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Portfolio (Quarterly) Guide ↗

CWM, LLC

· CIK 0001535847
13F Portfolio $38.1B AUM 5,738 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 303 New 2977 Added 1606 Reduced 208 Exited
Page 13 of 149  ·  2,977 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DFAX DIMENSIONAL ETF TRUST 486,972.0 $16.5M 0.04% +302K +163.3% $33.97 +8.7%
242 ISHARES TR 756,665.0 $16.5M 0.04% +46K +6.5% $21.84
243 GSIE GOLDMAN SACHS ETF TR 383,019.0 $16.5M 0.04% +49K +14.7% $43.13 +5.9%
244 ISHARES TR 836,477.0 $16.5M 0.04% +50K +6.3% $19.72
245 IBDR ISHARES TR 676,932.0 $16.4M 0.04% +90K +15.4% $24.24 -0.1%
246 VWO VANGUARD INTL EQUITY INDEX F 302,080.0 $16.3M 0.04% +10K +3.6% $54.05 +8.5%
247 AVDV AMERICAN CENTY ETF TR 162,336.0 $16.2M 0.04% +3K +2.1% $99.86 +8.3%
248 FORTINET INC 197,125.0 $16.1M 0.04% +52K +35.7% $81.72
249 IWV ISHARES TR 42,590.0 $15.8M 0.04% +811.0 +1.9% $370.68 +13.2%
250 HDV ISHARES TR 114,540.0 $15.5M 0.04% +37K +48.4% $135.72 -79.7%
251 HRL HORMEL FOODS CORP Consumer Defensive 680,002.0 $15.4M 0.04% +38K +5.9% $22.65 -9.9%
252 ISHARES TR 669,629.0 $15.3M 0.04% +107K +19.1% $22.91
253 IEUR ISHARES TR 217,784.0 $15.3M 0.04% +57K +35.7% $70.27 +7.1%
254 DOW DOW HLDGS INC Basic Materials 364,850.0 $15.2M 0.04% +301K +469.4% $41.65 -9.4%
255 CW CURTISS WRIGHT CORP Industrials 22,147.0 $15.1M 0.04% +4K +20.2% $681.12 +3.5%
256 SRLN SSGA ACTIVE ETF TR 374,008.0 $15.0M 0.04% +2K +0.6% $40.14 +0.9%
257 OMC OMNICOM GROUP INC Communication Services 197,406.0 $14.9M 0.04% +51K +34.6% $75.31 -4.6%
258 FJAN FIRST TR EXCHNG TRADED FD VI 294,205.0 $14.8M 0.04% +196K +199.4% $50.41 +8.3%
259 IGSB ISHARES TR 280,976.0 $14.8M 0.04% +17K +6.5% $52.56 -0.5%
260 FICS FIRST TR EXCHANGE TRADED FD 374,235.0 $14.6M 0.04% +4K +1.0% $39.04 +4.9%
Page 13 of 149  ·  2,977 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 26.2%
Financial Services 18.8%
Healthcare 11.3%
Industrials 10.2%
Consumer Cyclical 9.5%
Communication Services 6.9%
Consumer Defensive 6.0%
Energy 4.5%
Utilities 3.0%
Basic Materials 1.9%