CWM, LLC

Q4 2025 13F Holdings

Location
Omaha, NE
Holdings as of
12/31/2025
Value
$36.9B
Value excl. options
$36.9B
Num holdings
5,577
Date filed
1/26/2026
Form type
13F-HR
Prev filing
10/15/2025
Next filing
5/14/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type