§ 13F · FUND PROFILE
CWS Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $360M (13F)Positions · 140Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M 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 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 243K | $80M | 20.5% | −4% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 443K | $31M | 8.1% | +1128% |
| 3 | VOO | VANGUARD INDEX FDS | 41K | $25M | 6.4% | −6% |
| 4 | IJR | ISHARES TR | 146K | $18M | 4.6% | −14% |
| 5 | AAPL | APPLE INC | 61K | $15M | 3.9% | −4% |
| 6 | VXUS | VANGUARD STAR FDS | 192K | $15M | 3.8% | ±0% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 55K | $12M | 3.0% | ±0% |
| 8 | VTV | VANGUARD INDEX FDS | 58K | $11M | 2.9% | −3% |
| 9 | VUG | VANGUARD INDEX FDS | 25K | $11M | 2.8% | −2% |
| 10 | VTI | VANGUARD INDEX FDS | 33K | $11M | 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 $360 million in assets. The fund runs a portfolio of 140 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