CWM, LLC
•CIK: 1535847•Filing: Q4 2025
CWM, LLC, managed by the seasoned team of Christopher Donahue and Jonathan D. Lavine, is known for its concentrated, high-conviction investment strategy, currently managing $35.4 billion in assets across 5,325 positions. Recently, the fund has made notable moves by adding XAR and SCHZ, which have surged by 2,742% and 2,059% respectively, while exiting positions in HTH and FITBM.
Total AUM
$35.4B
+ $2.6M in options
QoQ Performance
+6.8%
Positions
3,788
+ 8 options
Top 10 Concentration
26.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV2.8%
SPYM2.3%
IUSB2.3%
AAPL2.1%
SPDW1.9%
IVW1.7%
IVE1.5%
MSFT1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.1%
Technology10.0%
ETF4.4%
Healthcare3.1%
Financial2.0%
Consumer1.9%
Industrial0.9%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+5035 more exited positions
Changes from Q3 2025
NEW1 new position
↑165 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022