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CWM

Latest statistics and disclosures from CWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPYM, IUSB, AAPL, SPDW, and represent 11.23% of CWM's stock portfolio.
Added to shares of these 10 stocks: IVE (+$149M), XLK (+$114M), SCHZ (+$90M), IEMG (+$86M), VUG (+$61M), VTV (+$58M), MTUM (+$58M), IVV (+$56M), AAPL (+$55M), DFEM (+$55M).
Started 301 new stock positions in CHYM, CNTA, SOLS, IDVO, RANI, HLAL, GOF, BZAI, GIGM, KARO.
Reduced shares in these 10 stocks: QUAL (-$199M), EFV (-$66M), SPMD (-$66M), BIL (-$34M), XLF (-$25M), JEPI (-$17M), TLH (-$15M), HDV (-$14M), IBDQ (-$14M), MOH (-$13M).
Sold out of its positions in SMTH, LGRO, OUSM, ACES, ABCL, Aberdeen Australia Equity Fund, BCD, ACRV, AMTX, ADVM.
CWM was a net buyer of stock by $3.3B.
CWM has $36B in assets under management (AUM), dropping by 10.85%.
Central Index Key (CIK): 0001535847

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Portfolio Holdings for CWM

CWM holds 5559 positions in its portfolio as reported in the December 2025 quarterly 13F filing

CWM has 5559 total positions. Only the first 250 positions are shown.

Sign up to view all of the CWM Dec. 31, 2025 positions
Download the CWM December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.7	$983M	+6%	1.4M	684.94	View chart
Spdr Series Trust State Street Spd (SPYM)	2.3	$831M	+4%	10M	80.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.2	$800M		17M	46.54	View chart
Apple (AAPL)	2.1	$738M	+8%	2.7M	271.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$689M	+6%	16M	44.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$589M		4.8M	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$547M	+37%	2.6M	212.07	View chart
Microsoft Corporation (MSFT)	1.4	$518M	+5%	1.1M	483.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$487M		8.0M	60.81	View chart
Spdr Series Trust State Street Spd (SPAB)	1.3	$469M	+7%	18M	25.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.2	$446M	-30%	2.2M	198.62	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$408M	+2%	1.2M	342.97	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$393M	-14%	5.5M	71.41	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.1	$386M	+4%	4.1M	93.08	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$383M	+28%	5.7M	67.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$357M	+14%	3.0M	119.32	View chart
Amazon (AMZN)	1.0	$356M	+4%	1.5M	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$326M		1.0M	313.00	View chart
Spdr Series Trust State Street Spd (LGLV)	0.9	$317M	+18%	1.8M	175.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$316M	-3%	514k	614.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$314M	+24%	644k	487.86	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$303M	+2%	2.8M	106.70	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$286M	+25%	1.1M	250.31	View chart
Spdr Series Trust State Street Spd (SPTM)	0.7	$270M	+4%	3.3M	82.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$243M	+2%	7.5M	32.62	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$232M		4.1M	56.81	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$226M	-13%	2.5M	91.38	View chart
Broadcom (AVGO)	0.6	$225M	+3%	651k	346.10	View chart
Spdr Series Trust State Street Spd (SPMD)	0.6	$208M	-24%	3.6M	57.91	View chart
Spdr Series Trust State Street Spd (BILS)	0.6	$204M	-4%	2.1M	99.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$202M	+128%	1.4M	143.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$193M	+3%	385k	502.65	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.5	$191M	+10%	4.7M	40.25	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$182M		1.9M	95.22	View chart
Spdr Series Trust State Street Spd (SPTI)	0.5	$181M	+17%	6.3M	28.84	View chart
Tesla Motors (TSLA)	0.5	$175M	+3%	390k	449.72	View chart
JPMorgan Chase & Co. (JPM)	0.5	$173M	+11%	536k	322.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$171M	+5%	5.1M	33.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$170M	-2%	5.0M	34.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$168M		1.7M	100.34	View chart
Meta Platforms Cl A (META)	0.5	$167M	+4%	253k	660.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$164M	+54%	860k	190.99	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$162M	-8%	1.6M	101.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$159M	+3%	2.0M	81.17	View chart
Ssga Active Etf Tr State Street Ult (ULST)	0.4	$154M	+6%	3.8M	40.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$151M	+2%	5.5M	27.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$151M	+2%	380k	396.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$151M	+24%	3.3M	46.04	View chart
Eli Lilly & Co. (LLY)	0.4	$148M	+39%	138k	1074.68	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$148M	+6%	3.2M	45.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$140M		447k	313.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$138M	-3%	221k	627.13	View chart
Wal-Mart Stores (WMT)	0.4	$137M	+4%	1.2M	111.41	View chart
Johnson & Johnson (JNJ)	0.4	$136M	+8%	657k	206.95	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$135M	-2%	1.5M	92.80	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$128M	+12%	1.7M	74.88	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.4	$127M	+9%	2.4M	52.13	View chart
Exxon Mobil Corporation (XOM)	0.4	$127M	+15%	1.1M	120.34	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$126M		3.3M	38.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$114M	+7%	2.4M	46.81	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$113M	+36%	4.2M	26.68	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$109M	+4%	2.2M	50.01	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.3	$109M		1.1M	97.85	View chart
Merck & Co (MRK)	0.3	$107M	+6%	1.0M	105.26	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.3	$106M	+6%	3.8M	28.12	View chart
Spdr Series Trust State Street Spd (SPIP)	0.3	$106M	+15%	4.1M	25.95	View chart
Abbvie (ABBV)	0.3	$105M	+21%	460k	228.49	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$104M	+2%	2.0M	52.77	View chart
Cisco Systems (CSCO)	0.3	$102M	+6%	1.3M	77.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$100M	+3%	2.3M	44.47	View chart
Procter & Gamble Company (PG)	0.3	$98M	+5%	686k	143.31	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.3	$98M	+54%	3.9M	25.21	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$98M	+8%	2.1M	47.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$97M	+3%	454k	214.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$95M	+15%	1.2M	82.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$95M	-15%	1.7M	57.24	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$94M	+2068%	4.0M	23.37	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$90M		940k	95.95	View chart
Visa Com Cl A (V)	0.2	$90M	+8%	255k	350.71	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$88M		859k	101.82	View chart
Palantir Technologies Cl A (PLTR)	0.2	$87M	+7%	492k	177.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$87M	-4%	2.0M	43.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$86M	+40%	338k	252.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$85M	+35%	950k	89.46	View chart
