StockDriftsStockDriftsTop 50 CWC Advisors, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 5.24% | 237.3K | $11.8M | +1.03%(+2.43K) | $49.78(-0.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.41% | 20.4K | $7.7M | -6.23%(-1.35K) | $168.90(+148.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 25.8K | $7.5M | -0.57%(-149) | $217.15(+41.23%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.27% | 125.0K | $7.4M | +0.68%(+850) | $59.05(-1.16%) | 2026-06-30 | |
| CLOI | VANECK ETF TRUST | 3.18% | 135.4K | $7.2M | +1.87%(+2.48K) | $52.81(+0.02%) | 2026-06-30 | |
| TLT | ISHARES TR | 2.7% | 70.3K | $6.1M | +1.56%(+1.08K) | $90.03(-8.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.69% | 30.3K | $6.1M | -3.73%(-1.17K) | $133.14(+65.58%) | 2026-06-30 | |
| CWI | SPDR INDEX SHS FDS | 2.44% | 135.1K | $5.5M | -2.47%(-3.42K) | $29.16(+41.88%) | 2026-06-30 | |
| FLTR | VANECK ETF TRUST | 2.42% | 213.2K | $5.5M | +3.23%(+6.68K) | $25.50(+0.06%) | 2026-06-30 | |
| MBSF | VALUED ADVISERS TR | 2.41% | 211.4K | $5.4M | +3.33%(+6.82K) | $25.45(+0.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.16% | +23.06% | — | — | +37.73% |
| Top 20 Holdings Unweighted | +8.88% | +29.08% | — | — | +43.27% |
CWC Advisors, LLC. reports $225.25M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are VUSB (5.2%), AVGO (3.4%) and AAPL (3.3%). The top 20 holdings account for 49.94% of reported assets. Its disclosed equity book has returned +23.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track CWC Advisors, LLC., compare funds side by side, and get alerts the moment positions change.
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