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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 20 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FAUG FIRST TR EXCHNG TRADED FD VI 308,059.0 $16.3M 0.04% NEW $52.95 +5.1%
382 ALGN ALIGN TECHNOLOGY INC Healthcare 103,817.0 $16.2M 0.04% NEW $156.15 -0.1%
383 IWV ISHARES TR 41,779.0 $16.2M 0.04% NEW $386.85 +8.0%
384 DG DOLLAR GEN CORP NEW Consumer Defensive 119,930.0 $15.9M 0.04% NEW $132.77 -23.6%
385 SANDISK CORP 66,698.0 $15.8M 0.04% NEW $237.38
386 ISHARES TR 705,553.0 $15.8M 0.04% NEW $22.37
387 VWO VANGUARD INTL EQUITY INDEX F 291,626.0 $15.7M 0.04% NEW $53.76 +9.1%
388 IMCG ISHARES TR 196,225.0 $15.7M 0.04% NEW $79.84 +11.4%
389 ISHARES TR 786,603.0 $15.6M 0.04% NEW $19.84
390 ISHARES TR 710,723.0 $15.6M 0.04% NEW $21.95
391 SUSC ISHARES TR 666,110.0 $15.6M 0.04% NEW $23.39 -1.9%
392 FIRST TR EXCHANGE TRADED FD 658,785.0 $15.6M 0.04% NEW $23.62
393 CMI CUMMINS INC Industrials 30,378.0 $15.5M 0.04% NEW $510.47 +35.0%
394 DFGR DIMENSIONAL ETF TRUST 580,768.0 $15.3M 0.04% NEW $26.42 +7.5%
395 SRLN SSGA ACTIVE ETF TR 371,775.0 $15.3M 0.04% NEW $41.27 -1.8%
396 SYSB ISHARES TR 170,840.0 $15.3M 0.04% NEW $89.76 -2.1%
397 HRL HORMEL FOODS CORP Consumer Defensive 641,967.0 $15.2M 0.04% NEW $23.70 -16.0%
398 BBY BEST BUY INC Consumer Cyclical 227,308.0 $15.2M 0.04% NEW $66.93 -16.0%
399 AVDV AMERICAN CENTY ETF TR 158,913.0 $14.9M 0.04% NEW $93.97 +15.2%
400 FICS FIRST TR EXCHANGE TRADED FD 370,620.0 $14.9M 0.04% NEW $40.11 +0.5%
Page 20 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%