CWS Financial Advisors, LLC
CIK 1802459
13F filing for Q2 2026・No. 4,166
- Holdings
- US$450.65M
- Quarter change
- +US$60.38M
- Entries
- 171
- Net bought (estimate)
- +US$27.8M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 3
- Cut 33
- Added 101
- Corporate actions 0
- Unchanged 20
Largest holdings
171 stocks worth US$450.65M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SYKSTRYKER CORPORATIONCOM | Added | 243,264 | US$76.59M | 17.00% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 586,781 | US$48.08M | 10.67% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 37,948 | US$26.06M | 5.78% |
| AAPLAppleCOM | Added | 63,858 | US$18.48M | 4.10% |
| ISHARES TRCORE S&P SCP ETF | Cut | 119,020 | US$17.65M | 3.92% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 184,623 | US$15.78M | 3.50% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 357,002 | US$14.73M | 3.27% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 150,746 | US$12.99M | 2.88% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 53,381 | US$12.63M | 2.80% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 57,101 | US$12.44M | 2.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.