CWM, LLC
5,663 holdingsFiling period: 2026-03-31Current AUM: $42.12Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.39M | $910.9M | $1.05B | 2.48% | -41,285 | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 11.26M | $861.5M | $989.3M | 2.35% | +895.8K | 2026-03-31 |
| 3 | IUSB | ISHARES TR | 17.62M | $813.7M | $800.7M | 1.90% | +422.5K | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 17.68M | $807.2M | $885.2M | 2.10% | +2.16M | 2026-03-31 |
| 5 | AAPL | APPLE INC | 2.74M | $693.1M | $843.6M | 2.00% | +25.6K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 3.49M | $606.0M | $697.5M | 1.66% | +98.1K | 2026-03-31 |
| 7 | IVE | ISHARES TR | 2.57M | $542.0M | $594.8M | 1.41% | -12,329 | 2026-03-31 |
| 8 | IVW | ISHARES TR | 4.78M | $540.4M | $646.2M | 1.53% | +2.7K | 2026-03-31 |
| 9 | CORO | BLACKROCK ETF TRUST | 16.21M | $521.1M | $578.0M | 1.37% | -- | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 1.04M | $459.2M | $527.5M | 1.25% | +354.6K | 2026-03-31 |
| 11 | DYNF | BLACKROCK ETF TRUST | 7.83M | $455.6M | $528.1M | 1.25% | -184,536 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 1.19M | $439.2M | $551.4M | 1.31% | +118.4K | 2026-03-31 |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | 3.59M | $402.7M | $516.6M | 1.23% | +599.4K | 2026-03-31 |
| 14 | SPTI | SPDR SERIES TRUST | 12.85M | $368.2M | $360.8M | 0.86% | +6.56M | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 1.89M | $362.4M | $414.4M | 0.98% | -356,585 | 2026-03-31 |
| 16 | SPAB | SPDR SERIES TRUST | 14.00M | $358.7M | $351.6M | 0.83% | -4,192,224 | 2026-03-31 |
| 17 | BOND | PIMCO ETF TR | 3.74M | $345.3M | $338.6M | 0.80% | -408,165 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 1.62M | $337.4M | $439.9M | 1.04% | +80.1K | 2026-03-31 |
| 19 | LGLV | SPDR SERIES TRUST | 1.78M | $317.7M | $333.4M | 0.79% | -20,191 | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 653.5K | $285.4M | $334.1M | 0.79% | +9.9K | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 490.8K | $283.3M | $337.6M | 0.80% | -23,311 | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 962.8K | $276.9M | $342.9M | 0.81% | -77,115 | 2026-03-31 |
| 23 | MTUM | ISHARES TR | 1.15M | $275.8M | $344.2M | 0.82% | +7.6K | 2026-03-31 |
| 24 | SPYG | SPDR SERIES TRUST | 2.78M | $272.3M | $325.7M | 0.77% | -62,399 | 2026-03-31 |
| 25 | SPTM | SPDR SERIES TRUST | 3.35M | $264.8M | $303.9M | 0.72% | +83.2K | 2026-03-31 |
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