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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 7 of 284  ·  5,671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEFA ISHARES TR 736,098.0 $66.6M 0.17% -214K -22.5% $90.53 +5.3%
122 VTI VANGUARD INDEX FDS 206,746.0 $66.3M 0.17% +4K +1.9% $320.81 +12.2%
123 T AT&T INC Communication Services 2,268,339.0 $65.8M 0.17% -48K -2.1% $28.99 -15.7%
124 PEP PEPSICO INC Consumer Defensive 417,147.0 $64.8M 0.17% -97K -18.9% $155.29 -4.0%
125 RDVY FIRST TR EXCHANGE TRADED FD 939,509.0 $64.1M 0.17% -31K -3.2% $68.28 +7.3%
126 RSST TIDAL TRUST II 2,256,877.0 $63.8M 0.17% +64K +2.9% $28.28 +17.1%
127 VYMI VANGUARD WHITEHALL FDS 673,221.0 $63.4M 0.17% +54K +8.7% $94.24 +4.7%
128 DFEM DIMENSIONAL ETF TRUST 1,827,269.0 $63.1M 0.17% +152K +9.1% $34.55 +12.0%
129 AGG ISHARES TR 635,151.0 $63.1M 0.17% -84K -11.7% $99.27 -1.7%
130 XSW SPDR SERIES TRUST 442,316.0 $62.9M 0.17% NEW $142.29 +12.2%
131 PIMCO ETF TR 1,265,828.0 $62.8M 0.17% +739K +140.2% $49.60
132 TJX TJX COS INC NEW Consumer Cyclical 391,333.0 $62.5M 0.16% +19K +5.0% $159.70 -5.9%
133 SPEU SPDR INDEX SHS FDS 1,208,741.0 $61.9M 0.16% -1.2M -50.3% $51.24 +5.0%
134 FELC FIDELITY COVINGTON TRUST 1,693,968.0 $61.4M 0.16% +297K +21.3% $36.27 +13.3%
135 GSST GOLDMAN SACHS ETF TR 1,212,579.0 $61.3M 0.16% -30K -2.4% $50.55 -0.1%
136 MOAT VANECK ETF TRUST 624,885.0 $60.4M 0.16% -22K -3.4% $96.70 +3.2%
137 FMUB FIDELITY MERRIMACK STR TR 1,193,840.0 $60.4M 0.16% +172K +16.9% $50.60 +0.0%
138 DIVI FRANKLIN TEMPLETON ETF TR 1,510,630.0 $60.1M 0.16% +266K +21.4% $39.81 +5.7%
139 TCHP T ROWE PRICE ETF INC 1,354,277.0 $59.8M 0.16% +1.3M +2627.2% $44.18 +15.2%
140 LMT LOCKHEED MARTIN CORP Industrials 98,262.0 $59.4M 0.16% +4K +4.7% $604.39 -12.6%
Page 7 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%