CWS Financial Advisors, LLC
CWS Financial Advisors, LLC reported 171 positions worth $450.6M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SYK (17.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SYK | SH | $76.6M | 17.00% | 243,264 | — | — | |
| ▸ 2 | DFUS | SH | $48.1M | 10.67% | 586,781 | — | — | |
| ▸ 3 | VOO | SH | $26.1M | 5.78% | 37,948 | — | — | |
| ▸ 4 | AAPL | SH | $18.5M | 4.10% | 63,858 | — | — | |
| ▸ 5 | IJR | SH | $17.7M | 3.92% | 119,020 | — | — | |
| ▸ 6 | VXUS | SH | $15.8M | 3.50% | 184,623 | — | — | |
| ▸ 7 | DFAI | SH | $14.7M | 3.27% | 357,002 | — | — | |
| ▸ 8 | VUG | SH | $13.0M | 2.88% | 150,746 | — | — | |
| ▸ 9 | VIG | SH | $12.6M | 2.80% | 53,381 | — | — | |
| ▸ 10 | VTV | SH | $12.4M | 2.76% | 57,101 | — | — |
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Frequently Asked Questions
What stocks does CWS Financial Advisors, LLC hold as of Q2 2026?
CWS Financial Advisors, LLC reported 171 positions worth $450.6M in its Q2 2026 13F filing. Largest positions: SYK (17.0%), DFUS (10.7%), VOO (5.8%), AAPL (4.1%) and IJR (3.9%).
What did CWS Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CWS Financial Advisors, 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.