CWS Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, CWS Financial Advisors, LLC held in its portfolio 150 assets valued at $368,323,201 (i.e. $368.32M).
The most valuable assets in the portfolio included: STRYKER CORPORATION ($88.63M), VANGUARD INDEX FDS ($27.72M), and ISHARES TR ($20.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 150 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CWS Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STRYKER CORPORATION | 252176 | 88632297 | COM |
| VANGUARD INDEX FDS | 44193 | 27714833 | S&P 500 ETF SHS |
| ISHARES TR | 170351 | 20472773 | CORE S&P SCP ETF |
| APPLE INC | 63058 | 17143030 | COM |
| VANGUARD STAR FDS | 192667 | 14534810 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 25878 | 12624773 | GROWTH ETF |
| VANGUARD SPECIALIZED FUNDS | 54630 | 12006592 | DIV APP ETF |
| VANGUARD INDEX FDS | 59763 | 11414204 | VALUE ETF |
| VANGUARD INDEX FDS | 33541 | 11245203 | TOTAL STK MKT |
| INVESCO QQQ TR | 16200 | 9951988 | UNIT SER 1 |
| MICROSOFT CORP | 18016 | 8712765 | COM |
| CAPITAL GROUP GROWTH ETF | 125820 | 5595205 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 16863 | 4349729 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 5896 | 4020656 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 64626 | 3795509 | SHORT TERM TREAS |
| CAPITAL GROUP CORE BALANCED | 107249 | 3789125 | SHS |
| ISHARES TR | 5003 | 3426942 | CORE S&P500 ETF |
| ISHARES TR | 36572 | 3271688 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 10769 | 3125440 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 104151 | 2856855 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 13483 | 2819568 | EXTEND MKT ETF |
| DIMENSIONAL ETF TRUST | 36074 | 2675575 | US EQUITY MARKET |
| WALMART INC | 23557 | 2624480 | COM |
| VANGUARD BD INDEX FDS | 46932 | 2339103 | VANGUARD ULTRA |
| VANGUARD WORLD FD | 2946 | 2220346 | INF TECH ETF |
| MCDONALDS CORP | 7183 | 2195271 | COM |
| INTERNATIONAL BUSINESS MACHS | 7392 | 2189603 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 71861 | 2123505 | SHS CREATION UNI |
| SPDR S&P MIDCAP 400 ETF TR | 3313 | 1998835 | UTSER1 S&PDCRP |
| CAPITAL GROUP DIVIDEND GROWE | 51886 | 1849207 | SHS ETF |
| CAPITAL GRP FIXED INCM ETF T | 68892 | 1827005 | CORE BOND ETF |
| VANGUARD SCOTTSDALE FDS | 29265 | 1753862 | INTER TERM TREAS |
| CAPITAL GROUP CONSERVATIVE E | 55349 | 1687590 | SHS |
| PROCTER AND GAMBLE CO | 11730 | 1681089 | COM |
| ALPHABET INC | 5240 | 1640205 | CAP STK CL A |
| VANGUARD WHITEHALL FDS | 17890 | 1636021 | INTL DVD ETF |
| CAPITAL GROUP CORE EQUITY ET | 39595 | 1592911 | SHS CREATION UNI |
| AMAZON COM INC | 6819 | 1573962 | COM |