Home Depot (HD)	0.2	$83M	+7%	242k	344.10	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.2	$81M	+53%	687k	118.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$80M	+163%	1.0M	79.73	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.2	$80M	+12%	2.9M	27.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$80M		536k	148.69	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$80M	+19%	932k	85.37	View chart
Ge Aerospace Com New (GE)	0.2	$79M	+6%	256k	308.03	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$77M	+5%	2.2M	35.33	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.2	$77M		1.6M	46.44	View chart
Bank of America Corporation (BAC)	0.2	$76M	+18%	1.4M	55.00	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$76M		1.4M	54.81	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	0.2	$75M	+18%	1.6M	46.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$75M		796k	94.16	View chart
Pepsi (PEP)	0.2	$74M	+3%	515k	143.52	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$74M	+7%	688k	107.11	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$73M	+3%	2.8M	26.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$72M	+5%	719k	99.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$71M	+3%	2.9M	24.04	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$70M	+3%	1.4M	50.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$68M	-6%	203k	335.27	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$67M		971k	69.47	View chart
Caterpillar (CAT)	0.2	$67M	+15%	117k	572.87	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$67M	-5%	647k	103.56	View chart
Bristol Myers Squibb (BMY)	0.2	$66M	+52%	1.2M	53.94	View chart
International Business Machines (IBM)	0.2	$65M	+48%	221k	296.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$65M	+8%	877k	73.56	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$64M	+11%	1.2M	54.07	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$63M	+19%	536k	117.72	View chart
Oracle Corporation (ORCL)	0.2	$63M		323k	194.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$63M		613k	102.54	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.2	$63M	+4%	1.2M	50.47	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.2	$62M	+3%	2.2M	28.35	View chart
Costco Wholesale Corporation (COST)	0.2	$62M		72k	862.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$62M	+37%	131k	473.30	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$62M	+121%	959k	64.38	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$62M	+7%	1.6M	37.40	View chart
Verizon Communications (VZ)	0.2	$61M		1.5M	40.73	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$59M	+406%	1.4M	42.69	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$59M	+13%	1.1M	54.84	View chart
At&t (T)	0.2	$58M		2.3M	24.84	View chart
TJX Companies (TJX)	0.2	$57M	+5%	373k	153.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$56M	-4%	1.1M	50.59	View chart
Micron Technology (MU)	0.2	$56M	+7%	197k	285.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$56M	-3%	619k	90.00	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$55M	+8803%	1.7M	33.08	View chart
Chevron Corporation (CVX)	0.2	$55M		360k	152.41	View chart
Snowflake Com Shs (SNOW)	0.2	$55M		250k	219.36	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$55M		1.2M	44.05	View chart
Amgen (AMGN)	0.1	$54M	+4%	164k	327.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$54M		556k	96.28	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$53M	+332%	1.4M	38.17	View chart
UnitedHealth (UNH)	0.1	$52M		159k	330.11	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$52M	+4%	2.3M	22.41	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$52M		731k	71.45	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.1	$52M	+3%	1.0M	50.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$51M	+64%	190k	268.30	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$51M	+202%	945k	53.88	View chart
Coca-Cola Company (KO)	0.1	$50M	+20%	721k	69.91	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$50M	+116%	1.1M	44.71	View chart
Advanced Micro Devices (AMD)	0.1	$50M	+7%	234k	214.16	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$50M	+2668%	207k	241.24	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$48M	+14%	1.2M	38.89	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$48M	+6%	923k	52.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$48M	+132%	272k	177.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$48M	+928%	967k	49.90	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$48M	+13%	539k	89.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$48M	+6%	824k	58.12	View chart
Mastercard Incorporated Cl A (MA)	0.1	$48M	-5%	83k	570.88	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$47M	+13%	61k	771.88	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$46M		1.3M	35.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$46M	+10%	601k	77.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$45M		688k	66.00	View chart
Lockheed Martin Corporation (LMT)	0.1	$45M	+32%	94k	483.67	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$45M	-2%	2.5M	17.67	View chart
Netflix (NFLX)	0.1	$44M	+969%	470k	93.76	View chart
Gilead Sciences (GILD)	0.1	$44M		355k	122.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$43M	+304%	1.6M	26.23	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$43M	-20%	764k	56.26	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$43M	+6%	897k	47.56	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$42M	-11%	1.4M	29.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$41M	-4%	278k	148.98	View chart
Abbott Laboratories (ABT)	0.1	$41M	+19%	327k	125.29	View chart
Boeing Company (BA)	0.1	$41M	+26%	188k	217.12	View chart
Wells Fargo & Company (WFC)	0.1	$41M	+7%	437k	93.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$41M	+7%	1.2M	32.57	View chart
