13F filer

CWM

As of Mar 31, 2026 Filed May 14, 2026 CIK 1535847 SEC filings ↗

Stale filing snapshot. This manager's latest published quarter is Q1 2026, behind the current site baseline of Q2 2026. These holdings remain available for historical reference but are excluded from sitewide current-holder totals.

13F Value

$38.05B

Positions

5,671

Top Position

IVV2.4%

Top 5

10.7%

Latest filing changes

vs Dec 31, 2025

1 SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF +104.3%+$188.0M

2 GOVT iShares U.S. Treasury Bond ETF +604.7%+$148.4M

3 SPY State Str SPDR S&P 500 ETF T — Tr Unit +36.0%+$117.6M

4 SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF +13.9%+$98.7M

5 RAAX VanEck Real Assets ETF >999%+$90.3M

Holdings5,671

#
1	IVV iShares Core S&P 500 ETF	2.4%	$910.9M	-2.9%	1.39M	2.7%	ETF
2	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.3%	$861.5M	+8.6%	11.26M	2.3%	ETF
3	IUSB iShares Core Universal USD Bond ETF	2.1%	$813.7M	+2.5%	17.62M	2.2%	ETF
4	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	2.1%	$807.2M	+13.9%	17.68M	1.9%	ETF
5	AAPL Apple	1.8%	$693.1M	+0.8%	2.73M	2.0%	Common Stock
6	NVDA NVIDIA	1.6%	$605.9M	+3.0%	3.47M	1.7%	Common Stock
7	IVE iShares S&P 500 Value ETF	1.4%	$542.0M	-0.5%	2.57M	1.5%	ETF
8	IVW iShares S&P 500 Growth ETF	1.4%	$540.4M	+0.1%	4.78M	1.6%	ETF
9	CORO Blackrock ETF Trust — Isha in Ctry ETF	1.4%	$521.1M	NEW	16.21M	—	ETF
10	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.2%	$455.6M	-2.3%	7.83M	1.3%	ETF
11	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.2%	$444.1M	+36.0%	682.9K	0.9%	ETF
12	MSFT Microsoft	1.2%	$439.2M	+10.8%	1.19M	1.4%	Common Stock
13	SPMO Invesco S&P 500 Momentum ETF	1.1%	$402.7M	+20.0%	3.59M	1.0%	ETF
14	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	1.0%	$368.2M	+104.3%	12.85M	0.5%	ETF
15	QUAL iShares MSCI USA Quality Factor ETF	1.0%	$362.4M	-15.9%	1.89M	1.2%	ETF
16	SPAB State Street SPDR Portfolio Aggregate Bond ETF	0.9%	$358.7M	-23.0%	14.00M	1.3%	ETF
17	BOND PIMCO Active Bond Exchange-Traded Fund	0.9%	$345.3M	-9.8%	3.74M	1.0%	ETF
18	AMZN Amazon	0.9%	$337.4M	+5.1%	1.62M	1.0%	Common Stock
19	LGLV State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF	0.8%	$317.7M	-1.1%	1.78M	0.9%	ETF
20	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	0.8%	$285.4M	+1.5%	653.5K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing192

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Dec 31, 2025). Prior values are shown for context and are not included in current totals.