CFS Investment Advisory Services, LLC - Portfolio Stock Holdings
CFS Investment Advisory Services, LLC disclosed 368 stock positions in a recent SEC 13F filing. $1,504,616,542 of stock holdings were filed, with the largest holdings including SPYM, PTLC, and VUG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,730,118,221 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
368Est. Stock Holding Value:
$1,504,616,542Top Stock Holdings By Sector
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Portfolio Stock Holdings - CFS Investment Advisory Services, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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