§ 13F · FUND PROFILE
CWS Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $343.7T (13F)Positions · 136Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 252K | $88.6T | 24.1% | −1% |
| 2 | VOO | VANGUARD INDEX FDS | 44K | $27.7T | 7.5% | −2% |
| 3 | IJR | ISHARES TR | 170K | $20.5T | 5.6% | −2% |
| 4 | AAPL | APPLE INC | 63K | $17.1T | 4.7% | −3% |
| 5 | VXUS | VANGUARD STAR FDS | 193K | $14.5T | 3.9% | +2% |
| 6 | VUG | VANGUARD INDEX FDS | 26K | $12.6T | 3.4% | ±0% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 55K | $12.0T | 3.3% | ±0% |
| 8 | VTV | VANGUARD INDEX FDS | 60K | $11.4T | 3.1% | +1% |
| 9 | VTI | VANGUARD INDEX FDS | 34K | $11.2T | 3.1% | −2% |
| 10 | QQQ | INVESCO QQQ TR | 16K | $10.0T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CWS SIGNAL
AC read
CWS Financial Advisors, LLC is a Other fund managing $343693.5 trillion in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed