CW Advisors, LLC

Est. AUM

$10.32B

13F long equity, this entity only

Positions

1,179

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$395.5M	1301321	3.83%	SOLE
2	APPLE INC	COM	$394.3M	1922034	3.82%	DFND
3	MICROSOFT CORP	COM	$244.0M	490591	2.36%	DFND
4	NVIDIA CORPORATION	COM	$201.6M	1275965	1.95%	DFND
5	SELECT SECTOR SPDR TR	FINANCIAL	$150.8M	2879565	1.46%	DFND
6	META PLATFORMS INC	CL A	$130.5M	176762	1.26%	DFND
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$130.1M	715904	1.26%	DFND
8	JANUS DETROIT STR TR	HENDERSON SECURI	$120.0M	2281029	1.16%	DFND
9	JANUS DETROIT STR TR	HENDERSON MTG	$118.6M	2631676	1.15%	DFND
10	SELECT SECTOR SPDR TR	COMMUNICATION	$110.7M	1019877	1.07%	DFND
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$108.1M	190320	1.05%	DFND
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$90.4M	1319578	0.88%	DFND
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$90.4M	186148	0.88%	DFND
14	BROADCOM INC	COM	$84.3M	305952	0.82%	DFND
15	VISA INC	COM CL A	$82.2M	231511	0.80%	DFND
16	COCA COLA CO	COM	$82.0M	1159362	0.79%	DFND
17	JPMORGAN CHASE & CO.	COM	$76.5M	263716	0.74%	DFND
18	ALPHABET INC	CAP STK CL A	$74.9M	425231	0.73%	DFND
19	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$72.5M	984103	0.70%	DFND
20	VANGUARD BD INDEX FDS	SHORT TRM BOND	$72.3M	918429	0.70%	DFND
21	SELECT SECTOR SPDR TR	SBI HEALTHCARE	$72.2M	535405	0.70%	DFND
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$70.8M	346053	0.69%	DFND
23	PROFESIONALLY MANAGED PORTFO	CONGRESS INTERME	$67.7M	2715409	0.66%	DFND
24	SPDR SERIES TRUST	PORTFOLIO LN TSR	$66.8M	2511689	0.65%	DFND
25	WORLD GOLD TR	SPDR GLD MINIS	$62.1M	947412	0.60%	DFND
26	GLOBAL X FDS	US INFR DEV ETF	$61.1M	1401130	0.59%	DFND
27	ISHARES TR	CORE S&P MCP ETF	$60.1M	969258	0.58%	DFND
28	ALPHABET INC	CAP STK CL C	$59.6M	336042	0.58%	DFND
29	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$58.9M	441958	0.57%	DFND
30	ANGEL OAK FUNDS TRUST	MORTGAGE BACKED	$58.6M	6786466	0.57%	DFND
31	VANGUARD INDEX FDS	GROWTH ETF	$58.0M	132273	0.56%	DFND
32	VANGUARD STAR FDS	VG TL INTL STK F	$57.8M	836166	0.56%	DFND
33	SPDR S&P 500 ETF TR	TR UNIT	$55.9M	90549	0.54%	DFND
34	ISHARES TR	U.S. TECH ETF	$54.8M	316228	0.53%	DFND
35	ISHARES TR	MSCI EAFE ETF	$52.7M	589190	0.51%	DFND
36	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$51.2M	469420	0.50%	SOLE
37	SELECT SECTOR SPDR TR	SBI CONS STPLS	$51.1M	631465	0.50%	DFND
38	ISHARES TR	CORE S&P SCP ETF	$50.9M	465815	0.49%	DFND
39	INVESCO EXCH TRADED FD TR II	KBW BK ETF	$49.6M	692760	0.48%	DFND
40	HOME DEPOT INC	COM	$49.5M	135063	0.48%	DFND
41	VANGUARD INDEX FDS	VALUE ETF	$48.5M	274500	0.47%	DFND
42	EATON CORP PLC	SHS	$45.7M	127921	0.44%	DFND
43	SELECT SECTOR SPDR TR	ENERGY	$45.1M	532183	0.44%	DFND
44	VANGUARD INDEX FDS	SMALL CP ETF	$45.1M	190237	0.44%	DFND
45	VANGUARD MALVERN FDS	STRM INFPROIDX	$44.8M	891034	0.43%	DFND
46	SELECT SECTOR SPDR TR	SBI INT-UTILS	$44.1M	540490	0.43%	DFND
47	EXXON MOBIL CORP	COM	$43.4M	402340	0.42%	DFND
48	FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$43.2M	723322	0.42%	DFND
49	CINTAS CORP	COM	$42.2M	189394	0.41%	DFND
50	TJX COS INC NEW	COM	$41.3M	334787	0.40%	DFND

1–50 of 1,179

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