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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 12 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MST TIDAL TRUST II 84.0 $2K NEW $20.60 +42.1%
222 EEMX SPDR INDEX SHS FDS 39.0 $2K NEW $44.21 +15.6%
223 YSS YORK SPACE SYSTEMS INC Technology 77.0 $2K NEW $22.17 +16.9%
224 EPU ISHARES TR 21.0 $2K NEW $80.71 +1.5%
225 FHYS FEDERATED HERMES ETF TRUST 72.0 $2K NEW $22.92 +0.9%
226 EVLN MORGAN STANLEY ETF TRUST 34.0 $2K NEW $48.18 +1.6%
227 OFRM ONCE UPON A FARM PBC Consumer Defensive 100.0 $2K NEW $16.35 -1.7%
228 PAVMED INC 157.0 $2K NEW $10.15
229 MORGAN STANLEY ETF TRUST 32.0 $2K NEW $49.66
230 CPHC CANTERBURY PK HLDG CORP Consumer Cyclical 100.0 $2K NEW $15.40 +3.5%
231 BKHY BNY MELLON ETF TRUST 31.0 $1K NEW $47.42 -0.0%
232 JMSI J P MORGAN EXCHANGE TRADED F 28.0 $1K NEW $49.75 -0.2%
233 FUBO FUBOTV INC Communication Services 136.0 $1K NEW $9.46 -2.3%
234 ASST STRIVE INC Communication Services 121.0 $1K NEW $10.02 +68.9%
235 TSES TRUTH SOCIAL FUNDS 39.0 $1K NEW $30.56 +2.5%
236 MARB FIRST TR EXCH TRADED FD III 57.0 $1K NEW $20.70 +0.9%
237 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 57.0 $1K NEW $20.33 +36.3%
238 DIREXION SHARES ETF TRUST 153.0 $1K NEW $7.51
239 HIGHLANDER SILVER CORP 176.0 $1K NEW $5.88
240 TSIC TRUTH SOCIAL FUNDS 40.0 $1K NEW $25.23 -0.3%
Page 12 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%