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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 10 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EFAX SPDR INDEX SHS FDS 96.0 $5K NEW $49.77 +7.3%
182 JEDI ETF SER SOLUTIONS 186.0 $5K NEW $25.58 +20.4%
183 SOXY TIDAL TRUST II 75.0 $5K NEW $63.21 +43.7%
184 GBUG SPROTT FDS TR Financial Services 100.0 $5K NEW $45.44 -4.7%
185 FLCH FRANKLIN TEMPLETON ETF TR 202.0 $5K NEW $22.39 +1.2%
186 TIDAL TRUST II 207.0 $4K NEW $21.30
187 RIGS ALPS ETF TR 185.0 $4K NEW $22.86 -0.6%
188 MRDN MERIDIAN HOLDINGS INC Technology 557.0 $4K NEW $7.22 +45.3%
189 VIRNETX HLDG CORP 275.0 $4K NEW $14.11
190 FVC FIRST TR EXCHANGE TRADED FD 110.0 $4K NEW $34.83 +16.6%
191 IFV FIRST TR EXCHANGE TRADED FD 148.0 $4K NEW $25.27 +8.9%
192 HERD PACER FDS TR 81.0 $4K NEW $45.79 +3.9%
193 COOK TRAEGER INC Consumer Cyclical 127.0 $4K NEW $29.00 +81.7%
194 ASYS AMTECH SYS INC Technology 301.0 $4K NEW $11.68 +70.0%
195 LGN LEGENCE CORP Industrials 62.0 $4K NEW $56.47 +42.9%
196 BGR BLACKROCK ENERGY & RES TR Financial Services 201.0 $3K NEW $17.31 -3.8%
197 PMI PICARD MEDICAL INC Healthcare 3,119.0 $3K NEW $1.04 -85.9%
198 SQQQ PROSHARES TR 40.0 $3K NEW $80.50 -46.7%
199 MERLIN INC 410.0 $3K NEW $7.35
200 DFSI DIMENSIONAL ETF TRUST 70.0 $3K NEW $42.40 +6.2%
Page 10 of 16  ·  303 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%