§ 13F · FUND PROFILE
CWS Financial Advisors, LLC.
AUM · $451M (13F)Positions · 171Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | 243K | $77M | 17.0% | ±0% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 587K | $48M | 10.7% | +32% |
| 3 | VOO | VANGUARD INDEX FDS | 38K | $26M | 5.8% | −9% |
| 4 | AAPL | APPLE INC | 64K | $18M | 4.1% | +5% |
| 5 | IJR | ISHARES TR | 119K | $18M | 3.9% | −18% |
| 6 | VXUS | VANGUARD STAR FDS | 185K | $16M | 3.5% | −4% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 357K | $15M | 3.3% | +121% |
| 8 | VUG | VANGUARD INDEX FDS | 151K | $13M | 2.9% | +497% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 53K | $13M | 2.8% | −2% |
| 10 | VTV | VANGUARD INDEX FDS | 57K | $12M | 2.8% | −2% |
§ 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 $451 million in assets. The fund runs a portfolio of 171 positions.
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