§ 13F · FUND PROFILE
CWC Advisors, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $204M (13F)Positions · 146Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 235K | $12M | 5.6% | +136% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 124K | $7M | 3.5% | +3% |
| 3 | CLOI | VANECK ETF TRUST | 133K | $7M | 3.3% | +1% |
| 4 | AVGO | BROADCOM INC | 22K | $7M | 3.2% | −1% |
| 5 | AAPL | APPLE INC | 26K | $7M | 3.1% | −1% |
| 6 | TLT | ISHARES TR | 69K | $6M | 2.9% | +12% |
| 7 | NVDA | NVIDIA CORPORATION | 32K | $5M | 2.6% | −2% |
| 8 | FLTR | VANECK ETF TRUST | 207K | $5M | 2.5% | +2% |
| 9 | MBSF | VALUED ADVISERS TR | 205K | $5M | 2.5% | +2% |
| 10 | CWI | SPDR INDEX SHS FDS | 139K | $5M | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CWC SIGNAL
AC read
CWC Advisors, LLC. is a Other fund managing $204 million in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 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