CWS Financial Advisors, LLC
CIK 0001802459 · KALAMAZOO, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$450.6M
2026 Q2
Positions
171
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SYK
STRYKER CORPORATION
17.0%
DFUS
DIMENSIONAL ETF TRUST
10.7%
VOO
VANGUARD INDEX FDS
5.8%
AAPL
APPLE INC
4.1%
IJR
ISHARES TR
3.9%
VXUS
VANGUARD STAR FDS
3.5%
DFAI
DIMENSIONAL ETF TRUST
3.3%
VUG
VANGUARD INDEX FDS
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.