account_balance

Investment manager · 13F filer · SEC CIK 1535847

CWM, LLC

Reported value$38Bas of Mar 31, 2026

Positions5,645

Top 10 weight17.7%IVV alone is 2%

FiledMay 1444 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

IVViShares Tr

2.4%

SPYMSPDR Series Trust

2.3%

IUSBiShares Tr

2.1%

SPDWSPDR Index SHS FDS

2.1%

AAPLApple Inc.

1.8%

NVDANVIDIA Corp

1.6%

IVEiShares Tr

1.4%

IVWiShares Tr

1.4%

COROBlackRock ETF Trust

1.4%

DYNFBlackRock ETF Trust

1.2%

SPYSPDR S&P 500 ETF Trust

1.2%

MSFTMicrosoft Corp

1.2%

IVViShares Tr

2.4%

SPYMSPDR Series Trust

2.3%

IUSBiShares Tr

2.1%

SPDWSPDR Index SHS FDS

2.1%

AAPLApple Inc.

1.8%

NVDANVIDIA Corp

1.6%

IVEiShares Tr

1.4%

IVWiShares Tr

1.4%

COROBlackRock ETF Trust

1.4%

DYNF1.2%

SPY1.2%MSFT1.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 2.4%

SPYM SPDR Series Trust 2.3%

IUSB iShares Tr 2.1%

SPDW SPDR Index SHS FDS 2.1%

AAPL Apple Inc. 1.8% NVDA NVIDIA Corp 1.6%

IVE iShares Tr 1.4%

IVW iShares Tr 1.4%

CORO BlackRock ETF Trust 1.4%

DYNF BlackRock ETF Trust 1.2%

SPY SPDR S&P 500 ETF Trust 1.2% MSFT Microsoft Corp 1.2%

CWM, LLC

Where the money is

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