CWM, LLC
Top Portfolio Positions
3,238 positions ·
$12,366,025,878 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
2,713,324 | $737,644,262 | 5.97% |
| NVDA |
Nvidia Corp
|
3,388,887 | $632,027,425 | 5.11% |
| MSFT |
Microsoft Corp
|
1,070,954 | $517,934,773 | 4.19% |
| AMZN |
Amazon Com Inc
|
1,541,938 | $355,910,129 | 2.88% |
| SPY |
Spdr S&P 500 Etf Trust
|
517,041 | $352,580,598 | 2.85% |
| GOOGL |
Alphabet Inc.
|
1,039,950 | $325,504,350 | 2.63% |
| QQQ |
Invesco Qqq Trust, Series 1
|
514,062 | $315,793,427 | 2.55% |
| AVGO |
Broadcom Inc.
|
650,857 | $225,261,607 | 1.82% |
| TSLA |
Tesla, Inc.
|
389,506 | $175,168,638 | 1.42% |
| JPM |
Jpmorgan Chase & Co
|
536,109 | $172,745,041 | 1.40% |
Portfolio Trend
Holdings in AISP
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,664 | 2,998 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,607 | 311 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,501 | 255 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $795 | 206 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $500 | 80 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $85 | 37 | Shares | Sole | 2024-10-08 | |
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