| PEPSICO INC | 10627 | 1525134 | COM |
| JPMORGAN CHASE & CO. | 4597 | 1481209 | COM |
| ISHARES TR | 21998 | 1451858 | CORE S&P MCP ETF |
| SOUTHERN CO | 15907 | 1387078 | COM |
| PHILIP MORRIS INTL INC | 7948 | 1274846 | COM |
| EXXON MOBIL CORP | 10435 | 1255707 | COM |
| HOME DEPOT INC | 3463 | 1191625 | COM |
| VANGUARD SCOTTSDALE FDS | 14894 | 1187525 | SHRT TRM CORP BD |
| CAPITAL GROUP DIVIDEND VALUE | 26559 | 1159055 | SHS CREATION UNI |
| ABBVIE INC | 5002 | 1142868 | COM |
| CHEVRON CORP NEW | 7363 | 1122238 | COM |
| CISCO SYS INC | 14529 | 1119165 | COM |
| LOCKHEED MARTIN CORP | 2146 | 1038050 | COM |
| VANGUARD ADMIRAL FDS INC | 2270 | 1009294 | 500 GRTH IDX F |
| BERKSHIRE HATHAWAY INC DEL | 1982 | 996252 | CL B NEW |
| DIMENSIONAL ETF TRUST | 13566 | 945141 | US SMALL CAP ETF |
| PROGRESSIVE CORP | 4099 | 933424 | COM |
| ISHARES INC | 13145 | 883586 | CORE MSCI EMKT |
| ALTRIA GROUP INC | 15098 | 870526 | COM |
| LINDE PLC | 1999 | 852402 | SHS |
| PARKER-HANNIFIN CORP | 962 | 845767 | COM |
| MASTERCARD INCORPORATED | 1456 | 831050 | CL A |
| JOHNSON & JOHNSON | 3963 | 820177 | COM |
| SPDR GOLD TR | 2027 | 803320 | GOLD SHS |
| ANALOG DEVICES INC | 2948 | 799572 | COM |
| ALPHABET INC | 2548 | 799509 | CAP STK CL C |
| FASTENAL CO | 19672 | 789437 | COM |
| ABBOTT LABS | 6154 | 771091 | COM |
| CAPITAL GRP FIXED INCM ETF T | 33753 | 764157 | CORE PLUS INCM |
| VANGUARD BD INDEX FDS | 9930 | 735498 | TOTAL BND MRKT |
| CHUBB LIMITED | 2348 | 732918 | COM |
| SNAP ON INC | 2085 | 718627 | COM |
| ISHARES TR | 5725 | 705670 | S&P 500 GRWT ETF |
| VANECK ETF TRUST | 1926 | 693790 | SEMICONDUCTR ETF |
| VANGUARD TAX-MANAGED FDS | 11063 | 691128 | VAN FTSE DEV MKT |
| BROADRIDGE FINL SOLUTIONS IN | 3053 | 681338 | COM |
| ENTERGY CORP NEW | 7165 | 662287 | COM |
| PAYCHEX INC | 5790 | 649532 | COM |
| META PLATFORMS INC | 969 | 639653 | CL A |
| NEXTERA ENERGY INC | 7956 | 638674 | COM |
| DIMENSIONAL ETF TRUST | 16354 | 623239 | INTL CORE EQT MK |
| ISHARES TR | 4461 | 621662 | ESG OPTIMIZED |
| VERIZON COMMUNICATIONS INC | 14891 | 606511 | COM |
| GENERAL DYNAMICS CORP | 1778 | 598665 | COM |
| WEC ENERGY GROUP INC | 5651 | 595935 | COM |
| COCA COLA CO | 8436 | 589772 | COM |
| CATERPILLAR INC | 1004 | 575161 | COM |
| ISHARES TR | 2703 | 573179 | S&P 500 VAL ETF |
| GRACO INC | 6829 | 559773 | COM |
| NORTHERN TR CORP | 3920 | 535433 | COM |
| ELI LILLY & CO | 493 | 529743 | COM |
| EDWARDS LIFESCIENCES CORP | 6000 | 511500 | COM |
| CIVISTA BANCSHARES INC | 22877 | 508327 | COM NO PAR |
| COLGATE PALMOLIVE CO | 6308 | 498460 | COM |
| DIMENSIONAL ETF TRUST | 6599 | 485906 | US CORE EQUITY 1 |
| AMGEN INC | 1484 | 485845 | COM |
