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

CWS Financial Advisors, LLC

$454M in tracked AUM across 171 positions as of Q3 2026.

CF
CIK 0001802459 · last filed Sep 30, 2026
Total AUM
$454M
as of Q3 2026
Holdings
171
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

CWS Financial 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
SYK
STRYKER CORPORATION
$67M242K14.7%02
DFUS
DIMENSIONAL ETF TRUST
$54M654K11.9%03
VOO
VANGUARD INDEX FDS
$25M35K5.5%04
AAPL
APPLE INC
$21M63K4.6%05
DFAI
DIMENSIONAL ETF TRUST
$18M436K4.0%06
VXUS
VANGUARD STAR FDS
$15M177K3.3%07
IJR
ISHARES TR
$14M106K3.2%08
VUG
VANGUARD INDEX FDS
$13M149K3.0%09
VIG
VANGUARD SPECIALIZED FUNDS
$13M54K2.8%10
VTI
VANGUARD INDEX FDS
$12M33K2.7%

Filing history

2026Q3Sep 30
$454M▲ 0.8%
171 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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