Cwm, LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$38.1B
Holdings
5,639
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: New position (696 shares)
2.4%
02
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
2.3%
03
$IUSB
ISHARES TR
Q3 2025: Exited (was 17.38M shares)
2.1%
04
$SPDW
SPDR INDEX SHS FDS
Q2 2025: Exited (was 12.97M shares)
2.1%
05
$AAPL
APPLE INC
Q1 2026: Increased +12.4% (1.11M → 1.24M shares)
1.8%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.5% (1.88M → 1.90M shares)
1.6%
07
$IVE
ISHARES TR
Q3 2025: Exited (was 1.87M shares)
1.4%
08
$IVW
ISHARES TR
Q1 2025: Exited (was 5.38M shares)
1.4%
09
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
1.4%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 82.9% (6.4k → 1.1k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.