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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $36.9B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5577 New
Page 10 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VCIT VANGUARD SCOTTSDALE FDS 445,581.0 $37.3M 0.10% NEW $83.75 -2.1%
182 GD GENERAL DYNAMICS CORP Industrials 110,211.0 $37.1M 0.10% NEW $336.66 +1.2%
183 VBR VANGUARD INDEX FDS 173,948.0 $36.8M 0.10% NEW $211.79 +7.3%
184 VOT VANGUARD INDEX FDS 131,898.0 $36.8M 0.10% NEW $279.14 +2.3%
185 CRM SALESFORCE INC Technology 138,572.0 $36.7M 0.10% NEW $264.91 -36.7%
186 UNP UNION PAC CORP Industrials 156,127.0 $36.1M 0.10% NEW $231.32 +16.4%
187 IGEB ISHARES TR 790,126.0 $36.1M 0.10% NEW $45.66 -2.1%
188 SMMU PIMCO ETF TR 711,164.0 $35.9M 0.10% NEW $50.43 -0.3%
189 LVHI LEGG MASON ETF INVT 971,487.0 $35.8M 0.10% NEW $36.82 +11.5%
190 GS GOLDMAN SACHS GROUP INC Financial Services 40,409.0 $35.5M 0.10% NEW $878.99 +10.2%
191 FNDF SCHWAB STRATEGIC TR 782,249.0 $35.4M 0.10% NEW $45.21 +16.3%
192 QCOM QUALCOMM INC Technology 206,117.0 $35.3M 0.10% NEW $171.05 +17.0%
193 INTC INTEL CORP Technology 952,957.0 $35.2M 0.10% NEW $36.90 +214.2%
194 VBK VANGUARD INDEX FDS 115,034.0 $34.8M 0.09% NEW $302.11 +11.7%
195 MCD MCDONALDS CORP Consumer Cyclical 113,091.0 $34.6M 0.09% NEW $305.63 -10.0%
196 DFIS DIMENSIONAL ETF TRUST 1,046,523.0 $34.5M 0.09% NEW $32.94 +8.9%
197 AVUV AMERICAN CENTY ETF TR 337,661.0 $34.4M 0.09% NEW $101.98 +15.0%
198 SGOV ISHARES TR 342,399.0 $34.4M 0.09% NEW $100.38 +0.2%
199 ALL ALLSTATE CORP Financial Services 163,337.0 $34.0M 0.09% NEW $208.15 +4.4%
200 XTL SPDR SERIES TRUST 221,635.0 $34.0M 0.09% NEW $153.22 +47.4%
Page 10 of 279  ·  5,577 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 19.7%
Healthcare 11.1%
Consumer Cyclical 9.6%
Industrials 8.9%
Communication Services 7.5%
Consumer Defensive 5.5%
Energy 3.3%
Utilities 2.6%
Real Estate 1.6%