CW Advisors, LLC - Portfolio Stock Holdings
CW Advisors, LLC disclosed 1186 stock positions in a recent SEC 13F filing. $10,200,392,815 of stock holdings were filed, with the largest holdings including VTI, AAPL, and MSFT. This filing represented positions held on June 30, 2025, and was filed on Aug. 13, 2025.We estimate the fund has a total AUM of $15,224,527,279 and has 152 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2025No. of Stocks:
1186Est. Stock Holding Value:
$10,200,392,815Top Stock Holdings By Sector
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Portfolio Stock Holdings - CW Advisors, LLC
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