StockDriftsStockDriftsTop 50 Cwc Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.72% | 30.5K | $10.1M | +18.02%(+4.65K) | $231.51(+48.13%) | 2026-09-30 | |
| VUSB | VANGUARD BD INDEX FDS | 4.32% | 187.2K | $9.3M | -21.12%(-50.10K) | $49.78(-0.55%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.28% | 20.1K | $7.1M | -1.32%(-268) | $168.90(+98.10%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.79% | 11.7K | $6.0M | +52.67%(+4.03K) | $437.28(+22.01%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 25.3K | $5.8M | -16.74%(-5.08K) | $133.14(+63.05%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.61% | 99.1K | $5.6M | -20.79%(-25.99K) | $59.05(-3.49%) | 2026-09-30 | |
| CWI | SPDR INDEX SHS FDS | 2.6% | 138.1K | $5.6M | +2.20%(+2.97K) | $29.39(+34.69%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.41% | 36.3K | $5.2M | +2.08%(+739) | $99.27(+41.24%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.28% | 79.5K | $4.9M | +0.49%(+387) | $44.73(+51.57%) | 2026-09-30 | |
| CLOI | VANECK ETF TRUST | 2.19% | 88.7K | $4.7M | -34.52%(-46.73K) | $52.81(+0.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.33% | +16.87% | — | — | +38.58% |
| Top 20 Holdings Unweighted | +6.62% | +21.21% | — | — | +44.21% |
Cwc Advisors LLC reports $214.80M in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), VUSB (4.3%) and AVGO (3.3%). The top 20 holdings account for 47.73% of reported assets. Its disclosed equity book has returned +16.87% 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 Cwc Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1520683). View Cwc Advisors LLC’s 13F filings on SEC