOther0.70%3,349,506+83,169+2.55%$264,811,917
SPDR SERIES TRUSTBILOther0.63%2,630,828+159,750+6.46%$241,089,081
SPDR SERIES TRUSTSPYVOther0.62%4,161,823+76,764+1.88%$235,475,923
ISHARES INCIEMGOther0.60%3,247,216-2,442,872-42.93%$226,493,349
ISHARES TREFVOther0.59%3,030,442-2,473,244-44.94%$225,313,350
SSGA ACTIVE ETF TRTOTLOther0.57%5,455,083+714,905+15.08%$216,730,446
SCHWAB STRATEGIC TRSCHGOther0.55%7,205,154-253,458-3.40%$209,886,129
BROADCOM INCAVGOTechnology0.54%667,208+16,351+2.51%$206,507,654
SPDR SERIES TRUSTBILSOther0.53%2,019,477-37,965-1.85%$200,816,793
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.50%394,551+9,726+2.53%$189,068,781
ISHARES TRMBBOther0.48%1,927,060+16,950+0.89%$182,974,342
FIDELITY MERRIMACK STR TRFBNDOther0.46%3,864,523+595,649+18.22%$176,301,268
WALMART INCWMTConsumer Defensive0.46%1,417,724+184,203+14.93%$176,194,785
EXXON MOBIL CORPXOMEnergy0.46%1,030,824-23,056-2.19%$174,889,634
FIRST TR EXCHNG TRADED FD VIBUFROther0.46%5,140,529+176,273+3.55%$173,595,647
ISHARES TRGOVTOther0.45%7,549,432+6,478,078+604.66%$172,957,496
JOHNSON & JOHNSONJNJHealthcare0.44%692,270+35,395+5.39%$169,218,437
VANGUARD INDEX FDSVTVOther0.44%854,071-5,774-0.67%$167,568,812
JPMORGAN CHASE & COJPMFinancial Services0.43%550,203+14,094+2.63%$161,847,677
PIMCO ETF TRMINTOther0.42%1,603,698-71,864-4.29%$161,283,886
SSGA ACTIVE ETF TRULSTOther0.42%3,949,890+147,278+3.87%$159,970,526
ISHARES TRTLHOther0.41%1,558,713-32,774-2.06%$156,993,581
PUTNAM ETF TRUSTPVALOther0.41%3,343,154+93,526+2.88%$155,122,344
TESLA INCTSLAConsumer Cyclical0.40%413,279+23,773+6.10%$153,636,384
J P MORGAN EXCHANGE TRADED FJIREOther0.38%1,912,801+206,595+12.11%$144,875,518
SPDR GOLD TRGLDOther0.37%329,282-50,818-13.37%$141,686,758
SPDR INDEX SHS FDSSPEMOther0.37%2,985,833+547,581+22.46%$140,065,449
META PLATFORMS INCMETACommunication Services0.37%244,595-8,188-3.24%$139,940,351
SELECT SECTOR SPDR TRXLKOther0.37%1,044,720-360,323-25.64%$138,843,348
SPDR SERIES TRUSTSPMDOther0.35%2,263,455-1,327,276-36.96%$134,041,812
ALPHABET INCGOOGCommunication Services0.35%464,319+17,761+3.98%$133,194,615
ELI LILLY & COLLYHealthcare0.35%144,076+6,245+4.53%$132,517,163
PIMCO ETF TRPYLDOther0.34%5,004,693+786,686+18.65%$131,122,954
VANGUARD INDEX FDSVOOOther0.34%214,486-6,279-2.84%$128,166,230
SCHWAB STRATEGIC TRSCHDOther0.33%4,054,445-1,450,613-26.35%$124,390,362
MERCK & CO INCMRKHealthcare0.32%1,010,525-6,498-0.64%$121,556,037
FIDELITY COVINGTON TRUSTFBCGOther0.32%2,412,385+1,342,686+125.52%$120,908,751
AMERICAN CENTY ETF TRAVDEOther0.32%1,415,086+264,331+22.97%$120,055,872
SPDR SERIES TRUSTSPIPOther0.31%4,582,105+496,894+12.16%$119,180,562
J P MORGAN EXCHANGE TRADED FJGROOther0.31%1,405,248-47,174-3.25%$118,771,572
LISTED FDS TRHEGDOther0.30%4,586,482+694,636+17.85%$113,286,102
ISHARES TRIAGGOther0.30%2,255,829+77,818+3.57%$112,881,704
SCHWAB STRATEGIC TRSCHZOther0.29%4,789,548+767,142+19.07%$111,213,308
PIMCO ETF TRCORPOther0.29%1,138,477+29,508+2.66%$110,204,590
PROCTER & GAMBLE COPGConsumer Defensive0.28%750,348+64,414+9.39%$108,380,317
ABBVIE INCABBVHealthcare0.27%464,400+4,399+0.96%$101,002,443
CISCO SYS INCCSCOTechnology0.26%1,285,420-44,560-3.35%$99,735,730
CAPITAL GROUP DIVIDEND VALUECGDVOther0.26%2,340,152+342,344+17.14%$99,550,067
