Universe · entity
CWM, LLC
Institutional manager (13F) · CIK 1535847
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $16.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $911M | 1,394,503 |
| 2 | SPDR SERIES TRUST | $861M | 11,255,034 |
| 3 | ISHARES TR | $814M | 17,616,671 |
| 4 | SPDR INDEX SHS FDS | $807M | 17,682,357 |
| 5 | APPLE INC | $693M | 2,730,847 |
| 6 | NVIDIA CORPORATION | $606M | 3,473,955 |
| 7 | ISHARES TR | $542M | 2,566,919 |
| 8 | ISHARES TR | $540M | 4,777,915 |
| 9 | BLACKROCK ETF TRUST | $521M | 16,208,136 |
| 10 | BLACKROCK ETF TRUST | $456M | 7,830,130 |
| 11 | STATE STR SPDR S&P 500 ETF T | $444M | 682,869 |
| 12 | MICROSOFT CORP | $439M | 1,186,360 |
| 13 | INVESCO EXCH TRADED FD TR II | $403M | 3,591,581 |
| 14 | SPDR SERIES TRUST | $368M | 12,847,946 |
| 15 | ISHARES TR | $362M | 1,889,343 |
| 16 | SPDR SERIES TRUST | $359M | 14,001,534 |
| 17 | PIMCO ETF TR | $345M | 3,741,411 |
| 18 | AMAZON COM INC | $337M | 1,619,786 |
| 19 | SPDR SERIES TRUST | $318M | 1,783,969 |
| 20 | VANGUARD INDEX FDS | $285M | 653,482 |
| 21 | INVESCO QQQ TR | $283M | 490,751 |
| 22 | ALPHABET INC | $277M | 962,835 |
| 23 | ISHARES TR | $276M | 1,149,067 |
| 24 | SPDR SERIES TRUST | $272M | 2,780,818 |
| 25 | SPDR SERIES TRUST | $265M | 3,349,506 |
| 26 | SPDR SERIES TRUST | $241M | 2,630,828 |
| 27 | SPDR SERIES TRUST | $235M | 4,161,823 |
| 28 | ISHARES INC | $226M | 3,247,216 |
| 29 | ISHARES TR | $225M | 3,030,442 |
| 30 | SSGA ACTIVE ETF TR | $217M | 5,455,083 |
| 31 | SCHWAB STRATEGIC TR | $210M | 7,205,154 |
| 32 | BROADCOM INC | $207M | 667,208 |
| 33 | SPDR SERIES TRUST | $201M | 2,019,477 |
| 34 | BERKSHIRE HATHAWAY INC DEL | $189M | 394,551 |
| 35 | BLACKROCK ETF TRUST | $185M | 5,610,905 |
| 36 | ISHARES TR | $183M | 1,927,060 |
| 37 | FIDELITY MERRIMACK STR TR | $176M | 3,864,523 |
| 38 | WALMART INC | $176M | 1,417,724 |
| 39 | EXXON MOBIL CORP | $175M | 1,030,824 |
| 40 | FIRST TR EXCHNG TRADED FD VI | $174M | 5,140,529 |
| 41 | ISHARES TR | $173M | 7,549,432 |
| 42 | JOHNSON & JOHNSON | $169M | 692,270 |
| 43 | VANGUARD INDEX FDS | $168M | 854,071 |
| 44 | JPMORGAN CHASE & CO | $162M | 550,203 |
| 45 | PIMCO ETF TR | $161M | 1,603,698 |
| 46 | SSGA ACTIVE ETF TR | $160M | 3,949,890 |
| 47 | ISHARES TR | $157M | 1,558,713 |
| 48 | PUTNAM ETF TRUST | $155M | 3,343,154 |
| 49 | TESLA INC | $154M | 413,279 |
| 50 | J P MORGAN EXCHANGE TRADED F | $145M | 1,912,801 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.