§ 13F · FUND PROFILE
CW Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $10.3B (13F)Positions · 1179Turnover · — · Q2Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$341M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.30M | $396M | 3.8% | +1846% |
| 2 | AAPL | APPLE INC | 1.92M | $394M | 3.8% | +9% |
| 3 | MSFT | MICROSOFT CORP | 491K | $244M | 2.4% | +19% |
| 4 | NVDA | NVIDIA CORPORATION | 1.28M | $202M | 2.0% | +14% |
| 5 | XLF | SELECT SECTOR SPDR TR | 2.88M | $151M | 1.5% | +1% |
| 6 | META | META PLATFORMS INC | 177K | $130M | 1.3% | +28% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 716K | $130M | 1.3% | +5% |
| 8 | JSI | JANUS DETROIT STR TR | 2.28M | $120M | 1.2% | +42% |
| 9 | JMBS | JANUS DETROIT STR TR | 2.63M | $119M | 1.1% | +3% |
| 10 | XLC | SELECT SECTOR SPDR TR | 1.02M | $111M | 1.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CW SIGNAL
AC read
CW Advisors, LLC is a Other fund managing $10.3 billion in assets. The fund runs a massive portfolio of 1,179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed