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

CWS Financial Advisors, LLC

$451M in tracked AUM across 171 positions as of Q2 2026.

CF
CIK 0001802459 · last filed Jun 30, 2026
Total AUM
$451M
as of Q2 2026
Holdings
171
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CWS Financial 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
SYK
STRYKER CORPORATION
$77M243K17.0%02
DFUS
DIMENSIONAL ETF TRUST
$48M587K10.7%03
VOO
VANGUARD INDEX FDS
$26M38K5.8%04
AAPL
APPLE INC
$18M64K4.1%05
IJR
ISHARES TR
$18M119K3.9%06
VXUS
VANGUARD STAR FDS
$16M185K3.5%07
DFAI
DIMENSIONAL ETF TRUST
$15M357K3.3%08
VUG
VANGUARD INDEX FDS
$13M151K2.9%09
VIG
VANGUARD SPECIALIZED FUNDS
$13M53K2.8%10
VTV
VANGUARD INDEX FDS
$12M57K2.8%

Filing history

2026Q2Jun 30
$451M▲ 15.5%
171 positionsView →2026Q1Mar 31
$390M▲ 6.0%
157 positionsView →2025Q4Dec 31
$368M▲ 2.2%
150 positionsView →2025Q3Sep 30
$360M▲ 4.8%
140 positionsView →2025Q2Jun 30
$344M▲ 8.5%
136 positionsLocked2025Q1Mar 31
$317M▲ 2.5%
128 positionsLocked2024Q4Dec 31
$309M▲ 9.4%
126 positionsLocked2024Q3Sep 30
$282M▲ 11.0%
121 positionsLocked2024Q2Jun 30
$254M▲ 4.1%
106 positionsLocked2024Q1Mar 31
$244M▼ 8.4%
106 positionsLocked2023Q4Dec 31
$266M▲ 6.8%
144 positionsLocked2023Q3Sep 30
$249M▼ 5.4%
173 positionsLocked
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