CWM, LLC
CWM, LLC reported 5,671 positions worth $38.05B as of March 31, 2026 (13F filed May 14, 2026). Largest holding: IVV (2.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $910.9M | 2.39% | 1,394,503 | — | — | |
| ▸ 2 | SPYM | SH | $861.5M | 2.26% | 11,255,034 | — | — | |
| ▸ 3 | IUSB | SH | $813.7M | 2.14% | 17,616,671 | — | — | |
| ▸ 4 | SPDW | SH | $807.2M | 2.12% | 17,682,357 | — | — | |
| ▸ 5 | AAPL | SH | $693.1M | 1.82% | 2,730,847 | — | — | |
| ▸ 6 | NVDA | SH | $605.9M | 1.59% | 3,473,955 | — | — | |
| ▸ 7 | IVE | SH | $542.0M | 1.42% | 2,566,919 | — | — | |
| ▸ 8 | IVW | SH | $540.4M | 1.42% | 4,777,915 | — | — | |
| ▸ 9 | CORO | SH | $521.1M | 1.37% | 16,208,136 | — | — | |
| ▸ 10 | DYNF | SH | $455.6M | 1.20% | 7,830,130 | — | — |
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Frequently Asked Questions
What stocks does CWM, LLC hold as of Q1 2026?
CWM, LLC reported 5671 positions worth $38.05B in its Q1 2026 13F filing. Largest positions: IVV (2.4%), SPYM (2.3%), IUSB (2.1%), SPDW (2.1%) and AAPL (1.8%).
What did CWM, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CWM, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.