| GILEAD SCIENCES INC | 3904 | 479177 | COM |
| COSTCO WHSL CORP NEW | 545 | 470232 | COM |
| STARBUCKS CORP | 5550 | 467337 | COM |
| DISNEY WALT CO | 4099 | 466391 | COM |
| AT&T INC | 18170 | 451336 | COM |
| ILLINOIS TOOL WKS INC | 1820 | 448197 | COM |
| MARTIN MARIETTA MATLS INC | 719 | 447693 | COM |
| KINDER MORGAN INC DEL | 16064 | 441599 | COM |
| FIDELITY NATIONAL FINANCIAL | 7687 | 419633 | COM SHS |
| MORGAN STANLEY | 2207 | 391858 | COM NEW |
| PFIZER INC | 15726 | 391588 | COM |
| ISHARES TR | 1920 | 381350 | MSCI USA QLT FCT |
| DUKE ENERGY CORP NEW | 3153 | 369597 | COM NEW |
| ISHARES TR | 1735 | 365022 | RUS 1000 VAL ETF |
| CONOCOPHILLIPS | 3844 | 359853 | COM |
| ZOETIS INC | 2679 | 337102 | CL A |
| SCHWAB CHARLES CORP | 3367 | 336395 | COM |
| NETFLIX INC | 3500 | 328160 | COM |
| ISHARES TR | 6767 | 311124 | ESG AWARE MSCI |
| BOEING CO | 1432 | 310916 | COM |
| NXP SEMICONDUCTORS N V | 1402 | 304318 | COM |
| ARES CAPITAL CORP | 14374 | 290786 | COM |
| ALLIANT ENERGY CORP | 4444 | 288892 | COM |
| ORACLE CORP | 1480 | 288439 | COM |
| RTX CORPORATION | 1561 | 286206 | COM |
| BROADCOM INC | 826 | 286030 | COM |
| 3M CO | 1778 | 284664 | COM |
| TJX COS INC NEW | 1846 | 283617 | COM |
| DIMENSIONAL ETF TRUST | 5651 | 281997 | INTERNATNAL VAL |
| ISHARES TR | 3359 | 278040 | INTL DIV GRWTH |
| L3HARRIS TECHNOLOGIES INC | 907 | 266268 | COM |
| BERKLEY W R CORP | 3758 | 263536 | COM |
| UNITED PARCEL SERVICE INC | 2615 | 259388 | CL B |
| ISHARES TR | 2726 | 259209 | ESG AW MSCI EAFE |
| VANGUARD MALVERN FDS | 3317 | 258339 | CORE BD ETF |
| BANK AMERICA CORP | 4696 | 258257 | COM |
| NVIDIA CORPORATION | 1327 | 247491 | COM |
| BECTON DICKINSON & CO | 1273 | 247084 | COM |
| US BANCORP DEL | 4529 | 241667 | COM NEW |
| VANGUARD BD INDEX FDS | 3063 | 241363 | SHORT TRM BOND |
| S&P GLOBAL INC | 460 | 240422 | COM |
| AIR PRODS & CHEMS INC | 970 | 239701 | COM |
| ISHARES TR | 2518 | 237095 | MSCI USA MIN VOL |
| NORFOLK SOUTHN CORP | 819 | 236462 | COM |
| MERCK & CO INC | 2170 | 228422 | COM |
| UNITEDHEALTH GROUP INC | 684 | 225795 | COM |
| SCHWAB STRATEGIC TR | 8580 | 225053 | US BRD MKT ETF |
| GOLDMAN SACHS GROUP INC | 250 | 219750 | COM |
| AMPHENOL CORP NEW | 1588 | 214653 | CL A |
| MASCO CORP | 3338 | 211851 | COM |
| DIMENSIONAL ETF TRUST | 4427 | 207190 | US CORE EQT MKT |
| ISHARES TR | 550 | 205392 | RUS 1000 ETF |
| AMERICAN WTR WKS CO INC NEW | 1573 | 205237 | COM |
| ISHARES TR | 2071 | 200618 | S&P MC 400GR ETF |
| ALLIANCEBERNSTEIN GLOBAL HIG | 11955 | 127799 | COM |
| FS CREDIT OPPORTUNITIES CORP | 15201 | 95766 | COMMON STOCK |
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