StockDriftsStockDriftsTop 50 CWS Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 17% | 243.3K | $76.6M | +0.04%(+88) | $219.59(+51.05%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 10.67% | 586.8K | $48.1M | +32.42%(+143.65K) | $73.24(+15.89%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.78% | 37.9K | $26.1M | -8.51%(-3.53K) | $382.84(+86.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.1% | 63.9K | $18.5M | +5.46%(+3.31K) | $104.55(+192.10%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.92% | 119.0K | $17.7M | -18.39%(-26.82K) | $98.24(+52.64%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.5% | 184.6K | $15.8M | -3.90%(-7.49K) | $60.65(+45.32%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.27% | 357.0K | $14.7M | +120.57%(+195.15K) | $39.03(+11.08%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.88% | 150.7K | $13.0M | -0.49%(-742) | $48.64(+83.35%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.8% | 53.4K | $12.6M | -2.47%(-1.35K) | $164.09(+49.34%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.76% | 57.1K | $12.4M | -1.69%(-981) | $148.75(+52.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.92% | +36.48% | +7.77% | +45.37% |
| Top 20 Holdings Unweighted | +13.77% | +47.27% | +8.89% | +53.09% |
CWS Financial Advisors, LLC reports $450.65M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are SYK (17.0%), DFUS (10.7%) and VOO (5.8%). The top 20 holdings account for 71.64% of reported assets. Its disclosed equity book has returned +36.48% 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.
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Holdings on this page are parsed from CWS Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802459). View CWS Financial Advisors, LLC’s 13F filings on SEC