account_balance

Investment manager · 13F filer · SEC CIK 1802459

CWS Financial Advisors, LLC

Reported value$454Mas of Sep 30, 2026

Positions171 5 new, 5 sold out

Top 10 weight55.6%SYK alone is 15%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SYKStryker Corp

14.7%

DFUSDimensional ETF Trust

11.9%Added +11%

VOOVanguard Index FDS

5.5%Trimmed −7%

AAPLApple Inc.

4.6%

DFAIDimensional ETF Trust

4.0%Added +22%

VXUSVanguard Star FDS

3.3%Trimmed −4%

IJRiShares Tr

3.2%Trimmed −11%

VUGVanguard Index FDS

3.0%

VIGVanguard Specialized Funds

2.8%

VTIVanguard Index FDS

2.7%

VTVVanguard Index FDS

2.7%

QQQInvesco QQQ Tr

2.6%

SYKStryker Corp

14.7%

DFUSDimensional ETF Trust

11.9%Added +11%

VOOVanguard Index FDS

5.5%

AAPLApple Inc.

4.6%

DFAIDimensional ETF Trust

4.0%

VXUS3.3%

IJR3.2%

VUG3.0%

VIG2.8%

VTI2.7%

VTV2.7%

QQQ2.6%

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

SYK Stryker Corp 14.7% Held

DFUS Dimensional ETF Trust 11.9% Added +11%

VOO Vanguard Index FDS 5.5% Trimmed −7%

AAPL Apple Inc. 4.6% Held

DFAI Dimensional ETF Trust 4.0% Added +22%

VXUS Vanguard Star FDS 3.3% Trimmed −4%

IJR iShares Tr 3.2% Trimmed −11%

VUG Vanguard Index FDS 3.0% Held

VIG Vanguard Specialized Funds 2.8% Held

VTI Vanguard Index FDS 2.7% Held

VTV Vanguard Index FDS 2.7% Held

QQQ Invesco QQQ Tr 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 30, 2026 filing

add_circleNew

MPC $303K
TMO $245K
CRWD $240K
AGG $238K

arrow_upwardAdded

BND +156%
VTEB +89%
CGDV +31%
SUB +29%

arrow_downwardTrimmed

SO −12%
LIN −11%
IJR −11%
JNJ −11%

remove_circleSold out

KLAC $303K
GE $235K
HSY $205K
CGMS $203K

CWS Financial Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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