VANECK ETF TRUSTRAAXOther0.26%2,434,200+2,218,278+1027.35%$99,096,282
WISDOMTREE TRDHSOther0.25%861,983+2,872+0.33%$94,145,750
BLACKROCK ETF TRUST IIBINCOther0.25%1,799,492-176,740-8.94%$93,447,629
CATERPILLAR INCCATIndustrials0.24%130,235+12,879+10.97%$92,266,520
VANGUARD SCOTTSDALE FDSVCSHOther0.23%1,121,300+114,267+11.35%$88,885,465
HOME DEPOT INCHDConsumer Cyclical0.23%261,911+19,685+8.13%$86,139,802
WORLD GOLD TRGLDMOther0.22%922,738-8,783-0.94%$85,528,562
PIMCO ETF TRLDUROther0.22%891,772-48,161-5.12%$85,449,596
GE AEROSPACEGEIndustrials0.22%297,986+43,121+16.92%$84,559,573
INVESCO EXCH TRADED FD TR IIQQQMOther0.22%354,132+16,182+4.79%$84,148,954
INVESCO ACTIVELY MANAGED EXCGTOOther0.22%1,786,634-274,303-13.31%$83,668,079
CHEVRON CORPORATIONCVXEnergy0.22%398,906+39,097+10.87%$82,533,570
DOUBLELINE ETF TRUSTDBNDOther0.22%1,795,342+173,132+10.67%$82,244,605
SELECT SECTOR SPDR TRXLEOther0.22%1,342,139+215,728+19.15%$82,219,410
VISA INCVFinancial Services0.21%269,729+14,358+5.62%$81,522,987
J P MORGAN EXCHANGE TRADED FJPSTOther0.21%1,603,139+487,822+43.74%$81,134,884
CAPITAL GROUP GROWTH ETFCGGROther0.21%2,002,105-253,232-11.23%$80,464,610
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.21%80,747+9,042+12.61%$80,459,097
ISHARES TRMUBOther0.21%751,600+63,676+9.26%$79,782,355
SCHWAB STRATEGIC TRSCHFOther0.21%3,218,486+284,417+9.69%$79,657,518
SPDR SERIES TRUSTSPTLOther0.21%2,966,485+216,358+7.87%$78,018,550
ISHARES TRSGOVOther0.20%774,491+432,092+126.20%$77,960,232
AMERICAN CENTY ETF TRTAXFOther0.20%1,552,913+163,170+11.74%$77,723,291
J P MORGAN EXCHANGE TRADED FJEPIOther0.20%1,369,852-283,229-17.13%$77,643,221
WISDOMTREE TRQHYOther0.20%1,690,271+42,963+2.61%$76,974,922
CAPITAL GROUP CORE BALANCEDCGBLOther0.20%2,229,671+61,631+2.84%$76,722,962
BRISTOL-MYERS SQUIBB COBMYHealthcare0.20%1,256,734+28,144+2.29%$76,220,909
INTERNATIONAL BUSINESS MACHSIBMTechnology0.20%311,283+90,714+41.13%$75,451,943
ISHARES TRUSHYOther0.20%2,019,143+375,750+22.86%$74,385,242
Cwm, Llc Options Holdings in Q1 2026

23 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT348,000$13,975,066
Q1 2026SPYSPDR S&P 500CALL11,100$1,148,566
Q1 2026AMDAdvanced Micro Devices, Inc.CALL4,000$102,800
Q1 2026NVDANVIDIA CorporationPUT10,000$97,520
Q1 2026MSFTMicrosoft CorporationCALL3,000$94,168
Q1 2026BABAAlibaba Group Holding LimitedCALL6,500$66,650
Q1 2026GDXVanEck Gold Miners ETFCALL4,000$56,600
Q1 2026AAPLApple Inc.PUT9,700$52,362
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL500$37,525
Q1 2026TSLATesla, Inc.PUT2,300$30,820
Q1 2026LRCXLam ResearchCALL1,000$28,200
Q1 2026NVDANVIDIA CorporationCALL3,000$26,970
Q1 2026AMZNAmazon.com, Inc.PUT3,000$25,523
Q1 2026APOApollo Global Management, Inc. PUT3,600$24,840
Q1 2026PFEPfizer, Inc.CALL2,000$16,352
Q1 2026EEMiShares MSCI Emerging Index FunCALL5,000$15,250
Q1 2026IOVAIovance Biotherapeutics, Inc.CALL10,000$14,500
Q1 2026GEGE AerospacePUT1,300$13,488
Q1 2026RXRXRecursion Pharmaceuticals, Inc.CALL20,000$11,000
Q1 2026GEVGE Vernova Inc.PUT200$9,096
Q1 2026G65163100Joby AviationCALL1,000$2,740
Q1 2026ACHRArcher Aviation Inc.CALL1,000$1,288
Q1 2026TSLATesla, Inc.CALL500$37

Notional value represents the total exposure of the options position.