CFS Investment Advisory Services, LLC — 13F holdings

CFS Investment Advisory Services, LLC reported 361 holdings worth $1.54B in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $142M (9.2%)
  2. PTLC PACER FDS TR — $123M (8.0%)
  3. VUG VANGUARD INDEX FDS — $60.4M (3.9%)
  4. IWD ISHARES TR — $41.3M (2.7%)
  5. DYNF BLACKROCK ETF TRUST — $36.5M (2.4%)
  6. IVV ISHARES TR — $32.8M (2.1%)
  7. VEA VANGUARD TAX-MANAGED FDS — $30.7M (2.0%)
  8. DIMENSIONAL ETF TRUST — $28.9M (1.9%)
  9. IJH ISHARES TR — $27.4M (1.8%)
  10. IUSB ISHARES TR — $26.6M (1.7%)