Pfizer (PFE)	0.1	$41M		1.6M	24.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$40M	+97%	830k	48.32	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.1	$39M		890k	44.09	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$39M		797k	49.08	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$39M		676k	57.85	View chart
Bank of New York Mellon Corporation (BK)	0.1	$39M	+4%	335k	116.09	View chart
Travelers Companies (TRV)	0.1	$38M	-2%	132k	290.06	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$38M	+6%	668k	57.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$38M	+22%	208k	183.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$38M		273k	138.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$37M	+4%	446k	83.75	View chart
General Dynamics Corporation (GD)	0.1	$37M	+4%	110k	336.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$37M	+227%	174k	211.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$37M	+82%	132k	279.14	View chart
salesforce (CRM)	0.1	$37M	+23%	139k	264.91	View chart
Union Pacific Corporation (UNP)	0.1	$36M	+18%	156k	231.32	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$36M		790k	45.66	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$36M	+3%	711k	50.43	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$36M	+32%	972k	36.82	View chart
Goldman Sachs (GS)	0.1	$36M	+58%	40k	878.99	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$35M	+87%	782k	45.21	View chart
Qualcomm (QCOM)	0.1	$35M	+5%	206k	171.05	View chart
Intel Corporation (INTC)	0.1	$35M		953k	36.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$35M	+121%	115k	302.11	View chart
McDonald's Corporation (MCD)	0.1	$35M	+6%	113k	305.63	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$35M	+12986%	1.0M	32.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$34M	+33%	338k	101.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$34M	-13%	342k	100.38	View chart
Allstate Corporation (ALL)	0.1	$34M	-6%	163k	208.15	View chart
Spdr Series Trust State Street Spd (XTL)	0.1	$34M	NEW	222k	153.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$34M	+13%	542k	62.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$34M	+5%	72k	468.77	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$33M	+10013%	968k	34.21	View chart
Centene Corporation (CNC)	0.1	$33M	+132%	805k	41.15	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$33M	-9%	669k	48.75	View chart
Chubb (CB)	0.1	$32M	+59%	104k	312.12	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$32M	-2%	232k	136.73	View chart
Expedia Group Com New (EXPE)	0.1	$32M	+11%	112k	283.31	View chart
CBOE Holdings (CBOE)	0.1	$32M	-5%	126k	251.00	View chart
Medtronic SHS (MDT)	0.1	$32M		329k	96.06	View chart
FedEx Corporation (FDX)	0.1	$31M	+32%	108k	288.86	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$31M		659k	46.71	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$31M	+209424%	434k	70.86	View chart
Palo Alto Networks (PANW)	0.1	$31M	+52%	167k	184.20	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$30M		648k	46.86	View chart
Arista Networks Com Shs (ANET)	0.1	$30M	+21%	231k	131.03	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$30M		609k	49.14	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$30M	+316%	184k	162.14	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$30M	+21%	414k	72.01	View chart
United Parcel Service CL B (UPS)	0.1	$30M	+49%	297k	99.19	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$30M	+7%	1.2M	23.67	View chart
PG&E Corporation (PCG)	0.1	$30M	+53%	1.8M	16.07	View chart
American Electric Power Company (AEP)	0.1	$30M	-3%	255k	115.31	View chart
Toro Company (TTC)	0.1	$29M	-8%	373k	78.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$29M	-2%	113k	257.95	View chart
Altria (MO)	0.1	$29M	+29%	504k	57.66	View chart
Paccar (PCAR)	0.1	$29M		260k	109.51	View chart
Comfort Systems USA (FIX)	0.1	$28M	+18%	30k	933.28	View chart
Zoom Communications Cl A (ZM)	0.1	$28M	+52%	328k	86.29	View chart
NiSource (NI)	0.1	$28M	-2%	673k	41.76	View chart
Intuitive Surgical Com New (ISRG)	0.1	$28M	+14%	50k	566.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$28M	+16%	125k	219.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$27M	-5%	143k	191.56	View chart
Walt Disney Company (DIS)	0.1	$27M	+31%	238k	113.77	View chart
Waste Management (WM)	0.1	$27M		123k	219.71	View chart
Adobe Systems Incorporated (ADBE)	0.1	$27M	-22%	77k	349.99	View chart
Edison International (EIX)	0.1	$27M	+61%	450k	60.02	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$27M	+5%	1.4M	18.91	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$26M	+15%	787k	33.51	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$26M	+3%	955k	27.62	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.1	$26M	+12%	810k	32.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$26M	+13%	473k	55.57	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$26M		522k	50.25	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$26M	+4%	527k	49.69	View chart
Amphenol Corp Cl A (APH)	0.1	$26M	+16%	193k	135.14	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$26M		515k	50.50	View chart
Comcast Corp Cl A (CMCSA)	0.1	$26M		867k	29.89	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$26M	-7%	225k	115.10	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$26M	-3%	684k	37.75	View chart
Arch Cap Group Ord (ACGL)	0.1	$26M	+4%	268k	95.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$26M		34.00	754794.12	View chart

Past Filings by CWM

SEC 13F filings are viewable for CWM going back to 2013

CWM 2025 Q4 filed Jan. 26, 2026
CWM 2025 Q3 filed Oct. 15, 2025
CWM 2025 Q2 filed July 25, 2025
CWM 2025 Q1 filed May 1, 2025
CWM 2024 Q4 filed Feb. 4, 2025
CWM 2024 Q3 filed Oct. 8, 2024
CWM 2024 Q2 filed July 10, 2024
CWM 2024 Q1 filed April 5, 2024
CWM 2023 Q4 filed Feb. 1, 2024
CWM 2023 Q3 filed Oct. 11, 2023
CWM 2023 Q2 filed Aug. 3, 2023
CWM 2023 Q1 filed May 1, 2023
CWM 2022 Q4 filed Feb. 1, 2023
CWM 2022 Q3 filed Oct. 27, 2022
CWM 2022 Q2 filed July 28, 2022
CWM 2022 Q1 filed April 21, 2022

View all past filings

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