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CIK: 0001802459
Total reported value
$454.1M
$454.1M
150 檔
37.1%
According to the latest 13F quarterly dataset, CWS Financial Advisors, LLC managed an equity portfolio of $454.1M at the end of Q4 2025, spanning 150 distinct U.S. exchange-listed positions.
In Q4 2025, CWS Financial Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 80 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 24.06% | -2.34% | -0.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | -0.31% | -2.29% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.56% | -0.74% | -1.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.65% | +0.53% | -2.98% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.95% | -0.19% | +2.21% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.43% | +0.09% | -0.45% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.26% | -0.03% | -0.26% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.10% | -0.07% | +1.13% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.05% | +0.02% | -1.87% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.70% | -0.01% | +0.18% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | +0.54% | -0.03% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.52% | +0.05% | +2.84% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.18% | -0.10% | -1.66% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | +0.02% | -0.41% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | +0.13% | +13.97% | |
| 16 | CGBL | Cap Group Core Balanced | ETF-Other | 1.03% | -0.01% | +8.51% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.01% | -0.34% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.01% | +0.73% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | -0.02% | +2.13% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | +0.04% | +2.25% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.77% | -0.06% | -11.98% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.73% | +1.28% | +365.11% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.05% | +0.68% | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.64% | +0.12% | +6.79% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.03% | +0.10% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.08% | +2.76% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | -0.10% | -0.11% | |
| 28 | CGXU | Cap Group Intl Focus | ETF-Other | 0.58% | — | +7.21% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | -0.04% | +0.27% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.50% | -0.02% | +9.17% | |
| 31 | CGCB | Cap Group Core Bond | ETF-Other | 0.50% | -0.02% | +123.97% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.48% | +0.04% | +12.70% | |
| 33 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.46% | -0.01% | +4.77% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.01% | +1.45% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | -0.02% | -4.87% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.44% | -0.01% | -3.27% | |
| 37 | CGUS | Cap Group Core Equity | ETF-Other | 0.43% | — | -3.13% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.02% | -4.20% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.04% | -1.84% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | +0.02% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | -0.03% | +0.34% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.38% | -0.09% | +11.45% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | +0.06% | -7.50% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.30% | EXIT | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.05% | +11.31% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.32% | +0.06% | +291.43% | |
| 47 | CGDV | Cap Group Dividend Value | ETF-Other | 0.31% | +0.12% | +4.47% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | +0.02% | +0.28% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.30% | +0.06% | +0.93% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | -0.03% | +8.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +0.6% | +365.11% | Add |
| 2 | CGCB | Cap Group Core Bond | +0.3% | +123.97% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +291.43% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.1% | +2.21% | Add |
| 5 | VGSH | Vanguard Short-term Treasury | +0.1% | +13.97% | Add |
| 6 | CGBL | Cap Group Core Balanced | +0.1% | +8.51% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.87% | Trim |
| 8 | AAPL | Apple Inc | +0.1% | -2.98% | Trim |
| 9 | ADI | Analog Devices Inc | +0.1% | +28.96% | Add |
| 10 | CB | Chubb Limited | +0.1% | +32.28% | Add |
| 11 | SNA | Snap-on Inc | +0.1% | +39.46% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +8.30% | Add |
| 13 | VGIT | Vanguard Intermediate-term T | +0.1% | +12.70% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.04% | Add |
| 15 | NTRS | Northern Trust CORP | +0.1% | +40.00% | Add |
| 16 | VTV | Vanguard Value ETF | 0% | +1.13% | Add |
| 17 | WMT | Walmart Inc | 0% | +0.68% | Add |
| 18 | CGDG | Cap Group Dividend Growers | 0% | +9.17% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | +14.01% | Add |
| 20 | BND | Vanguard Total Bond Market | 0% | +28.81% | Add |
| 21 | CGGR | Cap Group Growth Equity | 0% | +2.84% | Add |
| 22 | VUSB | Vanguard Ultra Short Bond Et | 0% | +6.79% | Add |
| 23 | CGXU | Cap Group Intl Focus | 0% | +7.21% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | +17.14% | Add |
| 25 | GILD | Gilead Sciences Inc | 0% | +22.38% | Add |
| 26 | LMT | Lockheed Martin CORP | 0% | +16.76% | Add |
| 27 | CL | Colgate-palmolive Co | 0% | +32.72% | Add |
| 28 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 29 | LLY | Eli Lilly & Co | 0% | -9.04% | Trim |
| 30 | WEC | Wec Energy Group Inc | 0% | +34.71% | Add |
| 31 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 32 | CGCV | Cap Group Conservative Eq | 0% | +4.77% | Add |
| 33 | GGG | Graco Inc | 0% | +24.16% | Add |
| 34 | KO | Coca-cola Co/the | 0% | +9.64% | Add |
| 35 | MA | Mastercard Inc - A | 0% | +9.39% | Add |
| 36 | ETR | Entergy CORP | 0% | +13.39% | Add |
| 37 | ARCC | Ares Capital CORP | 0% | +31.55% | Add |
| 38 | TJX | Tjx Companies Inc | 0% | +23.48% | Add |
| 39 | SMH | Vaneck Semiconductor ETF | 0% | +0.31% | Add |
| 40 | PAYX | Paychex Inc | 0% | +25.14% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.18% | Add |
| 42 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.73% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | -0.11% | Trim |
| 44 | CGDV | Cap Group Dividend Value | 0% | +4.47% | Add |
| 45 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.25% | Add |
| 46 | MCD | Mcdonald's CORP | 0% | +2.76% | Add |
| 47 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 48 | FNF | Fidelity National Financial | 0% | +31.69% | Add |
| 49 | GD | General Dynamics CORP | 0% | +11.75% | Add |
| 50 | KMI | Kinder Morgan, Inc. | 0% | +17.28% | Add |
According to official SEC Form 13F filings, CWS Financial Advisors, LLC reported a total U.S. public equity portfolio value of $454.1M across 150 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SYK, VOO, IJR) accounted for 37.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFAI
市值: $623.2K
Top Position Liquidated / Trimmed
KEL
前期市值: $245.2K
During Q4 2025, CWS Financial Advisors, LLC's top holdings by market value included SYK (24.1%)、VOO (7.5%)、IJR (5.6%). The largest single position, SYK, represented 24.1% of total portfolio value.
In Q4 2025, CWS Financial Advisors, LLC made 134 total portfolio adjustments, initiating 14 new buys, adding to 80 positions, trimming 36 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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