CWS Financial Advisors
CWS Financial Advisors reported 171 stocks worth $454M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SYK (14.7%), DFUS (11.9%) and VOO (5.5%). Compared with Q2 2026, the fund opened new positions in XOM and DCOR, added to DFUS, DFAI and VIG, trimmed SYK, VOO and AAPL and sold out of XOM, KLAC and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SYK Stryker Corporation | $66.6M | 14.7% | 242K | −1,580 (−1%) | 8 of 8 | |
| 2 |  DFUS Dimensional US Equity Market ETF | $54.3M | 11.9% | 654K | +67K (+11%) | 5 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $24.9M | 5.5% | 35K | −2,490 (−7%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $21M | 4.6% | 63K | −675 (−1%) | 8 of 8 | |
| 5 |  DFAI Dimensional Intern Core | $18M | 4.0% | 436K | +79K (+22%) | 4 of 8 | |
| 6 |  VXUS Vanguard Star Fds | $15M | 3.3% | 177K | −7,881 (−4%) | 8 of 8 | |
| 7 |  IJR Ishares TR | $14.4M | 3.2% | 106K | −13K (−11%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $13.5M | 3.0% | 149K | −1,299 (−1%) | 8 of 8 | |
| 9 |  VIG Vanguard Dividend Appreciation ETF | $12.6M | 2.8% | 54K | +573 (+1%) | 8 of 8 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $12.4M | 2.7% | 33K | +72 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.4M | 9,957 |
DIMENSIONAL ETF TRUST | $559K | 6,824 |
 KLAC Kla Corp | $303K | 1,004 |
 GE GE Aerospace | $235K | 629 |
 HSY Hershey Co | $205K | 1,170 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →CWS Financial Advisors 13F FAQ
What does CWS Financial Advisors own?
CWS Financial Advisors reported 171 stocks worth $454M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SYK (14.7%), DFUS (11.9%) and VOO (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did CWS Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 78 added to, 49 trimmed and 7 sold out. New positions include XOM and DCOR. It sold all of XOM, KLAC and GE.
When will CWS Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is CWS Financial Advisors's portfolio worth?
The Q3 2026 filing reports $454M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.