StockDriftsStockDriftsTop 50 Cw Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 3.83% | 1.30M | $395.5M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 3.82% | 1.92M | $394.3M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 2.36% | 490.6K | $244.0M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.95% | 1.28M | $201.6M | — | — | — | 2025-06-30 |
| XLF | SELECT SECTOR SPDR TR | 1.46% | 2.88M | $150.8M | — | — | — | 2025-06-30 |
| META | META PLATFORMS INC | 1.26% | 176.8K | $130.5M | — | — | — | 2025-06-30 |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.26% | 715.9K | $130.1M | — | — | — | 2025-06-30 |
| JSI | JANUS DETROIT STR TR | 1.16% | 2.28M | $120.0M | — | — | — | 2025-06-30 |
| JMBS | JANUS DETROIT STR TR | 1.15% | 2.63M | $118.6M | — | — | — | 2025-06-30 |
| XLC | SELECT SECTOR SPDR TR | 1.07% | 1.02M | $110.7M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +45.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.97% |
Cw Advisors, Llc reports $10.32B in US-listed equity holdings across 1,179 positions in its most recent 13F filing. Its largest disclosed positions are VTI (3.8%), AAPL (3.8%) and MSFT (2.4%). The top 20 holdings account for 27.41% of reported assets. Its disclosed equity book has returned +45.66% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
Sign up free to track Cw Advisors, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cw Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904976). View Cw Advisors, Llc’s 13F filings on SEC