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 $210.1M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUSB ($11.7M, 5.56%), VGIT ($7.4M, 3.52%), CLOI ($7.0M, 3.33%), AVGO ($6.7M, 3.20%), AAPL ($6.6M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $11.7M | 5.56% | 234,837 | Added |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $7.4M | 3.52% | 124,198 | Added |
| 3 | CLOI | VANECK ETF TRUST | $7.0M | 3.33% | 132,906 | Added |
| 4 | AVGO | BROADCOM INC | $6.7M | 3.20% | 21,707 | Trimmed |
| 5 | AAPL | APPLE INC | $6.6M | 3.13% | 25,953 | Trimmed |
| 6 | TLT | ISHARES TR | $6.0M | 2.85% | 69,200 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $5.5M | 2.61% | 31,506 | Trimmed |
| 8 | FLTR | VANECK ETF TRUST | $5.3M | 2.50% | 206,533 | Added |
| 9 | MBSF | VALUED ADVISERS TR | $5.2M | 2.48% | 204,614 | Added |
| 10 | CWI | SPDR INDEX SHS FDS | $5.1M | 2.41% | 138,560 | Added |
| 11 | XLE | SELECT SECTOR SPDR TR | $5.0M | 2.38% | 81,766 | Trimmed |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $4.9M | 2.35% | 84,193 | Added |
| 13 | SPAB | SPDR SERIES TRUST | $4.8M | 2.31% | 189,057 | New |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.8M | 2.30% | 61,065 | Added |
| 15 | IVW | ISHARES TR | $4.0M | 1.92% | 35,583 | Added |
| 16 | VBR | VANGUARD INDEX FDS | $3.8M | 1.78% | 17,262 | Added |
| 17 | CLOZ | SERIES PORTFOLIOS TR | $3.7M | 1.75% | 143,534 | Added |
| 18 | GE | GE AEROSPACE | $3.2M | 1.53% | 11,359 | Trimmed |
| 19 | AMG | AFFILIATED MANAGERS GROUP | $3.1M | 1.49% | 11,309 | Trimmed |
| 20 | XLV | SELECT SECTOR SPDR TR | $3.1M | 1.49% | 21,360 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $3.1M | 1.46% | 5,297 | Added |
| 22 | WAB | WABTEC | $2.9M | 1.39% | 11,672 | Trimmed |
| 23 | IWM | ISHARES TR | $2.9M | 1.37% | 11,599 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.9M | 1.36% | 7,726 | Added |
| 25 | GS | GOLDMAN SACHS GROUP INC | $2.6M | 1.22% | 3,042 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31