Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CWM, LLC (CIK 1535847) reported $38.05B across 5,493 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($910.9M, 2.39%), SPLG ($861.5M, 2.26%), IUSB ($813.7M, 2.14%), SPDW ($807.2M, 2.12%), AAPL ($693.1M, 1.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $910.9M | 2.39% | 1.4M | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $861.5M | 2.26% | 11.3M | Added |
| 3 | IUSB | ISHARES TR | $813.7M | 2.14% | 17.6M | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $807.2M | 2.12% | 17.7M | Added |
| 5 | AAPL | APPLE INC | $693.1M | 1.82% | 2.7M | Added |
| 6 | NVDA | NVIDIA CORPORATION | $606.0M | 1.59% | 3.5M | Added |
| 7 | IVW | ISHARES TR | $540.4M | 1.42% | 4.8M | Added |
| 8 | IVE | ISHARES TR | $542.0M | 1.42% | 2.6M | Trimmed |
| 9 | CORO | BLACKROCK ETF TRUST | $521.1M | 1.37% | 16.2M | New |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $459.2M | 1.21% | 1.0M | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $455.6M | 1.20% | 7.8M | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $439.2M | 1.15% | 1.2M | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $402.7M | 1.06% | 3.6M | Added |
| 14 | SPTI | SPDR SERIES TRUST | $368.2M | 0.97% | 12.8M | Added |
| 15 | QUAL | ISHARES TR | $362.4M | 0.95% | 1.9M | Trimmed |
| 16 | SPAB | SPDR SERIES TRUST | $358.7M | 0.94% | 14.0M | Trimmed |
| 17 | BOND | PIMCO ETF TR | $345.3M | 0.91% | 3.7M | Trimmed |
| 18 | AMZN | AMAZON COM INC | $337.4M | 0.89% | 1.6M | Added |
| 19 | LGLV | SPDR SERIES TRUST | $317.7M | 0.83% | 1.8M | Trimmed |
| 20 | VUG | VANGUARD INDEX FDS | $285.4M | 0.75% | 653,482 | Added |
| 21 | QQQ | INVESCO QQQ TR | $283.3M | 0.74% | 490,751 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $276.9M | 0.73% | 962,835 | Trimmed |
| 23 | MTUM | ISHARES TR | $275.8M | 0.72% | 1.1M | Added |
| 24 | SPYG | SPDR SERIES TRUST | $272.3M | 0.72% | 2.8M | Trimmed |
| 25 | SPTM | SPDR SERIES TRUST | $264.8M | 0.70% | 3.3M | Added |
Source: SEC Form 13F filings · as of 2026-03-31