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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 2 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACYN FIRST TR EXCHANGE-TRADED FD 22,737.0 $463K 0.00% NEW $20.38 +1.8%
22 WAGN PROFESIONALLY MANAGED PORTFO 23,202.0 $327K 0.00% NEW $14.10 +3.5%
23 GOLY STRATEGY SHS 9,993.0 $294K 0.00% NEW $29.45 -5.5%
24 KNRG SIMPLIFY EXCHANGE TRADED FUN 11,086.0 $282K 0.00% NEW $25.42 +1.0%
25 SPFF GLOBAL X FDS 31,607.0 $281K 0.00% NEW $8.89 +4.7%
26 AGL AGILON HEALTH INC Healthcare 31,048.0 $246K 0.00% NEW $7.91 +1015.0%
27 BGIG ETF SER SOLUTIONS 7,298.0 $243K 0.00% NEW $33.26 +5.4%
28 FLDR FIDELITY MERRIMACK STR TR 4,774.0 $239K 0.00% NEW $50.05 +0.1%
29 PHEQ MORGAN STANLEY ETF TRUST 7,146.0 $228K 0.00% NEW $31.96 +6.6%
30 VLRS CONTROLADORA VUELA COMP DE A Industrials 25,691.0 $186K NEW $7.24 -12.3%
31 PIPR PIPER SANDLER COMPANIES Financial Services 2,358.0 $181K NEW $76.55 +3.5%
32 PHK PIMCO HIGH INCOME FD Financial Services 34,162.0 $158K NEW $4.63 -3.0%
33 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 5,145.0 $157K NEW $30.48 +19.9%
34 ORBS EIGHTCO HOLDINGS INC Technology 148,407.0 $138K NEW $0.93 -21.7%
35 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 8,588.0 $138K NEW $16.07 +10.4%
36 INV INNVENTURE INC Financial Services 32,926.0 $129K NEW $3.91 +60.6%
37 TSPY ETF OPPORTUNITIES TRUST 5,115.0 $118K NEW $23.15 +9.7%
38 BNO UNITED STS BRENT OIL FD LP Financial Services 2,200.0 $114K NEW $52.01 +13.1%
39 DFTX DEFINIUM THERAPEUTICS INC Healthcare 5,600.0 $106K NEW $18.90 +8.4%
40 BBBL BONDBLOXX ETF TRUST 2,186.0 $104K NEW $47.60 -1.8%
Page 2 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%