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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 36 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 NDAQ NASDAQ INC Financial Services 62,969.0 $6.1M 0.02% NEW $97.13 -4.7%
702 DFEB FIRST TR EXCHNG TRADED FD VI 127,878.0 $6.1M 0.02% NEW $47.73 +4.6%
703 NUE NUCOR CORP Basic Materials 37,333.0 $6.1M 0.02% NEW $163.10 +38.9%
704 LIN LINDE PLC Basic Materials 14,214.0 $6.1M 0.02% NEW $426.41 +19.8%
705 DFAX DIMENSIONAL ETF TRUST 184,960.0 $6.1M 0.02% NEW $32.73 +11.1%
706 TPHD TIMOTHY PLAN 157,019.0 $6.0M 0.02% NEW $38.53 +7.3%
707 SYNOVUS FINL CORP 120,586.0 $6.0M 0.02% NEW $50.05
708 TFC TRUIST FINL CORP Financial Services 122,191.0 $6.0M 0.02% NEW $49.21 -4.4%
709 RGLD ROYAL GOLD INC Basic Materials 27,036.0 $6.0M 0.02% NEW $222.30 +1.8%
710 AFL AFLAC INC Financial Services 54,493.0 $6.0M 0.02% NEW $110.27 +7.4%
711 USIG ISHARES TR 115,398.0 $6.0M 0.02% NEW $51.77 -2.3%
712 WWD WOODWARD INC Industrials 19,672.0 $5.9M 0.02% NEW $302.31 +15.6%
713 XLG INVESCO EXCHANGE TRADED FD T 98,965.0 $5.9M 0.02% NEW $59.28 +6.3%
714 FLRN SPDR SERIES TRUST 190,597.0 $5.9M 0.02% NEW $30.73 +0.2%
715 SCHA SCHWAB STRATEGIC TR 204,969.0 $5.8M 0.02% NEW $28.48 +12.6%
716 AVLV AMERICAN CENTY ETF TR 76,933.0 $5.8M 0.02% NEW $75.77 +15.4%
717 CVLC MORGAN STANLEY ETF TRUST 69,185.0 $5.8M 0.02% NEW $84.24 +7.9%
718 QEFA SPDR INDEX SHS FDS 64,161.0 $5.8M 0.02% NEW $90.66 +6.5%
719 INCM FRANKLIN TEMPLETON ETF TR 207,319.0 $5.8M 0.02% NEW $28.04 +3.7%
720 FRT FEDERAL RLTY INVT TR NEW Real Estate 57,206.0 $5.8M 0.02% NEW $100.79 +14.0%
Page 36 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%