CWS Financial Advisors, LLC - Portfolio Stock Holdings
CWS Financial Advisors, LLC disclosed 176 stock positions in a recent SEC 13F filing. $454,144,311 of stock holdings were filed, with the largest holdings including SYK, DFUS, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
176Est. Stock Holding Value:
$454,144,311Top 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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% Change
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