CWS Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Kalamazoo, MI
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$390,267
Net value change ($000)
+21,944 (6.0%)
New positions
13
Sold out positions
6
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 28,747 1074.3%
DFAI 5,683 912.2%
VCSH 2,441 205.5%
AVXC 1,732 NEW
VUSB 846 36.2%
SUB 480 NEW
VTEB 476 NEW
CVX 430 38.3%
XOM 387 30.8%
CGBL 373 9.8%
Top Reduces (Value $000, Stocks/ETFs)
SYK -8,727 -9.8%
VOO -2,928 -10.6%
IJR -2,343 -11.4%
MSFT -1,975 -22.7%
AAPL -1,776 -10.4%
VUG -1,597 -12.6%
IEFA -910 -27.8%
QQQ -590 -5.9%
VTI -535 -4.8%
IBM -398 -18.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type