account_balance
Investment manager · 13F filer · SEC CIK 1845688
CFS Investment Advisory Services, LLC
Reported value$1.54Bas of Sep 30, 2026
Positions361 20 new, 16 sold out
Top 10 weight35.7%SPYM alone is 9%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
9.2%Added +4%
PTLCPacer FDS Tr
8.0%
VUGVanguard Index FDS
3.9%
IWDiShares Tr
2.7%
DYNFBlackRock ETF Trust
2.4%Trimmed −3%
IVViShares Tr
2.1%
VEAVanguard Tax-Managed FDS
2.0%Added +4%
DFACDimensional ETF Trust
1.9%
IJHiShares Tr
1.8%Added +2%
IUSBiShares Tr
1.7%Added +26%
ACWXiShares Tr
1.6%
COROBlackRock ETF Trust
1.5%
SPYMSPDR Series Trust
9.2%Added +4%
PTLCPacer FDS Tr
8.0%
VUGVanguard Index FDS
3.9%
IWDiShares Tr
2.7%
DYNFBlackRock ETF Trust
2.4%
IVV2.1%
VEA2.0%
DFAC1.9%
IJH1.8%
IUSB
ACWX
CORO
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
SPYM SPDR Series Trust 9.2% Added +4%
PTLC Pacer FDS Tr 8.0% Held
VUG Vanguard Index FDS 3.9% Held
IWD iShares Tr 2.7% Held
DYNF BlackRock ETF Trust 2.4% Trimmed −3%
IVV iShares Tr 2.1% Held
VEA Vanguard Tax-Managed FDS 2.0% Added +4%
DFAC Dimensional ETF Trust 1.9% Held
IJH iShares Tr 1.8% Added +2%
IUSB iShares Tr 1.7% Added +26%
ACWX iShares Tr 1.6% Added +76%
CORO BlackRock ETF Trust 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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