CWS Financial Advisors, LLC — 13F holdings

CWS Financial Advisors, LLC reported 171 holdings worth $454M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. SYK STRYKER CORPORATION — $66.6M (14.7%)
  2. DFUS DIMENSIONAL ETF TRUST — $54.3M (11.9%)
  3. VOO VANGUARD INDEX FDS — $24.9M (5.5%)
  4. AAPL APPLE INC — $21.0M (4.6%)
  5. DFAI DIMENSIONAL ETF TRUST — $18.0M (4.0%)
  6. VXUS VANGUARD STAR FDS — $15.0M (3.3%)
  7. IJR ISHARES TR — $14.4M (3.2%)
  8. VUG VANGUARD INDEX FDS — $13.5M (3.0%)
  9. VIG VANGUARD SPECIALIZED FUNDS — $12.6M (2.8%)
  10. VTI VANGUARD INDEX FDS — $12.4M (2.7%)