CW Advisors, LLC 13F Holdings · last filed Q2 2025
CW Advisors, LLC reported 1,179 securities worth $10.32B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: VTI (3.83%), AAPL (3.82%), MSFT (2.36%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $395.5M | 3.83% | 1.3M | Added |
| 2 | AAPL | APPLE INC | $394.3M | 3.82% | 1.9M | Added |
| 3 | MSFT | MICROSOFT CORP | $244.0M | 2.36% | 490,591 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $201.6M | 1.95% | 1.3M | Added |
| 5 | XLF | SELECT SECTOR SPDR TR | $150.8M | 1.46% | 2.9M | Added |
| 6 | META | META PLATFORMS INC | $130.5M | 1.26% | 176,762 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $130.1M | 1.26% | 715,904 | Added |
| 8 | JSI | JANUS DETROIT STR TR | $120.0M | 1.16% | 2.3M | Added |
| 9 | JMBS | JANUS DETROIT STR TR | $118.6M | 1.15% | 2.6M | Added |
| 10 | XLC | SELECT SECTOR SPDR TR | $110.7M | 1.07% | 1.0M | Added |
| 11 | VOO | VANGUARD INDEX FDS | $108.1M | 1.05% | 190,320 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $90.4M | 0.88% | 1.3M | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $90.4M | 0.88% | 186,148 | Added |
| 14 | AVGO | BROADCOM INC | $84.3M | 0.82% | 305,952 | Added |
| 15 | V | VISA INC | $82.2M | 0.80% | 231,511 | Added |
| 16 | KO | COCA COLA CO | $82.0M | 0.79% | 1.2M | Added |
| 17 | JPM | JPMORGAN CHASE & CO. | $76.5M | 0.74% | 263,716 | Added |
| 18 | GOOGL | ALPHABET INC | $74.9M | 0.73% | 425,231 | Added |
| 19 | BND | VANGUARD BD INDEX FDS | $72.5M | 0.70% | 984,103 | Added |
| 20 | BSV | VANGUARD BD INDEX FDS | $72.3M | 0.70% | 918,429 | Added |
| 21 | XLV | SELECT SECTOR SPDR TR | $72.2M | 0.70% | 535,405 | Added |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $70.8M | 0.69% | 346,053 | Added |
| 23 | CAFX | PROFESIONALLY MANAGED PORTFO | $67.7M | 0.66% | 2.7M | Added |
| 24 | SPTL | SPDR SERIES TRUST | $66.8M | 0.65% | 2.5M | Added |
| 25 | GLDM | WORLD GOLD TR | $62.1M | 0.60% | 947,412 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR