CWM, LLC - Portfolio Stock Holdings
CWM, LLC disclosed 5753 stock positions in a recent SEC 13F filing. $37,501,855,864 of stock holdings were filed, with the largest holdings including IVV, SPYM, and IUSB. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.We estimate the fund has a total AUM of $50,579,657,663 and has 1416 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
5753Est. Stock Holding Value:
$37,501,855,864Top Stock Holdings By Sector
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Portfolio Stock Holdings - CWM, LLC
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Portfolio Options Holdings - CWM, LLC
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