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Investment manager · 13F filer · SEC CIK 1520683
CWC Advisors, LLC.
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Reported value$215Mas of Sep 30, 2026
Positions159 8 new, 1 sold out
Top 10 weight29.9%AAPL alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.7%Added +18%
VUSBVanguard Bd Index FDS
4.3%Trimmed −21%
AVGOBroadcom Inc.
3.3%
MSFTMicrosoft Corp
2.8%Added +53%
NVDANVIDIA Corp
2.7%Trimmed −17%
VGITVanguard Scottsdale FDS
2.6%Trimmed −21%
CWISPDR Index SHS FDS
2.6%Added +2%
IVWiShares Tr
2.4%Added +2%
XLESelect Sector SPDR Tr
2.3%
CLOIVaneck ETF Trust
2.2%Trimmed −35%
TLTiShares Tr
2.1%−18%
AMGAffiliated Managers Group, Inc.
1.9%
AAPLApple Inc.
4.7%Added +18%
VUSBVanguard Bd Index FDS
4.3%Trimmed −21%
AVGOBroadcom Inc.
3.3%
MSFTMicrosoft Corp
2.8%+53%
NVDANVIDIA Corp
2.7%−17%
VGITVanguard Scottsdale FDS
2.6%
CWISPDR Index SHS FDS
2.6%
IVWiShares Tr
2.4%
XLESelect Sector SPDR Tr
2.3%
CLOI2.2%
TLT2.1%
AMG1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.7% Added +18%
VUSB Vanguard Bd Index FDS 4.3% Trimmed −21%
AVGO Broadcom Inc. 3.3% HeldMSFT Microsoft Corp 2.8% Added +53%NVDA NVIDIA Corp 2.7% Trimmed −17%VGIT Vanguard Scottsdale FDS 2.6% Trimmed −21%
CWI SPDR Index SHS FDS 2.6% Added +2%
IVW iShares Tr 2.4% Added +2%
XLE Select Sector SPDR Tr 2.3% Held
CLOI Vaneck ETF Trust 2.2% Trimmed −35%
TLT iShares Tr 2.1% Trimmed −18%
AMG Affiliated Managers Group, Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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