Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CWC Advisors, LLC. (CIK 1520683) reported $225.2M across 152 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUSB ($11.8M, 5.24%), AVGO ($7.7M, 3.41%), AAPL ($7.5M, 3.31%), VGIT ($7.4M, 3.27%), CLOI ($7.2M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $11.8M | 5.24% | 237,265 | Added |
| 2 | AVGO | BROADCOM INC | $7.7M | 3.41% | 20,354 | Trimmed |
| 3 | AAPL | APPLE INC | $7.5M | 3.31% | 25,804 | Trimmed |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $7.4M | 3.27% | 125,048 | Added |
| 5 | CLOI | VANECK ETF TRUST | $7.2M | 3.18% | 135,390 | Added |
| 6 | TLT | ISHARES TR | $6.1M | 2.70% | 70,278 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $6.1M | 2.69% | 30,332 | Trimmed |
| 8 | CWI | SPDR INDEX SHS FDS | $5.5M | 2.44% | 135,144 | Trimmed |
| 9 | FLTR | VANECK ETF TRUST | $5.5M | 2.42% | 213,211 | Added |
| 10 | MBSF | VALUED ADVISERS TR | $5.4M | 2.41% | 211,437 | Added |
| 11 | SPAB | SPDR SERIES TRUST | $5.0M | 2.20% | 194,070 | Added |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $5.0M | 2.20% | 85,066 | Added |
| 13 | IVW | ISHARES TR | $4.9M | 2.17% | 35,590 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 2.16% | 61,693 | Added |
| 15 | XLE | SELECT SECTOR SPDR TR | $4.2M | 1.87% | 79,149 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $4.0M | 1.76% | 16,337 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $3.9M | 1.72% | 5,274 | Trimmed |
| 18 | CLOZ | SERIES PORTFOLIOS TR | $3.8M | 1.67% | 142,226 | Trimmed |
| 19 | AMG | AFFILIATED MANAGERS GROUP | $3.7M | 1.64% | 10,932 | Trimmed |
| 20 | IWM | ISHARES TR | $3.3M | 1.48% | 11,104 | Trimmed |
| 21 | XLV | SELECT SECTOR SPDR TR | $3.3M | 1.46% | 20,702 | Trimmed |
| 22 | WAB | WABTEC | $3.0M | 1.35% | 11,284 | Trimmed |
| 23 | GS | GOLDMAN SACHS GROUP INC | $3.0M | 1.32% | 2,935 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $2.9M | 1.27% | 7,657 | Trimmed |
| 25 | UNH | UNITEDHEALTH GROUP INC | $2.9M | 1.27% | 6,879 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30