13F Insight
DOSSIER · 13F-HR · Q3 2026

CFS Investment Advisory Services, LLC

$1.5B in tracked AUM across 361 positions as of Q3 2026.

CI
CIK 0001845688 · last filed Sep 30, 2026
Total AUM
$1.5B
as of Q3 2026
Holdings
361
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CFS Investment Advisory Services, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$142M1.6M9.2%02
PTLC
PACER FDS TR
$123M2.0M8.0%03
VUG
VANGUARD INDEX FDS
$60M652K3.9%04
IWD
ISHARES TR
$41M164K2.7%05
DYNF
BLACKROCK ETF TRUST
$37M517K2.4%06
IVV
ISHARES TR
$33M42K2.1%07
VEA
VANGUARD TAX-MANAGED FDS
$31M432K2.0%08
DFAC
DIMENSIONAL ETF TRUST
$29M636K1.9%09
IJH
ISHARES TR
$27M371K1.8%10
IUSB
ISHARES TR
$27M605K1.7%

Filing history

2026Q3Sep 30
$1.5B▲ 2.8%
361 positionsView →2026Q2Jun 30
$1.5B▲ 3.3%
357 positionsView →2026Q1Mar 31
$1.5B▲ 6.1%
353 positionsView →2025Q4Dec 31
$1.4B▲ 1.6%
330 positionsView →2025Q3Sep 30
$1.3B▲ 10.2%
341 positionsLocked2025Q2Jun 30
$1.2B▲ 8.7%
324 positionsLocked2025Q1Mar 31
$1.1B▲ 0.8%
307 positionsLocked2024Q4Dec 31
$1.1B▼ 6.3%
294 positionsLocked2024Q3Sep 30
$1.2B▼ 3.5%
297 positionsLocked2024Q2Jun 30
$1.2B▲ 107.3%
306 positionsLocked2024Q1Mar 31
$595M▲ 7.1%
157 positionsLocked2023Q4Dec 31
$555M▼ 11.5%
150 positionsLocked
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