CWM, LLC
RIA/Wealth
CWM, LLC is a RIA/Wealth based in Omaha, NE led by George Burton White, reporting $33.8B in AUM as of Q3 2025 with 66% ETF concentration.
CEOGeorge Burton White
- Portfolio Value
- $31.5B
- Positions
- 4,588
- Top Holding
- IVV at 2.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CWM, LLC's portfolio (20.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $906.2M | 2.88% | +$83.7M Bought | — 1.4M shares | |
ETF ETF | $799.1M | 2.54% | -$12.4M Sold | — 17.1M shares | |
ETF ETF | $780.2M | 2.48% | +$1.4M Bought | — 10.0M shares | |
Consumer Electronics Technology | $638.2M | 2.03% | +$49.9M Bought | 0.02% 2.5M shares | |
ETF ETF | $631.6M | 2.01% | -$27.1M Sold | — 3.2M shares | |
ETF ETF | $626.2M | 1.99% | +$19.4M Bought | — 14.6M shares | |
Semiconductors Technology | $614.1M | 1.95% | +$61.2M Bought | 0.01% 3.3M shares | |
ETF ETF | $579.2M | 1.84% | -$53.5M Sold | — 4.8M shares | |
Software - Infrastructure Technology | $523.6M | 1.66% | +$36.7M Bought | 0.01% 1.0M shares | |
ETF ETF | $468.1M | 1.49% | +$2.7M Bought | — 7.9M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CWM, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CWM, LLC
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