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Filers›Asset Manager›CWC Advisors, LLC.
DOSSIER · 13F-HR · Q1 2026

CWC Advisors, LLC.

CWC's asset manager based in London, UK — $210M in tracked AUM across 149 positions as of Q1 2026.

C
CWC·London, UK·Asset Manager
CIK 0001520683 · last filed Mar 31, 2026
Total AUM
$210M
▲ 18.2%
vs prior
Holdings
149
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CWC Advisors, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUSB
VANGUARD BD INDEX FDS
$12M235K5.6%
02
VGIT
VANGUARD SCOTTSDALE FDS
$7M124K3.5%
03
CLOI
VANECK ETF TRUST
$7M133K3.3%
04
AVGO
BROADCOM INC
$7M22K3.2%
05
AAPL
APPLE INC
$7M26K3.1%
06
TLT
ISHARES TR
$6M69K2.9%
07
NVDA
NVIDIA CORPORATION
$5M32K2.6%
08
FLTR
VANECK ETF TRUST
$5M207K2.5%
09
MBSF
VALUED ADVISERS TR
$5M205K2.5%
10
CWI
SPDR INDEX SHS FDS
$5M139K2.4%

Filing history

Filing history loading…
AI Agent · grounded in CWC
haiku-4-5 · 149 positions indexed
Sector mix
  • Tech5%
  • Health Care37%
  • Cons. Disc.13%
  • Communications21%
  • Industrials8%
  • Energy9%
  • Other7%
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