CWM, LLC

CIK

1535847

City

OMAHA

State / Country

Stock

Top Portfolio Positions

3,817 positions · $13,986,757,648 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	2,740,547	$695,523,423	4.97%
SPY	Spdr S&P 500 ETF Trust	1,041,969	$677,634,119	4.84%
NVDA	Nvidia Corp Technology	3,486,955	$608,124,952	4.35%
MSFT	Microsoft Corp Technology	1,189,360	$440,265,391	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	1,622,786	$337,977,640	2.42%
QQQ	Invesco Qqq Trust, Series 1	490,751	$283,251,662	2.03%
GOOGL	Alphabet Inc. Communication Services	962,835	$276,872,832	1.98%
AVGO	Broadcom Inc. Technology	667,208	$206,507,548	1.48%
BRK-B	Berkshire Hathaway Inc Financial Services	394,551	$189,068,839	1.35%
WMT	Walmart Inc. Consumer Defensive	1,417,724	$176,194,738	1.26%

24 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,922	321	0.0%	Shares	Sole	2026-05-14
2025-12-31	$4,047	321	0.0%	Shares	Sole	2026-01-26
2025-09-30	$4,339	321	-12.3%	Shares	Sole	2025-10-15
2025-06-30	$4,732	366	0.0%	Shares	Sole	2025-07-25
2025-03-31	$4,787	366	0.0%	Shares	Sole	2025-05-01
2024-12-31	$4,699	366	0.0%	Shares	Sole	2025-02-04
2024-09-30	$4,897	366	+14.0%	Shares	Sole	2024-10-08
2024-06-30	$4,105	321	+555.1%	Shares	Sole	2024-07-10
2023-06-30	$547	49	+63.3%	Shares	Sole	2023-08-03
2022-12-31	$337	30	0.0%	Shares	Sole	2023-02-01
2022-09-30	$316	30	0.0%	Shares	Sole	2022-10-27
2022-06-30	$347	30	+76.5%	Shares	Sole	2022-07-28
2021-12-31	$269	17	-67.3%	Shares	Sole	2022-01-31
2021-06-30	$842	52	0.0%	Shares	Sole	2021-09-15
2021-03-31	$804	52	0.0%	Shares	Sole	2021-09-15
2020-12-31	$808	52	0.0%	Shares	Sole	2021-09-15
2020-09-30	$703	52	0.0%	Shares	Sole	2021-09-15
2020-06-30	$689	52	0.0%	Shares	Sole	2021-09-15
2020-03-31	$581	52	—	Shares	Sole	2021-09-15
No 13F history on record for this holder in this stock.