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Kristin Streff

Cwm, Llc

Assets Managed
$38.054B
Holdings
5645
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
3.11%(2Q avg: 7.06%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwm, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5645 positions.

Assets under management

The assets under management (AUM) of Cwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 38.054B in assets, with a quarterly growth rate of 3.11% and a 2-quarter average growth rate of 7.06%. The portfolio is managed by Kristin Streff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.87%
2.4%
$910.903M
1.395M shares@ $653.21 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 8.65%
2.27%
$861.46M
11.255M shares@ $76.54 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 2.46%
2.14%
$813.714M
17.617M shares@ $46.2 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 13.93%
2.13%
$807.2M
17.682M shares@ $45.66 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.95%
1.83%
$693.114M
2.741M shares@ $252.92 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.9%
1.6%
$605.982M
3.487M shares@ $173.79 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -0.47%
1.43%
$542.005M
2.567M shares@ $211.15 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.06%
1.43%
$540.43M
4.778M shares@ $113.12 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
1.37%
$521.14M
16.208M shares@ $32.16 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 51.6%
1.21%
$459.221M
1.042M shares@ $440.73 avg price

1-10 of 5645