CWM, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 652,134 shares of $OEF (~$217,056,281). This was an increase of ~127% over their previous position.
- A decrease of -1,349,035 shares of $EFG (~$153,628,106). This was a decrease of ~89% from their previous position.
- A decrease of -773,185 shares of $IYW (~$151,436,014). This was a decrease of ~85% from their previous position.
- An addition of 409,618 shares of $ITA (~$85,716,663). This was an increase of ~1471% over their previous position.
- An addition of 125,001 shares of $IVV (~$83,663,169). This was an increase of ~10% over their previous position.
- An addition of 859,525 shares of $IAU (~$62,547,634). This was an increase of ~83% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for CWM, LLC for more details.
