StockDriftsStockDriftsTop 50 Cfs Investment Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.24% | 1.55M | $142.4M | +4.16%(+61.95K) | $67.31(+34.04%) | 2026-09-30 | |
| PTLC | PACER FDS TR | 7.96% | 2.02M | $122.7M | -0.67%(-13.58K) | $40.96(+46.13%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.92% | 652.0K | $60.4M | -0.02%(-158) | $58.31(+52.33%) | 2026-09-30 | |
| IWD | ISHARES TR | 2.68% | 164.2K | $41.3M | -1.17%(-1.94K) | $178.68(+42.95%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.37% | 516.9K | $36.5M | -3.06%(-16.29K) | $44.69(+54.32%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.13% | 41.9K | $32.8M | -0.50%(-209) | $506.50(+52.03%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.99% | 431.8K | $30.7M | +4.22%(+17.50K) | $54.69(+26.83%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.88% | 636.5K | $28.9M | -1.51%(-9.76K) | $28.13(+59.49%) | 2026-09-30 | |
| IJH | ISHARES TR | 1.78% | 370.7K | $27.4M | +2.35%(+8.53K) | $58.82(+23.06%) | 2026-09-30 | |
| IUSB | ISHARES TR | 1.73% | 605.1K | $26.6M | +25.93%(+124.61K) | $46.87(-5.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.91% | +7.37% | +42.67% |
| Top 20 Holdings Unweighted | +13.98% | +48.08% | +5.92% | +33.31% |
Cfs Investment Advisory Services LLC reports $1.54B in US-listed equity holdings across 361 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (9.2%), PTLC (8.0%) and VUG (3.9%). The top 20 holdings account for 49.2% of reported assets. Its disclosed equity book has returned +54.91% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cfs Investment Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845688). View Cfs Investment Advisory Services LLC’s 13F filings on SEC