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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 20 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TIP ISHARES TR 152,444.0 $16.8M 0.04% +1K +0.8% $110.36 +0.0%
382 TMUS T-MOBILE US INC Communication Services 79,710.0 $16.7M 0.04% +9K +13.3% $210.03 -9.5%
383 ISHARES TR 750,303.0 $16.7M 0.04% +45K +6.3% $22.28
384 ICVT ISHARES TR 164,247.0 $16.7M 0.04% -2K -1.4% $101.79 +15.9%
385 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 126,740.0 $16.7M 0.04% +32K +33.4% $131.74 +18.0%
386 MEDP MEDPACE HLDGS INC Healthcare 34,731.0 $16.7M 0.04% -2K -4.4% $480.19 -10.4%
387 IEF ISHARES TR 173,860.0 $16.6M 0.04% +3K +1.5% $95.44 -1.7%
388 FSLR FIRST SOLAR INC Energy 84,020.0 $16.6M 0.04% -2K -2.5% $197.26 +26.2%
389 ZM ZOOM COMMUNICATIONS INC Technology 205,948.0 $16.6M 0.04% -122K -37.1% $80.39 +23.7%
390 FDEC FIRST TR EXCHNG TRADED FD VI 332,868.0 $16.6M 0.04% -33K -9.0% $49.72 +8.5%
391 DFAX DIMENSIONAL ETF TRUST 486,972.0 $16.5M 0.04% +302K +163.3% $33.97 +9.1%
392 ISHARES TR 756,665.0 $16.5M 0.04% +46K +6.5% $21.84
393 GSIE GOLDMAN SACHS ETF TR 383,019.0 $16.5M 0.04% +49K +14.7% $43.13 +6.2%
394 ISHARES TR 836,477.0 $16.5M 0.04% +50K +6.3% $19.72
395 IBDR ISHARES TR 676,932.0 $16.4M 0.04% +90K +15.4% $24.24 -0.1%
396 EXPE EXPEDIA GROUP INC Consumer Cyclical 70,888.0 $16.4M 0.04% -41K -36.5% $230.89 -5.5%
397 IWB ISHARES TR 45,888.0 $16.4M 0.04% -5K -10.2% $356.56 +13.6%
398 VWO VANGUARD INTL EQUITY INDEX F 302,080.0 $16.3M 0.04% +10K +3.6% $54.05 +8.6%
399 AVDV AMERICAN CENTY ETF TR 162,336.0 $16.2M 0.04% +3K +2.1% $99.86 +8.5%
400 FORTINET INC 197,125.0 $16.1M 0.04% +52K +35.7% $81.72
Page 20 of 284  ·  5,671 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%