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.
CWS Financial Advisors, LLC (CIK 1802459) reported $390.3M across 157 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SYK ($79.9M, 20.47%), DFUS ($31.4M, 8.05%), VOO ($24.8M, 6.35%), IJR ($18.1M, 4.65%), AAPL ($15.4M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | $79.9M | 20.47% | 243,176 | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $31.4M | 8.05% | 443,136 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $24.8M | 6.35% | 41,480 | Trimmed |
| 4 | IJR | ISHARES TR | $18.1M | 4.65% | 145,841 | Trimmed |
| 5 | AAPL | APPLE INC | $15.4M | 3.94% | 60,550 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $14.8M | 3.80% | 192,108 | Trimmed |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $11.8M | 3.02% | 54,731 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $11.4M | 2.92% | 58,082 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $11.0M | 2.83% | 25,248 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $10.7M | 2.74% | 33,384 | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $9.4M | 2.40% | 16,220 | Added |
| 12 | MSFT | MICROSOFT CORP | $6.7M | 1.73% | 18,203 | Added |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $6.3M | 1.62% | 161,857 | Added |
| 14 | CGGR | CAPITAL GROUP GROWTH ETF | $5.4M | 1.38% | 134,099 | Added |
| 15 | VB | VANGUARD INDEX FDS | $4.4M | 1.13% | 16,904 | Added |
| 16 | CGBL | CAPITAL GROUP CORE BALANCED | $4.2M | 1.07% | 120,953 | Added |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $4.1M | 1.05% | 70,329 | Added |
| 18 | SPY | SPDR S&P 500 ETF TR | $3.8M | 0.99% | 5,913 | Added |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $3.6M | 0.93% | 45,787 | Added |
| 20 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 0.83% | 105,153 | Added |
| 21 | VUSB | VANGUARD BD INDEX FDS | $3.2M | 0.82% | 63,974 | Added |
| 22 | VO | VANGUARD INDEX FDS | $3.1M | 0.80% | 10,939 | Added |
| 23 | IVV | ISHARES TR | $3.1M | 0.79% | 4,705 | Trimmed |
| 24 | WMT | WALMART INC | $2.9M | 0.75% | 23,567 | Added |
| 25 | VXF | VANGUARD INDEX FDS | $2.7M | 0.70% | 13,267 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31