CWS Financial Advisors, LLC - Portfolio Stock Holdings
CWS Financial Advisors, LLC disclosed 173 stock positions in a recent SEC 13F filing. $450,648,433 of stock holdings were filed, with the largest holdings including SYK, DFUS, and VOO. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,328,605,949 and has 12 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:
173Est. Stock Holding Value:
$450,648,433Top Stock Holdings By Sector
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Portfolio Stock Holdings - CWS Financial Advisors, 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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