CFS Investment Advisory Services, LLC
CFS Investment Advisory Services, LLC reported 357 positions worth $1.50B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPYM (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $130.6M | 8.71% | 1,490,244 | — | — | |
| ▸ 2 | PTLC | SH | $118.1M | 7.88% | 2,031,377 | — | — | |
| ▸ 3 | VUG | SH | $55.8M | 3.72% | 652,189 | — | — | |
| ▸ 4 | IWD | SH | $41.0M | 2.73% | 166,111 | — | — | |
| ▸ 5 | DYNF | SH | $35.8M | 2.39% | 533,175 | — | — | |
| ▸ 6 | IVV | SH | $31.5M | 2.10% | 42,125 | — | — | |
| ▸ 7 | VEA | SH | $29.3M | 1.96% | 414,301 | — | — | |
| ▸ 8 | DFAC | SH | $28.6M | 1.91% | 646,249 | — | — | |
| ▸ 9 | IJH | SH | $27.6M | 1.84% | 362,191 | — | — | |
| ▸ 10 | CORO | SH | $23.1M | 1.54% | 644,329 | — | — |
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Frequently Asked Questions
What stocks does CFS Investment Advisory Services, LLC hold as of Q2 2026?
CFS Investment Advisory Services, LLC reported 357 positions worth $1.50B in its Q2 2026 13F filing. Largest positions: SPYM (8.7%), PTLC (7.9%), VUG (3.7%), IWD (2.7%) and DYNF (2.4%).
What did CFS Investment Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CFS Investment Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.