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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.3%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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CWM

Wealth adviser our classification

Generated from SEC records

Investment manager in Omaha, filing as CWM, LLC. Its 13F lists 5,738 positions; crypto ETFs make up 0.1% of the reported value.

Legal name (SEC)
CWM, LLC
Headquarters
14600 Branch St., Omaha, NE 68154
Incorporated
NE
13F covers
1 affiliated managers
SEC filer ID (CIK)
1535847

Sources: SEC EDGAR (company record and the Q1 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

CWM reported no crypto ETFs for Q2 2026. Its last reported crypto ETF position was in Q1 2026.

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $0Q1 24Q2 24: $3.2MQ2 24Q3 24: $5.8MQ3 24Q4 24: $30.0MQ4 24Q1 25: $27.1MQ1 25Q2 25: $39.7MQ2 25Q3 25: $56.5M$56.5MQ3 25Q4 25: $45.5MQ4 25Q1 26: $36.5MQ1 26Q2 26: $0Q2 26
Q1 24: $0Q1 24Q2 24: $3.2MQ3 24: $5.8MQ4 24: $30.0MQ4 24Q1 25: $27.1MQ2 25: $39.7MQ3 25: $56.5M$56.5MQ3 25Q4 25: $45.5MQ1 26: $36.5MQ2 26: $0Q2 26

Timeline

  1. Q2 24First crypto ETF position on record: $3.2M, GBTC, HODL, IBIT, FBTC, ARKB, BITB, EZBC.
  2. Q3 24Entered BTCO, BTC, ETH, ETHE, ETHW.
  3. Q4 24Entered FETH, ETHA.
  4. Q1 25Entered BTCW.
  5. Q3 25Peak value: $56.5M across crypto ETFs.
  6. Q4 25Entered XRP, BSOL, XRPZ.
  7. Q1 26Entered EZET.
  8. Q2 26Exited GBTC, HODL, IBIT, FBTC, ARKB, BITB, BTCO, EZBC +11.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov