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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 14 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VO VANGUARD INDEX FDS 84,817.0 $24.6M 0.07% NEW $290.22 -73.6%
262 SCI SERVICE CORP INTL Consumer Cyclical 314,229.0 $24.5M 0.07% NEW $77.97 +0.4%
263 ALB ALBEMARLE CORP Basic Materials 173,196.0 $24.5M 0.07% NEW $141.44 +27.5%
264 MS MORGAN STANLEY Financial Services 137,688.0 $24.4M 0.07% NEW $177.53 +9.6%
265 DIVO AMPLIFY ETF TR 547,840.0 $24.4M 0.07% NEW $44.50 +1.9%
266 MINO PIMCO ETF TR 534,744.0 $24.2M 0.07% NEW $45.32 -0.6%
267 CGUS CAPITAL GROUP CORE EQUITY ET 602,206.0 $24.2M 0.07% NEW $40.23 +8.0%
268 GLOW VICTORY PORTFOLIOS II 782,955.0 $24.1M 0.07% NEW $30.84 +7.1%
269 ABNB AIRBNB INC Consumer Cyclical 177,380.0 $24.1M 0.07% NEW $135.72 -2.1%
270 ETN EATON CORP PLC Industrials 74,979.0 $23.9M 0.07% NEW $318.50 +28.1%
271 GEV GE VERNOVA INC Utilities 36,477.0 $23.8M 0.07% NEW $653.56 +66.9%
272 IWD ISHARES TR 113,083.0 $23.8M 0.06% NEW $210.34 +10.4%
273 J JACOBS SOLUTIONS INC Industrials 179,235.0 $23.7M 0.06% NEW $132.46 -14.9%
274 PNC PNC FINL SVCS GROUP INC Financial Services 113,212.0 $23.6M 0.06% NEW $208.73 +2.3%
275 HYS PIMCO ETF TR 248,938.0 $23.6M 0.06% NEW $94.82 -1.9%
276 DFAC DIMENSIONAL ETF TRUST 595,143.0 $23.6M 0.06% NEW $39.59 +8.6%
277 COF CAPITAL ONE FINL CORP Financial Services 96,922.0 $23.5M 0.06% NEW $242.36 -23.3%
278 EAGG ISHARES TR 490,818.0 $23.5M 0.06% NEW $47.85 -1.8%
279 CI THE CIGNA GROUP Healthcare 84,803.0 $23.3M 0.06% NEW $275.23 +3.6%
280 FSEP FIRST TR EXCHNG TRADED FD VI 452,254.0 $23.3M 0.06% NEW $51.56 +5.3%
Page 14 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%