Institutions / CWC Advisors, LLC.

CWC Advisors, LLC.

CIK 1520683 · Institution · as of Dec 31, 2025

Portfolio value

$207.12M

Positions

150

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 150 →

Company	Class	Value	Shares	% of portfolio
Broadcom Inc.	—	$7.56M	21,848	3.7%
Vanguard Scottsdale Fds	—	$7.26M	121,128	3.5%
Apple Inc.	—	$7.12M	26,206	3.4%
VanEck ETF Trust	—	$6.97M	132,016	3.4%
NVIDIA Corp	—	$5.97M	32,003	2.9%
iShares MSCI UAE ETF	—	$5.38M	61,724	2.6%
VanEck ETF Trust	—	$5.17M	202,737	2.5%
Valued Advisers Tr	—	$5.16M	201,235	2.5%
Vanguard Bd Index Fds	—	$4.97M	99,661	2.4%
SPDR Index Shs Fds	—	$4.93M	137,293	2.4%
The Goldman Sachs Group, Inc.	—	$4.81M	5,471	2.3%
Vanguard Scottsdale Fds	—	$4.75M	80,802	2.3%
Vanguard Scottsdale Fds	—	$4.73M	59,285	2.3%
Blackstone Secured Lending FundBXSL	Common Stock	$4.38M	166,498	2.1%
iShares Tr	—	$4.27M	34,668	2.1%
Select Sector SPDR Tr	—	$3.75M	83,985	1.8%
Series Portfolios Tr	—	$3.74M	141,217	1.8%
Microsoft Corp	—	$3.74M	7,724	1.8%
Vanguard Index Fds	—	$3.65M	17,212	1.8%
General Electric Co	—	$3.52M	11,433	1.7%
Affiliated Managers Group Inc	—	$3.46M	12,000	1.7%
Select Sector SPDR Tr	—	$3.33M	21,494	1.6%
Invesco Qqq Tr	—	$3.22M	5,242	1.6%
Accenture plc	—	$2.97M	11,088	1.4%
Select Sector SPDR Tr	—	$2.69M	49,087	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.