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 $450.6M across 171 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SYK ($76.6M, 17.00%), DFUS ($48.1M, 10.67%), VOO ($26.1M, 5.78%), AAPL ($18.5M, 4.10%), IJR ($17.7M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | $76.6M | 17.00% | 243,264 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $48.1M | 10.67% | 586,781 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $26.1M | 5.78% | 37,948 | Trimmed |
| 4 | AAPL | APPLE INC | $18.5M | 4.10% | 63,858 | Added |
| 5 | IJR | ISHARES TR | $17.7M | 3.92% | 119,020 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $15.8M | 3.50% | 184,623 | Trimmed |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $14.7M | 3.27% | 357,002 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $13.0M | 2.88% | 150,746 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $12.6M | 2.80% | 53,381 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $12.4M | 2.76% | 57,101 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $12.3M | 2.72% | 33,122 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $11.9M | 2.65% | 16,217 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $6.8M | 1.52% | 18,324 | Added |
| 14 | CGGR | CAPITAL GROUP GROWTH ETF | $6.7M | 1.48% | 141,395 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $6.1M | 1.36% | 77,306 | Added |
| 16 | CGBL | CAPITAL GROUP CORE BALANCED | $5.2M | 1.16% | 137,150 | Added |
| 17 | VB | VANGUARD INDEX FDS | $5.0M | 1.11% | 16,453 | Trimmed |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $4.6M | 1.01% | 78,342 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.4M | 0.98% | 5,928 | Added |
| 20 | AVXC | AMERICAN CENTY ETF TR | $4.4M | 0.97% | 50,885 | Added |
| 21 | VUSB | VANGUARD BD INDEX FDS | $3.9M | 0.86% | 77,985 | Added |
| 22 | SCHD | SCHWAB STRATEGIC TR | $3.7M | 0.82% | 116,910 | Added |
| 23 | VO | VANGUARD INDEX FDS | $3.5M | 0.78% | 43,870 | Added |
| 24 | IVV | ISHARES TR | $3.5M | 0.78% | 4,707 | Added |
| 25 | VXF | VANGUARD INDEX FDS | $2.9M | 0.64% | 11,694 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30