13F Insight
DOSSIER · 13F-HR · Q2 2026

CWC Advisors, LLC.

$225M in tracked AUM across 152 positions as of Q2 2026.

CA
CIK 0001520683 · last filed Jun 30, 2026
Total AUM
$225M
as of Q2 2026
Holdings
152
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CWC Advisors, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUSB
VANGUARD BD INDEX FDS
$12M237K5.2%02
AVGO
BROADCOM INC
$8M20K3.4%03
AAPL
APPLE INC
$7M26K3.3%04
VGIT
VANGUARD SCOTTSDALE FDS
$7M125K3.3%05
CLOI
VANECK ETF TRUST
$7M135K3.2%06
TLT
ISHARES TR
$6M70K2.7%07
NVDA
NVIDIA CORPORATION
$6M30K2.7%08
CWI
SPDR INDEX SHS FDS
$5M135K2.4%09
FLTR
VANECK ETF TRUST
$5M213K2.4%10
MBSF
VALUED ADVISERS TR
$5M211K2.4%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2012Q1Mar 31
$127M▼ 8.1%
85 positionsLocked
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