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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 4 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 214,486.0 $128.2M 0.34% -6K -2.8% $597.55 +12.9%
62 SCHD SCHWAB STRATEGIC TR 4,054,445.0 $124.4M 0.33% -1.5M -26.4% $30.68 +4.6%
63 MRK MERCK & CO INC Healthcare 1,010,525.0 $121.6M 0.32% -6K -0.6% $120.29 -6.4%
64 FBCG FIDELITY COVINGTON TRUST 2,412,385.0 $120.9M 0.32% +1.3M +125.5% $50.12 +19.4%
65 AVDE AMERICAN CENTY ETF TR 1,415,086.0 $120.1M 0.32% +264K +23.0% $84.84 +5.1%
66 SPIP SPDR SERIES TRUST 4,582,105.0 $119.2M 0.31% +497K +12.2% $26.01 -0.7%
67 JGRO J P MORGAN EXCHANGE TRADED F 1,405,248.0 $118.8M 0.31% -47K -3.2% $84.52 +13.4%
68 THRO BLACKROCK ETF TRUST 3,266,015.0 $118.3M 0.31% $36.22 +15.7%
69 HEGD LISTED FDS TR 4,586,482.0 $113.3M 0.30% +695K +17.9% $24.70 +6.8%
70 IAGG ISHARES TR 2,255,829.0 $112.9M 0.30% +78K +3.6% $50.04 -0.7%
71 SCHZ SCHWAB STRATEGIC TR 4,789,548.0 $111.2M 0.29% +767K +19.1% $23.22 -1.6%
72 CORP PIMCO ETF TR 1,138,477.0 $110.2M 0.29% +30K +2.7% $96.80 -1.3%
73 RSSB TIDAL TRUST II 3,995,437.0 $108.7M 0.29% +220K +5.8% $27.21 +8.7%
74 PG PROCTER & GAMBLE CO Consumer Defensive 750,348.0 $108.4M 0.28% +64K +9.4% $144.44 -1.4%
75 ABBV ABBVIE INC Healthcare 464,400.0 $101.0M 0.27% +4K +1.0% $217.49 -1.7%
76 CSCO CISCO SYS INC Technology 1,285,420.0 $99.7M 0.26% -45K -3.4% $77.59 +53.2%
77 CGDV CAPITAL GROUP DIVIDEND VALUE 2,340,152.0 $99.6M 0.26% +342K +17.1% $42.54 +11.2%
78 RAAX VANECK ETF TRUST 2,434,200.0 $99.1M 0.26% +2.2M +1027.3% $40.71 +2.8%
79 DHS WISDOMTREE TR 861,983.0 $94.1M 0.25% $109.22 +2.5%
80 BINC BLACKROCK ETF TRUST II 1,799,492.0 $93.4M 0.25% -177K -8.9% $51.93 -0.0%
Page 4 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%