Institutions / CWS Financial Advisors, LLC

CWS Financial Advisors, LLC

CIK 1802459 · Institution · as of Dec 31, 2025

Portfolio value

$368.32M

Positions

150

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 150 →

Company	Class	Value	Shares	% of portfolio
Stryker Corp	—	$88.63M	252,176	24.1%
Vanguard Index Fds	—	$27.71M	44,193	7.5%
iShares Tr	—	$20.47M	170,351	5.6%
Apple Inc.	—	$17.14M	63,058	4.7%
Vanguard Star Fds	—	$14.53M	192,667	3.9%
Vanguard Index Fds	—	$12.62M	25,878	3.4%
Vanguard Specialized Funds	—	$12.01M	54,630	3.3%
Vanguard Index Fds	—	$11.41M	59,763	3.1%
Vanguard Index Fds	—	$11.25M	33,541	3.1%
Invesco Qqq Tr	—	$9.95M	16,200	2.7%
Microsoft Corp	—	$8.71M	18,016	2.4%
Capital Group Growth ETF	—	$5.60M	125,820	1.5%
Vanguard Index Fds	—	$4.35M	16,863	1.2%
SPDR S&P 500 ETF Tr	—	$4.02M	5,896	1.1%
Vanguard Scottsdale Fds	—	$3.80M	64,626	1.0%
Capital Group Core Balanced	—	$3.79M	107,249	1.0%
iShares Tr	—	$3.43M	5,003	0.9%
iShares Tr	—	$3.27M	36,572	0.9%
Vanguard Index Fds	—	$3.13M	10,769	0.8%
Schwab Strategic Tr	—	$2.86M	104,151	0.8%
Vanguard Index Fds	—	$2.82M	13,483	0.8%
Dimensional ETF Trust	—	$2.68M	36,074	0.7%
Walmart Inc.	—	$2.62M	23,557	0.7%
Vanguard Bd Index Fds	—	$2.34M	46,932	0.6%
Vanguard World Fd	—	$2.22M	2,946	0.6%

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.