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

CWC Advisors, LLC.

$215M in tracked AUM across 159 positions as of Q3 2026.

CA
CIK 0001520683 · last filed Sep 30, 2026
Total AUM
$215M
as of Q3 2026
Holdings
159
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CWC Advisors, 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
AAPL
APPLE INC
$10M30K4.7%02
VUSB
VANGUARD BD INDEX FDS
$9M187K4.3%03
AVGO
BROADCOM INC
$7M20K3.3%04
MSFT
MICROSOFT CORP
$6M12K2.8%05
NVDA
NVIDIA CORPORATION
$6M25K2.7%06
VGIT
VANGUARD SCOTTSDALE FDS
$6M99K2.6%07
CWI
SPDR INDEX SHS FDS
$6M138K2.6%08
IVW
ISHARES TR
$5M36K2.4%09
XLE
SELECT SECTOR SPDR TR
$5M80K2.3%10
CLOI
VANECK ETF TRUST
$5M89K2.2%

Filing history

2026Q3Sep 30
$215M▼ 4.6%
159 positionsView →2026Q2Jun 30
$225M▲ 7.2%
152 positionsView →2026Q1Mar 31
$210M▲ 1.5%
149 positionsView →2025Q4Dec 31
$207M▲ 1.4%
150 positionsView →2025Q3Sep 30
$204M▲ 5.5%
146 positionsLocked2025Q2Jun 30
$194M▲ 10.2%
145 positionsLocked2025Q1Mar 31
$176M▲ 75.2%
138 positionsLocked2024Q4Dec 31
$100M▼ 1.0%
121 positionsLocked2024Q3Sep 30
$101M▲ 29.7%
121 positionsLocked2012Q4Dec 31
$78M▼ 27.7%
90 positionsLocked2012Q3Sep 30
$108M▼ 11.9%
98 positionsLocked2012Q2Jun 30
$122M▼ 3.7%
88 positionsLocked
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