CWS Financial Advisors, LLC

Est. AUM

$390.3M

13F long equity, this entity only

Positions

157

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STRYKER CORPORATION	COM	$79.9M	243176	20.47%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$31.4M	443136	8.05%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.8M	41480	6.35%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$18.1M	145841	4.65%	SOLE
5	APPLE INC	COM	$15.4M	60550	3.94%	SOLE
6	VANGUARD STAR FDS	VG TL INTL STK F	$14.8M	192108	3.80%	SOLE
7	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$11.8M	54731	3.02%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$11.4M	58082	2.92%	SOLE
9	VANGUARD INDEX FDS	GROWTH ETF	$11.0M	25248	2.83%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$10.7M	33384	2.74%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$9.4M	16220	2.40%	SOLE
12	MICROSOFT CORP	COM	$6.7M	18203	1.73%	SOLE
13	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.3M	161857	1.62%	SOLE
14	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.4M	134099	1.38%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$4.4M	16904	1.13%	SOLE
16	CAPITAL GROUP CORE BALANCED	SHS	$4.2M	120953	1.07%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.1M	70329	1.05%	SOLE
18	SPDR S&P 500 ETF TR	TR UNIT	$3.8M	5913	0.99%	SOLE
19	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.6M	45787	0.93%	SOLE
20	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.2M	105153	0.83%	SOLE
21	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$3.2M	63974	0.82%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$3.1M	10939	0.80%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$3.1M	4705	0.79%	SOLE
24	WALMART INC	COM	$2.9M	23567	0.75%	SOLE
25	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.7M	13267	0.70%	SOLE
26	ISHARES TR	CORE MSCI EAFE	$2.4M	26095	0.61%	SOLE
27	MCDONALDS CORP	COM	$2.2M	7229	0.58%	SOLE
28	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.1M	72133	0.55%	SOLE
29	SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.1M	3325	0.53%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$2.0M	2928	0.52%	SOLE
31	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.9M	53031	0.49%	SOLE
32	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$1.9M	70914	0.48%	SOLE
33	INTERNATIONAL BUSINESS MACHS	COM	$1.8M	7394	0.46%	SOLE
34	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$1.7M	25609	0.44%	SOLE
35	PROCTER AND GAMBLE CO	COM	$1.7M	11811	0.44%	SOLE
36	CAPITAL GROUP CONSERVATIVE E	SHS	$1.7M	55624	0.42%	SOLE
37	PEPSICO INC	COM	$1.7M	10629	0.42%	SOLE
38	SOUTHERN CO	COM	$1.6M	17047	0.42%	SOLE
39	EXXON MOBIL CORP	COM	$1.6M	9685	0.42%	SOLE
40	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.6M	27399	0.42%	SOLE
41	CHEVRON CORP NEW	COM	$1.6M	7503	0.40%	SOLE
42	ALPHABET INC	CAP STK CL A	$1.5M	5377	0.40%	SOLE
43	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.5M	39992	0.39%	SOLE
44	VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.5M	16569	0.38%	SOLE
45	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.5M	34335	0.37%	SOLE
46	AMAZON COM INC	COM	$1.4M	6819	0.36%	SOLE
47	JPMORGAN CHASE & CO.	COM	$1.4M	4615	0.35%	SOLE
48	PHILIP MORRIS INTL INC	COM	$1.3M	7962	0.34%	SOLE
49	ISHARES TR	CORE S&P MCP ETF	$1.3M	19308	0.33%	SOLE
50	LOCKHEED MARTIN CORP	COM	$1.2M	2003	0.31%	SOLE

1–50 of 157

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.