StockDriftsStockDriftsTop 50 Cwm, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.39% | 1.39M | $910.9M | -2.88%(-41.28K) | $348.68(+115.54%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.26% | 11.26M | $861.5M | +8.65%(+895.77K) | $58.04(+51.71%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.14% | 17.62M | $813.7M | +2.46%(+422.50K) | $47.05(-2.30%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.12% | 17.68M | $807.2M | +13.93%(+2.16M) | $35.28(+42.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.82% | 2.73M | $693.1M | +0.76%(+20.62K) | $158.68(+87.93%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.59% | 3.47M | $605.9M | +2.97%(+100.07K) | $72.12(+226.88%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.42% | 2.57M | $542.0M | -0.48%(-12.33K) | $180.01(+25.08%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.42% | 4.78M | $540.4M | +0.06%(+2.66K) | $72.01(+92.89%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 1.37% | 16.21M | $521.1M | new | $31.61(+13.56%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.2% | 7.83M | $455.6M | -2.30%(-184.54K) | $42.88(+56.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.83% | +5.42% | +30.19% |
| Top 20 Holdings Unweighted | +10.60% | +35.31% | +5.83% | +32.75% |
Cwm, Llc reports $38.05B in US-listed equity holdings across 5,645 positions in its most recent 13F filing. Its largest disclosed positions are IVV (2.4%), SPYM (2.3%) and IUSB (2.1%). The top 20 holdings account for 27.36% of reported assets. Its disclosed equity book has returned +36.83% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cwm, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cwm, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535847). View Cwm, Llc’s 13F filings on SEC