CA

CW Advisors, LLC

Diversified strategyLong-term holderSector-focused

Total reported value

$10.3B

Reporting period: 2025-06-30 · Number of holdings: 1179

CW Advisors, LLC disclosed 1179 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $10.3B and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
2.88
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
72
Diversification
100
Sizing Uniformity
72.6

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other3.83%—+1845.87%
2AAPLApple INCStock-Tech3.82%—+9.18%
3MSFTMicrosoft CORPStock-Tech2.36%—+19.11%
4NVDANvidia CORPStock-Tech1.95%—+14.07%
5XLFSs Financial Select SectorETF-Other1.46%—+0.57%
6METAMeta Platforms Inc-class AStock-Comm Services1.26%—+27.78%
7RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.26%—+5.35%
8JSIJh Securitized Income ETFETF-Other1.16%—+41.59%
9JMBSJanus Henderson Mortg BackedETF-Other1.15%—+3.09%
10XLCSs Comm Select Sector SpdrETF-Other1.07%—+1.76%
11VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.05%—+149.78%
12AVEMAvantis Emerging Markets EqETF-Emerging Markets0.88%—+1.20%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other0.88%—+43.94%
14AVGOBroadcom INCStock-Tech0.82%—+24.28%
15VVisa Inc-class A SharesStock-Financials0.80%—+25.11%
16KOCoca-cola Co/theStock-Consumer Staples0.79%—+0.85%
17JPMJpmorgan Chase & CoStock-Financials0.74%—+8.63%
18GOOGLAlphabet Inc-cl AStock-Comm Services0.73%—+18.19%
19BNDVanguard Total Bond MarketETF-Other0.70%—+2237.26%
20BSVVanguard Short-term Bond ETFETF-Other0.70%—+1747.98%
21XLVSs Health Care Select SectorETF-Other0.70%—+7.86%
22VIGVanguard Dividend Apprec ETFETF-Other0.69%—+3.15%
23CAFXCongress Intermediate BondETF-Other0.66%—+9.13%
24SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-Other0.65%—+1.81%
25GLDMSpdr Gold Minishares TrustETF-Commodities0.60%—-13.56%
26PAVEGlobal X US InfrastructureETF-Other0.59%—+19.37%
27IJHIshares Core S&p Midcap ETFETF-Other0.58%—+20.97%
28GOOGAlphabet Inc-cl CStock-Comm Services0.58%—+34.63%
29VYMVanguard High Dvd Yield ETFETF-Other0.57%—+4.11%
30MBSAngel Oak Mortg-bcked Se ETFETF-Other0.57%—+2.94%
31VUGVanguard Growth ETFETF-Other0.56%—+10.38%
32VXUSVanguard Total Intl StockETF-Other0.56%—+1100.11%
33SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.54%—+22.08%
34IYWIshares Ustechnology ETFETF-Tech0.53%—-0.72%
35EFAIshares Msci Eafe ETFETF-Other0.51%—+6.98%
36VONGVanguard Russell 1000 GrowthETF-Other0.50%—-2.42%
37XLPSs Consumer Staples Sel SectETF-Other0.50%—+1.72%
38IJRIshares Core S&p Small-cap EETF-Small Cap0.49%—+7.06%
39KBWBInvesco Kbw Bank ETFETF-Other0.48%—-27.52%
40HDHome Depot INCStock-Consumer Disc0.48%—+16.45%
41VTVVanguard Value ETFETF-Other0.47%—+30.76%
42ETNEaton Corporation plcStock-Industrials0.44%—+0.24%
43XLESs Energy Select SectorETF-Other0.44%—+4.35%
44VBVanguard Small-cap ETFETF-Other0.44%—+790.46%
45VTIPVanguard Short-term TipsETF-Other0.43%—+2.41%
46XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.43%—+5207.25%
47XOMExxon Mobil CORPStock-Energy0.42%—+15.80%
48FJPFirst Trust JapanETF-Other0.42%—+0.68%
49CTASCintas CORPStock-Industrials0.41%—-8.64%
50TJXTjx Companies INCStock-Consumer Disc0.40%—+4.24%
1–50 of 1,179

Holding changes this quarter

Position changes disclosed by CW Advisors, LLC for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is CW Advisors, LLC and what type of investor is it?
CW Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately $10.3B, spread across 1179 disclosed positions.
What are CW Advisors, LLC's largest equity positions?
Based on the latest 13F filing, CW Advisors, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $395.5M (3.8%) 2. Apple INC (AAPL) — $394.3M (3.8%) 3. Microsoft CORP (MSFT) — $244.0M (2.4%) 4. Nvidia CORP (NVDA) — $201.6M (1.9%) 5. Ss Financial Select Sector (XLF) — $150.8M (1.5%)
What changes did CW Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for CW Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does CW Advisors, LLC focus on?
CW Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.6% • Financials: 14.3% • Communication Services: 13.7% • Health Care: 10.4% • Consumer Discretionary: 5.4% • Consumer Staples: 4.8%