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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 8 of 279  ·  5,577 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ACN ACCENTURE PLC IRELAND Technology 190,055.0 $51.0M 0.14% NEW $268.30 -37.1%
142 IGIB ISHARES TR 944,617.0 $50.9M 0.14% NEW $53.88 -2.1%
143 KO COCA COLA CO Consumer Defensive 721,031.0 $50.4M 0.14% NEW $69.91 +15.1%
144 XLE SELECT SECTOR SPDR TR 1,126,411.0 $50.4M 0.14% NEW $44.71 +33.0%
145 AMD ADVANCED MICRO DEVICES INC Technology 234,019.0 $50.1M 0.14% NEW $214.16 +98.0%
146 XAR SPDR SERIES TRUST 206,667.0 $49.9M 0.14% NEW $241.24 +8.0%
147 DIVI FRANKLIN TEMPLETON ETF TR 1,244,471.0 $48.4M 0.13% NEW $38.89 +8.2%
148 MUNI PIMCO ETF TR 922,709.0 $48.4M 0.13% NEW $52.41 -0.7%
149 VOE VANGUARD INDEX FDS 272,291.0 $48.3M 0.13% NEW $177.37 +7.5%
150 DFIV DIMENSIONAL ETF TRUST 967,006.0 $48.3M 0.13% NEW $49.90 +9.9%
151 DGRW WISDOMTREE TR 539,056.0 $48.2M 0.13% NEW $89.43 +7.1%
152 JEPQ J P MORGAN EXCHANGE TRADED F 823,751.0 $47.9M 0.13% NEW $58.12 +2.8%
153 MA MASTERCARD INCORPORATED Financial Services 83,248.0 $47.5M 0.13% NEW $570.88 -14.2%
154 REGN REGENERON PHARMACEUTICALS Healthcare 60,569.0 $46.8M 0.13% NEW $771.88 -7.6%
155 FTGS FIRST TR EXCHANGE-TRADED FD 1,310,365.0 $46.3M 0.13% NEW $35.35 +2.1%
156 AVEM AMERICAN CENTY ETF TR 601,178.0 $46.3M 0.12% NEW $77.02 +19.3%
157 IJH ISHARES TR 688,424.0 $45.4M 0.12% NEW $66.00 +9.4%
158 LMT LOCKHEED MARTIN CORP Industrials 93,899.0 $45.4M 0.12% NEW $483.67 +7.6%
159 QYLD GLOBAL X FDS 2,545,651.0 $45.0M 0.12% NEW $17.67 +1.2%
160 NFLX NETFLIX INC Communication Services 469,496.0 $44.0M 0.12% NEW $93.76 -7.3%
Page 8 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%