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CWS Financial Advisors, LLC 13F holdings

Filed 2026-07-30 · CWS Financial Advisors, LLC · 171 positions · $450.6M

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TickerCompanySharesValue% of portfolio
SYKSTRYKER CORPORATION243.3K$76.6M17.0%
DFUSDIMENSIONAL ETF TRUST586.8K$48.1M10.7%
VOOVANGUARD INDEX FDS37.9K$26.1M5.8%
AAPLAPPLE INC63.9K$18.5M4.1%
IJRISHARES TR119.0K$17.7M3.9%
VXUSVANGUARD STAR FDS184.6K$15.8M3.5%
DFAIDIMENSIONAL ETF TRUST357.0K$14.7M3.3%
VUGVANGUARD INDEX FDS150.7K$13.0M2.9%
VIGVANGUARD SPECIALIZED FUNDS53.4K$12.6M2.8%
VTVVANGUARD INDEX FDS57.1K$12.4M2.8%
VTIVANGUARD INDEX FDS33.1K$12.3M2.7%
QQQINVESCO QQQ TR16.2K$11.9M2.6%
MSFTMICROSOFT CORP18.3K$6.8M1.5%
CGGRCAPITAL GROUP GROWTH ETF141.4K$6.7M1.5%
VCSHVANGUARD SCOTTSDALE FDS77.3K$6.1M1.4%
CGBLCAPITAL GROUP CORE BALANCED137.2K$5.2M1.2%
VBVANGUARD INDEX FDS16.5K$5.0M1.1%
VGSHVANGUARD SCOTTSDALE FDS78.3K$4.6M1.0%
SPYSTATE STR SPDR S&P 500 ETF T5.9K$4.4M1.0%
AVXCAMERICAN CENTY ETF TR50.9K$4.4M1.0%
VUSBVANGUARD BD INDEX FDS78.0K$3.9M0.9%
SCHDSCHWAB STRATEGIC TR116.9K$3.7M0.8%
VOVANGUARD INDEX FDS43.9K$3.5M0.8%
IVVISHARES TR4.7K$3.5M0.8%
VXFVANGUARD INDEX FDS11.7K$2.9M0.6%
VGTVANGUARD WORLD FD23.5K$2.8M0.6%
WMTWALMART INC23.6K$2.7M0.6%
IEFAISHARES TR26.4K$2.5M0.6%
CGXUCAPITAL GROUP INTL FOCUS EQT73.0K$2.5M0.6%
MDYSTATE STR SPDR S&P MIDCAP 403.3K$2.3M0.5%
IBMINTERNATIONAL BUSINESS MACHS7.4K$2.1M0.5%
CGDGCAPITAL GROUP DIVIDEND GROWE52.9K$2.0M0.4%
MCDMCDONALDS CORP7.2K$2.0M0.4%
GOOGLALPHABET INC5.4K$1.9M0.4%
CGCBCAPITAL GRP FIXED INCM ETF T72.5K$1.9M0.4%
CGDVCAPITAL GROUP DIVIDEND VALUE36.8K$1.8M0.4%
CGUSCAPITAL GROUP CORE EQUITY ET39.9K$1.8M0.4%
CGCVCAPITAL GROUP CONSERVATIVE E53.5K$1.8M0.4%
SOSOUTHERN CO18.0K$1.7M0.4%
PGPROCTER & GAMBLE CO11.7K$1.7M0.4%
VGITVANGUARD SCOTTSDALE FDS28.4K$1.7M0.4%
CSCOCISCO SYS INC14.2K$1.7M0.4%
AMZNAMAZON COM INC6.8K$1.6M0.4%
VTEBVANGUARD MUN BD FDS32.0K$1.6M0.4%
VIGIVANGUARD WHITEHALL FDS16.7K$1.6M0.3%
JPMJPMORGAN CHASE & CO4.6K$1.5M0.3%
IJHISHARES TR19.3K$1.5M0.3%
PEPPEPSICO INC10.7K$1.5M0.3%
PMPHILIP MORRIS INTL INC8.0K$1.4M0.3%
EXMOCEXXON MOBIL CORP10.0K$1.4M0.3%
CVXCHEVRON CORPORATION8.1K$1.3M0.3%
SUBISHARES TR12.3K$1.3M0.3%
SMHVANECK ETF TRUST1.9K$1.3M0.3%
LINLINDE PLC2.4K$1.2M0.3%
FASTFASTENAL CO24.2K$1.2M0.3%
VOOGVANGUARD ADMIRAL FDS INC14.1K$1.2M0.3%
ADIANALOG DEVICES INC2.9K$1.2M0.3%
HDHOME DEPOT INC3.2K$1.1M0.3%
DFASDIMENSIONAL ETF TRUST13.6K$1.1M0.2%
ABBVABBVIE INC4.4K$1.1M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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